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Overview

Knowlix provides powerful reporting and analytics capabilities across all modules, enabling you to transform raw data into actionable insights. Most modules include a dedicated Reporting section where you can analyze trends, identify patterns, and make data-driven decisions. Reports in Knowlix are interactive and customizable. You can filter data, choose what metrics to measure, adjust how information is grouped, and select the visualization that best communicates your findings. 💡 Pro Tip: Ask Your Knowlix to generate reports for you. Try: “Show me this month’s sales by product category” or “Create a report of overdue invoices”

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Report Visualization Options

Knowlix offers multiple ways to visualize your data. The available views depend on the type of report you’re accessing, but two core reporting views are available system-wide: Graph View and Pivot View.

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Graph View

Graph view transforms your data into visual charts, making it easy to spot trends, patterns, and outliers at a glance. This view is ideal for presentations, dashboards, and quick analysis. Accessing graph view: Navigate to any module’s Reporting section and click the graph view icon in the top-right corner of the screen. When to use graph view:
  • Presenting data to stakeholders
  • Identifying trends over time
  • Comparing categories visually
  • Creating dashboard widgets

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Pivot View

Pivot view provides a spreadsheet-like interface for drilling down into your data. It allows you to aggregate metrics, group data by multiple dimensions, and perform detailed analysis. Accessing pivot view: Navigate to any module’s Reporting section and click the pivot view icon in the top-right corner. When to use pivot view:
  • Performing detailed data analysis
  • Exploring data from multiple angles
  • Exporting data for further processing
  • Creating complex custom reports
💡 Your Knowlix: Ask: “Switch to pivot view for the current report” or “Show me a graph of quarterly revenue”

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Defining What to Measure

Before analyzing data, you need to specify what you want to measure and how you want to group it.

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Selecting Measures

A measure is the numerical value you’re tracking or calculating. By default, Knowlix selects a relevant measure for each report, but you can customize this. To change measures:
  1. Click the Measures button in the report toolbar
  2. Select one or more measures from the dropdown (pivot view supports multiple measures simultaneously)
  3. The report updates automatically
Available measure types:
  • Numeric fields: Any integer, decimal, or monetary field in the data (e.g., revenue, quantity, cost)
  • Count: The total number of records matching your filters
  • Calculated fields: Derived metrics like profit margin, average deal size, etc. (availability depends on the module)
Note: Only numeric fields can be measured. Text, date, and boolean fields can be used for grouping but not as measures.
Example measures by module:
ModuleCommon Measures
CRMRevenue, Deal Count, Win Rate
ProjectsHours Logged, Task Count, Budget Used
AccountingTotal Amount, Tax Amount, Payment Count
InventoryQuantity on Hand, Stock Value, Product Count

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Grouping Data

Grouping organizes your measures by specific dimensions, allowing you to break down totals and compare segments. To add grouping:
  1. Click the Group By button in the report toolbar
  2. Select a field to group by (e.g., Salesperson, Product Category, Date)
  3. For date fields, choose the time period (Day, Week, Month, Quarter, Year)
Default grouping: Most reports default to Date → Month grouping, which shows how your measure evolves over time on a monthly basis. Multi-level grouping: You can add multiple grouping levels to create hierarchical breakdowns. For example:
  • Group by Product Category, then by Product
  • Group by Sales Team, then by Salesperson
  • Group by Month, then by Week
Time comparisons: When filtering to a single time period, Knowlix offers the option to compare against another period (e.g., this month vs. last month, this quarter vs. same quarter last year). 💡 Agent Workflow: “Show me sales grouped by region and product category” or “Compare this month’s revenue to last month”

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Working with Pivot View

Pivot view excels at multi-dimensional analysis. Its spreadsheet-like interface lets you explore data from different angles by adding and removing groups dynamically.

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Adding Groups

Quick grouping: Use the Group By button (described above) to add a group at the row level. Interactive grouping: Click the + (plus) button next to any header (rows or columns) to add a subgroup. A menu of available grouping fields appears. Select one to create the grouping. Removing groups: Click the - (minus) button next to any grouped header to remove that grouping level.

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Row and Column Groups

Groups can be added to both rows (vertical) and columns (horizontal), creating a true two-dimensional pivot analysis. Example pivot structure: 
                   Sales Team A    Sales Team B    Sales Team C
Product Category 1    $50,000        $30,000         $20,000
Product Category 2    $40,000        $25,000         $15,000
Product Category 3    $30,000        $20,000         $10,000
In this example:
  • Rows: Grouped by Product Category
  • Columns: Grouped by Sales Team
  • Measure: Revenue

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Pivot View Controls

Flip axis (⇄): Switch row and column groups instantly. This changes your perspective without rebuilding the report. Sort: Click any measure column header to sort values in ascending (⏶) or descending (⏷) order. Export to Excel: Click the download button (⭳) to export the current pivot as an .xlsx file for further analysis in spreadsheet applications. 💡 Best Practice: Start with broad groups (like month or category), then drill down into subgroups (like week or product). This approach helps you identify high-level patterns before diving into details.

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Working with Graph View

Graph view offers three primary chart types, each suited to different analytical needs.

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Chart Types

Bar Chart Best for comparing categories or showing distribution across segments. Use cases:
  • Comparing sales across regions
  • Showing product category performance
  • Displaying team productivity metrics
Strengths:
  • Handles large datasets well
  • Easy to compare multiple categories
  • Works well with both horizontal and vertical orientation
Line Chart Ideal for displaying trends and changes over time. Use cases:
  • Tracking revenue growth month-over-month
  • Monitoring website traffic trends
  • Analyzing inventory levels over time
Strengths:
  • Clearly shows direction of change
  • Highlights inflection points
  • Effective for time-series data
Pie Chart Shows how parts contribute to a whole, best for a small number of categories. Use cases:
  • Market share breakdown
  • Budget allocation by department
  • Lead source distribution
Strengths:
  • Instantly communicates proportions
  • Visually appealing
  • Easy for non-technical audiences
Limitations:
  • Difficult to read with more than 5-7 categories
  • Hard to compare similar-sized segments
  • Not suitable for time-series data

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Chart Options

Stacked Charts (Bar and Line) When you have multiple groups, the stacked option displays them vertically (stacked on top of each other) instead of side-by-side. When to use stacked view:
  • Showing total values and component breakdown simultaneously
  • Comparing how composition changes across categories
  • Emphasizing cumulative totals
Comparison:
View TypeBest For
StackedShowing totals + composition
RegularComparing individual values
Cumulative Charts (Line Only) The cumulative option adds values progressively, showing the running total over time rather than individual period values. When to use cumulative view:
  • Tracking progress toward a goal
  • Showing growth trajectories
  • Highlighting acceleration or deceleration
Example:
  • Regular line chart: Shows 10K,10K, 15K, 12K,12K, 20K each month
  • Cumulative line chart: Shows 10K,10K, 25K, 37K,37K, 57K (running total)
💡 Visualization Tip: Choose your chart type based on your message. Bar charts for comparison, line charts for trends, pie charts for composition.

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Report Customization

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Filtering Data

Before analyzing, ensure you’re looking at the right data set. Use filters to narrow your report to relevant records. To apply filters:
  1. Click the Filters dropdown in the report toolbar
  2. Select from pre-configured filters or create custom ones
  3. Combine multiple filters for precise data selection
Common filters:
  • Date range (This Month, Last Quarter, Custom Period)
  • Status (Active, Closed, Pending)
  • Assignee or Team
  • Category or Type

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Saving Custom Reports

Once you’ve configured a report with your preferred measures, groupings, and filters, save it for future use. To save a report:
  1. Configure the report as desired
  2. Click Favorites in the toolbar
  3. Select Save Current Search
  4. Name your report and choose visibility (Personal or Shared)
Saved reports appear:
  • In the Favorites menu for quick access
  • On your dashboard (if added as a widget)
  • In the module’s Reporting section
💡 Team Productivity: Share useful report configurations with your team by saving them as shared favorites. This ensures everyone analyzes data consistently.

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Best Practices

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Start with Questions

Before creating a report, define what question you’re trying to answer. “What were our sales last month?” is clear. “Show me everything about sales” is not.

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Use Appropriate Visualizations

Match your chart type to your message. Don’t use a pie chart when you need to show trends over time. Don’t use a line chart when comparing unrelated categories.

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Keep It Simple

Avoid adding too many measures or groups to a single report. Complex reports are hard to read and understand. Create multiple focused reports instead.

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Filter Aggressively

Irrelevant data creates noise. Filter your reports to show only what matters for the specific analysis you’re conducting.

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Leverage Time Comparisons

Use Knowlix’s period comparison feature to understand whether changes are improvements or declines. Context matters.

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Export for Deeper Analysis

When you need statistical analysis, modeling, or integration with other tools, export your pivot data to Excel or CSV.

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Need Help?

Ask Your Knowlix:
  • “Create a report of this quarter’s sales by region”
  • “Show me a pie chart of lead sources”
  • “Export the current pivot to Excel”
  • “Compare this month’s revenue to last month”
  • “What are our top 10 products by revenue?”
Contact Support: If you need help creating complex reports, setting up automated report delivery, or troubleshooting data discrepancies, contact Knowlix support through the Help menu.