Reports

Reports in OvalEdge are graphical visualizations of data designed to present insights clearly and quickly. They organize and present information for specific audiences. OvalEdge supports integration with reporting tools such as Power BI, Tableau, MicroStrategy, and Sigma.

The Reports module in the Data Catalog provides access to report details, including summary, preview, lineage, references, and column-level information.

Purpose

The Reports feature helps users:

View and manage reports across all connectors.
Understand report metadata, governance roles, and relationships.
Analyze lineage to track data sources and dependencies.
Curate metadata using tags, terms, and descriptions for better discovery.

Report List Page

The Report List Page displays reports from all connectors with metadata for curation.

Field	Description
System View	The System View is the default system-defined View displaying a specific set of defined column fields in the grid. When users click on the System, it displays the list of all three Views - My View (created by you), System View, and Public View (views created by others). The application displays the System View by default if no other views are created or selected.
	The Configure View icon provided in the top right corner helps users to customize the layout of the screen to view the information as per user requirements. By default, the display of the data is set to System View with predefined columns. To view particular columns, which are not included in the system view, you can add those required columns in the layout using the Customize plugin option.
	The function of the Reset icon is to clear all the filters applied on the Reports page.
	The Nine dots icon is enabled on the top right corner, which helps you to perform multiple actions on the selected Reports.
	The filter icon helps you to apply filters to view selected options related to search results. The search icon is configured on the columns to search for the required result. You can also apply conditions during the search operation, using the icon available on the search bar. You can sort the Connection Name, Report Group, Report Name, Title, Type, Tags, Last Modified Date, Created By, Popularity, Importance Score, and Certification type using the sorting option.
Connector Name	Displays the Database connection name available within the OvalEdge application, containing the reports. The databases available in the OvalEdge application, including reports from Tableau and Power BI, are displayed here.
Report Group	Displays the name of the Report Group to which the report belongs.
Parent Report	The Parent Report refers to the primary report that contains other elements, such as subreports or nested reports.
Report Name	Displays the report name, which is defined at the source. Note: The Report Name field is not editable. An eye icon is available in the Report Name column to provide a quick view of the report.
Title	Displays the title of the Report. The title is an editable field. When you hover over a specific title, it will display the edit icon on the Title Column. You can click on the Edit icon to edit and click the Save button to save.
Report Type	It displays the report type, such as datasets, workbooks, dashboards, titles, views, Webi, Crystal Reports, Page, Column Chart, map, etc.
Project	The projects associated with the data object are displayed in this column. A checked icon is displayed if the Database is added to the default project. Hover over the Checked icon to view the Project name. Click on the Add to Default Project icon to add the schema to the default project. Note: If My Access Cart is selected as the default project, then the label name will be changed from Project to Access Cart, and you can raise an access request using the Access Cart icon.
Tags	Display the Tags associated with the Report. The Tags field is editable; hover over a specific tag field to see an edit icon. Click the edit icon to edit and assign tags to the Reports.
Terms	Display the Term associated with the Report. The Terms field is editable; hover over a specific tag field to see an edit icon. Click the edit icon to edit and assign or remove tags to the Reports.
Business Description	Displays the Business Description of the report. It is editable; hover over a Business Description field of a specific report, and click on the edit icon to edit the description. Note: Users with Meta-write access can only edit the Business Descriptions.
Technical Description	Displays the technical parameters or comments defined at the data source. It is editable; hover over the Technical Description field of a report and click on the edit icon to edit the description.
Source Description	A detailed account of the comments on the data object at the remote data source is fetched and displayed as a source description. Note: This field cannot be changed and only represents what is in the source system.
Last Crawled Date	The Last Crawled Date field displays the date when the object was last crawled from the Data Source.
Last Modified Date	Displays the date and time for any metadata changes to a data object in the application.
Created By	Displays the user who has crawled the Database.
Popularity	Popularity Score is a valuable metric for understanding how widely a data object is used within a group. It is a score calculated from the number of times the users interacted with the data object by viewing, endorsing, commenting, and adding tags. The table below lists actions and their respective impacts on the popularity score. Some actions increase popularity, some decrease it, and some may not affect it.
Importance	The Importance Score reflects how critical a data object is within the database. It is determined by analyzing the object's relationships and lineage, specifically, how many downstream objects depend on it.
Path	It represents the remote folder path where the report is stored.
Owner	Displays the name of the Owner of the report.
Steward	Displays the name of the Steward of the report.
Custodian	Displays the name of the Custodian of the report.
Certification	Displays the Certification type applied to the report. Example: Certify/Caution/Violation/Inactive/None.
Has Lineage	It indicates whether the table/file/report has a lineage. Yes implies the presence of lineage; No indicates the absence of lineage.

User Actions

The following are the User Actions that can be performed on the Report using the Nine dots option.

Fields	Description
Add to my watchlist	Adds the selected report to the watchlist.
Remove from my watchlist	Removes the selected report from the watchlist.
Add Tags	Add tags to one or more reports.
Remove Tags	Remove tags from one or more reports.
Add Terms	Add terms to one or more reports.
Remove Terms	Remove terms from one or more reports.
Raise a Service Request	Raises an access request for the selected reports.
Update Governance Roles	Assign governance roles (Steward, Custodian, Owner) to the selected reports.
Update Certification	Changes the certification type applied to the selected reports.
Add Reports to Impact Analysis	Add the selected reports to Impact Analysis to view potential impact.
Add Reports to Dashboard	Add the selected reports to the dashboard.
Add to Project	Associate the selected reports with the default project.
Remove from Project	Remove the selected reports from the default project.

Selecting a report navigates to the Report Details page. The page is divided into Summary, Report preview, Sub Reports, Lineage, References, and Column Details sections.

Report Summary

The Report Summary page displays all key details of a report, including business and technical descriptions, terms, tags, catalog information, and column count. It also shows metadata such as popularity, importance, ownership, certification, user activities, and column-level details for easy reference.

Fields	Description
Business Description	Business Description displays the business purpose for creating a particular data object (such as Tables, Reports, Files, APIs, or Codes). Authorized users can edit business descriptions to attach images, links, videos, or tables, and apply basic formatting options to the text, as well as add object references using the "@" annotation.
Technical Description	Technical Description provides a clear overview of the data object's format and structure from a technical perspective. It may include details such as formulas, connection details, data integration specifics, or any other technical aspects essential for understanding and working with the data object. Authorized users can edit the description.
Terms	Terms are essential for understanding the organization’s essential terminology, abbreviations, and relevant company-specific jargon, phrases, and business language to harness their full potential effectively. When glossary terms are applied to the cataloged data objects, they provide additional context and meaning to these data objects through the data association preferences. Note: A single Term can be applied to multiple data objects. A data object, on the other hand, can only have one Primary Term and multiple auxiliary Terms applied to it. A Term cannot be applied to objects with DAG tags.
Tags	Tags are keywords that help users to organize the data assets for better management and discovery. Users can select and add appropriate tags from the list of existing tags in the left panel by clicking on the ‘+’ icon next to the tag. Users can view a list of all the Tags assigned to the Term in the right panel drop-down menu. To remove tags from a term, the user can click on the ‘x’ icon next to the tag.
Catalog Details
Column Count	Column Count displays the total number of columns present in the Table/File/Report.
Importance	The importance score shows how vital a table/file is across the database based on the number of relationships and the lineage (downstream objects) associated with the Table/File. The Importance score is calculated based on the below formula: Importance score = [200 X (no. of rows in the Table or File/Max row count in schema no. of columns)] + [0.1 X no of Important Columns] + [no of downstream X 7] + [PK or FK X 3].
Popularity	Popularity Score is a useful metric for understanding how widely a Term is used within a group of users. It is a score calculated from the number of times the users interacted with the term by viewing, endorsing, commenting, and adding tags to it. Navigating to the object summary page increases the score by + 1 Adding a comment increases the score by +1 Endorsing a data object - Based on the star rating, the Endorsement Rating increases by 1 for a one-star rating and by 5 for a five-star rating. Adding a Tag increases the score by + 4 Adding Tem increases the score by +3
Type	The Type refers to the specific object type or an attribute value. Reports: This object type is a Report type available for a reporting tool such as Dashboards, Reports, Views, etc. Report Columns: The object type is an attribute type, and the data type can be a string, integer, double, date, Boolean, decimal, etc.
Path	Path denotes the location of the report, representing the folder path where it is stored in the remote system.
Crawl Details
Last Crawled Date	Last Crawled Date displays the most recent date and time when the data object was fetched from the remote data source into the application.
Last Meta Sync Date	Last Meta Sync Date shows the date and time when any data changes were last made to a data object at the remote data source.
User Activities
Last Modified Date	Last Modified Date displays the date and time of the latest metadata changes made to the data object within the application. This includes actions like editing descriptions, adding tags, terms, custom fields, etc.
Last Certified Date	Last Certified Date displays the date on which the data object is certified.
Last Populated Date	Last Populated Date displays the date when the data object's metadata was last updated using APIs.
Service Request Count	Service Request Count displays the total number of service requests raised on the data object.
Certified By	Certified By displays the username who certified the data object.
Custom Fields	Additional metadata fields defined by admins.
Top Users	Users who most frequently access the report.
Data Access	Data access shows the list of users/roles and their permissions for a specific data object in OvalEdge and at the remote source.
Access Instructions	Access Instructions are guidelines provided by the Integration Admin during the integration of a remote connector. They explain the necessary access permissions and steps required for users to connect with a specific system or connector.
Metadata Curation	The metadata curation score assesses metadata quality, completeness, and accuracy for object types and terms. The score is based on evaluations in areas like: Meaningful Name Business description Technical description Associated Terms Associated Tags Governance Roles Custom Fields Column Scores
Parent Report	The Parent Report refers to the primary report that contains other elements, such as subreports or nested reports.
Report Columns
Favorites	Marks a column as a favorite for quick access.
Column Name	Displays the name of the report column.
Title	Displays the Title of the report.
Column Type	Defines the data type of the column (e.g., string, number, date).
Formula	Displays the formula or calculation logic applied to the column.
Tags	Lists the tags assigned to the column for categorization.
Terms	Shows the glossary terms associated with the column.
Project	Indicates the project linked to the column.
Business Description	Provides a business-level explanation of the column’s purpose or meaning.
Technical Description	Provides technical details or specifications of the column.
Certification	Displays the certification status of the column.
Last Modified Date	Shows the date when the column was last updated.

Report Summary User Actions

The following are the User Actions that can be performed on the Report using the Nine dots option.

Fields	Description
Process Upstream/Downstream Objects	Caution all the downstream objects - A CAUTION label of an object can be propagated to its downstream objects through lineage relationships, if it has been built. This will override the certification label directly applied to the object till the time the propagated label is removed. This informs users about the potential issues or concerns associated with the data object. Note: The caution applies across all levels of the lineage. Copy Metadata using Lineage - allow users to add metadata (Tags, Business & Technical Description) information to the associated upstream or downstream objects of a data object using lineage.
Add to My Watchlist	Adds the selected report to the watchlist.
Update Governance Roles	Assign governance roles (Steward, Custodian, Owner) to the selected reports.
Add to Impact Analysis	Adding a data object to Impact Analysis helps understand how changes to one data object might affect other related data objects, considering its lineage. Users can choose from predefined impact analyses and see the potential consequences of their actions before making any changes.
Send Messages	Send messages or tag related to the selected report.
Custom Fields History	Custom Field History displays the list of changes made to the Custom Fields (by whom, when, and what) over time. These records can be used to track changes, identify problems, and troubleshoot.
Update Certification	Certification assures that data meets specific standards and is reliable for decision-making. Certification labels each object clearly, showing if it's reliable ("certified") or not ("violated" or "Cautioned") or not in use ("Inactive"). This helps users decide which data to use with confidence.
Raise a Service Request	Create a service request for access or support related to the report.
Add to Dashboards	Adding a report to a Dashboard enables data visualization by offering pertinent insights and metrics in a centralized and accessible format.
Remove from Dashboards	Removes the report from the Dashboard.
Configure Search Keywords	Configure Search Keywords are search keywords added to data objects to help find them easily. Any user can add a keyword to a tag, and each keyword gets a score based on who added it or voted for it. When an admin adds a keyword, it gets a base score of three. If the admin also votes for the keyword, three additional points are added. If a non-admin adds a keyword, it starts with a score of one. If the non-admin also votes for the keyword, an extra point is added. Keywords need a minimum score of three to be considered for "Global Search," which highlights data stories associated with these keywords.
Add to Project	Associate the selected reports with the default project.
Rating	Allows rating the report from one to five stars to indicate quality or usefulness.
Manage Report	Provides an option to add, edit, update, or configure virtual reports.

Report Preview

The Report Preview tab provides a snapshot of report usage, structure, and metadata. It displays linked objects such as sub-reports, lineage, references, and columns, along with detailed user activity data. This view helps monitor report adoption, governance, and user engagement. Download the details from the Report Preview tab.

Field	Description
First Name	Displays the user’s first name.
Last Name	Displays the user’s last name.
User Email	Shows the user’s registered email ID.
Title	Indicates the user’s role or designation.
User Role	Lists all roles assigned to the user (e.g., admin, steward).
User Created Date	Date when the user account was created.
Last Login	Timestamp of the user’s most recent login.
User Sessions Week (1-4)	Number of sessions by the user for each week in the given period
Hours Logged Weeks (1-4)	Total hours spent by the user in each week.
Average User Session Per Week	Weekly average of user sessions across the selected period.
Average Usage Per Week	Weekly average of total hours logged across the selected period.

Reports - Subreports

The Sub Reports tab displays all sub-reports associated with the main report. It provides details about each sub-report’s type, metadata, governance, and descriptions. This tab helps users understand the structure and additional reports linked to the primary report.

Field	Description
Subreport Title	Displays the name of the sub-report.
Subreport Type	Indicates the type of sub-report (e.g., chart, table, dashboard component).
Column Count	Shows the total number of columns included in the sub-report.
Tags	Lists tags associated with the sub-report for easier search and categorization.
Terms	Displays glossary terms linked to the sub-report for semantic meaning.
Project	Identifies the project associated with the sub-report.
Business Description	Provides a business-level explanation of the sub-report’s purpose and usage.
Technical Description	Contains technical details about the sub-report, such as data source or configuration.
Certification	Indicates whether the sub-report is certified for trusted use.
Last Modified Date	Shows the most recent update date for the sub-report.

Report Lineage

Report lineage involves tracking a report's complete transition path, revealing its origins and destinations, and ensuring data traceability. This integrated Data Catalog feature allows organizations to improve data quality by identifying and addressing underlying issues, leading to more informed decision-making processes. Establish data lineage using a variety of available methods and techniques for greater flexibility and control. The blue lines represent auto lineage, and the orange lines represent manual lineage.

The Report Lineage helps to:

Discover errors in data processes by validating the accuracy and consistency of the data.
Analyze impacts
Perform root cause analysis on low-quality data.
Helps you to make strategic decisions using accurate information and perform system migrations effectively.

Report References

Reference objects store information that other data objects can reuse in the application. The report references list all connections from a report to other data assets such as Business Glossary, Projects, Tables, Table Columns, Files, File Columns, Reports, Report Columns, Data Stories, and Queries.

References are created using the @ notation in supported text fields such as Business Description, Technical Description, Endorsement Rating, and Terms. Entering the @ notation in these fields displays a drop-down of available data assets. After selecting from the list, the chosen objects are linked and displayed under the References section of the report.

Field	Description
Reference Category	Categorizes the type of reference created within the report.
Reference From	Specifies the source text field or section where the reference was created.
Reference Object Type	Defines the type of data asset being referenced (e.g., Table, Report, Term).
Reference Object	Displays the actual object that has been referenced within the report.

Report Columns

The Report Columns section lists all columns available in a report. It helps analyze statistics, relationships, and column-level lineage. The detailed view of the report columns is divided into multiple sections:

Statistics – Displays metadata details and formulas used to generate the report.
- Report columns can be searched using the search box in the left pane.
- Report columns can be sorted alphabetically (A–Z or Z–A), by importance score, or by popularity score.
- Report columns can be added to a project through the Add to Project option in the top-right corner.
Column Lineage – Shows data flow between a report column and other linked data object columns, including source and destination objects.
Column References – Lists all references created from a report column to other data assets.