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

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.

Change the Other Settings for configuration items that do not fall into other categories. This article applies to the Admin Console > General > Other Settings.

You can exercise some fine grained control over the actual data that appears in the ExpressView. This article applies to versions of the application released prior to v2021.1

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.

Incremental loading limits the amount of data that is returned for each database query. This allows users to load reports incrementally, starting with a small set of rows and adding more in steps as desired. Incremental loading can shorten the amount of time it takes a report to load and be usable. It can also help reduce continuous load on a database which may improve load balancing performance.

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.

To show only data that matches certain criteria, filters can be added. Filters can also improve performance by only including relevant information. There are two kinds of filters that may be applied to an ExpressView: Standard and Top/Bottom.

Aggregating leverages the power of ExpressView groups to compile summaries of data. Aggregates may be optionally added for each group and for the entire report.

The ExpressView Designer is a data discovery tool that simplifies grouping, sorting, filtering, and aggregating data with a drag-and-drop interface. A chart can be added with a single click, and ExpressViews can be styled and saved as PDF, RTF, CSV, or Excel files. This article applies to versions of the application released prior to v2021.1.

When building configuration files without the Admin Console, or to change settings in the API, use this reference to map Admin Console General settings to the relevant config file node or API key.

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

The Database Settings allow administrators to adjust how Exago interfaces with its Data Sources. Additional type-specific settings allow you to specify which driver to utilize when connecting to each data source.

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.