End-User Reporting

Overview

Allows end users of the platform to construct their own grids, charts, and dashboards.

Key Features & Functionality

  • Quick setup of data catalog based on existing record types
  • Front end construction of the follow types: grid, pie charts, bar charts, column chart, line chart, KPI, and more!
  • Front end configuration of dashboards to combine multiple charts into a single page with page filters
  • Dashboards and reports can be individually shared with Users and Groups
  • End user documentation

Note: Appian provides self-service analytics capabilities where end users can explore enterprise data and build their own custom reports. Before downloading this utility, refer to Appian Documentation to see if you can use the available self-service analytics capabilities.

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  • If you are referring to the record types set up during the Configure Record Types action, then you can remove them by clicking "Override Safety Settings" in that action and then deleting the record type from that grid.

    If you simply uploaded them during the Upload System Record Types action and you didn't mean to (maybe because they aren't available in the next environments, you simple need to delete them from this rule:

    AH_SystemRecordTypes