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Please pick any topic below for detailed documentation.
Getting Started
Introduction
Installation
Schema Setup
Designing and Running Reports
Creating a Report
Report Types
Configuring and Using Filters
Creating and Using Custom Fields
Scheduling Reports
Saving Reports
Running and Interacting with a Report
Setting up Report Links
Setup Additional Field Options
Using Stored Procs
Report Dashboards
Creating a Dashboard
Editing and Updating a Dashboard
Adding a New Dashboard
Advanced Topics
Understanding Multi Tenant Client Support
Setting up your Users and Roles
Setting up Report Access to Global or by Users or Roles / Client
Applying Logged in User Security or Claims to Data using Global Filters
Setting up a Lookup or Drop Down List Filter
Creating Comparison Reports
API Methods
Version History
v4.0
v3.0
v2.0
v1.0
