Use the Report Options dialog to define certain permissions and features of the report in the Designer and the Viewer, including allowed export types and pagination functions.

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.

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

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 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.

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.

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.

A data object is a container for reportable information from a source of data. When creating a new Advanced Report, data objects will be added to the report with the Add Data Objects dialog, which will appears when launched for the first time.

Use the Design Grid to build the layout of the report. This article applies to versions of the application released before v2021.1.

The Design Grid is main interaction point of the Advanced Report Designer. Use the Design Grid to define the layout of the report by adding, altering and deleting rows, columns, and sections to it; and to define the content of the report by entering data fields, text, labels, formulas, images, charts, CrossTabs and maps to it.

Existing ExpressViews, Advanced Reports, or CrossTab Reports can be added to a Dashboard. Existing filters and parameters can be accessed and modified from the Dashboard Designer. Reports on Dashboards have most of the same interactivity as in the Report Viewer, with the exception of the interactive sorts/filters dock.

Joins describe how the Data Objects on a report are related to each other. When two objects are joined, a field in the first object is associated with a field in the second object. Wherever a value in the first object's field matches a value in the second object's field, that value's rows from each object come together to form a composite row. The table produced by all the composite rows is the resulting data that appears on the report.

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.

The Report Designer's Advanced Options enable features such as report-level join configuration, Server Events, report-level parameters and the Show SQL dialog.

Runtime filters and parameters can now be modified via the JavaScript API prior to a report's execution.

ExpressView is a report building tool that combines grouping, sorting, filtering, and summarizing data with a drag-and-drop interface. A chart can be added with a single click, and the entire report can be exported as PDF, RTF, CSV, or an Excel workbook.

Use this document to understand how the Exago platform works.

Exago's Storage Management implementation defines four tables: Content, Party Type, Content Access and StorageMeta.