ROCKDAISY OVERVIEW

What is RockDaisy?

Create, deploy, and manage mobile and browser-based reports on-premises or in the cloud with a range of ready-to-use tools and services that RockDaisy provides.

RockDaisy transforms your complex and disparate data into unified clear interactive report visualizations.

RockDaisy is a responsive web app that you can install on your local computer, local network or in the cloud. RockDaisy lets you connect to, transform, and visualize your data. With RockDaisy, you can connect to multiple different sources of data, and build reports/dashboards that you can share with other people inside your organization. 

The most common uses for RockDaisy are the following:

  • Connect to data
  • Create visuals, such as charts or graphs, that provide visual representations of the data
  • Create reports that are collections of visuals, on one or more report pages
  • Share reports with others
  • Embed RockDaisy seamlessly into existing web apps / sites

People most often responsible for such tasks are often considered data analysts (sometimes just referred to as analysts) or Business Intelligence professionals (often referred to as report creators). However, many people who don’t consider themselves an analyst or a report creator use RockDaisy to create compelling reports, or to pull data from various sources and build dashboards, which they can share with their coworkers and organizations.

With RockDaisy you can create complex and visually rich reports, using data from multiple sources, all in one report that you can share with others in your organization.

RockDaisy reports can be a single table with any number of rows and columns or collection of report widgets on a page.

Its Just SQL

It’s Just SQL. If your developers know SQL, they know RockDaisy. Three easy steps to creating a report.

  1. Write a query or stored procedure
  2. Connect query or stored procedure to report visual. 
  3. Publish report visual to dashboard. It’s That Easy.

Reports in RockDaisy

RockDaisy reports can be a single table with any number of rows and columns or collection of report widgets on a page.

You can create modern-looking reports that include report filters and drill down interactions. We included several default styles and color palettes, so by default, your reports are created with a modern style. You can override any report style to your liking. You can even modify the .css to completely customize the UI/UX.  

Be sure to experiment with different visualization types. It’s important your visualization convey information in your data clearly.

We include a filters pane where you can define any number of filters and share across reports

You can export to formats such as .PDF, Excel, .PNG.

Create interactions which can be defined on any report control. (bar, pie, line, table etc.). Clicking on an object that has an interaction will navigate the user to a pop-up screen with more details or an entirely new dashboard. In either case, all parameters are passed from the parent report.

Interaction Types:

  • Drilldown – Enables popping up a separate report from within the same dashboard. 
  • Drill Thru – Provides navigation to another existing dashboard.

Mobile Reports

RockDaisy is a responsive web app that adapts to any device out-of-the-box with no additional code

Saving, Sharing and Subscribing to Reports

RockDaisy allows end users to choose filters, run reports and then save those pre-selections to be used the next time the report is run. This saves time on subsequent report executions since the filters do not have to be re-selected.

Sharing Reports:

  • Email -The email includes a link to the “live” report and a .PDF
  • SMS Text-The text message includes a link to the “live” report and a .PDF
  • RockDaisy App – Makes report available to the other users [Shared Reports] section within the RockDaisy app.

Saving Reports:

  • Favorites – Users can tag any number of reports as [Favorites]. This places report shortcut links directly on their home screen
  • Parameters – Saving Reports automatically includes the parameters that were used to run the report. This enables uses to re-run or subscribe to reports without having to re-select the filters (i.e. date range, etc.)

Report Subscriptions:

Users can subscribe to any number of reports and have them automatically emailed or sms text to their device. The message will include a .pdf attachment and a web link to the “live” report.

Subscription Details

  • Date & Time – Have reports automatically delivered via email or sms text on specific day(s) and time(s)
  • Alert – Have reports automatically delivered based on pre-defined “alert”. For example: If Sales increased more than 10% than previous month.

Report Drilldown and Interactions

Create interactions, which can be defined on any report control. (bar, pie, line, table etc.). Clicking on an object that has an interaction will navigate the user to a pop-up screen with more details or an entirely new dashboard. In either case, all parameters are passed from the parent report.

Interaction Types:

  • Drilldown – Enables popping up a separate report from within the same dashboard. 
  • Drill Thru – Provides navigation to another existing dashboard.

Web Portal

For end users of RockDaisy, the front door is a modern web portal you can view in any web browser or mobile device.

The reports in the web portal are organized by Dashboard Templates and Categories. This makes it easy for end users to navigate directly to reports they are looking for.

The web portal, the pages, links and options that you see will vary based on the permissions you have stored in the RockDaisy meta-database.

Setup Portal (Report Designers)

The setup portal is designed to be used by SQL developers. In the setup portal, developers configure reports, KPIs and use shared datasets and shared filters as building blocks for development. You can create and manage them securely here

  • Connect to your database.We make it fast, easy and secure to connect RockDaisy to your database server.
  • Create your report.Map your queries to visualizations and filters with our SQL query editor or use your existing SQL stored procedures. Our toolkit features built-in intelligence to make it fast and easy, including intelligent auto-complete, query parameterization and form complete.
  • Deliver immediate valueCreate a dashboard and add reports in moments, with just a few clicks.The result is an intuitive, interactive and easily shareable dashboard that fuels speed of thought analysis.Connect charts and graphs to your SQL datasets. 

Preview and configure charts in report designer before publishing.

RockDaisy report design panel dynamically changes based on chart selection

UI/UX: Design = Functionality

RockDaisy was built with the intention of making it sleeker and more modern than the competition. Our platform lets you swipe, point-and-click and drag-and-drop with such ease of use that literally anyone – even non-tech users – can navigate it quickly and effortlessly.

We also keep the entire report designer interface separate from the end-user interface which provides a simple to use, interactive experience. When it comes to tools like Tableau and PowerBI, you need to call the tech/analyst if you want to switch out charts and create new dashboards. Isn’t it time for a data delivery platform that goes beyond mere utility? Isn’t time for a platform that integrates the type of user experience we’ve all come to expect?

Exporting Data and Printing

Export data from any table or chart using the icon in the top left corner. Export formats include:

  • MS Excel
  • Adobe .PDF
  • .PNG (for charts)

Export entire dashboard using the [SEND] button on left toolbar:

  • Adobe .PDF

To export multiple reports at once. Choose the [Export] button from within any of your dashboard categories. This will execute the queries to refresh all exported dashboards. RockDaisy will then email a .zip file with the updated dashboards in Adobe. PDF format

To export multiple versions of a dashboard. Choose [SEND] icon -> Email option

The set your iteration options. This will execute the dashboard for each item in your iteration filter. For example, if you wanted to loop through every customer or product and have the dashboard retrieve the results and then email you one report for each item. RockDaisy will send a zip file containing multiple reports.