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Report Types

There are six different report types available in the reporting application. Four are standalone types, and two are composite types which combine reports together. By default, ExpressViews, Advanced Reports, and Dashboards are enabled in the end-user interface.

ExpressViews

ExpressViews are simple reports which comprise vertically expanding data records and groups, and an optional visualization.

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Built with an intuitive drag-and-drop interface, ExpressViews are intended to be a way to get started quickly and begin viewing data with as little friction as possible. There are no separate designer and viewer; instead, when executed, data populates the report inline. 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 ExpressViews documentation.

Advanced Reports

Advanced Reports are the flagship report type of the application.

AdvancedReport_2x.png

The most powerful reporting tools are available with Advanced Reports, including geographic maps, crosstabs, repeating groups, complex join, filter, and sort logic, linked child reports, and more. Advanced Reports are made using an Excel-like grid-based 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 customizations.

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 Reports

Crosstab Reports are a special type of Advanced Report.

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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.

Express Reports

Express Reports are a simpler version of Advanced Reports.

ExpressReport_2x.png

Express Reports are built using a "Wizard" interface instead of a grid. This is meant to streamline the report design process. Most of the features of Express Reports are available in ExpressViews, which have a more modern interface.

Visit the Express Reports documentation.

Dashboards

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

Dashboard_2x.png

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, visual 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.

Chained Reports

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

ChainedReport_2x.png

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.


Hidden Article Information

Article Author
Exago Development
created 2016-01-05 16:04:56 UTC
updated 2018-04-23 19:45:40 UTC

Labels
advanced, expressview, standard, dashboard, table, crosstab, express, chain, chained, pivot,
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