1. September 12-14, 2018
Raleigh, NC

2. Informer 4 Advanced Features
Presenter:
Derek Frost
Informer Implementation Specialist

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

4. 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

5. Add Code File

6. Check Box on Criteria Screen

7. New Table Based on Database Field

8. 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

9. Create User Field

10. Create User Field

11. 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

12. Aggregate Columns

13. 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

14. Date Runtime Keywords

15. Date Runtime Keywords

16. 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

17. Monthly, Daily, Weekly, etc…

18. Error Reports

19. Multiple Schedules

20. Burst

21. Archive Data

22. Archive Data

23. 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

24. Thank you! Any questions?