Report Types

There are five different report types available in the reporting application. Three are standalone types, and two are composite types which combine reports together. By default ExpressView, Advanced Report, and Dashboard are enabled. The system administrator can enable and disable other types of reports.

Dashboard

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

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, interactive 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.

Dashboard documentation begins with Dashboard Designer (v2019.2+)

ExpressView

ExpressView is a tool to quickly get insight into vertically expanding data records and groups. An ExpressView can optionally include a visualization.

Built with an intuitive drag-and-drop interface, ExpressView is intended to be a way to get started quickly  viewing data as possible. 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.

ExpressView documentation begins with ExpressView: Introduction (v2021.1+)

Advanced Report

Advanced Reports are the flagship report type of the application.

The most powerful reporting tools are available with Advanced Reports, including geographic maps; CrossTabs; repeating groups; complex join, filter, and sort logic; drilldowns to linked child reports, and more. Advanced Reports are made using an spreadsheet-like cell-grid 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 customization.

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.

Advanced Report documentation begins with Report Designer (v2021.1+).

CrossTab Report

CrossTab Reports are a special type of Advanced Report.

Also known as pivot tables, CrossTab Reports display and summarize data in a way that expands dynamically both vertically and horizontally.

CrossTab documentation is found in Advanced Reports: CrossTabs.

Chained Report

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

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.

Documentation is found in Chained Reports