Reporting Archives

Reporting

ExpressView: Grouping and Summarizing data

Grouping a column of data breaks up the rows into sections which share a common trait. Each iteration of a group is a unique row in a data column. Grouping data allows you to easily identify rows with common factors. This article applies to versions of the application released prior to v2021.1.

ExpressView: Managing Data

You can exercise some fine grained control over the actual data that appears in the ExpressView. This article applies to versions of the application released prior to v2021.1

Custom Function: Last Year to Date Check

Returns true if the provided date value is within last year to date, otherwise returns false.

Custom Function: Month Check

Returns true if the provided date value is within a full specified month, or a specified month to date. Returns false otherwise.

Dashboard Designer: Adding Reports

Any Advanced Report, Express Report, ExpressView, and CrossTab Report can be added to a Dashboard. Existing filters and prompting parameters can be accessed and modified from the Dashboard Designer. This article applies to versions of the application released prior to v2019.2.

Dashboard Designer: ExpressView Visualizations

You can create tabular reports and visualizations directly on the dashboard with ExpressView visualizations. This article applies to versions of the application released prior to v2019.2.

Dashboard Designer: Interactive Filters

Interactive filters are filters that appear as tiles directly on the Dashboard itself. Filter tiles have several different styles to choose between, and can resize and scale just like any other tile. Filters can apply to as many or as few reports as needed. This article applies to versions of the application released prior to v2019.2.

Dashboard Designer

Dashboards are a way to combine a several related reports into one unified viewing space. This article applies to versions of the application released prior to v2019.2.

Exporting Dashboards

You can export Dashboards in the form of Chained Reports, single multi-page documents. This article applies to versions of the application released prior to v2019.2.

Dashboard Designer: Existing Report Tiles (v2019.2+)

Existing ExpressViews, Advanced Reports, or CrossTab Reports can be added to a Dashboard. Existing filters and parameters can be accessed and modified from the Dashboard Designer. Reports on Dashboards have most of the same interactivity as in the Report Viewer, with the exception of the interactive sorts/filters dock.

Dashboard Designer: Filters (v2019.2+)

The Filters menu in the Dashboard Designer toolbar is where filters are created, modified or removed, and imported prompting report filters can be modified. Use the Filters menu to add interactive filter tiles to the Dashboard Canvas.

Dashboard Designer: Image Tiles (v2019.2+)

An image file can be added to the Dashboard in an Image tile. Most image files supported by a modern web browser (e.g. JPG, PNG, GIF, SVG, ICO, BMP, WEBP, etc...) can be displayed in an Image tile.

Dashboard Designer: Parameters (v2019.2+)

When a report containing one or more parameters is added to a Dashboard existing report tile, those parameters are imported to the Parameters menu.

Dashboard Designer: Samples (v2019.2+)

The Dashboard Designer is a powerful tool for laying out Dashboards with tremendous flexibility. For inspiration, a few sample Dashboards created by users of the Dashboard Designer are shown here.

Dashboard Designer: Text Tiles (v2019.2+)

A textbox can be added to the Dashboard as a Text tile. Text tiles can be used for displaying static text, such as a header or section label. Creative use of the tile border properties can yield tile groups.

Dashboard Designer: URL Tiles (v2019.2+)

Web pages can be added to the Dashboard and interacted with in a URL tile.

Dashboard Designer: Visualization Tiles (v2019.2+)

A visualization is a graphical representation of data that can be designed directly on the Dashboard canvas without first creating a report.

Dashboard Designer (v2019.2+)

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.

Exporting Dashboards (v2019.2+)

Dashboards can be exported, scheduled and e-mailed as chained reports or as a snapshot with a likeness of the Dashboard as it appears on screen in a single page PDF.

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.