Introduction
Accessing cammsinsights
Report List
Overview
Browse Reports
Search for Reports
Rename Report Categories
View Report Properties
Edit a Report
Copy a Report
Move a Report
Print the report
Export the report
Email a report
Subscribe to a report
View Report History
Report Viewer
View Report
Report Designer/Data Source
View 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/Format
Add and Configure Items in Report Header and Footer Layout
Add Item Pop-up
Layout Items in Report Header and Footer Layout
Enter Report Title and Description
Report Designer/Access
Configuring Sharing Access
View List of Current Shares
Remove shares
Add a Share
View and Change Report Owner
Creating a Report
Selecting Datasets
Adding a Report Part
Adding Data Fields
Setting an Alias
Conditional formatting
Adding Filters
Maximising screen space
Formatting the Header, Footer, Title
Enter the Report Title and Description
Configuring Data Grids
Common Grid Properties
Define border
Set the background and alternative background color
Column width and word wrap
Header formatting
Adding Column Groups
Passing a parameter to a custom URL
Embedding Javascript
Configuring Charts
Common Chart Properties
Setting a border
Set the background color
Configure grid lines
Configure color theme
Configure multiple colors
Configure label text direction
Configure the legends
Choose to display values of data points
Chart styles
Forms Designer
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
Dashboard List
Browse Dashboards
Search for Dashboards
Rename Dashboard Categories
Copy or Move Dashboard
Manage Subscriptions for Current User
Manage Scheduled Deliveries
Print Dashboard
Email
Export
View Dashboard
Configure Child Report Parts
Creating a Dashboard
Customize Dashboard Layout
Edit Dashboard
Switch to Presentation Mode
Configure Sharing Access
Subscriptions, Email and Scheduled Delivery
Dashboard Filters
Distributing Reports and Dashboards
Setting up delivery schedules
More About Filters
Filter Alias
Filter Visibility
Mandatory Filters
Cascading Filters
Sorting Filter Values
Filter Conditions
Administration: Updating datasets for configuration changes
Administration: Creating datasets for cammsproject Custom Objects/Tables
Administration: Creating datasets for cammsincident Custom Objects/Tables, Registers and Multi Value Fields
Administration: Creating datasets for cammscompliance Custom Objects/Tables, Registers and Multi Value Fields
Administration: Configuring and enabling new datasets for use
Data Model/Relationships
List relationships
Search for relationships
Add relationship
Copy relationship
Edit relationship
Delete relationship
Appendix: Datasets and Dataset types
Naming Conventions
Dataset design
Automatic Dataset Establishment
Datasets for cammsincident Custom Objects/Tables
Datasets for cammsproject Custom Objects/Tables
Other considerations
Appendix: Standard Strategy Datasets
Common datasets
Action Datasets
Task Datasets
KPI Datasets
Appendix: Standard Project Datasets
Business Requirement Module Datasets
Appendix: Standard Risk Datasets
Risk Datasets
Audit Datasets
Incident Datasets
Appendix: Understanding SQL Joins
Understanding SQL JOINs
Inner Join
Left Join
Right Join
Full Join
Appendix: Expressions for Calculated Fields
Appendix: Izenda Functions
List of built in Functions
List of Dateparts and Abbreviations
Insights Reporting - Capability Reference Guide & Report Development Best Practices
Common Joins Reference Guide
Action and Task
KPIs
Project
Risks
Audit
Incident
