Charts, drill-downs and row actions on reports

A small number of Breww's pre-built reports do more than show a table. They can draw the same figures as a chart, and let you click from a row through to the records behind it. This guide covers those shared features - see Navigating the reporting dashboard for how to find the reports themselves.

These are not features of every report. Around a dozen of Breww's pre-built reports offer one or both, and they are concentrated in the production and costing reports. Most pre-built reports show a table that you can filter, sort and export, with no chart and no row actions. The list below tells you exactly which reports have what.

Which reports support these features

Two of the names above are only the default wording. Beer loss and Raw materials & packaging by beer use whatever you call your own drink, so if you make cider, spirits or anything else, look for Cider loss, Raw materials & packaging by spirit and so on.

We add these features to more reports over time, so if a report is not listed here it is worth checking the top right of the results for a View as chart toggle, and the right-hand end of each row for an Actions column. If a report you rely on would benefit from either, please let us know.

Pages that aren't pre-built reports

Some pages in Breww look like reports and are described as reports, but are list pages rather than entries in the reporting suite. The clearest examples are under Customers, Leads & CRM, such as the order prediction and churn risk pages.

These pages have their own filtering, sorting and Excel or CSV export, but they have no chart view, no Actions column and no drill-through into the Data Explorer. If you want to schedule one of those figures by email, build the equivalent query yourself in the Aggregate Report Builder or Raw Data Explorer, save it, and schedule the saved report. See Automatically emailing reports on a schedule.

Viewing a report as a chart

On the reports listed above as supporting charts, a View as chart / View as table toggle appears at the top right of the results, next to the Export button. Switching between the two doesn't re-run the report, so it's instant. If a report doesn't show that toggle, it doesn't have a chart view.

Some reports open on the chart, because that's the quickest way to read them (the weekly production summary and beer loss reports, for example). Others open on the table and offer the chart as a second view. Either way, the toggle is always there and the choice is yours.

Charts are interactive - hover any bar, line or block to see the exact figure behind it, and click a series in the legend to hide or show it.

Where a report has more than one thing worth charting, you'll see several charts stacked on the page, each in its own card.

Headline figures

Some charts are topped with a row of headline tiles: a large current figure, plus comparison tiles showing the change against a previous period. The comparison tiles are colour-coded, and Breww knows which direction is good for the measure in question - a fall in loss volume is shown as an improvement, while a fall in packaged volume is not.

Charts and large reports

To keep your browser responsive, very large reports only show the first 1,000 rows on screen (export to Excel to get everything). Charts that plot a summarised dimension - such as loss by type or cost by category - are drawn from the full result, so the chart can show categories that the on-screen table has cut off.

Row actions

The reports listed above as supporting row actions have an Actions column on the right of each row, holding up to three buttons:

• Open the record (eye icon) - jumps straight to the batch, stock item, supplier, inventory receipt or other record the row is about.
• Open a quickview (sidebar icon) - slides out a panel listing the underlying records without leaving the report.
• Drill through (list icon) - runs a more detailed version of the report for just that row.

The exact buttons vary by report and by how the report is grouped, and not every row in a report that supports them will offer all three. Actions are on-screen only and are left out of Excel and CSV exports. A report with no Actions column doesn't support row actions at all, which also means there's no route from it into the Data Explorer.

Quickviews

Clicking the quickview button opens a panel over the right of the page showing the individual records that make up the row you clicked - the batch actions behind a loss figure, the receipt entries behind a month's spend, the allocations behind a stock item's usage, and so on.

The panel shows the first 25 records. At the bottom, Open in Data Explorer takes the same set of records into the full Data Explorer.

Drilling through into the Data Explorer

Open in Data Explorer (from a quickview) opens a Data Explorer report pre-filtered to exactly the records behind the figure you clicked. A banner at the top of the page tells you where you came from, for example "Drilled through from 3 loss. Only the records behind that figure are included."

From there you can:

• Add, remove and reorder columns as you would in any Data Explorer report.
• Export the records to Excel.
• Click Remove filter & build your own to drop the drill-through and start from the full data source.

Drilled reports can't be saved, because the filter belongs to the figure you clicked rather than to a reusable query. If you want to keep it, use Remove filter & build your own and rebuild it as a normal Data Explorer report, or export what you have.

For everything else the Data Explorer can do, see Reporting via the Aggregate Report Builder and Raw Data Explorer.

Drilling within a report

On the grouped reports that support row actions, some rows offer a drill-through that stays in the report rather than moving to the Data Explorer. It opens the detailed view of just that group - clicking View loss events on a loss type, View batches on a beer, View occupancies on a vessel or View receipt lines on a supplier re-runs the report on that slice, keeping your date range and filters.

Reports that take too long

Reports run on screen have a time limit so that one very broad report can't slow the system down for everyone. If a report hits it, Breww tells you that it took too long and may be including more data than required. Narrow the date range or add filters and run it again.