Reports

Creating Reports

Effortlessly create customized reports in Infoveave using SQL queries or MS Office templates, enabling streamlined collaboration and data-driven insights. Infoveave supports the following for report generation.

• Template reports
• Query Reports

Template Reports

Use the capabilities of Infoveave Add-in in MS Office to streamline the creation of template reports. Import all widgets and Infoboards directly from Infoveave to your Microsoft Office tools and construct template-based reports on data.

Install Infoveave Plugin

Enable the Infoveave Add-in in Microsoft Office tools like Word, PowerPoint, or Excel to seamlessly connect with the Infoveave platform for streamlined reporting.

1. To install Infoveave plugin to your MS office tools, open your MS office tools (Microsoft Word, PowerPoint, or Excel) and click Add-ins to open the Office Add-ins window.
2. In the store tab, type Infoveave and click Add to install the Infoveave Add-in.
3. The Infoveave plugin is now accessible under the Insert option of your MS office tool.

Connect with Infoveave

Access the Infoveave plugin, securely authenticate, and connect with Infoveave to establish a secure connection between your MS Office tools and Infoveave account.

1. Click on the installed Infoveave plugin under the MS office tool Insert option. This action will open the Infoveave login form, on the right side of the screen.
2. In the Infoveave Instance field, enter your Infoveave instance.Your Infoveave instance would be “YourName.infoveave.net,” where “YourName” represents the client.
3. Enter your Username or Email in the corresponding field.
4. Enter your Password in the appropriate field.
5. Click the Login button to log into your Infoveave account.
6. After logging in, you will see the options Insert Infoboard, Insert Widget, and Insert Data. Choose the option that suits your requirements.

Insert Infoboards & Widgets

Easily insert an entire Infoboard and widgets into your report, choosing from a list of available options. Customize dimensions and date ranges, enhancing the visual appeal of your report with comprehensive insights.

1. To insert a Infoboard to your report, select the option Insert Infoboard.
2. Use the search bar to find the Infoboard from the available list.
3. After selecting the Infoboard, set dimensions and date range for preview.
   • Select a specific Date Range for the Infoboard.
   • The date range allows you to access the report relative to a specific date.
4. Click the Insert Image button to add the Infoboard to your report.
5. To insert a widget to your report, select the option Insert Widget.
6. Use the search bar to find the widget from the available list.
7. After selecting the widget, set dimensions and date range for preview.
   • Adjust the Width of the widget.
   • Modify the Height of the widget.
   • Select a specific Date Range for the widget.
8. Click the Insert Image button to add the widget to your report.
9. Save your detailed report with a report name for easy identification.

Insert Data Reports

Easily create data reports in your Microsoft Excel to be linked with the Infoboard or to be shared with the team. Customize the data report templates to match your theme, enhancing the visual appeal of your report with comprehensive insights.

1. To insert a data report, select the option Insert Data.
2. Use the search bar to find the SQL query created from the available list to be converted to the data report.
3. After selecting the query, set the date range for preview.Select a specific Date Range for the Infoboard.
4. Click the Insert as table button to add the data report to your Microsoft Excel.You can choose between the option Insert as Range or Insert as Data.

Upload Reports to Infoveave

Upload your template report back to Infoveave for easy sharing, facilitating seamless collaboration and easy access to the analyzed data report within the platform.

1. To upload the Report to Infoveave, navigate to Studio Reports.
2. Click on New Report. It opens up the upload report dialog box.
3. Give a name your Report.
4. Choose the report from your local storage location in the file picker dialog.Supported file extensions- .xlsx, .xlsm, .docx, and .pptx.
5. Click Save to save the report in Infoveave.
   • The new report will be visible in Studio Reports.
   • You can download or share the report from this section.

SQL Query Reports

SQL query reports in Infoveave provide a powerful means to access and analyze data from various data sources through customized SQL queries. These reports empower users to retrieve specific data sets based on their unique requirements.

1. To create a SQL query report, navigate to Studio Queries.All queries, created by you or shared with you will be displayed under My Query and Shared Query.
2. To create a new query, click on New Query.
3. In the SQL query editor, write and save your SQL query.
4. Navigate back to the Studio Queries.
5. Click on Show as Report on the required query to generate a report based on that query.
6. Go to Studio Report to view and access the generated report.
7. To remove an SQL query report, click again on the Show as Report option.
8. You may download or share your report from My Reports.

Note

To create an SQL query report, you must either create a new query or have an existing query.

Caution

You cannot create a report over shared queries.

Managing Reports

To learn about managing reports, visit Manage Reports.

Downloading Reports

In Infoveave, generate reports for a detailed analysis of any of your datasources. Infoveave allows you to create custom reports based on specific date periods or filters. You can circulate generated reports to any target audience within or outside your company via e-mail.

Note

In Infoveave, you have the flexibility to generate different types of reports

• Template Reports Create reports using Microsoft Excel, Microsoft Word, and Microsoft PowerPoint templates.
• Query Reports Build reports based on SQL queries to extract specific data.
• You can also download reports from Studio Reports.

Tip

Query-based reports are accessible in PDF, and CSV formats.

Download Report from Insights

To download a report from Infoveave Insights with specific date range and dimension filters, follow these steps

1. Click on the Insights section in the Infoveave menu.
2. Click on the desired report from the available list.

Note

• All Reports created by you will be listed under Insights.
• To learn how to create a Report from templates or from SQL queries, go to Create Report.

Apply Date Filters

To apply the date range filter, select the report as either the Start Date or End Date.

• Start date Includes data until the start date of the selected date range.
• End date Includes data until the end date of the selected date range.

4. Click on + Add Filter to apply dimension filters on the report (if needed).

• Select the specific dimensions you want to filter(s) by.
• With the dimension selected, choose the conditional filter from available options.
  • To access the available conditional filters, click on the word “are”.

5. Choose the desired report format of PDF, or Excel (Default) using the checkbox.
6. Select additional options if required
   • Remove Hidden Sheets Removes Infoveave configuration sheet before downloading the report.
7. Click on the Request Report button to download the report.

Note

• Split Report on Data
  • Example Consider your datasource has a dimension ‘Country’ with five different country names. If you click on Split Report on Data and select the dimension ‘Country’ from the drop-down list, Infoveave will download five different reports for each country.
• Remove Hidden Sheets
  • When the Remove Hidden Sheets option is selected for the send report activity and the download reports (file-based reports), the Infoveave Config Sheet that is contained in the hidden sheets is automatically removed before a report is downloaded/sent.

Caution

• When downloading a query repot;
• Date filters cannot be applied if the query does not contain any “@DateFilters” such as “@StartDate” or “@EndDate”.
• Dimension filters cannot be applied if the query does not contain any “@Filters” or “@NonDateFilters”.