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How to Videos

Create a Database Connection
Create My First Report
Create Table Report with Filtering Logic
Create Column Chart
Create Clustered Column Chart
Create Multiseries Chart
Create a Drilldown Interaction
Modify Common Table Report Design Options
Use Dynamic Series Color
Setup Users and Permissions
Toggle to Other Reports
Drilldown to Saved Dashboard
Drilldown to Saved Dashboard Options
Integration with Third Party Application

Platform Components Overview

General Overview
Setup Portal
End User Application
Setup Portal – End User Application Flowchart

Filters

Filters Overview
Fields Flowchart
List Filters
Date-Related Filters
Numeric-Related Filters
Specific Filters
Comparison Filters

Reports

Fields Flowchart
Report Creation
Common Chart
Clustered Chart
Multi-Series Chart
Table
HTML
Video
Scorecard
KPI
Board

Report Design Options

Design Preview Tab
Settings
Design Options
Plot Bands
Layout Options
Advanced Options
Report Specific Options – Table
Report Specific Options – KPI

Interactions

Chart Interactions – Drilldown
Chart Interactions – Jump to Dashboard
Table Interactions – Drilldown
Table Interactions – Jump to Dashboard
Table Interactions – Filter Control

Dashboards

Filters and Dashboards
Standard Layout
Saved Dashboards
Single Report / Pick a Report
Comparison Filter
Dashboard Categories

Security

Access to Dashboards
Access to Saved Dashboards
Saved Dashboards Sharing
Access to Dashboard Categories
Reserved Filter Variables

Additional Info

FAQ
Problem Solving
Error Messages
Helper Functions