The "F2 Analytics" window for administrators
Users with the "F2 Analytics administrator" privilege can configure and draw reports from the "F2 Analytics" window. Open the window from the "Administrator" tab by clicking the F2 Analytics menu item.
Window layout
In the window, you can see an overview of the organisation’s report configurations and their details in the result list (1). Select a configuration to preview it (2). The preview shows information such as a description of the configuration’s purpose, its fixed filters, and which fields users must fill in to draw a meaningful report.
The ribbon (3) contains menu items to create, edit, and delete configurations as well as to draw reports based on the selected configuration. You can draw a report in two ways: You can either preview it or download it as an Excel file.
You can move the divider between the result list and the preview by dragging it or by navigating to the divider and using the arrow keys to adjust it.
Menu items in the ribbon
The table below describes the menu items in the ribbon of the "F2 Analytics" window and how to use them.
| Menu item | Description | ||
|---|---|---|---|
New report configuration |
Open the "Create a new report configuration" dialogue. In the dialogue, enter a title and choose the report type you want to configure.
Figure 3. The "Create new report configuration" dialogue
Click Create in the dialogue to open the new report configuration for editing. From here you can develop and save the configuration. |
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Edit |
Open the selected report configuration for editing. Here you have the same editing options as when creating a new configuration. |
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Copy |
Open the "Create a copy" dialogue to create a copy of the selected configuration. The dialogue is pre-filled based on the copied configuration, but you can enter a new title for the copy and add an access restriction before creating it. 
Figure 4. The dialogue is pre-filled based on the selected configuration
Click Create to create and immediately save the copy. It is then available in the configuration overview. From here you can open it for editing. |
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Delete |
Delete the selected report configuration. F2 asks for confirmation before deletion. |
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Show report |
Draw a report based on the selected configuration and show it in the preview pane directly in the window. Read more about showing reports. |
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Download report |
Draw a report based on the selected configuration and download it as an Excel file. Read more about downloading reports. |
Columns in the result list
The result list in the "F2 Analytics" window displays the report configurations that are available to you.
You can move a column by dragging its header to a new position. You can adjust the column width by dragging one of its ends. Read more about sorting columns in the section Sort the result list.
The table below describes the columns in the result list.
| Column | Description |
|---|---|
Title |
The report configuration’s title. |
Report type |
The report configuration’s type. All default report types and their configurations are described in the report reference. Your organisation may also have developed report types specifically for your installation. |
Access restriction |
The report configuration’s access restriction. Access to report configurations can be restricted to:
Read more about report configuration properties. |
Last changed |
Displays the date and time when the report configuration was last changed. |
Last updated by |
Displays who last updated the report configuration. "System" means that it is a standard report configuration. |
Created |
Displays the date and time when the report configuration was created. |
Created by |
Displays who created the report configuration. "System" means that it is a standard report configuration. |
Draw report
To draw a report, first select a configuration in the result list in the "F2 Analytics" window. For example, if you want to draw data about record metadata fields, you can use a configuration with the "All record fields" fields report type. The window’s preview shows you details about the configuration such as its columns, filters, fields to fill in, and properties.
In the ribbon, you have two options for drawing a report based on the selected configuration, Show report and Download report.
Show report
Click Show report if you want to preview the report directly in the window. The "Show report" dialogue opens. Fill in any predefined fields, and click on Show to view the report.
Download report
Click Download report to download the report as an Excel file. The file is based on the template for the report configuration, if one was selected. The "Download report" dialogue opens. Here you can enter a name for the report and fill in any predefined fields. Click on Download to save the file in the "Downloads" folder on your computer.
Fill in any required fields
Some configurations require certain fields to be filled in before meaningful data can be extracted. It may be that only data from a limited time period is relevant, but that this specific time period depends on who draws the report or when.
When you draw a report, either to preview it or to download it as an Excel file, a dialogue opens called "Show report" or "Download report", respectively. The dialogue contains any fields that you are required to fill in.
Fill in the fields with relevant data and click on Show or Download to draw the report.