Informatica MDM SaaS | Reports Explained Step-by-Step

 So, Hi, everyone. Good afternoon. So today we are going to discuss some more topics from Informatica MDM Cloud Saas. So I, Prateeksha Badoria, am with my team here. So we are going to discuss some more topics. So the agenda for today's discussion is. explain reports and dashboards, and Informatica MDM Cloud Saas in a bit of detail.

What are reports Informatica MDM Cloud Saas?

It also provides reports and dashboards as part of the data, visualisation and analytical capabilities. So I'll be discussing the report part here.

So reports are Informatica MDM Cloud Saas: It provides the detailed insight into master data that is, including the data quality matching results and stewardship activities along with the data lineage.

So, what are the results that can be derived from the master data?

So this is what is presented in the form of a report. A report helps an organisation track the trends and ensure data consistency across the different domains.

What are the types of reports we have

1. predefined reports: that we don't have to customise. They are built in. So they are built in reports along with the Informatica MDM Cloud

example

Data quality Score report

Data matching and Survivorship report

Stewardship Activity Report

2. Custom report: The user can customise.

1. So these are created using SQL queries, APIs, or embedded BA tools

2. The user can generate ad hoc reports based on the business requirement.

3. Operational report: So, this is basically it is dependent on the daily operations, such as workflow status and data changes.

4 Audit reports: where we need the audit data record.

5 Exception report: So, where we need the record that has the report, you know, related to any errors or anomalies, or just in case we have duplicate records, we found out data inconsistencies. So these are the kinds of data that are present in exception reports.

What are the features of reports?

Filters and sorting: We can apply filters, and we can also sort the data using entity, date, region or custom attributes.

Scheduled reporting: The report can be scheduled to run at regular intervals.

Export options: The user can export the report in the form of CSV or PDF. Or Excel formats to any person who is required, that is, to the business users.

Drill down capabilities: We can drill down the data to any deeper levels that we want the data to go down. For example, we have the country, and then in the country. We have the state, then in the state. We have the city so that we can drill down from country to city.

So these are the features of reports that we have.

What are the steps to create a report in Informatica MDM Cloud Saas

1st Option: Using Embedded Analytics or Report Section

We have to log in with Informatica MDM Cloud Saas then.

Navigate to the analytics or reporting section: So, in this, if your organisation has enabled embedded analytics. Then you can also view the predefined reports that we have already discussed.

Select a report: So we are in the analytics or reporting section. Now we have to select a report.

Filter and customise: If you want to filter or customise and apply any filter that is date, range, entity, type, or attributes, then we can do that also in the report.

Export: So, after the creation of a report. If you want to export the report, then we can also do that, and we can export the report in the form of CSV.

2nd Option: Using custom report (data model-based reports).

Access the reporting module: If it is enabled.

Define the data model: that is, choose the master data entities, master data entities. Here are (customers, products and suppliers). Second is select the attributes that you want to include, to that you want to show in the report.

Apply filters and conditions: like whatever filters you want to apply, and you want to set the criteria that only those records to be shown. So that condition can also be applied in the report, for example. Here is only an active customer. So the inactive customers would not be shown.

Choose the output format: So, whatever output format we want the report to generate in that we can also select it over here.

Schedule or download: Then, some versions allow scheduled reports, so we can schedule the report, that is, after a certain time or certain interval, the report would automatically download. So like that, we can also schedule the jobs over here.

If you want to create a report, then we can see it over here, and we can go to the report. And then we have a tabular report that we can create. So the report is to be created in the tabular format, and then we can click on the create button, which would help us to create the report. It's a report that is there, and we have the report details also, which is cognizant has one employee, Infosys as one employee and Pcs. As one employee. So this is in the form of numbers, and on the left side. This is in the form of a chart.

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