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Getting Started

ReportPlus is a self-service, cross-platform business intelligence tool that puts the power in your hands to do dashboard reporting - all without the need for custom programming. With ReportPlus you can quickly create and edit dashboards, easily query and filter enterprise data sources, build meaningful visualization over data and effortlessly share your work with others whether or not they are existing ReportPlus users.

Dashboard Selector

When you first open ReportPlus, you are greeted by a dashboard selector which gives you the ability to:

  • Create a new dashboard. By clicking the NEW DASHBOARD button in the top left corner of the initial view, you can start creating your own dashboard.

  • Open saved dashboards. These are the ones displayed as thumbnails in the initial view, and you open them by clicking on the corresponding thumbnail image.

  • Open dashboards stored in your computer. By clicking the overflow button in the top right-hand corner.

  • Open shared dashboards and folders. Shared dashboards (SharedDashboards) and Shared folders (SharedFolders) are also displayed as thumbnails in the initial view.

  • Access General Settings by clicking the Settings button with the gear icon in the bottom left corner of the initial view you access the general settings dialog, which among other things allows you to: manage your credentials, log in to your cloud storage account, manage your subscription, access the Help section and contact the Help Desk.

  • Access your Recent and Favorite dashboards by clicking the Recent and Favorites buttons in the left pane of the initial view. The Recent section allows a quick access to your recently opened dashboards, while Favorites lets you edit, tag, rename, share or delete your favorite dashboards.

  • Access Advanced dashboard actions by clicking on the overflow button in the bottom right-hand corner of your dashboard. These include adding dashboards to Favorites, adding Tags, and Sharing, Renaming or Deleting dashboards.

  • Search for a dashboard within your repository by clicking the magnifying glass in the top bar.

  • Add a New Folder to store and organize your dashboards.

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Opening & Navigating Dashboards

You can open existing dashboards by clicking on the dashboard thumbnail image in the initial view.

A dashboard is composed by a tile of visual blocks called widgets. Each widget is meant to display a different piece of related information, allowing you to communicate insights at a glance. This dashboard-widget structure allows you to better digest the bigger picture in your business.

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It’s possible to maximize any of the dashboard widgets just by clicking them.

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The maximized view not only allows a larger display of the information, but can also enable some interactions. For instance, the grid view supports horizontal and vertical scrolling, and the chart view supports zooming and panning. Also drill down & drill up actions become possible if the underlying data model supports it.

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When viewing the data behind your visualization, you can apply sorting (ascending or descending). For more information on applying sorting to grids, check the Grid View topic.

In addition to this, you can also switch the maximized view to other visualizations or look at the data behind your chart by clicking the small chart icon in the top right corner. Different possibilities will be displayed depending on the starting visualization. The changes to the visualization will not be saved unless you' enter Edit mode and explicitly save the changes.

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You can also switch views and look at the data behind your chart if you click on the hash sign icon in the top right corner of the Visualizations menu.

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If, at any point, you want to revert back to the original visualization, you can click the "Show original" link.

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When viewing the data behind your visualization, you can apply sorting (ascending or descending). For more information on applying sorting to grids, check the Grid View topic.

It is possible to filter information at a dashboard or a widget level.

  • Dashboard filters are displayed in a collapsible panel on the right-hand side.

  • Widget filters (a.k.a. QuickFilters) are displayed in a collapsible panel on the right-hand side once a widget is maximized.

For more information on Dashboard Filters, check out this section.

View & Edit Modes

When first opening a dashboard, you will be browsing it in view mode. This mode allows you to navigate and filter the information displayed in it, but you won’t be able to change the dashboard definition. In order to apply changes to a dashboard, you must switch to the edit mode. You can do this by clicking on the "Edit" button in the top right corner of the screen. This enables editing options such as adding, removing, resizing and styling widgets.

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To exit the edit mode, you must click the Done button in the top left corner. This switches back to the View Mode, which optimizes navigating the contents of a dashboard by removing unnecessary visual clutter.

Dashboards imported from iOS with passcode locks enabled will be shown in a read-only mode; you will need to enter the required code to switch to edit mode.

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Dashboard Preview

While in Edit Mode, you will be able to Preview your dashboard by clicking the Preview the button in the top right corner.

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This is a view-only preview which allows you to:

  • View the dashboard as a whole.

  • Zoom into any individual widget.

  • Apply any of the configured Dashboard or Widget Filters.