Management Reporting

Displays a mover form with a list of active system users. BI Pages can be published for different users using this form. The form contains a filter bar to filter down results.

Displays a mover form with a list of active user groups. BI Pages can be published for different user groups using this form. The form contains a filter bar to filter down results.

Displays the list of users for whom the selected BI Page has been published. Double-clicking on a users un-publishes them from the BI Page.

Defines the name of the page, up to 30 characters.

Describes the page, up to 60 characters.

Search box for all active records in BI Categories that the user currently has access to.

Search field used to select an existing BI Dataset to be displayed in this page.

Search field used to select a detailed drill down view of an existing BI Page to be displayed on this page next to the BI Data Set above.

Option to select a BI Color Profile which determines the colors that will be used in the Graph. 

Determines the location of the element on the page.

• These fields were removed in later version and replaced by the fields on the "Size & Position" tab on the Graph Data form. See the section below for additional details.

Specify the title for the graph.

Pick list used to define how the element will be displayed on the page. Options are:

• Area
• Bar
• Bar - Grouped - when selected, the Graph Data form will function the same as when selecting a "Line" type and the setup will match that of "Line" chart.
  • The "Group On" field will also be enabled.
  • The legend items , driven by the selection made in the "Group On" field, will be displayed instead of hidden like with normal Bar charts.
  • Each series will have a unique color instead of the blue color for standard Bar charts.
  • Supplying a bar chart with multiple datasets will automatically cause it to display as grouped
• Bar - Stacked - when selected, the Graph Data form will function the same as when selecting a "Line" type and the setup will match that of "Line" chart.
  • The "Group On" field will also be enabled.
  • The legend items, driven by the selection made in the "Group On" field, will be displayed instead of hidden like with normal Bar charts.
  • Each series will have a unique color instead of the blue color for standard Bar charts.
  • This chart type supports multiple datasets.
  • The tooltip will include the series name, stack total and percentage of total. Example: if the hovered value is 32, total stacked bar is 64: "32/64 (50%)"
• Bubble - Considered a hybrid of bar and line charts. No legends are shown and series appear as y-ticks. Positive value bubbles are filled with series color. Negative values are outline only bubbles, no color. Zero values are not shown (to reduce noise). A tooltip table, with series name and values, is displayed when hovering over a bubble.
• Donut

  • Beginning in version 17.02.105, the tooltip will include the percentage of total.

• Funnel - Funnel charts handle their data much like bar charts. A funnel chart can be considered as a horizontal bar chart with some display changes. This type of chart is used to visualize how data moves through a process and is often used to represent stages in a sales process. When utilizing the Funnel chart, the following changes occur on the Graph Data form:
  • The two threshold line fields will be disabled.
  • No legend series are shown.
  • Series names appear as Y-ticks (left side).
    • The topmost series will be the first stage, and holds the (largest) value that will be considered as 100%
    • Stepping down from the top, each series represents the next stage, and should be less (or equal to) the one above it.
  • Series percentages appear as Y-ticks (right side).
    • The percentage is in relation to the initial value (topmost series).
  • No X-axis values are shown.
  • The actual series value is shown when the mouse is hovered over the series bar.
  • The "Sort By" field's drop down options will change as so:
    • "Graph By Value" will be removed.
    • "Graph By Caption / Ascending" will be available.
    • "Graph By Caption / Descending" will be available.
  • For funnel charts that are sorted by value in the "Sort By" field, a "Total" series will be displayed that sums all values across every series. This could be record count, quotas, etc. The Total series will always represent the 100% max value. Each series value represents a percentage of the Total value, and it is important to note that higher series do not include lower series values. If the funnel chart is sorted by caption in the "Sort By" field, the system treats each later stage value as being included in earlier stages. No "Total" series will be added in this case, as it will be unnecessary.
• Line
• Meter
• Pie

  • Beginning in version 17.02.105, the tooltip will include the percentage of total.

• Polar Area - utilizes the same logic as pie and donut charts.
  • Each series slice has the same angle. Example: if there are 4 series, each slice angle will be 180 / 4 = 45 degrees.
  • The radius of each slice represents that series' value relative to the total of all series values.
• Radar - Radar charts is the same as setting up an Area chart from the user's perspective. Some characteristics of the Radar chart are as follows:
  • The "x-ticks" are the radial spoke labels.
  • The "y-ticks" are the radius scale values (similar to a polar area chart).
  • On hover, point data, as well as series name, is displayed in a table-based tooltip matching that of scatter charts.
  • Trend lines and axis-swapping are not supported.
  • The numeric scale shall use the same abbreviation style as other charts (ex: 30,000 -> 30K).
  • Some usage considerations of Radar charts are as follows:
    • Too many radial labels can make the chart cluttered (8-12 is a good baseline).
    • Too many series can cause overlapping fills that obstruct points.
    • Per the above, is best suited for smaller sets of series and labels.
• Scatter - Similar to line charts but no lines are drawn, only points. Also, a benefit of this chart is that multiple points can fall on the same x-coordinate. Useful for viewing raw data, especially on specific dates. A tooltip table, with series names, is displayed when data points are close together.

• Tile, Tile-Area, Tile-Bar, Tile-Line - Chart types that will consist of both text-only tiles and tiles and also include graphs driven by BI datasets. Graphs driven by datasets are only available when using the Tile-Area, Tile-Bar, and Tile-Line options. Added in version 17.04.005.

Note: when BI charts are much wider than short, and there is limited space for legend items above the chart, the legend will now automatically shift to the right of the chart so there is more vertical room for the chart.

Pick list used to select how the data for this element is calculated. This field is disabled when selecting the "Scatter" option in the Type field. Options are:

• Avg
• Max
• Min
• Sum

List of calculated fields (those fields which are marked as "Sum") from the report or grid selected in the BI Data Set field. Record Count is always available. In the case of sales this would normally be the amount and balance fields. For graphing purposes this field would represent the value of what is to be graphed on the y axis. For bubble charts, this field is used to determine the radius of the bubbles.

List of all the fields in the report grid depending on what type of report is being run. For graphing purposes this field would represent the category you wish to graph by or the X axis. (Not applicable for pie, polar area, radar, or meter graphs.)

Memo field used to store a expression that will be evaluated when establishing the "Graph By", or X axis of the graph.

• Only available when selecting a "Graph By" option of User-Defined.
• All variables currently available to be selected in the Graph By or Group On comboboxes are available to these expressions as well as all global variables. Example - for a sales report you could enter "totdue" in this field and the graph by would be the Amount of the sales order.

Pick list used to indicate how the graph will be sorted. Options are:

• Calc Value - Ascending
• Calc Value - Descending
• Graph By Value (disabled when selecting "Funnel" in the Type field)
• Graph By Caption / Ascending
• Graph By Caption / Descending

This field is disabled when using a "Type" of "Radar".

Available when the Graph By field is set to a date field. (i.e.. invoiced, ordered, etc...) Options include:

• Day
• Calendar Week
• Financial Period
• Financial Quarter
• Fiscal Year

This field is disabled when using a "Type" of "Radar".

Select appropriate value. This field is disabled when using a "Type" of "Radar".

The number of periods, in relation to the Date Grouping and Graph By selections, to graph in the future. Defaults to 0.

• For example, if the value in the Date Grouping field is set to "Day", the value in the Graph By field is set to "Due To Ship", and the value in this field is set to "3", the system will graph sales orders with Due To Ship days up to 3 days in the future.
• The value in this field determines the graph end date or period. If 0 is indicated, the last column on the graph will be the current date or current period.
• A maximum of three integers may be specified in this field.
• This field is disabled when using a "Type" of "Radar".

The number of periods, in relation to the Date Grouping and Graph By selections, to graph in the past. Defaults to 12.

• The value in this field determines the graph start date or period.
• A maximum of three integers may be specified in this field.
• This field is disabled when using a "Type" of "Radar".

List of all the fields in the report grid depending on what type of report is being run.

• Not applicable for Bar or Meter graphs where the Graph By value will be used.
• For Bubble charts, this field represents the Y-axis.
• This field is enabled when selecting a Type of "Bar-Grouped" or "Bar-Stacked".

Only enabled when selecting a "Group On" option of User-Defined.

• All variables currently available to be selected in the Graph By or Group On comboboxes are available to these expressions as well as all global variables.
• This field is disabled when using a "Type" of "Radar".

Enter the value at which the yellow threshold will begin. Not available for pie, polar area, radar, or bubble graphs.

• The yellow threshold will respect the input mask of the field that is being graphed. For example, if the Calculated Field is set to a field that contains an input mask of 999,999.99, the yellow threshold will display using this mask on the subsequent graph.
• All values below the yellow threshold will appear as green on meter graphs.

Enter the value at which the red threshold will begin. Not available for pie, polar area, radar, or bubble graphs.

• The red threshold will respect the input mask of the field that is being graphed. For example, if the Calculated Field is set to a field that contains an input mask of 999,999.99, the red threshold will display using this mask on the subsequent graph.
• This value will logically indicate at which point the yellow threshold ends.

Displays a trend line on the graph/chart for each visible individual series as well as a combined trend line representing all visible series, unless one series is visible. The trend line color will match that of the series on the legend.

• Trend Lines (sometimes called Line of Best Fit) are drawn as close to all the points as possible to show how it would look if all the points were condensed into a single line.
• This field is only available when selecting a chart Type of "Area", "Bar", "Bar-Grouped", "Line", or "Scatter".

Defines the percentage for the cutout portion of the donut chart that will be displayed on screen.

• Only available when selecting a Type of "Donut"
• Defaults to 50. Input mask of '99'. Valid input range is 10-90.

If checked, the system will swap axes and generate the graph horizontally rather than vertically.

• Only enabled when Type is Bar, Line, or Area.

The width of the BI element defined as the percent of the viewport container width it occupies. Defaults to 50.0

The height of the BI element defined as the percent of the viewport container height that it occupies. Defaults to 50.00

The horizontal definition of where the Anchor Point exists on the BI Element. Options are Left, Center, and Right. Left is the default.

• Anchor point set to Left will be a percentage from the left edge of the container to the left edge of the Element. Values range (0 to 100)
• Anchor Point set to Right will be a percentage from the right edge of the container to the right edge of the Element. Values range (0 to 100)
• Anchor Point set to Center will be a percentage from the horizontal center of the container to the horizontal center of the Element. Values range (-50 to 50)

The X-anchor position defined as a percentage. 

The vertical definition of where the Anchor Point exists on the BI Element. Options are Top, Center, and Bottom. Top is the default.

• Anchor Point set to Top will be a percentage from the top edge of the container to the top edge of the Element. Values range (0 to 100)
• Anchor Point set to Bottom will be a percentage from the bottom edge of the container to the bottom edge of the Element. Values range (0 to 100)
• Anchor Point set to Center will be a percentage from the vertical center of the container to the vertical center of the Element. Vales range (-50 to 50)

Defines the title of the grid.

Search field used to select an existing BI Dataset to be displayed in this page.

Search field used to select a detailed drill down view of an existing BI Page to be displayed on this page next to the BI Data Set above.

Option to create a combined report by copying an existing one.

Launches the pre-filter layout form. This form allows users to add or remove fields from the combined report pre-filter. 

Enter the appropriate name for the combined report.

Lists the individual reports that make up the Combined Report.

System generated based on the item or report that was run when the Favorite was created. For example, setting the Order Entry (Sales) transaction as a Favorite will generate a value of "Launcher".

System Caption based on the report that was run when the Favorite was created. For example, an Inventory Reporting Lots report will generate a value of "Inventory Lots".

Search box to assign the designated favorite to a user. Can only be modified by admins/power users. 

Displays the user-defined Caption for the selected Favorite.

Used to define how often a Preview should refresh when the selected Favorite should has the "Preview" flag set to true.

• Entering a value of "0" sets the preview to only refresh manually.

Option to select the export type:

• Print Out - when Print Out is selected, the Text memo field will be disabled.
• Text - when Text is selected, the Report Layout searchbox will be disabled and the "Text" field will be enabled.
  • The Text option will output whatever you type, and users can insert fields from the selected grid with <<us_fname>> for example to have those inserted.
  • All fields available to the favorite or combined report should be available to the Text field and it should be treated like the Message field on triggers where fields within carets <<>> should be evaluated as variables and returned.
  • There should be one line per record on the grid exported into a .txt file when exported.
  • The .txt file should be automatically exported to the destination path specified on the automatic export in the same manner that PDF's are currently exported
• CSV - option to have the file export to a CSV file type. The system will export the CSV file into the destination path.
  • An example of a CSV export with the associated fields would be the Order Report (for Sales) with the following fields:
    • SOODTE: DTOS(to_orddate)
    • SOSITM: or_prid
    • SOOQTY: or_quant
    • SOSQTY: or_qship
    • SOSDATE: DTOS(to_shipped)
    • SOADATE: DTOS(to_deldate)

Select the appropriate Report Layout from the list. This field is required for the automatic export process.

Memo field that will process input Expressions in a similar manner to Triggers. Allows users to generate CSV text files when Type is set to Text. 

Select Tab, Comma, Pipe, or Space. Select the type of column delimiter for the exported file. Enabled only when Type is set to "Text".

Select Day, Week, or Month. If Day is chosen, users will only need to specify the time each day the export will run in the "Time" field.

Select the appropriate value based on the option chosen in the "Interval Type" field. The name of the field will also change based on the option chosen above. Default value is Week.

The time each day the automatic export process will run.

Determines if the Report Layout will be saved as a File or sent via Email.

This memo field is used to define the location where the exported Report Layout will be saved or the list of email recipients who will receive the Report Layout. The entry in this field depends on the selection made in the "Export To" field. This field is required for the automatic export process.

• When sending to multiple email addresses, the email addresses need to be separated by semicolons.
• This memo field only support the entry of file paths or email addresses. Expressions and/or variables are not supported.
• If exporting to FTP, this must relate to the FTP site.

Enter the appropriate email subject. This field is only available when the "Export To" field is set to email.

When checked, the column headers will be included as the first row of the export.

When checked, double quotes will be used to qualify non-numerical fields in the export.

This memo field used to enter appropriate email information. This field is only available when the "Export To" field is set to email.

Enter the desired FTP server host. 

Enter the desired FTP server port number.

Enter provided username for the FTP host.

Enter provided password for the FTP host.

Defaults to unchecked, select if user wants to use SSH Protocol to connect to the FTP.

Enter appropriate name

Options are All Users of Myself

Enter the necessary query information.