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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Optimize report performance

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.

Question

My report seems to be taking a long time to load. Are there any changes that I can make to improve performance?

Answer

Here are some report design options and setting updates to explore when trying to minimize report run time:

1. Use Segments to limit the total combinations 

If you are creating a report with 600 clients, 5 regions and 25 products, but not all of these combinations are valid, use segments to layer the combinations that are valid. However, if you do this, you must consider maintenance and the process for updating the report when new dimension values are added. 

2. Turn off the option to "Make report explorable"

If there are performance delays in the report viewer, consider turning off this option.  There is additional javascript loaded on the page and it can make the viewer slower. If an excel template is used, this can always be turned off.

3. Turn off the option to "Make rows expandable" (HTML only)

Uncheck this option if the report users will not need to expand the rows. When this option is checked (there is a + in the report), the system as to load all of the possible data in the event that user might expand an element.  When it is unchecked, the system will only load the rolled up data. If an excel template is used, this setting can be turned off.

4. Snapshot reports

When you snapshot a report, a copy of the generated report is stored on the server.  It is a good idea to snapshot long running reports for versions that have been finalized so that your users do not have to wait for them to calculate. 

Keep in mind that report snapshot is like taking a picture and posting it, so it is important to make sure that snapshots are only shared with users who have permission to the view data. 

5. Use a Filter

The filter limits the entire report to only calculate items specified in the filter. Placing as many accounts, time periods, dimensions, etc. in the filter as possible should reduce the run-time of reports.

6. Use Attributes

The evaluation of attributes works similar to the report filter.

7.  Try putting Accounts and Levels in the Rows axis

Reports are optimized when accounts and levels are in the row axis. If they are in the column axis or filter, place them in the row axis and test to see if there is a difference in performance.

 
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