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 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.

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 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.

A variety of resources are available to both end-users, system administrators and developers for help, support and training. This article points out where this information can be found across our web sites.

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

Custom Aggregate Functions will be available in any formula editor in which the existing built-in aggregate functions are also available.

Data Objects are the tables, views, methods, stored procedures, functions and custom SQL made accessible from the Data Sources for reports. This article applies to the Admin Console > Data > Objects settings.

A visualization is a graphical representation of data that can be designed directly on the Dashboard canvas without first creating a report.

Use this document to understand how the Exago platform works.

ExpressViews are an easy way to display and visualize data. Exporting an ExpressView allows the contents of the report to be saved externally as either a PDF, Excel, RTF or CSV file, or as an Advanced Report.

The Feature/UI settings allow administrators to hide various features in the user interface.

In addition to using the data fields that are available in the Data Objects Pane, formulas may be added as custom formula columns. Formulas may contain data objects, parameters and functions. Just like standard columns, a formula column may be either a detail field or group, and may be included in visualizations, formatted, sorted and filtered.

Learn about the different parts of the user interface, how to create new reports, find existing ones and get around in the application.