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Advanced Reports

Advanced Reports: Data Objects (v2021.1+)

A data object is a container for reportable information from a source of data. When creating a new Advanced Report, data objects will be added to the report with the Add Data Objects dialog, which will appears when launched for the first time.

Advanced Reports: Joins

Joins describe how the Data Objects on a report are related to each other. When two objects are joined, a field in the first object is associated with a field in the second object. Wherever a value in the first object's field matches a value in the second object's field, that value's rows from each object come together to form a composite row. The table produced by all the composite rows is the resulting data that appears on the report.

Advanced Reports: Design Grid (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.

No Data Qualified Options

If the data source returns zero rows, the message below is automatically generated, and report execution will end. This condition is called No Data Qualified or NDQ. There are a number of ways to handle or prevent this situation: Enabling filter dependency can prevent improper filter ...

Navigating the Application

Learn about the different parts of the user interface, how to create new reports, find existing ones and get around in the application.

Linked Reports (Drilldowns)

Linked Reports are reports linked from cells or charts as a means of exploring data points by "drilling down" into their background data.

Keyboard Shortcuts

This article lists all the available keyboard shortcuts in the Web Application User Interface and describes their behavior in their applicable contexts.

Filters

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

Display Page Numbers

How to add page numbers to a report.

Dealing with Duplicate Values

If a report has unexpected duplicate values or empty rows, the cause is most likely that there is a one-to-many join to an object not being used.

Advanced Reports: CrossTabs

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.

Conditional Row Suppression

Conditional Row Suppression allows the user to hide rows of data that meet a predefined condition. This might be useful when certain fields do not apply to all records. Address Example The below example displays contact information for company employees residing in the UK and USA. The ...

Building Your First Report

There are two report types well suited for building your first report: ExpressView and Advanced Reports. This tutorial provides a step-by-step guide to create a simple ExpressView and Advanced Report for beginners.

Cell Formatting

Use the Report Designer's Format Cells dialog to customize how data values will display, add custom cell borders, and apply formatting based on certain conditions.

Advanced Reports: Categories (pre-2021.1)

Use the Categories window to select which data to use on the report. This articles applies to versions of the application released before v2021.1.

Advanced Options

The Report Designer's Advanced Options enable features such as report-level join configuration, Server Events, report-level parameters and the Show SQL dialog.

Chained Reports

Chained Reports combine multiple reports into a single multi-page document. They are a convenient way to bundle related reports into a format suitable for printing or sending to a mailing list.