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Reporting
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- Advanced Options
- Advanced Reports: Categories (pre-2021.1)
- Advanced Reports: Design Grid (pre-2021.1)
- Advanced Reports: Joins
- Advanced Reports: Report Designer (pre-2021.1)
- Advanced Reports: Report Options
- Advanced Reports: Sections (pre-v2021.1)
- Advanced Reports: Sorts
- Advanced Reports: Using the Toolbar (pre-v2021.1)
- Cell Formatting
- Report Wizard
- Report Wizard: Categories
- Report Wizard: Filters
- Report Wizard: Layout
- Report Wizard: Name
- Report Wizard: Options
- Report Wizard: Sorts
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- Advanced Reports: CrossTabs
- Advanced Reports: Templates
- Building Your First Report
- Chained Reports
- Conditional Row Suppression
- Dealing with Duplicate Values
- Display Page Numbers
- Filters
- Keyboard Shortcuts
- Linked Reports (Drilldowns)
- Navigating the Application
- No Data Qualified Options
- Report Types
- Report Viewer
- Sorting by Aggregates
- User Preferences and Context Sensitive Help
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- Chart Advanced Features: Area
- Chart Advanced Features: Bar 2D
- Chart Advanced Features: Bar 3D
- Chart Advanced Features: Bubble
- Chart Advanced Features: Column 2D
- Chart Advanced Features: Column 3D
- Chart Advanced Features: Combination 2D
- Chart Advanced Features: Combination 3D
- Chart Advanced Features: Doughnut 2D
- Chart Advanced Features: Doughnut 3D
- Chart Advanced Features: Funnel
- Chart Advanced Features: Heatmap
- Chart Advanced Features: Line
- Chart Advanced Features: Pareto 2D
- Chart Advanced Features: Pareto 3D
- Chart Advanced Features: Pie 2D
- Chart Advanced Features: Pie 3D
- Chart Advanced Features: Pyramid
- Chart Advanced Features: Radar
- Chart Advanced Features: Samples
- Chart Advanced Features: Scatter
- Chart Advanced Features: Spark Column
- Chart Advanced Features: Spark Line
- Chart Advanced Features: Spline
- Chart Advanced Features: Spline Area
- Chart Advanced Features: Stacked Area
- Chart Advanced Features: Stacked Bar 2D
- Chart Advanced Features: Stacked Bar 3D
- Chart Advanced Features: Stacked Column 2D
- Chart Advanced Features: Stacked Column 3D
- Chart Advanced Features: Zoom Line
- Chart Advanced Features: Zoom Scatter
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- Bar Charts
- Chart Data Layout Types
- Charts and the Chart Wizard
- Displaying Null Values in Charts
- Gauges
- GeoCharts
- Google Maps
- Heatmap Charts
- Key Performance Indicator (KPI)
- Line Charts
- Pareto Charts
- Pie, Doughnut, Pyramid, and Funnel Charts
- Scatter and Bubble Charts
- Spark Charts
- Tabular Visualizations
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- Dashboard Designer (v2019.2+)
- Dashboard Designer: Existing Report Tiles (v2019.2+)
- Dashboard Designer: Filters (v2019.2+)
- Dashboard Designer: Image Tiles (v2019.2+)
- Dashboard Designer: Parameters (v2019.2+)
- Dashboard Designer: Samples (v2019.2+)
- Dashboard Designer: Text Tiles (v2019.2+)
- Dashboard Designer: URL Tiles (v2019.2+)
- Dashboard Designer: Visualization Tiles (v2019.2+)
- Dashboard Viewer (v2019.2+)
- Exporting Dashboards (v2019.2+)
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- ExpressView: Aggregating/Summarizing Data (v2021.1+)
- ExpressView: Exporting (v2021.1+)
- ExpressView: Filtering (v2021.1)
- ExpressView: Formula Columns (v2021.1+)
- ExpressView: Grouping (v2021.1+)
- ExpressView: Introduction (v2021.1+)
- ExpressView: Sorting (v2021.1+)
- ExpressView: Visualizations (v2021.1+)
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- Aggregate Functions
- Arithmetic and Geometric Functions
- Database and Data Type Functions
- Date Functions
- FilterValue and General Format Best Practices
- Financial Functions
- Formatting Functions
- Formula Editor
- Internal Parameters
- JSONExtract Function
- List of Functions
- Logical Functions
- Other Functions
- String Functions
- What are formulas?
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Administrators
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- Advanced Joins
- Amazon S3 File Storage
- Application Settings
- Automatic Database Discovery
- CData Drivers
- Config File XML & API Setting Reference (General Nodes)
- Config File XML Reference (All Nodes but General)
- Configuring Remote Report Execution Host for Azure App Service Deployments
- Considerations When Sizing an Exago System
- Database Aggregation
- Evaluating Exago - Linux
- Evaluating Exago - Windows
- Exago Installation Manifest
- Execution Caching
- Exploring Exago Technology
- Hidden Flags
- Inline Frame or JavaScript API?
- Installing and Configuring the REST Web Service API
- Installing Optional Features
- Managing the dbconfigs.json File
- Manual Application Installation
- Moving Files Between Storage Management Databases
- Multi-Tenant Environment Integration
- Multiple Data Models
- Report-Level SQL Objects
- Scheduling Reports
- Security Checklist
- Set Up Exago in a Web Farm
- Step 1: Install and Configure
- Step 2: Integrate
- Step 3: Install and Configure the Scheduler Service
- Step 4: Administration Console and API
- Step 5: Extensions
- Storage Management: Custom Implementation
- Storage Management: Database Schema
- Storage Management: Getting Started
- Storage Management: Introduction
- Storage Management: Transitioning from Legacy Storage Methods
- Storage Management: Utility (v2020.1)
- Storage Management: Utility (v2021.1+)
- Table-Valued Functions
- Technical Specifications
- User Identification
- Using SQLite Data Sources
- Vertical Table Support
- Windows Registry Changes
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- What's New in Version 2021.2
- Performance Enhancements in Version 2019.1
- Support and Maintenance Policy
- Time Zone Calculation Enhancements in v2019.1
- Updating Recommendations
- Updating to the Latest Version (Potentially Breaking Changes)
- What's New in Version 2019.1
- What's New in Version 2019.2
- What's New in Version 2020.1
- What's New in Version 2021.1
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- Constants and Enumerators
- Executing Reports with the API
- List of REST Endpoints
- REST - Batch
- REST - Config Settings
- REST - Data Joins
- REST - Data Objects
- REST - Data Sources
- REST - Folders
- REST - Functions
- REST - GetExecute
- REST - Getting Started
- REST - Introduction
- REST — Parameters
- REST - Role Security
- REST - SchedulesV2
- REST - Server Events
- REST - Sessions
- REST - Storage Management
- REST Updates
- Using JSON
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- .NET API Documentation
- .NET API General Reference
- .NET Sample Code
- Constants and Enumerators
- Introduction to the .NET API
- List of .NET API Resources
- Load Reports in the .NET API
- Supply SQL for New Reports in the API
- Using the Administration Console and Exago API
- WebReports.Api
- WebReports.Api.Common
- WebReports.Api.Composite.Chained
- WebReports.Api.Composite.Dashboards
- WebReports.Api.Data
- WebReports.Api.Reports
- WebReports.Api.Roles
- WebReports.Api.Scheduler
- WebReportsDebug.xml
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- Configuration File Options and Optimizations
- High Availability
- Incremental Loading
- Intro to Performance and Scaling
- Measuring Database Network Latency
- Monitoring Database Schema
- Monitoring Scheduler Load
- Monitoring: Setup
- Monitoring: System Overview
- Special Cartesian Processing
- Tracking Execution Frequency with Monitoring
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- Adding Custom Items to the Report Tree
- Adding Fonts to Exago
- An Overview of Exago Extensions
- Application Themes
- Assembly Data Sources
- Create a Custom ExpressView Theme
- Create a Custom ExpressView Theme (v2021.1+)
- Custom Context Sensitive Help
- Customizing Getting Started Content
- Displaying User Messages
- Exago Theme Maker
- Excel: Grouping on Separate Worksheets
- Getting Started with Application Themes
- HTML Tag Sanitization
- Multi-Language Support
- Remote Execution
- Report and Folder Storage/Management
- Scheduler Queue
- SessionInfo
- Styling Exago
- Styling the Home Page
- Themes
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- Global Event: OnAfterLoadReportsList
- Global Event: OnAfterReportExportSuccess
- Global Event: OnConfigLoadEnd
- Global Event: OnConfigLoadStart
- Global Event: OnDataCombined
- Global Event: OnDataFieldsRetrieved
- Global Event: OnExceptionThrown
- Global Event: OnExecuteSqlStatementConstructed
- Global Event: OnExportCsvCell
- Global Event: OnFilterSqlStatementConstructed
- Global Event: OnGetUserPreferences
- Global Event: OnLoadReportParameters
- Global Event: OnOkFiltersDialog
- Global Event: OnOkParametersDialog
- Global Event: OnParameterSqlStatementConstructed
- Global Event: OnRenameFolderEnd
- Global Event: OnRenameFolderStart
- Global Event: OnReportExecuteEnd
- Global Event: OnReportExecuteInit
- Global Event: OnReportExecuteStart
- Global Event: OnReportFailValidation
- Global Event: OnReportSaveStart
- Global Event: OnScheduledReportComplete
- Global Event: OnScheduledReportExecuteStart
- Global Event: OnScheduledReportExecuteSuccess
- Global Event: OnSetUserPreferences
- Global Event: OnWebServiceExecuteEnd
- Introduction to Server Events
- List of Server Events
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How To
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- .NET and REST APIs
- Batch REST API
- Custom Aggregate Functions
- Custom Columns and CrossTabs
- Custom Dialogs
- Custom Filter Functions
- Custom Functions
- Custom Interactivity via HTML & Action Events
- Customizing Color Picker
- Dashboard Updates in v2021.1
- Data Formatting
- Date Check Custom Functions
- Dynamic Rank Custom Function
- Filters
- Folder Management
- High Availability
- JavaScript API
- JavaScript API Filters
- Joins for Admins
- Linux Installation
- Multi-Tenanting
- Multiple Data Models, Cloned Data Objects & Vertical Tables
- Parameters
- REST Web Service API Setup & Security
- Roles
- Scheduler Configuration
- Security Settings
- Server Events
- Share by Link
- Storage Management Customization
- Storage Management Migration
- Storage Management Overview
- Storage Management Permissioning
- Stored Procedures
- Time Zone Handling
- Troubleshooting for Admins
- Upgrading
- v2018.2 User Preferences
- v2019.1 Configuration Changes
- v2019.1 Small Enhancements
- Visual Integration and Localization
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- User Support Lab - 3D Charts
- User Support Lab - Advanced Grouping
- User Support Lab - Chained Reports
- User Support Lab - Chart Data Layouts
- User Support Lab - Complete Report Design
- User Support Lab - Conditional Formatting
- User Support Lab - Crosstab Reports
- User Support Lab - Dashboards v2019.2
- User Support Lab - ExpressView
- User Support Lab - Filter by Formula
- User Support Lab - Filters
- User Support Lab - Formatting Tips and Tricks
- User Support Lab - Formulas
- User Support Lab - Formulas in ExpressView
- User Support Lab - Interactive Reports
- User Support Lab - Joins for Report Writers
- User Support Lab - Key Performance Indicators (KPIs)
- User Support Lab - Linked Reports a.k.a Drilldowns
- User Support Lab - Mapping
- User Support Lab - Multi-Series Charts
- User Support Lab - New Features v2018.2
- User Support Lab - No Data Qualified
- User Support Lab - Repeating Data
- User Support Lab - Report Scheduler
- User Support Lab - Report/SQL Relationship
- User Support Lab - Templates
- User Support Lab - Themes
- User Support Lab - Train the Trainer
- User Support Lab - Train the Trainer Advanced Reports
- User Support Lab - Train the Trainer ExpressView
- User Support Lab - Using ExpressView as a Data Discovery and Troubleshooting Tool
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- Adding a SQL Datasource
- Configuring a Stored Procedure Pt 1
- Configuring a Stored Procedure Pt 2
- Configuring a Table or View Pt 1
- Configuring a Table or View Pt 2
- Configuring IIS
- Configuring the REST Web Service [Linux]
- Configuring the REST Web Service [Windows]
- Configuring the Scheduler [Linux]
- Configuring the Scheduler [Windows]
- Installing Exago on Linux [Apache]
- Installing Exago on Linux [NGINX]
- Installing Exago on Windows
- Installing REST [Linux]
- Installing REST [Windows]
- Installing the Scheduler [Linux]
- Installing the Scheduler [Windows]
- Integration Example
- Introduction to Technical Training Series
- Programmable Object Settings
- Roles
- Storage Management Permissioning and Setup
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- Basic Training 01. Introduction
- Basic Training 02. ExpressView
- Basic Training 03. Advanced Reports
- Basic Training 04. Sections
- Basic Training 05. Formatting
- Basic Training 06. Formulas
- Basic Training 07. CrossTab Reports
- Basic Training 08. Charts
- Basic Training 09. Filters
- Basic Training 10. Conditional Formatting
- Basic Training 11. Dashboards
- Basic Training 11a. Dashboard Visualizations
- Basic Training 12. Practice Exercises
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Resources
Incremental Loading
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.
To enable it, set Admin Console > General > Database Settings > Row Limit Step Size to a value greater than 0. This value sets the initial number of rows returned when the report is first executed, as well as the number of rows returned for each subsequent query.
Note
We recommend setting Row Limit Step Size to a minimum of 1000.
The step size can be overridden for with a smaller value at the report-level with the Advanced Report Designer’s Report Viewer option Report Row Step Limit.
Choosing a Row Limit Step Size that allows most reports to avoid reaching the limit entirely is ideal since truncated results can affect report accuracy. Summary data may not be accurate if not all of the pertinent rows are available for aggregation. Another consideration is performance. If there are a lot of slow running reports due to the amount of data being returned, then the need to balance between report completeness in the first execution vs performance by limiting the number of rows returned will need to be considered. Each environment is unique, so the 1000 row recommendation can be used as a starting point and then fine tuning applied.
Usage
With incremental loading enabled, when an ExpressView is run or a report is run in the Report Viewer (the interactive toolbar must be enabled), the report will only query the first number of rows specified in the configuration setting.
If there are fewer rows than the full data set:
- (v2021.1+) a link displays on the toolbar with the message Showing X Results. Click the link to load more data:
- Load X more Records — get the next number of data rows and add them to the existing report
- Load All Data — get the remainder of the data set
- (pre-v2021.1) an alert icon displays on the toolbar with the message “Truncated results displayed” unless the report qualifies for Infinite Scrolling.
Click the icon to retrieve more data. Choose from:
- Generate +number to retrieve the next number of rows and add them to the report. (The number is determined by the Row Limit Step Size setting).
- Generate All to get the full data set.
Note
Exporting a truncated report from the Report Viewer generates a file with only the existing rows.
Incremental loading has no effect for Dashboards, Chained Reports, or Scheduled Reports. Exporting from the Report Tree and Advanced Report Designer is not affected by incremental loading.
Infinite Scrolling v2018.1+
With Incremental Loading enabled, in certain conditions, scrolling or paging through the Report Viewer will cause additional rows to be loaded automatically instead of needing to click the Truncated Results Displayed alert icon each time.
Note
When a report qualifies for infinite scrolling, the Truncated Results Displayed alert icon and the Report Viewer’s interactive sorts and filters dock will be hidden.
Conditions for Infinite Scrolling
Infinite Scrolling requires reports to be designed in a certain manner. If the conditions are not met, users will need to manually step through the rows instead by clicking the icon.
To qualify for infinite scrolling, reports must have:
- a visible Detail section ,
- at least one Sort,
- utilize a data source that supports range selection, such as Oracle, MySQL, DB2, Informix, Microsoft SQL Server, or PostgreSQL.
A report that contains any of the following will be disqualified from infinite scrolling:
- interactive sorts or filters (sorts and filters in the Report Viewer’s interactive dock)
- Top N filters
- a CrossTab
- collapsible groups
- cross-source or Cartesian joins
- in-memory aggregate functions (e.g. RunningSum), custom functions, or server events that use the full data set (e.g. OnDataCombined).
- a Row Limit Step Size setting that returns less than one full page of data
Range Method
The method used to construct the range limiting SQL statement depends on the Data Source, and can be customized by editing the dbconfigs.json and setting the "RowRangeMethodString"
property for each source. See Constants and Enumerators: wrRowRangeSqlMethod for valid values.
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