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.

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.

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.

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 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 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.

The Monitoring Service can be used to capture Scheduler Service load and performance data.

This article describes how to get help with the Knowledge Base and how to submit a Services or Support ticket through the ZenDesk Support Center.

Dashboards are a way to combine several related reports into one unified viewing space. Existing reports can be added to a Dashboard, and new Visualizations can be created directly on the Dashboard itself. Images, text, other web sites, and interactive filters can also be added.