The Filter Settings provide control over what filter options are exposed to users and how the dropdowns within filters behave.

Formulas can be used to create custom data columns in ExpressView. Formulas are calculated once per each row, based on the other data values in that row. For each row calculation, a formula value is returned for that row, which populate a new column of data. This article applies to versions of the application released prior to v2021.1.

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.

Filters narrow the scope of reports by restricting the data by specified criteria.

The Filters menu in the Dashboard Designer toolbar is where filters are created, modified or removed, and imported prompting report filters can be modified. Use the Filters menu to add interactive filter tiles to the Dashboard Canvas.

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.

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.

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.

When a Dashboard is run, it is displayed in a new tab called the Dashboard Viewer. Reports, Visualizations and other Dashboard content appear in rectangular Tiles on the Canvas. Reports, Visualizations and Filter tiles are interactive, as are any embedded web pages. The tiles can be set to refresh periodically, or can be refreshed manually.

Viewing, creating, modifying, and deleting schedules via the REST Web Service API is available in Exago v2021.1.1+. This feature requires the installation and proper configuration of the Scheduler Service.

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.

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

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

Reports can be emailed or scheduled for recurring automated delivery to an email address. The Scheduler Settings are used to configure these services.