Reports


Starting with Reports

  • Creating Your First Report

    Reports are entities that collect, filter, organize and display data in different formats, such as a table, matrix, summary, or chart. Reportable data can be sourced from the system itself, flows, folders or integrated systems, and filtered according to the sources’ contents.

  • Scheduling Report Snapshots

    A snapshot is a record of the reported entities’ state when the snapshot was taken. A user can take a snapshot manually, or snapshots can be configured to be taken on a schedule. Snapshots are used in reports and can help track trends.

  • About Reports

    [embed]https://youtu.be/VRdRyYXpDCc[/embed] Overview Reports are entities that collect, filter, organize, and display data. Often, Reports are used to display data on Pages. You can use multiple Reports...

  • Undelete an Entity

    Overview This tutorial demonstrated how to Undelete when an Entity has been deleted. The video below shows a quick example of how this task is carried out. This is the same process for any deleted item...


Layout & Design

  • Coloring Report Rows with Color Rules

    Color Rules evaluate the data in a row and color the row when its data meets the rule’s condition.  To build a color rule you need to select a rule that has already been created and set the color...

  • Custom Reporting Data Filters

    Custom reporting data filters involve deciding which rows to include; for example, Common types filter.   Custom reporting filters are used in conjunction with custom data sources. Usually a custom...

  • Configuring Report View Modes

    Overview View Modes refers to ways a report can display data. For example, you can choose to display data in Text, Tiles, and Calendar view modes, among others. To add or change the view modes on...

  • Custom Reporting Data Sources

    Custom data sources can also be created via interfaces/subclassing: Specifying resulting cols Specifying when they apply Generating data   To write your own custom data source, create a class...

  • Color Flow Behavior

    This tutorial demonstrates how to use Color Flow in Decisions. Color Flow is a Flow Behavior that is used to dynamically color rows or cells in Reports. Example: In this example we are going to create...

  • Merging Report Fields in a Property Grid

    Combining data from two sources in one column on a report can make reports more useful.  Merged data can summarize information, assist in analysis, or provide new insights into report content. To merge...

  • Refreshing Report Data Automatically Based on Portal Events

    The data displayed in Report Viewer or chart can be configured to refresh on one type of event, or multiple types of portal events.  The events include any folder changes, changes to an entity contained...

  • Using Column Based Filtering

    Filtering is a useful way to limit unnecessary information that can appear on reports.  Even if filters are not configured in the Report Designer, information can still be filtered using Column Based...

  • Searching and Filtering Report Results at Runtime

    Overview The search function in a displayed report lets you filter results by text. To search in a report, click the Search In Grid button (magnifying glass). Example The goal of this example is...

  • Setting Column Properties in the Report Designer

    Column widths, titles and other formatting options can be set in the Properties Panel of the Report Designer.  To adjust a column’s formatting options, select its header and modify settings in the Properties...

  • Custom SQL Reporting Overview

    Overview You may choose to use a SQL Datasource as opposed to a Custom Datasource. A SQL Datasource produces a select statement to be run against the database to gather data used for reporting whereas...

  • Adding Filters to a Report

    When creating a report, Field Filters can be a very valuable tool for making a report more manageable.  These filters allow users to customize the data retrieved and displayed in the report. Example The...

  • Grouping and Sorting Report Results

    Report Results can be sorted and grouped by column value. To group report results in the Report Designer, select the header of the column to be grouped, click the icon that appears, and select Group. ...

  • Quick Add Elements In Report

    There are several options in Report Designer that are helpful for providing quicker Report Designing. In this tutorial we are going overview these options. In the Report Designer we expand Data Sources...

  • Reports Using Text Based Filters (url aware) In Rest APIs

    This tutorial demonstrates how to use text based Filters as URL parameter for Service call in Reports. Example: We begin with creating a simple Report. In the Designer Folder we click Create Report >...

  • Control Child Report Filter Value From Master Report Field

    This tutorial demonstrates how to send a value for the Filter from Master Report to Child Reports that are on the same Page by clicking on the Field in Master Report. Example For this Example we need...

  • Embedded Links in Reports

    This tutorial shows how to embed links in Report. Links can be embedded in a Report in Decisions. To accomplish this, a specific OpenURLInlineField Calculated Column should be added to the Report. Next,...

  • Handle Events About Report Runtime Filter Values

    Overview This tutorial demonstrates how to use an Embedded Form to handle Report Runtime Filters. Example We will create two Reports, a Flow with a Form, and a Page to display these elements. First,...

  • Reports Sharing Filters At Runtime

    In this example we are going to show how to use Filter Runtime Behavior in Report in case when we have several Reports shown on one page, and sharing one Request Value to affect all Reports on the Page....

  • Using Flow Inline Fields to Extend Report Data

    Example: A Flow that has Reporting Inline Field Flow Behavior can be added as a data field in Reports. In this Example, create a Flow that will display the accounts first and last name in a field from...

  • Get Report Filter Values from Other Sources

    In this example we are going to demonstrate how to use a Flow to Coordinate run time editable filters on a report. Example We begin in Designer Folder with creating desirable number of Reports....

  • Using Runtime Editable Filters to Customize Report Output

    Filters enable users to create manageable reports.  Using a Runtime Editable Filter gives a user the option to change the filtering criteria while in the Report Viewer. Example The goal of this example...

  • Merging Report Fields Inline

    The MergeTextInlineField component concatenates column values (as variables) with each other and with plain text.  For example, the user can add a merged inline field containing the text and variables. ...

  • Setting Min and Max on Charts

    Overview You can set a minimum and maximum number for data displayed in a report. In this example we will create a report of logs according to level, display the data with a Bars chart, then...

  • Setting Custom Chart Colors in the Page Designer

    After adding a chart to a portal page, the user can customize the colors for each column on the chart. The user must enter the column name while customizing its color.

  • Adding Charts to a Report

    After adding a chart to a portal page, the user can customize the colors for each column on the chart. The user must enter the column name while customizing its color.

  • Adding Ad Hoc Charts to a Report at Runtime

    When viewing a report, a user can add a chart to display the report’s data in a different format. There are many chart types to choose from, including Pie, Bars, and Columns.

  • Adding a Title and Legend to a Chart

    Charts represent report results in a graphical form. To enhance charts, a title and a legend can be added to a chart in the Report Designer.

  • Using Calculated Fields in a Report Matrix

    Calculated Fields transform the values of other fields to create entirely new values. Report Matrices display a count of how many records match each value reported in a column or calculated column. Each column is referred to as a dimension. Multiple dimensions can be compared along the x and y axes of the report matrix.

  • Drilling Down into Report Matrix Data

    Report matrices display totals of how many records match each value reported in a column. Each cell in the matrix doubles as a link to a drill down report. This drill down report breaks down the total and displays the column values for each matching entity.

  • Displaying Report Matrices in a Portal Page

    Report matrices display totals of how many records match each value reported in a column. Each cell in the matrix doubles as a link to a drill down report. This drill down report breaks down the total and displays the column values for each matching entity.


Communication

  • Exporting a Report to Excel (XLSX)

    A report can be exported to PDF or Excel format.  To download a report to Excel, while viewing the report, click the Download/Send Report button, select the Excel option and click Print.  The report...

  • Scheduling Report Snapshots

    A snapshot is a record of the reported entities’ state when the snapshot was taken. A user can take a snapshot manually, or snapshots can be configured to be taken on a schedule. Snapshots are used in reports and can help track trends.


Managing Your Reports

  • Specific Value Sort On Column

    This tutorial demonstrates how to create Specific Value Sort on columns in the Report. Specific Value Sort feature may be useful when we want to create a custom sorting logic based on some column in the...

  • Creating Database Table Relationships

    Overview The purpose of creating a Database Table Relationship is to integrate data from two separate database tables and pull from them at the same time.  For your own purposes, you can use your default...

  • Emailing A Report

    A created report can be downloaded or emailed in .pdf or .xls format. To email a report click on the Print Report button in the upper right, select the format, and click Email. Example The goal...

  • Using Group Actions for Report Entities

    Overview You can perform group actions for entities in a report. To select multiple entities in a report, first click the Multiple Selection button in the top right of your page. Then right-click the...

  • Configuring Actions On Reports Showing Data Source Relationships

    In this example integrate with a database Table in Decisions. This table contains ID, First Name, Last Name, and Email Address fields.  Begin by creating a Report on the External Table with the ability...

  • Rule Filter On Report

    Overview The Decisions tool lets you set up rules to filter the results of a report. In a business environment, filtering reports may be useful for refining large sets of data, for example groups of users. Standard...

  • Creating Text List and Rich Text Report Views

    Text List and Rich Text Views give a report’s users a short version of the data in each row on a report.  Views are customized to include the text and column data of the user’s choice. To add a...

  • Using Icons On Reports

    This tutorial demonstrates how to use icons in Reports. In Decisions 4.0 it is possible not only apply Color Rules to Report columns and rows but also use icons for such purposes. Example: In this example...

  • Resetting Report Viewer Settings

    When viewing a report, the active user can apply grouping and sorting to the report data.  To reset the report to its designed grouping and sorting settings, the user can click the Reset Settings button. When...

  • Configuring the Report Viewer

    Configuring options for the Report Viewer gives a user the flexibility to set the behavior and appearance of the component on a portal page. Options include changing the appearance of buttons and filters,...

  • Report Filter Change using a Flow Run Part

    Overview Utilizing a Flow Run Part on a Dashboard can filter a Report on the same Dashboard. This example will allow users to type in an email address and the report will change and only show the user...