User Interface Overview

Updated
3 years ago

User Interface Overview

The “User Interface Overview” section provides users with reference for each component of Izenda.

Password Setup
- Password Setup
- Password Change for Current User
- Password Reset for Another User
Report Designer/Data Source
- View data sources
- Search for data sources
- Select and unselect data sources
- Set the report as Distinct
- Set the number of preview records
- Save the report
- Add and remove relationships
- Add Key Join Relationship
- Add Join Alias
Report Designer/Design
- View data source fields
- View data source fields’ properties
- Add Calculated Field
- Add a report filter
- Configure filter properties in Filter Settings section
- Configure filter properties in Filter Formatting section
- Build complex filter logic
- Apply Cross Filtering to Multiple Report Parts
- Manage Report Parts
- Configure report part properties
- Open Field Properties box for data source fields in report
- Configure field properties in Data Source section
- Configure field properties in Data Formatting section
- Configure field properties in Header Formatting section
- Configure Subreports using field properties in Drill Down section
Report Designer/Format
- Add and Configure Items in Report Header and Footer Layout
- Layout Items in Report Header and Footer Layout
- Enter Report Title and Description
Report Designer/Schedule
- Methods of Delivering Scheduled Reports
- View Schedule List
- Search for Schedules
- Add a Schedule
Report Designer/Access
- View List of Sharings
- Add a Sharing
- View and Change Report Owner
Report Designer/Grid
- Configure Report Part Properties for Grid
- Choose a Grid Style
- Define a Vertical or Horizontal Grid Content
- Define a Pivot Grid Content
- Define a Drill Down Grid Content
Report Designer/Chart
- Configure Report Part Properties for Chart
- Line Chart
- Bar Chart and Column Chart
- Area Chart
- Pie Chart
- Funnel Chart
- Donut Chart
- Combination Chart
- Tree Map Chart
- Heat Map Chart
- Scatter Chart
- Bubble Chart
- Waterfall Chart
- Sparkline Chart
- Others
Report Designer/Gauge
- Define a Linear Gauge
- Define Separator
- Define a Solid Gauge
- Others
Report Designer/Map
- Configure Report Part Properties for Map
- Others
Report Designer/Form
- Configure General Form Properties
- Edit Section
- Insert Items in Visual mode
- Format Items in Visual mode
- Design a Table in Visual mode
- Tool Section
- Editing Preferences in View Section
- Printing Section
- Right-click Menu
- Edit in HTML format
- Repeater Smart Tag
Report Designer/Report Part Menu
- Overview
- Menu Options in Report Designer
Report List
- Browse Reports
- View Report History
- Search for Reports
- Rename Report Categories
- Copy a Report
- Move a Report
- Add Report Subscriptions for Current User
- Remove Report Subscriptions for Current User
Report Viewer
- View Report
- Quick Edit Report
Dashboard Designer
- Create a New Dashboard
- Customize Dashboard Layout
- Edit Dashboard
- Switch to Presentation Mode
- Configure Sharing Access
- Add Subscriptions
- Add Scheduled Delivery
- Print Dashboard
- Email Dashboard
- Dashboard Filters
Dashboard List
- Browse Dashboards
- Search for Dashboards
- Rename Dashboard Categories
- Copy or Move Dashboard
- Manage Subscriptions for Current User
- Manage Schedule Deliveries
- Print Dashboard
- Email
- View Dashboard
- Configure Child Report Parts
Available Calculated Field Expressions
Grand Total and Sub Total
- Grand Total
- Sub Total
Available Filter Operators
- Comparison
- Boolean
- Date & Time
- Equivalence
- Field Comparison
- String
KPI Report Parts
- Metric Tiles
- Text Tiles
- Image Tiles
- KPI Report Part Properties
Natural Language Query
- NLQ Data Connectors
- Syntax guided NLP search query
- NLP Suggestions
- Grid Features
- Multitenancy support
- Limitations