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Business Intelligence Ad Hoc Reporting

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Give your clients an ad hoc & operational reporting powerhouse.

Reporting is the bedrock of good BI, so we created a host of tools designed to give users of all technical backgrounds direct control over their data. 

This is where the heavy lifting gets done.

Canned or Ad Hoc Reports

Canned or ad hoc reports.

Meet each client where they are with the reporting experience that's best for them. Offer a library of standard reports your clients can customize, give basic users the easy, drag-and-drop ExpressView designer, and unleash your power users on the Excel-like Advanced Report builder. The set of features each user can access is entirely up to you!

Quick, easy drag-and-drop reporting.

Even your least technical clients can explore their data and build, format and export reports on their own with the ExpressView designer. Users can start with this friendly, WYSIWYG builder and graduate to more advanced tools. ExpressView introduces fundamental report design concepts while surfacing valuable business insights.

Drag and drop report designer
Data Merging

Effortless data merging.

Your users don’t need to know anything about your underlying data model to join data within or between disparate data sources. They just select the fields they want, and your configuration settings determine the optimal join path on the fly.

Advanced tabulation.

Tabular reports are the workhorses of the BI world, so we make it easy to convert ExpressView reports into our Excel-like Advanced report builder for more sophisticated data manipulation. Users might build dynamic crosstabs, for example, or create highly formatted reports with repeating groups and formulas. The Advanced report designer gives users complete control.

Exago Crosstab report image
Flexible Filtering

Flexible filtering.

Filtering improves reporting efficiency and readability, so we’ve equipped all our report designers with robust filtering options. Users can impose filter hierarchies, complex filter grouping, filter functions, parameters, prompting filters, and more. Interactive post-execution filters are available for use on reports displayed in the HTML viewer so, even if a user didn't build a report, they can still explore it.

Intelligent formula creation.

We assist users along the formula-building learning curve by giving them a library of functions to choose from and usage help in real time. Our formula builder uses color-coding for ease-of-comprehension, flags syntax errors as users type, suggests auto-complete options, and explains both functions and their arguments contextually.

Intelligent Formula Creation
Inter-Report Linking and Drilldowns

Inter-report linking and drilldowns.

It’s like web surfing, except with reports. Users decide where and how reports link to each other to create drilldowns, bringing added context and greater detail to their queries.

Charts and visualizations.

There’s usually more than one way to analyze a data set, which is why users can add multiple charts to a single report. Not only can they chart the full report, they can chart its sections and subsections as well. Maps, gauges, and a variety of animated charts are among the available visualization options.

BI Charts and Visualizations
Exporting Scheduling

Exporting and scheduling.

After insight comes action. Users can export reports to PDF, XLS, CSV, or RTF files; email reports with a simple click; and schedule recurring report deliveries to keep their teams up to date.

Pixel-perfect templates.

This powerful feature makes short work of forms, automating the process of merging filtered data onto highly formatted PDF, RTF and Excel templates like W-9 forms, invoices, purchase orders and medical forms.

W9 Template 2

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