My first interactive report

Imagine for a moment that all the data you have is in a big Excel spreadsheet where you can do all kinds of sorts, filters, calculations and charts.

It’s all possible in NexOne Office (GIMMI Web). The platform allows you to manipulate, extract and produce endless lists, reports, statistics and charts from your data.

You will find below the steps to follow to produce a simple interactive report, manipulate it and convert it to a chart.

Situation:

I want to know in the sales made in the last 24 months, the average number of days between the registration date and the sale date; grouped by the first 3 characters of the property's postal code in order to target my next advertising campaign.

Creating your report:

1. Selection of the basic report

The customization of a report begins with an existing basic report. Select the report with the data the closest to what you want to create.

For our example we will use the detailed transactions report: Transactions > Reports > Transactions - Detailed

2. Selection of columns to display

Click on Actions and on Select columns

On the left side of the window you see the columns that do NOT appear in the report, the right side displays the columns that appear in the report. Select a column name and use the '< & >' arrows to move them from one side to the other.

You can change the order in which the columns are displayed in your report by using the arrows on the right side.

You can use the CTRL or Shift keys to select more than one element at the same time

For our example, we will only keep the MLS #, address, listing date, transaction date and we will add the sold price. Click on Apply. The report will be generated with the columns you have just selected.

3. Selection of filters

-Clear existing filters from the base report by clicking on the "X" to the right of the filter.

-Create a new filter to keep only transactions from the last 24 months

In the Actions menu, select: "Filter".
Under the "Column" field, select the column: "Transaction date".
Under the "Operator" field, select: "Is in the last".
Under the "Expression" field, enter: "24" (for 24 months).
Select the "Month" time unit in the drop-down list to the right of the Expression field (for 24 months).
Click on Apply.

A new active filter "Transaction date is in the last 24 months" is added at the top of the interactive report.

-Create a new filter to keep only transactions that have a listing date.

In the Actions menu, select: "Filter".
Under the "Column" field, select the column: "Listing date".
Under the "Operator" field, select: "is not null"
Click on Apply.

A new active filter "Listing date is not null" is added at the top of the interactive report.

4. Add columns

-Add a column: the first three characters of the postal code.

In the Actions menu, select: "Format> Compute".

This function is used as in Microsoft Excel to create a formula from existing data

Under “Column Label”, enter “3 first char. of postal code”
In the "Computation expression" field, enter "Substr (BB, 1, 3)".
Click on Apply.

A new column "First 3 char. Of postal code" is added to the report with the first 3 characters of the postal code of each of the properties.

-Add a column: the number of days between the listing date and the transaction date.

In the Actions menu, select: "Format> Compute"
Under the "Column Label" field, enter "Nb of days"
Under the "computation expression" field, enter the following formula: "I - CA".
Click on Apply.

A new column "Nb days" is added to the report with as value the difference between the transaction date and the registration date of each of the properties.

5. Group data

-Group transactions by the first 3 characters of the postal code.

In the Actions menu, select: "Format> Control Break".

Under the "Column" field, select the column ''** 3 first char. Of the postal code"
Click on Apply.

The report is regenerated immediately; grouping the transactions by the first 3 characters of the postal code.

6. Calculate an average

-Calculate the average of the number of days based on the first three characters of the postal codes.

In the Actions menu, select: "Format> Aggregate".

Under the "Function" field, select: "Average".
Under the "Column" field, select: "** Nb days".
Click on the Apply.

The report is regenerated immediately by adding to the last line of each grouping by postal code, the average number of days elapsed between the listing and the transaction date.

7. Save your personalized interactive report

If you want to reuse your personalized report, you can save it.

In the Actions menu, select: Save report and enter a representative name (the description is optional).

You will now be able to access this report by going to Transactions → Reports → Transactions -Detailed, click on the report selection box to see your reports, your personalized reports will be at the bottom in the Private section.

Convert the report in a chart:

You can convert the information in your report into a graphic for easier analysis

1. Create the chart

In the Actions menu, select: "Format> Chart".

Type of graphic: horizontal or vertical stick, you can choose the orientation in the Orientation field
Under the "Label" field, select: "** First 3 char. Of the postal code"
Axis title for the label: "Postal code".
Under the "Value" field, select: "** Nb days"
Axis title for the label: "Days".
Under the "Function" field, select: "Average".
Under the "Sort" field, select: "Value - Descending".
Click on Apply. The graph is generated immediately

2. Modify the chart

To modify the layout or sorting of the chart, click on the "Edit chart" link which in the filters at the top.

For example, if you want to have the same statistic but by city instead of postal code:

Click on the link "Edit chart"
Under "Label" select "City"
Change the axis title of the label to "City".
Click on Apply.

The graph is regenerated immediately but displays the average number of days per city instead of the first 3 characters of the postal code.