Design Tutorials

The “Design Tutorials” section outlines common usage scenarios, with recommended steps to achieve them. These scenarios may not outline full report/dashboard creation.

• Report on Multiple Tables
  • Reports on two tables with direct relationship
  • Reports on two tables with relationships via a third table
• Adding Filters to a Report
  • Adding Filters Through Report Designer
  • Adding Filters Through Quick Edit
• Using Templates
  • Customizing Templates through Quick Edit
  • Customizing Templates with Save As Access Rights
• Referencing A Filtered Report Using A URL
  • Setup
  • Adding A Filter And Sharing A Static URL
  • Dynamically Passing A Filter Value
  • Dynamically Passing Multiple Filter Values
  • Passing Filter Values To Dashboards
• Creating Printable Name Tags
  • Building A Name Tag
  • Adding Styles to The Form
  • Resulting Sample HTML