How to Create a Report from a View in SpotlightXL

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To create a report from a view in SpotlightXL, first ensure you are logged in and have the appropriate access.

  1. Navigate to Analyze > Data.
  2. Select the desired model and view.

  3. Manipulate the view using actions until you achieve the desired analysis for your report.
  4. Now, go to Analyze > Design With > Report. This action enters you into Report Design mode where red marks indicate captured data. You can add formatting as desired.
  5. Click Save.

  6. Enter a name for the report and click Save.