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Word Document Version

The Report Design Guide can be downloaded in .docx format here. This document is currently on Revision B, as of December 7, 2016 representing version 6.10.0.1.

Preface

Izenda is a reporting and business intelligence platform that connects directly to relational and non-relational data sources. Through its .NET API, it loosely couples with Microsoft-based applications to integrate with your current security, branding, and navigation.

Izenda Reports enables you to easily access your databases directly and quickly transform raw data into useful and readily understood information.

With Izenda, you can:

  • Extract the information you need from one or more related tables.
  • Format data into tables, reports, charts, pivots, and gauges.
  • View the resulting report in your Web-browser and then print it.
  • Export reports in several formats, including Microsoft Word, Microsoft Excel, and Adobe PDF.
  • Automate many processes through scheduling, sharing, alerting, batch processing, and caching
  • Implement custom layout reports through Izenda Forms
  • Develop user-defined or custom Dashboards and Maps

Izenda’s point-and-click interface is designed for the standard business user, with Advanced options available for those with greater access and skill. Many users will never design reports, but simply make modifications to current core reports, or use drill-downs to start at a high level overview and click through to get to the required information.

This user manual will step you through each simple process in using Izenda, and provide you with what you need to know to create your queries and reports. Any data that your application developer has included in the database can be accessible to you in creating ad hoc reports.

Section 1 - Introduction

Building reports with Izenda is intuitive and easy once the tool is connected to your data source. Here is a quick explanation of all you need to do to create a report once Izenda is installed.

Section 2 - Quick Start

This lesson focuses on creating simple reports using the basic controls in the Report Designer.

Section 3 - Data Sources Tab

This lesson focuses on how to use the Data Sources tab in the Report Designer and its capabilities and features in Izenda Reports and Dashboards.

Section 4 - Fields Tab

This lesson focuses on how to use the Fields tab in the Report Designer and its capabilities and features in Izenda Reports and Dashboards.

Section 5 - Filters Tab

This lesson focuses on how to use the Filters tab in the Report Designer and its capabilities and features in Izenda Reports and Dashboards.

Section 6 - Summary Tab

This lesson focuses on how to use the Summary tab in the Report Designer and its capabilities and features in Izenda Reports and Dashboards.

Section 7 - Chart Tab

This lesson focuses on how to use the Charts tab in the Report Designer and its capabilities and features in Izenda Reports and Dashboards.

Section 8 - Gauge Tab

This lesson focuses on how to use the Gauge tab in the Report Designer and its capabilities and features in Izenda Reports and Dashboards.

Section 9 - Misc Tab

This lesson focuses on how to use the Misc tab in the Report Designer and its capabilities and features in Izenda Reports and Dashboards.

Section 10 - Style Tab

This lesson focuses on how to use the Style tab in the Report Designer and its capabilities and features in Izenda Reports and Dashboards.

Section 11 - Toolbar And Preview

This lesson focuses on how to use the toolbar in the Report Designer and its capabilities and features in Izenda Reports and Dashboards as well as the Preview feature.

Section 12 - Pivots In Izenda

This lesson focuses on how to use pivots in Izenda Reports and Dashboards.

Section 13 - Izenda Maps

This lesson focuses on the Maps tab and what its capabilities and features are in Izenda Reports and Dashboards.

Section 14 - Izenda FORMS

This lesson focuses on the capabilities of Izenda Reports and Dashboards to create pixel-perfect legal forms in Izenda Reports and Dashboards.

Section 15 - Expressions in Izenda

This lesson focuses on how to use Expressions in Izenda Reports and Dashboards.

Section 16 - Analysis Grid

This lesson focuses on how and why to use the Analysis Grid visual group style.

Section 17 - Instant Reports

This lesson focuses on the Instant Report designer, which acts as a 'sketchpad' for quick ad-hoc design.

Section 18 - Izenda Vision

This lesson focuses on Izenda Vision.

Section 19 - Dashboards 2.0

This lesson focuses on the new dashboards in Izenda 6.9