Reports area
This page provides an overview of Reports including:
- Report and dashboard features
- Information that can be reported on
- Create and manage reports with the Report Manager
About reports
Use the Reports feature to create and manage custom reports and dashboards that use information collected in B2W Inform to track business trends, processes, and inefficiencies.
Report and dashboard features
| Feature | Description |
|---|---|
| Advanced Reports | Create reports containing charts, maps, gauges, and images. Add group sections to provide more flexibility in how data is displayed. Supports formatting similar to Microsoft Excel and includes a crosstab report wizard. |
| Chained Reports | Combine multiple related or disparate reports into a single report. |
| Dashboards | Create an interactive canvas containing reports, visualizations, images, charts, maps, gauges, and text. |
| Charts, Graphs, and Geographical Maps | Choose from a variety of visuals. |
| Link Reports | Link an unlimited number of reports and charts. |
| Schedule Reports | Stay up-to-date with your business trends by scheduling reports. Schedule reports to be sent to email. You can email them immediately, schedule them for a later time, and even setup reports to send on a recurring basis. Note: When choosing a format for the Report Scheduling feature, reports will only be scheduled as PDFs. |
| Formulas | Use custom formulas to input into cells. |
| Export | Export to file formats: Excel, PDF, RTF, HTML, CSV. |
Information that can be reported on
You can generate reports
The following components and ancillary information (for Templates and their related forms) can be reported on:
Components
- Auto Populate
- Check Box
- Check List
- Computed
- Currency
- Date/Time
- Dropdown
- Media Upload
- Numeric
- Phone
- Radio Buttons
- Signature
- Table
- Text Box
- Timestamp
- URL
Ancillary information
Ancillary information includes Form/Template and Meta data relating to forms and templates, displayed below by data category and associated data fields.
Form/template data
- Created On (Form)
- Category (Template/Form)
- Form ID
- Form Name
- Modified On (Form)
- State (This is the state of the form)
- Template ID
- Template Name
- User Email
- User ID
- Group
- Sub-Group
Meta data – Forms
- CreatedBy
- CreatedById
- CreatedOn
- CreatedSource
- Group
- Id
- Latitude
- Longitude
- ModifiedBy
- ModifiedOn
- Name
- Owner
- State
- Subgroup
- SubmittedOn
- TemplateCategory
- TemplateID
- TemplateVersionID
Meta data – Templates
- AllowCopy
- AllowedGroups
- AllowedUsers
- AllowRecall
- Approve/RejectWorkflowType
- CreatedBy
- CreatedById
- CreatedOn
- DefinedApprovalSequenceGroup
- EnabledForMobile
- ModifiedBy
- ModifiedOn
- Name
- Owner
- RequiresApproval
- State
- Subgroup
- TemplateCategory
- TemplateCategoryPath
- TemplateID
- TemplateOrientation
- TemplateSize
- TemplateVersionID
- WhoCanFillOutThisForm(IndividualUsers)
- WhoCanFillOutThisForm(UserGroups)
Meta data – Users
- Activated
- ActiveLicense
- BusinessUnit
- FirstName
- LastName
- Phone
- UserId
- UserName
Meta data – User Groups
- Description
- Name
- UserGroupId
- Users
Meta data – Workflow History
- CurrentWorkflowOwner
- FormApprovalSequence
- FormId
- FormName
- WorkflowAction
- WorkflowActionBy
- WorkflowActionComments
- WorkflowActionTimestamp
Deleted Fields
Fields that have been deleted in from the template will show [Deleted] next to their field name. For example: PickNumber[Deleted].
Create and manage reports with the Report Manager
B2W uses Exago, a third-party system, to manage reports and dashboards.
- Click Manage Reports to get started.
- Learn more about managing reports
About the Exago Report Manager and help
For more help at anytime when using the Exago Report Manager, click the help button 
to open Exago context-sensitive help.
Additional help can be found at:
- Exago Learning Center — Includes resources such as videos, guides, and quick tips.
- Exago Support Center — Browse help topics and more.
Related Topics