Gemini's reporting utilises the power of Excel, the most widely used reporting tool in the world. A Gemini Excel report can be a simple Workbook, or it can be a Macro-enabled Workbook, meaning there is almost no limit to what you can do with one. You can export a set of data to match any given Workspace filter into a simple Workbook, in the form of a data dump, or you can export data to a custom report, giving you the power of filters, pivot tables, macros, and more.
Gemini reporting will not bypass field-level security. If you don't have permission to see a specific field, its values won't be in a report, even if it is included in the report as a heading.
A dozen or so sample reports are delivered with Gemini, and they all work the same way.
- On one tab define the fields you wish to extract from Gemini, including Custom fields. This tab must always be named 'definitions' and the column headings must match the names of the fields in Gemini you wish to export
- On a tab called 'data', specify column headings for the fields you have 'defined'. This is where Gemini will place the exported data and this is the tab from which any pivot tables or reports should be built. The column headings on the data tab do not have to match the definitions tab (which must match field names in Gemini), placement is by position. You can specify formulae on this tab and Gemini will copy down the formulae, to apply to every row of exported data. The sample Open vs Closed Items report is a good example of formulae on the data tab. Created Week and Closed Week are formulae. For neatness, the definitions and data tabs are hidden by convention
- Build a report from the data in the data tab. If you are building a report as a pivot table, which is the most powerful reporting method, then you will see that in all the sample reports there is a formula called 'data' that dynamically selects the full range of exported data, so you can specify the data source of your pivot table as 'data', knowing it will encompass the exported data set. The sample Type Breakdown report is a pivot of data, where the pivot table is based on the formula 'data'
Gemini's reports always run from, and select data, based on a Workspace. The filter criteria are used to construct the query to extract the data, but the query does not limit the extracted data to match page limits, so you can set a sensible page size of 50 items but run a report to extract 10,000 items. Because Workspaces collect data and execute reports, they are also where report production and distribution is scheduled.