What’s New in Version 2021.2
We are proud to release Exago BI v2021.2.0!
Advanced Reports
Report Wizard: Name
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Name tab to choose a folder, report name, report description and optional filter description.
Report Designer (v2021.1+)
The Report Designer is the main editor for Advanced and CrossTab Reports. A full suite of reporting and design tools with a spreadsheet-like interface is available.
Report-Level SQL Objects
This article applies to the Admin Console > General > Feature/UI Settings > Allow Creation of Custom SQL Objects setting.
Beginning with v2018.1, administrators have the ability to allow end-users to create reports using custom report-level SQL objects written in the end-user ...
Advanced Reports: Report Options
Use the Report Options dialog to define certain permissions and features of the report in the Designer and the Viewer, including allowed export types and pagination functions.
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.
Report Viewer
This document covers several versions of the application. Use the Viewing content for dropdown to see only the content relevant to a specific application version.
Executing an Advanced Report or CrossTab Report presents the data output in a paged, interactive format called the Report Viewer. ...
Report Wizard: Categories
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Categories tab to select which data to use on the report.
Report Wizard: Filters
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use Filters to restrict the amount of data displayed in the report based on a chosen criteria.
Report Wizard: Layout
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Layout tab to initially place columns of data on the report.
Report Wizard: Options
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Set Report Options in the Options tab of the wizard. The Options tab is only available for Express Reports.
Report Wizard: Sorts
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Sorts tab to apply ordering of the data on the report.
Report Wizard
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1.
Advanced Reports: Sections (v2021.1+)
The sections of an Advanced Report define its appearance and pattern. Specifically, sections determine how frequently cell contents are repeated.
Sorting by Aggregates
To sort groups by the summary, or aggregate, calculation of each group of an Advanced Report, use Top/Bottom filters. Top/Bottom filters look for the highest or lowest values in a set, and then put those values in order. Any arbitrary cell in the report can be the Top/Bottom filter.
Advanced Reports: Sorts
Sorting is the process of ordering data in a certain sequence.
Advanced Reports: Templates
An Advanced Report can be used to dynamically fill out fields in forms and other documents, called templates.. Placeholders in the template are dynamically linked to fields in the report. When executed, the form or document is merged with the report data.
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
Advanced Reports: Using the Toolbar (pre-v2021.1)
The toolbar contains the buttons and menus used to modify the report. Modifications can include aesthetic formatting, inserting formulas and images, linking reports, and much more. This article applies to versions released before v2021.1.
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.
