Create and Run Advanced Reports

Advanced Reports are created using the spreadsheet-like cell-grid interface of the interactive Advanced Report Designer. These reports can be scheduled, added to Chained Reports and Dashboards, embedded into web pages, used to populate document templates, and can be exported to multiple formats.

For more detailed information on creating Advanced reports, click the Get Helpbutton within the Report Designer.

To create and run an Advanced report

1. On the top navigation menu, click the Reports tab.
2. Click the Add BI Report button and select Advanced Reports from the drop-down list.
   A New Advanced Report tab is displayed along with the Add Data Objects dialog box.
3. To include data objects on the report grid, expand the data objects tree structure on the left pane, select an object and click the right arrow.
   The selected data object is added to the panel on the right side.
4. Click Okay.
   

   The Add Data Objects dialog can be opened at any time by clicking the Manage Data Objects button in the Data Objects pane.

5. To add a new section to the report, click the Add Section button.
   

   Right-click anywhere on the Section header to access the Section menu with more options such as adding, modifying, moving and deleting report sections. You can also set the section shading using this menu. The report header and footer can also be added and formatted here.

6. Use any of the following toolbar sections to modify the report:
   • Undo: Undo or redo any action on the report by clicking the appropriate icon in this section.
   • Filter and Sort: Create, modify or remove filters and sorts on the report in this section.
     • Click theicon to open the Report Filters dialog box. Filters limit the data on the report based on specific criteria.
     • Click the icon to open the Report Sorts dialog box. Sorts order the data on the report.
   • Cell Contents: Use this section to insert items into the selected cell, link to other reports and hide duplicated values form appearing after one another in a report.
     • Insert: Click the icon and select from the available options to insert them. Charts, gauges, geocharts, CrossTab reports, images and formulae may be inserted.
     • Linked Report: Click theicon to open the Linked Report dialog box where you can specify reports to link to, select data objects and fields to use for linking as well as optionally specify a formula to filter the results in the linked report.
     • Hide Repeated Values: Click the icon to prevent a cell from repeating duplicate values on subsequent rows.
   • Formatting: Use the options in this section to format cells, change the background or foreground color, copy formatting from one cell to another, modify the font style and alignment.
   • Advanced: Use the options in this section to access additional option dialog boxes to control the advanced features of the report such as report viewer options, general options, templates and parameters.
   • Save and Run Reports: Use the options in this section to save, export or run the report. The report can be exported in Excel, PDF, RTF or CSV file formats.
7. To add a formula directly to the cell, select the cell and enter it directly into the Formula bar in the toolbar.

   Click the Formula Editor icon to access the standard Formula Editor dialog box. Just as in the Formula Editor, the formula syntax will be highlighted as it is entered in the Formula bar, and the system will make suggestions as you build functions.

   For a list of functions and aggregate functions, please refer to the Reporting section and Formula section on the Exago Support Center website.

8. Right-click a cell to access the cell menu. You can cut, copy, paste, clear cell contents, format cells, and insert images, gauges or formula using the options in this menu.
9. After making the desired changes click the Save button on the toolbar. The following fields are available on the Save Report dialog box:
   • Report Name: Add a name for the report. This is a required field.
   • Report Description: Add a description for the report.
   • Report Permissions: Specify users who can access the report. The following permission options are available:
     • This report is available only to me: Select this option to have the report be available only to you. The report will be saved in the My Personal Reports folder.
     • This report is available in the following folder and to all users: Select this option to have the report be available only to all users.
     • This report is available in the following folder and roles: Select the roles with access to the report from the All Roles field and add them to the Roles With Access field using the arrow buttons.
   • Folder: Select the folder to which the report is saved. This field will be displayed only when the This report is available to all users option or the This report is available to the following roles option is selected in the Report Permissions field.
10. Click Okay to confirm your changes and save the report.
11. To run the advanced report, click the Run button on the toolbar. The Report Viewer opens in a new tab.
    

    If you make any changes in the Report Designer, you will need to run the report again in a new Report Viewer tab.