Create and Run Express View Reports

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, an Excel workbook or save it as an Advanced Report.

For more detailed information on creating ExpressView reports, click the Get HelpGet Help buttonbutton within the Report Designer.

To create and run an Express View report

  1. On the top navigation menu, click the Reports tab.
  2. Click the Add BI Report button and select ExpressViews from the drop-down list.
    A New ExpressView tab is displayed. You can add different elements to this report using the ExpressView Report Designer.
  3. Drag and drop data fields from the data objects pane on the left to the canvas on the right.

    The interactive canvas will display prompts with available actions. For example, when creating a new ExpressView, "Drag a field on the canvas" will be displayed. Once at least one column is on the canvas, an "Add Group" drop zone will be displayed.

  4. To add a formula as a new column, click the Add Formula link at the top of the data objects pane to access the Formula Editor dialog box. For a list of functions and aggregate functions, please refer to the Reporting section and Formula section on the Exago Support Center website.
  5. Right-click a column or click the Column Menu icon Column Menu icon in the column's header to access the column menu. You can group, filter and sort both detail rows and groups using the options in this menu.
  6. Use the following options in the toolbar to modify the report:
    • Refresh: Refresh the data displayed in the report
    • Canvas: Set ExpressView styling options for the canvas such as a color theme and a font
    • Chart: Add a visualization, specify whether to show/ hide an existing visualization
    • Export: Export the report in PDF, RTF, CSV, Excel file formats or save it as an Advanced Report.
  7. Use any of the following options on the properties pane to modify the report:

    The properties pane is displayed on the right side of the ExpressView Report Designer. The active tab is indicated by an underlined and highlighted icon.

    • Selected Section: Define the characteristics of the column and the formatting of its data
    • Sorts: Edit or remove existing sorts for detail rows
    • Filters: Add, edit or remove filters
    • Visualizations: Configure charts in the report
  8. 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.
  9. Click Okay to confirm your changes and save the report.
  10. To run the ExpressView 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.