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Data Analysis and Reporting with Intelligence Clients

Creating Smart Reports

Smart reports allow you to embed charts and pivot tables into a report body. These reports show only the data that is relevant to the report section in which they are placed. For example, if the report is grouped by year and you insert a chart in the report body, the chart replicates automatically so that there is a chart for each year of data in the report. Each year’s chart contains data specific to that year.


Tip   Smart reports are refreshed whenever you reprocess the query. Also, if you change a chart or pivot table in its home section, the Smart report is updated and the changes are reflected in the Report section.

To embed a chart or pivot in a report:

  1. In the Catalog pane, drag an existing pivot table or chart to either the report group header, page header, footer, or report body.
  2. Size the pivot table or chart by clicking the embedded report until handles appears.
  3. The pointer changes to a two-sided arrow.

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