The toolbar contains the buttons and menus used to modify the report. Modifications can include aesthetic formatting, inserting formulas and images, linking reports, and much more. This article applies to versions released before v2021.1.

There are five different report types available in the reporting application. Four are standalone types, and two are composite types which combine reports together.

Visualizations, also known as charts or graphs allow data to be showcased in a visual format. They allow data to be scanned quickly for patterns and trends. Charts can be easily made and customized in ExpressViews, in as little as one click.

The sections of an Advanced Report define the appearance and pattern of the report. Specifically, sections determine how frequently their cell contents are repeated. This article applies to versions of the application released prior to v2021.1.

The sections of an Advanced Report define its appearance and pattern. Specifically, sections determine how frequently cell contents are repeated.

The Reports namespace contains classes used to interact with reports, entities (data objects) and joins.

The Report Designer is the main editor for Advanced and CrossTab Reports. A full suite of reporting and design tools with a spreadsheet-like interface is available.

Visualizations allow data to be showcased in a visual format. They allow data to be scanned quickly for patterns and trends. Charts can be easily made and customized in ExpressViews, in as little as one click. This article applies to versions of the application released prior to v2021.1

An Advanced Report can be used to dynamically fill out fields in forms and other documents, called templates.. Placeholders in the template are dynamically linked to fields in the report. When executed, the form or document is merged with the report data.

Linked Reports are reports linked from cells or charts as a means of exploring data points by "drilling down" into their background data.

Use a CrossTab, or cross tabulation, for grouping and summarizing data fields that expands vertically and horizontally depending on the number of data groupings. CrossTabs are also known as two-way tables, contingency tables, or pivot tables.

You can create tabular reports and visualizations directly on the dashboard with ExpressView visualizations. This article applies to versions of the application released prior to v2019.2.

There are two report types well suited for building your first report: ExpressView and Advanced Reports. This tutorial provides a step-by-step guide to create a simple ExpressView and Advanced Report for beginners.

This segment of the Basic User Training Series will focus on Dashboard Visualizations, a quick way to build charts and tables right in the Dashboard Designer, without first creating a report in a separate Report Designer.

When you run a Dashboard, the output is shown in a new tab called the Dashboard Viewer. Reports and charts on the dashboard are interactive, as are any embedded web pages. This article applies to versions of the application released prior to v2019.2.

When updating Exago, consult this guide for potential breaking changes.