Page Comparison

Column tab

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Sets column specific settings.

Header Text

Sets the header column name. If the column is to be Person, it should be labeled like Person or Employee

Column Align

Allows the column to be left justified, center aligned, or right justified. As learnt from the majority of our clients, and our product team, typically text columns like Matter/Client/Person etc will be left justified.

Sortable

If yes is selected this column can be sorted. If not, the column will be static. Use the Sort field next.

Sort Field

If Sortable is set to Yes, you can use the dropdown to pick the column sort field.

Formatting

Sets the column formatting. Samples are Text, Date, Number, Decimal, Currency.

Footer Value Aggregator

Sets how to calculate that total. Count, Average or a percentage are available options.

Footer Text

If set to yes, it allows a textual description of the column total to be added on the bottom. An example would be the Count of Audit Entries.

Text Template

Allows to set the template of how the total text appears. Like Total{0} pulls the Total of kpi 0 next to Total.

First Line/Second Line/Third Line

Configures the lines of the table as headers or as other types.

Collapsible Line

Allows to collapse the line or not.

Button Position

Sets where to put a button in the line (if applicable)

Hyperlink tab

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Sets hyperlinking of the column to a specific place.

Link To

Sets the type of link to be an external URL, or a dashboard.

Dashboard

If dashboard is selected, select the dashboard. It would be treated as a drill through type.

URL Parameters

For both types of links, this allows the system to generate URL parameters based on data pulled. For example if the table was for a client, you can select the field ClientId and have it pull the clientid dynamically.

URL

If External URL is selected, enter the URL here.

X axis value field

Sets what field is the X axis.

Records grouping

Determines how the values are displayed in the chart. Stack allow to stack the bars or lines or records. Union puts them side by side on the axis.

X axis field as label

Sets the X axis label

Y axis value fields

Sets the y axis fields to display. Can be one or many.

Add Field

Adds another Y axis field

Pagination page size

Sets the records per page.

Click into the Y axis Data Field:

Graph Type

For combined charts, sets if a line or a column chart.

Name

Name of the item. If a bar chart it says Bar Name, Column as Column Name and so on.

Graph Color

Set a specific color per data item. Colors currently are fixed in the Theme.

Stack Group

Allows to group stacks if desired by a value (client for example). Grouping options will change depending on the type of record:

• When there is a base field with a field where all records are unique, grouping options are not shown.

• For Line Chart, only Union Grouping will show.

• With a Combined Chart, if one of the series is a Line Chart, only the Union option will show.

Value Aggregator

Sets how to total the total column or values. Sums, averages, counts, percentages are all supported.

Area (Show Graph)

If yes allows to show the graph area as it’s own window.

Area opacity

Sets the graph area opacity.

Formatting

Sets the format of the data.

Axis offset

Sets the offset pixels to offset the axis from. (For X and Y axes)

Label rotation

Sets the degree of rotation of the label. (For X and Y axes)

Precision

Displays for numerical decimal formats.

Legend

Shows or hides the legend.

Type

Sets the legend to be a table format, or a flat list. (Autogenerated based on the columns)

Position

Position of the legend. Can be: Top, bottom, left, right.

Base Field

Sets the main field for the chart display. For example if the pie shows worked hours by client, clientname is the base field.

Records Grouping

Determines how the values are displayed in the chart. Stack allow to stack the pie piece. Union puts them side by side on the pie.

Value field

The value field is the value displayed within the pie. Like sum of workedhours.

Pie Angle

Default is 360 full circle. If a partial circle is desired, lower the angle.

Donut Radius

The donut radius angle can be set to a particular percent size if needed.

Total

A total row can be added.

Pagination

Number of records to page by.

Show Percent

Shows a percentage in the label.

Label

The label to modify.

Formatting

Format of the label.

Show or Hide

Displays the Legend or not.

Type

Sets the legend of a table or a list.

Position

Sets the legend on the left, right, top or bottom.

Legend Fields

Add or remove Legend fields.

Name

Shows a tooltip on the Name fields of the data.

Value

Shows a tooltip on the Value fields of the data.

Formatting

Sets the format of those names or values.

Tooltip Details

Add Details for the tooltips. (The sentence(s) of the description)

KPI Label

Name of the KPI to display on the bar.

KPI Icon

Choose an icon if the KPI relates to a button or icon. When clicked on, the lookup list will display a limited number of icon options. Users can expand the icon options by manually searching for them:

Image Modified

KPI Color Mod

Sets the color for the KPI. For example, if the amount is negative, you may set red. If positive, it usually is green. Like:

Image Modified

It is possible to remove any of the selected colors by clicking the X. Doing so, will revert the Mod to the default color.

Image Modified

Formatting

Sets the KPI format.

Delete

Deletes the field(s) in the KPI.

Add field

Allows to add one or more fields to the KPI.

Formatting

Sets the format of the invidiual KPI field. Accessible after clicking the field hyperlink inside this Details pane.

Input

Allows to manually input a condition. E.g. WorkedAmount> $100,000

Field

Allows to select a field to set the condition.

Operator

Operators for conditions and group include:

• = equals

• == Not equals

• < less than

• > greater than

• <= less than or equal to

• >= greater than or equal to

Condition Group

A grouping of conditions (more than one). Highlighted in blue and can be added by the new group.

Add Condition

Adds a new condition (grey box)

Add Group

Adds a new condition group (blue box)

Progress Field

Shows the value that needs to be tracked against the target as it progresses.

Target Value

Sets the target of what the progress field is tracked against. This can be a manual inputted number (From Input) or a field from the report (From field).

Custom Start Value

Sets a custom start value if a different value from 0 is desired. For example, a progress of hours may start at 100 hrs.

Value position

Sets the position of the value KPI. Can be on, below, or above the progress bar.

Formatting

Sets the formatting of the kpis measured in the bar. Typically these are the same format (hours, percent or currency for example)

Decimal Precision

Sets the decimal precision if a numerical or currency value.

Color

Selects a color in the predefined template.

Percent bar

If multiple colors exist, set the percent of each.

Delete

Delete the color.

Add Threshold Color

Adds another color to the list.