User Interface Overview

The “User Interface Overview” section provides users with reference for each component of Izenda.

• Password Setup
  • Password Setup
  • Password Change for Current User
  • Password Reset for Another User
• Report Designer/Data Source
  • View data sources
  • Search for data sources
  • Select and unselect data sources
  • Set the report as Distinct
  • Set the number of preview records
  • Save the report
  • Add and remove relationships
  • Add Key Join Relationship
  • Add Join Alias
• Report Designer/Design
  • View data source fields
  • View data source fields’ properties
  • Add Calculated Field
  • Add a report filter
  • Configure filter properties in Filter Settings section
  • Configure filter properties in Filter Formatting section
  • Build complex filter logic
  • Apply Cross Filtering to Multiple Report Parts
  • Manage Report Parts
  • Configure report part properties
  • Open Field Properties box for data source fields in report
  • Configure field properties in Data Source section
  • Configure field properties in Data Formatting section
  • Configure field properties in Header Formatting section
  • Configure Subreports using field properties in Drill Down section
• Report Designer/Format
  • Add and Configure Items in Report Header and Footer Layout
  • Layout Items in Report Header and Footer Layout
  • Enter Report Title and Description
• Report Designer/Schedule
  • Methods of Delivering Scheduled Reports
  • View Schedule List
  • Search for Schedules
  • Add a Schedule
• Report Designer/Access
  • View List of Sharings
  • Add a Sharing
  • View and Change Report Owner
• Report Designer/Grid
  • Configure Report Part Properties for Grid
  • Choose a Grid Style
  • Define a Vertical or Horizontal Grid Content
  • Define a Pivot Grid Content
  • Define a Drill Down Grid Content
• Report Designer/Chart
  • Configure Report Part Properties for Chart
  • Line Chart
  • Bar Chart and Column Chart
  • Area Chart
  • Pie Chart
  • Funnel Chart
  • Donut Chart
  • Combination Chart
  • Tree Map Chart
  • Heat Map Chart
  • Scatter Chart
  • Bubble Chart
  • Waterfall Chart
  • Sparkline Chart
  • Others
• Report Designer/Gauge
  • Define a Linear Gauge
  • Define Separator
  • Define a Solid Gauge
  • Others
• Report Designer/Map
  • Configure Report Part Properties for Map
  • Others
• Report Designer/Form
  • Configure General Form Properties
  • Edit Section
  • Insert Items in Visual mode
  • Format Items in Visual mode
  • Design a Table in Visual mode
  • Tool Section
  • Editing Preferences in View Section
  • Printing Section
  • Right-click Menu
  • Edit in HTML format
  • Repeater Smart Tag
• Report Designer/Report Part Menu
  • Overview
  • Menu Options in Report Designer
• Report List
  • Browse Reports
  • View Report History
  • Search for Reports
  • Rename Report Categories
  • Copy a Report
  • Move a Report
  • Add Report Subscriptions for Current User
  • Remove Report Subscriptions for Current User
• Report Viewer
  • View Report
  • Quick Edit Report
• Dashboard Designer
  • Create a New Dashboard
  • Customize Dashboard Layout
  • Edit Dashboard
  • Switch to Presentation Mode
  • Configure Sharing Access
  • Add Subscriptions
  • Add Scheduled Delivery
  • Print Dashboard
  • Email Dashboard
  • Dashboard Filters
• Dashboard List
  • Browse Dashboards
  • Search for Dashboards
  • Rename Dashboard Categories
  • Copy or Move Dashboard
  • Manage Subscriptions for Current User
  • Manage Schedule Deliveries
  • Print Dashboard
  • Email
  • View Dashboard
  • Configure Child Report Parts
• Available Calculated Field Expressions
• Grand Total and Sub Total
  • Grand Total
  • Sub Total
• Available Filter Operators
  • Comparison
  • Boolean
  • Date & Time
  • Equivalence
  • Field Comparison
  • String
• KPI Report Parts
  • Metric Tiles
  • Text Tiles
  • Image Tiles
  • KPI Report Part Properties
• Natural Language Query
  • NLQ Data Connectors
  • Syntax guided NLP search query
  • NLP Suggestions
  • Grid Features
  • Multitenancy support
  • Limitations