User Training Videos

Create Your First Report

This video will demonstrate the basics of report construction for a user in simple mode. The concepts and functionality described here will equip even the most basic users with the tools necessary to construct reports in Izenda.
Who Should Watch Any users of Izenda looking to build reports with no previous experience with the product or a self service BI tool in general.
What You Will Learn Basics of report design. Ease of use of “Simple” mode for report creation. Manipulating report parts. Building report parts and changing their formatting, styling, and design through Report Part Properties. Adding basic filters.

Video Transcript

The foundation of Izenda’s usefulness starts with the ability to create ad-hoc reports quickly without a deep understanding of data or query language. With our easy to use Simple Report Designer, we can demonstrate this.

This example will walk through the construction of a basic report and explain some key concepts and functionality that a Simple user would encounter while building their first report. For a user to run in “Simple” mode, their role would need to have the “Simple Data Sources” option selected on the permissions tab of Role Setup. This way, the user will have a more streamlined experience when selecting data sources for report building purposes.

When I select data sources as a simple user, the number of options will shrink down to only display those data sources that have relationships with what was selected. I can see those joins in the relationship panel to the right. Once I have selected everything I want to report against, I can move on to the fields tab.

There are a number of different report parts that can be constructed in the report designer. These include various charts, grids, gauges, maps, and pixel perfect forms. In this case, our user has been given access to manipulate only the Grid and Chart visualizations. As these are two of the more simple visualizations to construct, it is appropriate for this less experienced user to only have access to building these two types of report parts. Selecting Grid will flip the tile over to occupy the entire design real estate. Drop points appear for data objects to be dragged and dropped into.

Clicking on one of these fields opens up a Fields Properties tab. This is where various styling changes could be made to the report. There are a variety of alterations to choose from including anything from aliasing the field names to managing the function the field is being calculated with.

Selecting the Report Part Properties tab allows for adjusting the type of grid or altering styling options similar to what we saw on the Fields Properties tab.

Once the user is satisfied with the report part they have created, the report part tile menu can be used to transition back to the report design real estate to construct additional report parts. This menu also has other useful options like allowing the user to take a report part into full screen, make a copy of an individual report part, rename, delete, or flip a report part to either its configuration or preview mode. To move back to the design real estate, the user would select the “Switch” button.

Building a chart contains much of the same functionality covered while talking about grids including changing the type of chart to various visualizations or managing cell level customizations.

Filters can also be added quickly through the report designer by simply dropping the desired field into the filter area and choosing the desired selection mechanism. Then, the filter can be manipulated to change the output of the report.

Once the report meets specifications, there are additional functionality for saving and sharing the report. Make sure to use the “Update Results” button prior to saving your report. After the report has been saved, it can be opened in the report viewer by navigating to the report list and selecting the report or viewed straight from this screen using the Preview option. For this example, we’re going to navigate to the report list to find our newly constructed report.

Izenda’s Simple User report builder aims to make creating ad-hoc reports an intuitive, manageable experience for less technical users.

For a more advanced look at Izenda’s report builder functionality, please watch the “Create Your First Advanced Report” video for more details.

Create an Advanced Report

This video will demonstrate more advanced concepts and functionality to better equip advanced users for complex report construction.
Who Should Watch Advanced users of Izenda looking to build reports with a degree of previous experience with the product and knowledge of the underlying data model.
What You Will Learn Advanced concepts of report design in Izenda. Ease of use of advanced report creation with more data model access. Creating custom joins from the report designer. Building report parts and changing their formatting, styling, and design through Report Part Properties. Adding basic filters.

Video Transcript

As an Advanced User, the power to create custom relationships between data sources becomes key in developing more intricate reports.

As a Simple User, we saw the list shrink down to only show data sources with pre-existing relationships to what was selected. But now, as an Advanced User, there are no restrictions on the data sources that can be added to the report.

Aside from allowing the advanced user to join each data source together through the Add Relationship functionality, the Advanced User can also utilize a wide range of tools that allow for far superior ad-hoc reports compared to the Simple User.

The Advanced User has been granted access to additional tools and options that can be utilized by a more experienced user than what we saw in the overview of the Simple User’s report creation video.

For instance, now the can take a look at adding sub or grand totals.
The user can also now create drilldowns to sub reports based on user defined data mapping into another report in the system.

From a data management perspective, the Advanced User can add an interval for data to automatically be refreshed upon from the report part properties tab.

A lot of the same styling options are now visible and available to be manipulated. Grid borders can be changed, cell level customizations can be set up, and additional options for dealing with filters.

Also, a more advanced user can have access to building custom URLs that have parameters based on what was clicked or the ability to add embeddable JavaScript on a given field.

Advanced Users may also get access to other visualizations that a Simple User may not have permissions to. Specifically, the ability to create and customize pixel perfect forms, generate maps, or add complex gauges.

Using the advanced functionality in Izenda’s report builder offers limitless possibilities for constructing ad-hoc reports through an intuitive and comprehensive UI.

For additional tips and tricks on functionality not covered in this video, please refer to our “Best Practices” videos for details on additional helpful features offered in Izenda.

Report Part Formatting

This video will show off some of the concepts around making report parts look more aesthetically pleasing, eye catching, and easily readable.
Who Should Watch Anyone designing reports with the intention of making them aesthetically pleasing and informative.
What You Will Learn: The fundamentals to customizing visualizations and report parts in Izenda.

Video Transcript

Izenda’s report designer gives users a comprehensive inventory of options to customize and create modern looking grids, charts, and other data visualizations. This video will be a guide to help users designing reports create eye-catching report parts to be used for their business.

One of the most important visual customization options that can be utilized to create aesthetically pleasing reports is the ability to add conditional formatting to fields, labels, or pieces of a chart. In this case, we will look at data associated with a map of North America and make customizations to make the map colorful and jump off the screen.

We will start off with a basic bar chart that is showing total freight divided up by country. We will limit the list down to only a select few countries. In this case, we will select USA, Mexico, and Canada to work with. As we can see, the default layout of this chart utilizes the default Highcharts light blue shade for each bar. But, if we want to make each bar a distinct or meaningful color, we can simple use conditional formatting to accomplish this. In this case, we will select the country field and then select the conditional formatting option from the Field Properties Panel on the right side of the screen.

From the dropdown, we will select “Value” and then Add Setting to create conditional formatting. For our value, we will enter “USA” and then select a specific shade of blue from the color wheel to the right. If we want to do conditional formatting on multiple report parts with USA values and have a uniform color for each, it may be beneficial to remember or write down the RGB values that we’ve selected. We can also do the same conditional formatting for the remaining countries, giving them a unique color, and making note of their RGB color scheme for future reference.

We can then select the entire report part for customization. If we select the Report Part Properties panel on the right side of the screen, we can then begin making report part level customizations. We can add a border and adjust the line style from solid to a dash, or set its color. Background color customizations can be made here to divert from the standard white backgrounds offered in Izenda. Adjustments to the XY Plane can be made to shift how the data is being displayed, change titles, manage custom intervals or starting points, and do some basic font formatting. Grid lines can be added to make exploring the data in a bar chart more precise.

If the labels are bunched together or do not seem to properly fit under their columns, adjustments can be made to slant the label to make it more legible. Many chart types also allow for a legend to be added to add further context to the visualization that is being displayed. Labels can be attached in various formats to the diverse charting options available. This column chart will place labels at the top for easily readability while pie charts can have percentages or their labels also added to the visualization. Visual thresholds can be modified to show benchmarks on both the horizontal and vertical axis depending on the selected chart type. In this case, we will put a threshold at 5000 dollars to show a line of profitability. There are also a few options for manipulating the zoom on a specific access, inverting the visualization, and setting up auto refresh intervals to automatically update a visualization with fresh data in real time.

Conditional formatting can also be used on values to emphasize data in specific value ranges. For instance, if we have a column chart that shows total sales, perhaps it would be beneficial to show every value above a specific threshold displayed in green and everything under a specific number shown in red. This way, those analyzing the data will be able to quickly draw conclusions from a specific dataset and make business decisions.

While charts, gauges, or maps are more immediate data visualizations that can by default add some aesthetic value to any application, tabular grids are often seen as being more static or vanilla visualizations of the data they represent. Fortunately, Izenda offers many customization options for these as well. All the aesthetic font and alignment options that user would expect appear in the Field Properties and Report Part Properties tabs. But also, individual columns can be modified to have Alternative text to display specific values with custom names, custom URLs can be setup to append parameters on the end of an entered URL, JavaScript can be attached to a column and manually added, and individual columns can be linked to sub reports based on user defined field mapping.

In addition to the column level customizations, the report part customizations can take a normal looking grid into something colorful and eye catching. The same conditional formatting options can be added to make entire cells or text colors pop out to bring attention to them. But as well, there are some flags to alternate background color on columns and rows, add background color or a border, and the ability to manage column titles, font size, and color.

If report designers take the time to customize their report parts within their reports, they can create eye catching reports that can be both informative and aesthetically pleasing. Also, because white labeling is a major point of emphasis for any Izenda deployment, adjusting colors to better blend reports in with the standard UI and UX of an application is always helpful to achieve a truly invisible Izenda deployment. For more tips on designing reports, dashboards, or anything Izenda, feel free to visit our website, view our documentation, or watch additional videos for more information.

Best Practices: Limiting Records

This video describes how to expand the number of records being utilized for a report part’s visual output and overall look.
Who Should Watch Any user of the system who is designing reports and wants a few tips on how to quickly alter the number of records being shown per report part.
What You Will Learn: Here you will learn to alter the number of records being used in the preview of a report part. Manage pagination.

Video Transcript

Izenda offers a wide range of functionality which can be utilized differently by each user to achieve the same results. With that said, Izenda offers a series of “Best Practices” to optimize your experience with the self-service BI tool.

Each report part also has a configurable number of records that are currently being pulled for preview purposes or shown per page. There are a number of drop downs that can help adjust these different configurations. For instance, to utilize more records for preview purposes, there is a drop down at the top of the screen when a user is in the report designer. This way, you can control exactly how many records are being referenced for the preview that is generated in the preview panel.

There are also dropdowns at the bottom of each grid to control the number of results that are displayed per page. The default is set to 10 in order to keep the grid at a manageable and legible height for more situations. Of course, the more records per page a user decides to show will have an effect on the number of pages displayed in the pagination section on a grid.

For more best practices on using Izenda, please feel free to watch our other videos to optimize your Izenda experience.

Best Practices: Filters

A comprehensive walkthrough of filters, how they are used, and how they can be customized.
Who Should Watch Anyone from simple to advanced users to use for a better understanding of filter functionality.
What Will You Learn: How to create, interact with, customize, and utilize filters for reports and dashboards.

Video Transcript

Izenda offers a wide range of functionality which can be utilized differently by each user to achieve the same results. With that said, Izenda offers a series of “Best Practices” to optimize your experience with the self-service BI tool.

Filters are a useful way to limit the data down to only what the user is interested in seeing. To fully enjoy the robust capabilities of filters, it is important to understand how they are used, how they interact with other filters, and how these filters are inherited into sub-reports.

Adding filters is as easy as adding fields to a report part. The user will notice a filter area above the design real estate when creating a report part.

In order to add a filter, the user will simply need to drag and drop the desired field from the data sources tab into the filter area. Once the filter is in place, the user can open the Filter Properties Panel on the right side of the screen. From here, the user would be required to choose the Filter Operator and what type of selection mechanism they would like to use for the new filter.

Some filters can be set as “required” for certain reports. For example, some reports may be more efficient if a user is required to pick from a list of countries to limit down the results set to only information they would either be personally interested in seeing or have access rights to see. In our example, when a user selects specific countries, if there are adjacent filters in the filter panel, the values will cascade to limit only appropriate selections to the other filters. For example, if I select “USA” from the Country filter, I will only see cities within the USA in the “City” filter.

There are also additional formatting options for the filter itself including making the filter visible.

It should be noted that on Dashboards, if each report part in the dashboard shares a common filter, filter name, and operator, it will show at the top of the screen to have an effect on each tile on the dashboard. This means that if every report part has a filter from the “Orders” table on the “Country” field, the user can easily filter each report part’s data down to the same filter criteria for the Country field.

While, from the Dashboard viewer, users can change the values in the filters both at a dashboard level or an individual report part level, managing the filters contained in each report part is different. To adjust, add, or remove filter criteria from a report part on a Dashboard, the user would need to utilize either the Quick Edit or Design functionality on the back side of the desired report part.

For more best practices on using Izenda, please feel free to watch our other videos to optimize your Izenda experience.

Best Practices: Saving

A quick look at the different types of saving, some of the best practices around saving, and how to make the most of your saves.
Who Should Watch Anyone using the system with Save or Save As permissions.
What Will You Learn: How to use the save functionality with Filters. Utilizing the Save As functionality to organize reports and dashboards into manageable categories.

Video Transcript

Izenda offers a wide range of functionality which can be utilized differently by each user to achieve the same results. With that said, Izenda offers a series of “Best Practices” to optimize your experience with the self-service BI tool.

It is important to ensure that you update your results after changing a filter prior to saving your report. There will be a warning to remind you to do this if any changed had been made to the filter, but it is a best practice to ensure any changes to a filter are immediately followed by pressing the “Update Results” button to avoid excessive clicks.

There are also a couple of different saving types – Save and Save As. The “Save As” functionality will allow the user to save a copy of an existing report with a different name, under a different category, or within a different subcategory. This is useful when utilizing templates for report building purposes as it allows users to save a new version of a report without disturbing the integrity of the underlying base report.

On the topic of saving to Categories, the ability to save into specific categories gives a comprehensive Category Management capability. Not only does this help with organization of reports into easy to maintain groups, but also allows for increased security and access options as well.

For more best practices on using Izenda, please feel free to watch our other videos to optimize your Izenda experience.

Best Practices: Sharing

This video walks through some of the varying types of sharing rights between internal users of the system and describes the nuances between each.
Who Should Watch: Users looking to utilize the sharing functionality within Izenda who need clarification on how the different Access rights work.
What You Will Learn: The differences between access rights, and where to set them.

Video Transcript

Izenda offers a wide range of functionality which can be utilized differently by each user to achieve the same results. With that said, Izenda offers a series of “Best Practices” to optimize your experience with the self-service BI tool.

Sharing in Izenda allows users to easily give other internal and external users access to dashboards and reports. Sharing rights are created and managed by tenant level administrators through the Administration UI. This is where a power user could determine what categories users or roles automatically have access to or automatically share with, and manage access rights to these shared reports and dashboards.

There are a couple of different access rights between internal users of the system.

Full access gives the shared user or role complete control over modifying or sharing an existing report.

No Access hides a report from being viewable or editable by a user.

Locked allows a user to view the report, but not interact with any filters or drill down behavior.

Quick Edit offers users the opportunity to manipulate field names, add new fields or filters, rearrange field order, or manipulate various styling options without going through the full designer or having access to selecting data sources.

Save As allows for full access to a report aside from the ability to save over the base report.

And finally, View Only allows for users to manipulate filters of a report without having access to saving or exporting capabilities.

For more best practices on using Izenda, please feel free to watch our other videos to optimize your Izenda experience.

Best Practices: Sorting

A quick look at some of the concepts around sorting values in grids and charts in Izenda.
Who Should Watch: Users looking to do quick sorting adjustments to different perspectives on data for custom and meaningful ways.
What You Will Learn: How to properly interact with existing report parts or customize new report parts to achieve any desired output.

Video Transcript

Sorting is an integral piece to interacting with visualizations created in Izenda’s business intelligence platform. End users want the ability to modify the structure of the data to see metrics organized in personal and meaningful ways. This video will serve as a quick guide to sorting within Izenda that will add to the ongoing Izenda Best Practice series and hopefully offer insight to how sorting can be a powerful tool in customizing report parts.

First, we will build a new report part. In this case, we will look at some of the default sorting behavior contained within a grid and how sorting can be preset for anyone viewing the report. I will select Grid as my report part and have the tile flip to reveal the drop areas for data. As fields are dropped into place, the default action is to sort these items alphabetically from A to Z or ascending. Additionally, this behavior will default across columns from left to right. For instance, if we add a city field and then a subsequent freight field, the cities will first sort alphabetically and then, if cities have multiple values, they will sort numerically ascending.

Next to each column title is a small arrow noting the sorting behavior that each column is respecting. This behavior can be altered in a few different ways. First, using the Field Properties tab with the desired column selected, the user can select the “Sort” option to change the sorting type. Clicking once should flip the defaulted behavior. Clicking a second time will remove any specific sorting.

This same functionality can be achieved straight from the grid visualization itself. Clicking on the column name will first change the sorting to the opposite of the default behavior and then a second click will remove any sorting. This functionality offers unique ways to look at different data sets by adjusting or turning off sorting on different columns.

For charts, the sorting functionality is controlled through the Sort button in the Field Properties panel. The default behavior being here that sorting assigned to labels will be respected prior to the sorting on values. If sorting is turned off for the labels, the values will then sort per the default least to greatest behavior or on whatever sorting functionality is applied to the field.

Separators for charts and grids can also be sorted along the same modes discussed throughout this video, as well.

When a report is saved, the sorting setup that has been established will also be saved in whatever format it is in at save time. If adjustments are made to a report later, the alterations will not be saved automatically unless the report is explicitly saved with the new sorting setup in place.

Izenda allows users to interact directly with visualizations to explore data in unique and creative ways. Sorting is a vital piece to the business intelligence experience and understanding its usability and functionality within Izenda is important to be successful using the business intelligence platform. Feel free to explore the Izenda documentation for more details around more concepts of the platform or watch additional Best Practices videos to optimize the Izenda experience.

Best Practices: Simple Mode

This video will describe some of the concepts and functionality available to shape an experience by tenant, user, or role to make it more streamlined and less technical.
Who Should Watch: Users shaping roles and tenants for an analytics experience that fits less technical users.
What You Will Learn: Many of the concepts surrounding simple data sources, restricting features, and the “More” button on customization panels in the report designer.

Video Transcript

Izenda’s report creation capabilities are robust enough for those familiar with the data model, database relationships, and query language to thrive as well as those who are less technically advanced and want a more streamlined report creation experience. This video will cover the concepts surrounding Simple Data Sources, Simple Mode, and quick ad hoc customizations offered by Izenda and geared toward users with less technical prowess. The level of complexity can be molded on a role, user, or tenant basis to make creating and customizing visualizations as simple or complex as required for any user base. We will explore Simple Mode concepts in this video while also putting emphasis on differences to Advanced mode and how even simple users can have access to more advanced design features if needed.

From a role and tenant setup perspective, simple and advanced users can be shaped at the data model level all the way down to features and functionality. One of the more explicit flags that can be modified to make this distinction is the Data Sources option found in the permissions tab of both the Tenant Setup and Role Setup areas of the Administration UI. Here, a System Level or Tenant Level administrator can make the choice as to whether the tenant or role that is being modified will use Simple Data Sources or Advanced Data Sources. Additionally, through this Permissions tab, access to various features and functionality can be controlled to restrict a role’s ability to create custom reports or dashboards, control sharing rights, and much more.

The difference can be seen primarily on the Report Designer. An Advanced Data Sources user will interact with the Data Sources tab much differently than a Simple Data Sources user. In Advanced mode, when data sources are selected, the list continues to show any data sources that user has been granted access to even though relationships between data sources may not have been established. This opens the potential for an Advanced user to create custom joins on the fly to join data sources together in creative and meaningful ways.

However, more simple users of the system may not be familiar with how joins work, what logic to apply to a specific relationship, or understand the underlying data model and just want to interact with data they know will work. In Simple Mode, a user can select from the list of approved data sources and subsequently be presented with a condensed listing of data sources relevant to what was already selected. In this case, we have selected the “Orders” table and are only being presented with data sources that have a relationship to the Orders table. As we continue to select data sources, the list will grow as more relationships between data sources have been brought into scope. Simple users will not have access to create custom joins as they will never have an instance where they would have selected data sources that would require a new relationship to be created.

Also, on the Features level, this specific role that we have logged into has been designated as less technical and has thus been limited to only creating a few of the available report parts within the system. This role only has access to the Grid and Chart visualizations for the data they selected in the Data Sources area. When we select one of these report part types, the tile will flip over to reveal the design real estate with drop points for the selected data.

The designer capabilities offered for each report part is, once again, fully customizable to fit any role. For this role, there is a very limited offering for customizing fields, filters, and the entire report part when compared to what is offered to a more unrestricted role or user. In this case, when we drop a field into place, the field properties panel will show on the right side of the screen. The Simple user has access rename a column, select a Function for that field to respect, adjust formatting style, change column width, alter sorting order, or add sub and grand totals. These are the essentials to customizing fields to fit a specific use case or organize data in a meaningful way. However, if the requirement or need exists to utilize more tools offered for field customization, such as adding drilldowns to sub reports or other aesthetic or functional enhancements, the user can utilize the More button at the top of the Field Properties panel. Pressing this button will reveal a vast number of additional options for customizing the field and allowing for true personalization of the report.

This More functionality can also be observed on the report part level and while adding filters. Each panel expanded to show additional functionality associated to whatever is being currently edited. On the report part level, there are options to maybe change the chart type that is being displayed or alter various basic aesthetics with the entire report part. When clicking the More button, the user would then have access to a wide range of additional functional and visual customization options for the entire report part.

For Filters, the Simple user would see an only slightly reduced listing of functional customization options in comparison to the normal or advanced mode. In this case, selected the More option will reveal a Cascading flag that can be marked to have values selected in one filter manipulate available options in subsequent filters, sorting options, and data types and name data associated with the Filter.

Simple mode is how Izenda assists end users without the technical prowess to quickly be engaged by a more complex Business Intelligence platform while still allowing them to create and customize data visualizations and reports effectively and efficiently. For more details on Simple mode and other features geared toward more simple users, like Quick Edit, feel free to visit the Izenda documentation or watch additional best practice videos to learn more.

Best Practices: Cross Filtering

A quick look at Cross Filtering in Izenda.
Who Should Watch: Users looking to utilize the Cross Filtering functionality in Izenda and get a better understanding of how it works.
What You Will Learn: How to set up multiple report parts to communicate with each other with respect to drill down behavior into sub-charts.

Video Transcript

End users want the ability to view a report or dashboard and drill down into every visualization with one click. With Izenda’s Cross Filtering feature, this can be easily setup and deployed to those very end users. Cross filtering is Izenda’s way of drilling into multiple data visualizations, like charts, graphs, or maps, simultaneously to analyze data more quickly and efficiently.

This feature can be setup during the report design process. In this case, we will design a simpler looking report to spend more time focusing on the actual functionality of this feature. We will use the Northwinds database to create a pie chart, bar chart, and tabular grid all containing Country and City level data about total Freight numbers. For the pie and bar chart, we will make sure that we have both the Country and City labels in the “label” section for each.
For the grid visualization, we can choose from any of the grid styles provided, but for this example, we will use the drilldown grid type to emphasize the Cross-Filtering feature.

With these in place, we can now add the cross-filtering functionality to the report. This can be done by clicking the gear next to the Cross-Filtering area at the top of the report designer. A popup window will appear and prompt the user to select which report parts they want to link together with this functionality. For this example, we can select all the visualizations to see each visualization filter down simultaneously. With everything selected and linked together with a cross filter, we can now click on a country on the Pie chart and see the other visualizations filter down on that same country. To remove cross filtering, a user can click the pill at the top of the screen in the cross-filtering area to delete it, or can simply drill up to the top level of the chart visualization.

If these report parts with cross filtering are added to a dashboard visualization, this behavior will also be able to be observed within the dashboard. Any report part with cross filtering coming from the same report can be filtered down individually by flipping the tile, filtered down using a dashboard level filter, or filtered down with the built in cross filtering functionality.

With this feature in Izenda, viewing reports and dashboards will become significantly more interactive and visually appealing to end users. The intuitive nature of Cross Filtering makes it so even the simplest users can easily adjust data visualizations to get at the data that they want to see. For more information on all the features and functionality offered by Izenda, feel free to visit our documentation or watch additional videos for everything Izenda.

Best Practices: Global Reports

A quick look at Global Reports in Izenda.
Who Should Watch: Report Designers looking to create a report at the System level and instantly distribute it out to any users with access to the data used within.
What You Will Learn: How to create a global report, save it into a global category, and manipulate the category names to fit business oriented naming conventions.

Video Transcript

Copy management is a useful tool for avoiding the replication of work and reusing reports, dashboards, and data model, role, and tenant setup. Izenda also offers a feature to flag reports and dashboards as being global during creation time to instantly share with others who have access to the data contained within the report. Global Reports and Dashboards are a simple way to distribute template reports out to the end user base. This video will explore this feature and demonstrate its functionality.

Global Reports can only be created at the System Level. This is because only a System Level Administrator has the permissions to administrate each tenant’s environment and therefore would be the only one to have access to create Reports or Dashboards that could be applicable to each tenant environment in the deployment.

The first step that a System Level Administrator would need to set up Global Reports is to go into the Administration UI and navigate to the Database Mapping tab. Here, like the mapping done for Copy Management, the Admin would need to map the database at the System level to the database at the tenant level. This important step is vital to ensure that databases are explicitly mapped from the destination to the target to maintain data security and only share these Global Reports and Dashboards with users that should have access to the data contained within.

Once this step is completed and the mapping saved, the System Admin can begin building out a report to be shared across environments. At the top of the screen during report creation at the System level is a flag that can be checked to indicate the report is a Global Report. With this option checked, the Admin can continue building out the report normally.

When the report has been finished, the System Admin can select Save to solidify this report as being Global. This can be done by saving the report into Global Categories.

For this example, we have set up a standalone instance of Izenda with one tenant. This tenant is utilizing the same reporting database that the System Admin created the Global Report with and the databases have been mapped together in the Database Mapping area of the Administration UI. Therefore, when we log into that tenant’s environment, the top category available to the users of this environment should be the Global Report that has been automatically assigned into a default named Global Category.

This Global Category’s name can be renamed to better fit a business use case. This aliasing can be accomplished in the Report setting tab in the Administration UI by altering the default names of both the Local and Global default categories. Also, it is important to note that the data being pulled for these reports will always read data from the tenant’s specific connection string, so data security expectations are still being met.

Global Reports and Dashboards offer System Level report designers the opportunity to quickly deliver standardized reports out to their user base and enhance the ability for end users to make quick customizations. For more information on everything Izenda, feel free to visit the website, peruse the documentation, or watch additional videos to learn more.