Interactive Report Builder - Nextworld Documentation

Select a table to build your interactive report over, or use the Select a Data Source button to pick a source from the Data Catalog application. The data catalog provides previously configured data sources that are specific to different business domains. You can add new entries to the catalog, or customize an existing source.

The components of the Interactive Report Builder change depending on what feature you are configuring for the report. The diagram below shows the different panels when you are configuring a Table Layout.

Build and select features for the report. Each section allows you to access different options, such as:

Report Versions: Select the layouts, visualization, and filters and sorts which you want included in different versions of the report.
Table Layouts: Count, summarize, group, and pivot data into different categories.
Filters and Sorts: Create filters to limit the visible fields, values, and aggregated data.
Calculated Columns: Create columns which display results of a calculation you define between two or more columns.
Visualizations: Display data from application records in a visual format, such as a graph or a pie chart.
Links: Create links which enable you to navigate to related applications, dashboards, or other interactive reports from the Report Viewer.
Common Context: Populate fields or filters in your interactive report based on a value published in another application or report.

Use consistent naming conventions that make it easy to identify which report component you're selecting in the Interactive Report Builder tabs. For example, Company Amount Layout and Company Amount Version.

Contains fields from your data source which you can use to build your reports. Use the Add Field

button or drag the fields you want to use in aggregates, pivots, columns, and groups. For table lookup fields, expand the field to see the available values, or select the

icon to view available hierarchies.

Contains the configuration options for your report. Drag and drop fields into the different report options to update the Report Data table. This panel is only available when configuring a Table Layout.

Changes depending on which report structure is selected.
For example, when the Table Layout section is open you can see the business data from your data source organized into rows and columns, and you can create pivots and groups to categorize and aggregate your data in different ways. When the Visualizations section is open, you can see a visual representation of your business data based on the fields you select.