Visual Integration and Localization
A video demonstration of application themes, customizing the Getting Started page, translating the user interface and setting data object metadata amongst other customization topics.
How To
User Support Lab – Report Scheduler
User Support Lab — Report Scheduler
Topics discussed:
Emailing reports or dashboards
Scheduling reports or dashboards to be emailed on a recurrence pattern
Emailing personalized reports, filtered by user
Resources
Scheduling Reports
Admin Support Lab - Scheduler Configuration
User Support Lab – Report/SQL Relationship
Nick delivers a lab geared towards giving report builders a better understanding of how their UI actions translate to the SQL that is sent to the database.
Resources:
Advanced Features
User Support Lab – Templates
Topics discussed:
Using reports to fill out template forms
Creating PDF and RTF templates
Using repeating data in template fields
Resources:
Templates
User Support Lab – Themes
Topics discussed:
Styling Crosstabs and ExpressViews
Saving styles as custom themes
Resources:
Themes
ExpressView: Customizing appearance
Create a Custom ExpressView Theme
User Support Lab – Train the Trainer Advanced Reports
In another installation of our Train the Trainer Mini-Series, Emma discusses the points and phrasing we suggest using to best convey understanding of the Advanced Report Designer to your users.
Resources
Advanced Reports
Advanced Reports Basic Training
User Support Lab – Train the Trainer ExpressView
Emma walks through some high level tips for teaching first time users the ExpressView Designer. Part of our Train the Trainer Mini-Series.
Resources:
ExpressView
ExpressView Support Lab
Basic Training: ExpressView
User Support Lab – Train the Trainer
A lab designed to break the fourth wall and discuss preparation for training sesssions. Emma explains some of the understandings we at Exago establish before entering a targeted training session to bring the most value to our end users, and discusses how our clients might do the same.
User Support Lab – Using ExpressView as a Data Discovery and Troubleshooting Tool
On this Support Lab Nick explains how to use ExpressView as a data discovery tool that can help troubleshoot Advanced Reports. He walks through examples of breaking down formulas into pieces to check for syntax errors, as well as understanding if joins are the cause of incorrect report ...
Custom Aggregate Functions
Our Vice President of Client Experience Travis McGrath introduces Custom Aggregate Functions, and walks through two examples writing them.
Custom Columns and CrossTabs
A video demonstration of creating custom columns to be used on a report and creating manual, static CrossTab Reports
Custom Dialogs
A video demonstration of making an Action Event to launch a custom context aware dialog when attached to a cell in a report
Custom Functions
A video demonstration of creating a custom function in the application.
Custom Interactivity via HTML & Action Events
In this lab, Nick explains how we can use HTML and Action Events to take interactivity on report output to the next level.
Customizing Color Picker
A video demonstration of customizing the color picker dialog with extensibility and storing the user's chosen colors in the User Preferences.
Dashboard Updates in v2021.1
Manager of Education Emma Cortina presents the new Dashboard Designer changes relating to performance, productivity and filtering available in v2021.1 of Exago BI
Data Formatting
A video demonstration of the various methods of handling format-sensitive fields.
Date Check Custom Functions
A video demonstration using date check custom functions to simplify report design
Dynamic Rank Custom Function
Emma gives a quick refresh of the use and code behind the Dynamic Logo custom function, explained previously on the Custom Function Support Lab. She then discusses a modification to the code to create a new custom function designed to display a dynamic rank image based on a user input value.
Filters
Nick Cortina explains performance implications of various filter types. He also walks through a few ways to apply tenancy, and filter dropdown objects.
