1. Advanced Informer Features
PRESENTER: Robin Lamb| Associate Director Customer Service| Entrinsik, Inc.| April 27, 2017

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

3. 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

4. Add Code File

5. Check Box on Criteria Screen

6. New Table Based on Database Field
When you add field to report, only the description displays

7. User Fields 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

8. Create User Field

9. Attach the value of the field that the user is allowed to see and then create a condition on the report that references that user field. When they log in they will not see the condition. When they run the report, it will only return the rows that have that value in that field.

10. 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

11. The aggregate amounts are grouped by the columns that are added to the report.

12. 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

15. 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

16. Monthly, Daily, Weekly, etc…

17. Error Reports
By setting the schedule up to only return records when there is more than 1 record, it will indicate when there are changes.

18. Multiple Schedules

19. Burst
If you have an address that is a column in a report and would like the data to separate based on this address, you can use the burst feature and it will automatically send the row of data that correspond with the addresses listed in the report.

20. Archive Data

21. Use Archived Data to create sets
of data to use in trend charts in Dashboards

22. 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

23. Thank you! Any questions?