September 12-14, 2018 Raleigh, NC

Informer 4 Advanced Features Presenter: Derek Frost Informer Implementation Specialist

Agenda Code Files User Fields Aggregate columns Date Keywords Schedules PDF Templates

Code Files Code files can be used in multiple different ways Create checkbox lists for selection criteria Create new tables that are not in database to use in queries or report results Translate codes to Text Example: M or F to display Male or Female

Add Code File

Check Box on Criteria Screen

New Table Based on Database Field

User Fields Row level security based on user login What are they and how are they used? Row level security based on user login Set up manually by user in Informer or create plugin based on database field Examples: User attached to Department in database. Run the query based on Department field, it return only the rows of data of the department that the user is attached to

Create User Field

Create User Field

Aggregate Columns What are aggregate columns? Aggregates are based on the other columns in report (group by each column in output) Max/min value – could be earliest or latest date Count of values Total or average of value

Aggregate Columns

Date Runtime Keywords Use runtime keywords to automate business processes MTD reports using MONTH_BEGIN to TODAY Create reports with data from this year and the same time last year Daily, Weekly, or Monthly reports without having to set specific dates

Date Runtime Keywords

Date Runtime Keywords

Schedules to Automate Processes Daily, monthly, weekly or yearly reports Error reports Use schedule to separate data based on criteria – multiple schedules per report Archive data to use in dashboards to create trend charts Export to a mapped drive or create a saved list for U2 customers

Monthly, Daily, Weekly, etc…

Error Reports

Multiple Schedules

Burst Email

Archive Data

Archive Data

PDF Templates Use to customize output Upload a watermark for template Upload images for template (logos, pictures, etc) Create documents to use in schedule or burst feature

Thank you! Any questions?