Guide Contents
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Prerequisites:
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Launch the Docupace Analytics Reports tool from the Docupace: click Reports.
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Information: Location of the item will be predefined and then deployed to each site. |
Figure 1: Launch the Exago Reports tool
Getting Started screen is displayed. This is the starting place for the basic actions: creating, opening, and browsing reports; configuring the settings, getting help.
Figure 2: Getting Started screen
Opening a Report
Click Open (1) inside the Getting Started area, or Page icon (2) on the left toolbar.
A list of root folders is displayed on the left side. By default there are two folders: My Reports, and Public, but actual folders and reports can be different from site to site. Admins in the My Reports folder can have personal reports invisible for others. Reports in the Public folder are accessible for other users of the site.
Figure 3: Open the Report
Expand the folders and choose the required report. To open a report, click Play icon.
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Note: The Man icon indicates that you are the owner of this record. |
Figure 4: Open the Report
Some reports require parameters before opening.
Examples:
Production Report parameters (Beginning Date, and Ending Date) (Figure 5)
Event Detail Log parameter: Parent Work Item ID (Figure 6)
Set required parameters and click Run Report.
Figure 5: Productivity Report Parameters
Figure 6: Event Detail Log Parameter
You can do various actions depending on your access rights. Click on the folder and select the appropriate item from the list:
Add new root or child folder
Rename folder
Delete folder
etc.
Figure 7: Actions with folders
Creating a New Report
Creating the report is accessible for the users with report-creating rights. You can do various actions depending on your access rights (see the section Global Actions with the Reports).
See the Help section about how to create the contents of the reports.
Click Create (1) inside the Getting Started area, or + (2) on the left toolbar, and select the type of report from the list (3).
Figure 8: Create report
Click the Save icon after finished the report.
Figure 9: Save report
Enter the name, description, and select location of the report, and click Save.
Figure 10: Save report properties
Types of reports
There are six different report types at all available in the application. Four are standalone types, and two are composite types that combine reports together. The system administrator can enable and disable other types of reports.
Figure 11: All report types
By default, there are three report types: ExpressView, Advanced Report, and Dashboard.
These type are marked with the corresponding icons in the Report list:
Figure 12: Default report types
ExpressView is a tool to quickly get insight into vertically expanding data records and groups. An ExpressView can optionally include a visualization.
Figure 13: Empty ExpressView Report
Example:
You can include interactive charts in the records.
Figure 14: Interactive chart
Use Advanced Report to build more complex report without requiring knowledge of SQL or the underlying data model.
Note: Only users with a Report Creator SQL access rights can write specific functions by clicking the +Add SQL.
Advanced Reports are made using a spreadsheet-like cell-grid interface. The Advanced Reports can include geographic maps; CrossTabs; repeating groups; complex join, filter, and sort logic; drilldowns to linked child reports, and more.
Example 1:
Select Advanced Report. There are a list of domains on the left side. Drag-and-drop to add them. (Advisor already added, Subfolder in the process, as seen in the example)
Figure 15: Adding a domain to the report
Example 2:
Use functions and add fields to the reports. (From the Advisors domain Advisor BD already added, Date of Birth field in the process, as seen in the example)
Figure 16: Adding Date of Birth
Example 3:
Add sections to the report. Right-click sections area. In the pop-up menu you can select what to do with the report:
Modify, add, delete, move up or down the sections,
Add page or report header or footer, group them, etc.
(Footer, as seen in the example)
Figure 17: Adding the footer
Example 4:
You can create a sub-reports (like a reports inside the cells of upper report) to get a more detailed information about the items you are interested in.
Figure 18: Sub-report
Dashboard combines one or more reports onto a canvas, providing a way to create a personalized arrangement and display of related reports.
Select Dashboard. Drag-and-drop the + icon to add a new title.
Figure 19: Empty Dashboard
You can add various objects (URL, images, charts, graphs, texts) as well as existing reports to the Dashboard.
Figure 20: Adding objects to the Dashboard
Example of the Dashboard.
Figure 21: Example of the Dashboard
Global Actions With the Reports
You can do various actions depending on your access rights. Select the report and right-click the rigthmost icon. In the pop-up menu you can select what to want to do:
Run report
Export report to other types (Excel, PDF, RTF, and CSV) (Figure 22)
Duplicate report save time setting up similar reports
Modify report
Move record to the other folders
Schedule report being emailed or archived
Manage folders and report storage
Figure 22: Actions with the reports
Depending on the particular role, the site configurator or back-office administrator assigns different access rights for the users.
Exago Report Creator
The Creator has the ability to create standard object reports.
Exago Report Creator SQL
The Creator SQL has the ability to create reports of standard objects, and their own SQL specific reports (similar as open reports scheduler).
Exago Report Scheduler
The Scheduler can schedule or re-schedule existing reports.
Exago Report Scheduler Admin
The Scheduler Admin can see and schedule the reports with the Schedule Admin tool.
Exago Report User (e.g., Advisors)
The User can only run reports.
Converting an existing Open Report to Exago
Launch Open Report.
Go to Admin > Reports.
Go to Administration tab.
Figure 23: List of the open reports
Select Reports and choose the report you want to convert.
Figure 24: Select the report
Copy the SQL in the Query section of the report.
Figure 25: Copy the SQL
Open Docupace Analytics, click Create, and select Advanced Report.
Figure 26: Select the Advandced Report
Select + Add SQL.
Figure 27: Add SQL
Enter a value for Object Name and paste SQL into the window.
Optional.
Change parameters if needed:
Select parameter “$P{…}”
Select corresponding parameter in Exago window
Click +Add
Add single quote before and after parameter (i.e. '@toDate@')
Add a value to Unique Key fields (Figure 28)
Figure 28: Add a value to Unique Key field
Click Okay on the Add Data Object Reports window.
Expand Object Name on the left hand side.
Drag and drop values to where you want them in the report.
Name your columns, add title, and format report as you desire.
Save the report.
Figure 29: Save the report
Settings
Click the Wrench icon to display the User Preferences.
Figure 30: User Preferences
To assign an existing report to a startup, in the Startup Reports tab select the report, and drag and drop to the right side. Then click OK.
To change the order of startup reports, use the up and down arrows.
To delete the report, click the X icon.
To add a report to the startup, click +Add button, and select the report you want to run when starting the Reports Tool.
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Note: The administrator can limit the maximum numbers of startup reports. |
Figure 31: Startup Reports
If reports have user adjustments (another user have made the updates) saved on top of them, they are displayed in the User Reports tab.
Figure 32: User Reports
Help
Reports tool has Help system built in. To access Help, click Question mark icon (1) on the top right, or down arrow icon (2) under the Learn more.
Figure 33: Getting help
Help system supports contents view, indexed list of items, and search function.
Figure 34: Help contents
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| title | Version History |
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Date | Change |
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September 2023 | Reformatted page |
November 2021 | Initial Version |
Administration > Reports menu
The system displays a list of report groups and their descriptions. To access specific reports, click on the group name. |
Report groups
The list of reports in the group appears. To open a report, click on the respective link. |
List of General reports
To return to the full list of report groups, click either Reports in the main toolbar in the top part of the page, or click Back to Groups in the report toolbar above the parameters screen. |
Main toolbar
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Audience: Administrators
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Functionality: Docupace reports allow admins to have an overview of how people use the system. |
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