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Report Types

There are five different report types available in the reporting application. Four are standalone types, and two are composite types which combine reports together. By default ExpressView, Advanced Report, and Dashboard are enabled in the interface. The system administrator can enable and disable other types of reports.


Dashboards combine one or more reports onto a canvas, providing a way to create a personalized arrangement and display of related reports.


Dashboard Viewer

All standalone report types can be added to a Dashboard, and visualizations can be created directly on the canvas without needing to make a separate report. Dashboards can also have text, borders, images, interactive filters, and embedded web pages.

Dashboards run in the browser, can have interactivity such as dynamic filtering and drilldowns, and can refresh on a timed interval.

Visit the Dashboards documentation.


ExpressView is a tool to quickly get insight into vertically expanding data records and groups. An ExpressView can optionally include a visualization.

ExpressView with pie chart visualization in v2021.1+

Built with an intuitive drag-and-drop interface, ExpressView is intended to be a way to get started quickly  viewing data as possible. ExpressViews can be converted to Advanced Reports in order to gain the additional capabilities of that format.

ExpressViews can be scheduled, added to Chained Reports and Dashboards, embedded into web pages, and exported to multiple formats.

Visit the ExpressView Documentation.

Advanced Report

Advanced Reports are the flagship report type of the application.

Advanced Report

The most powerful reporting tools are available with Advanced Reports, including geographic maps; CrossTabs; repeating groups; complex join, filter, and sort logic; drilldowns to linked child reports, and more. Advanced Reports are made using an spreadsheet-like cell-grid interface. The Advanced Report Designer allows users to build reports without requiring knowledge of SQL or the underlying data model. Advanced Reports can be executed to a browser-based Report Viewer interface, which allows for interactivity, additional changes to be made without re-running the report, and for saving user-specific customization.

Advanced Reports can be scheduled, added to Chained Reports and Dashboards, embedded into web pages, used to populate document templates, and exported to multiple formats.

Visit the Advanced Reports documentation.

CrossTab Report

CrossTab Reports are a special type of Advanced Report.

CrossTab Report

Also known as pivot tables, CrossTab Reports display and summarize data in a way that expands dynamically both vertically and horizontally.

Visit the CrossTab Reports documentation.

Chained Report

Chained Reports combine multiple reports into a single multi-page document.


This can simplify running and distributing a group of related reports at once. They also support collating reports along a common sort field, to create a super-grouping of common report data.

Chained Reports can be scheduled and exported to multiple formats.

Visit the Chained Reports documentation.

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