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

• Overview

• View Report

Report Designer/Data Source

• Overview

• 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

• Overview

• 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

• Overview

• Selecting Datasets

• Adding a Report Part

• Adding Data Fields

• Setting an Alias

• Conditional formatting

• Adding Filters

• Maximising screen space

• Formatting the Header, Footer, Title

  • Add and Configure Items in Report Header and Footer Layout

  • Layout Items in Report Header and Footer Layout

  • Enter the Report Title and Description

Configuring Data Grids

• Overview

• 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

• Overview

• 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

• Overview

• 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

• Overview

• 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

• Overview

• Customize Dashboard Layout

• Edit Dashboard

• Switch to Presentation Mode

• Configure Sharing Access

• Subscriptions, Email and Scheduled Delivery

• Dashboard Filters

Distributing Reports and Dashboards

• Overview

• 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

• Overview

• 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

• Overview

• Common datasets 

• Action Datasets 

• Task Datasets

• KPI Datasets

Appendix: Standard Project Datasets

• Overview

• Business Requirement Module Datasets

Appendix: Standard Risk Datasets

• Overview

• 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

• Overview

• Action and Task

• KPIs

• Project

• Risks

• Audit

• Incident