Reporting Archives

Reporting

Chart Advanced Features: Pie 2D

The following sections provide a list of available advanced attributes available for controlling and customizing 2D Pie chart elements. Note This article contains documentation for advanced attributes which are third-party customizations that must be manually entered into the chart wizard. ...

Chart Advanced Features: Pie 3D

The following sections provide a list of available advanced attributes available for controlling and customizing 3D Pie chart elements. Note This article contains documentation for advanced attributes which are third-party customizations that must be manually entered into the chart wizard. ...

Chart Advanced Features: Pyramid

The following sections provide a list of available advanced attributes available for controlling and customizing Pyramid chart elements. Note This article contains documentation for advanced attributes which are third-party customizations that must be manually entered into the chart wizard. ...

Chart Advanced Features: Radar

The following sections provide a list of available advanced attributes available for controlling and customizing Radar elements. Note This article contains documentation for advanced attributes which are third-party customizations that must be manually entered into the chart wizard. ...

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: 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.

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 (pre-2021.1)

Use the Design Grid to build the layout of the report. This article applies to versions of the application released before v2021.1.

Advanced Reports: Report Designer (pre-2021.1)

The Report Designer is the main editor for Advanced and CrossTab Reports. This article applies to versions of the application released before v2021.1.

ExpressView: Exporting (v2021.1+)

ExpressViews are an easy way to display and visualize data. Exporting an ExpressView allows the contents of the report to be saved externally as either a PDF, Excel, RTF or CSV file, or as an Advanced Report.

ExpressView: Aggregating/Summarizing Data (v2021.1+)

Aggregating leverages the power of ExpressView groups to compile summaries of data. Aggregates may be optionally added for each group and for the entire report.

ExpressView: Filtering (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.

ExpressView: Formula Columns (v2021.1+)

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.

ExpressView: Grouping (v2021.1+)

Data may be organized in up to seven hierarchical groups. Groups nest inside of each other and establish a "for each" hierarchy.

ExpressView: Introduction (v2021.1+)

ExpressView is a report building tool that combines grouping, sorting, filtering, and summarizing data with a drag-and-drop interface. A chart can be added with a single click, and the entire report can be exported as PDF, RTF, CSV, or an Excel workbook.

ExpressView: Exporting

An ExpressView can be exported either as a file or an Advanced Report. This article applies to versions of the application released prior to v2021.1.

ExpressView: Introduction

The ExpressView Designer is a data discovery tool that simplifies grouping, sorting, filtering, and aggregating data with a drag-and-drop interface. A chart can be added with a single click, and ExpressViews can be styled and saved as PDF, RTF, CSV, or Excel files. This article applies to versions of the application released prior to v2021.1.

ExpressView: Customizing Appearance

Learn how to style ExpressViews in a variety of ways. This article applies to versions of the application released prior to v2021.1.

ExpressView: Data Categories and Fields

Add, edit or remove data objects and fields from the ExpressView with the Data Objects pane. This article applies to versions of the application released prior to v2021.1.

ExpressView: Formula Columns

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.