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.

Anonymous
  • Release Notes - v2.1.0
    New Features

    * Enhanced record Picker instead of dropdown for configuring record types
    * Ability to configure 1:M fields (for grid reports only)
    * Active Filter on My Reminders

    Bug Fixes

    * Reminder process model timeout
    * Adding back AUTO Column Chart height choice option
    * Fixing active status on reminders
    * isMultiple issue on generating expression
  • Release Notes - v2.0.1

    New Features
    • Features for easier upgrades
    • Encapsulating various features for easier upgrading (user and group pickers, send e-mail process)
    • Moved custom formats to its own constant
    • Configurable column widths for non-aggregation grids
    • Adding percentage format type that can be formatted as a milestone bar with dynamic coloring
    • Uses user locale for dates
    • Adding scheduled exports of reports and Dashboards (Reminders)
    • Adding charts
    • Burndown
    • Sankey (requires version 1.2 of ad-hoc reporting component plugin)
    • Tile map (requires version 1.2 of ad-hoc reporting component plugin)
    • Scatter (requires version 1.2 of ad-hoc reporting component plugin)

    Bugs
    • Issue with negative relative datetimes in advanced filters
    • Issue with parsing of xsd with double field type

  • v1.7.1 Release Notes

    New Features:
    * Added end-user choice for formatting columns
    * Added gauge report
    * Allowed selecting Total Count for KPI and Gauge reports

    Bug Fixes:
    * Dashboard missing owner when created from dashboard tab
    * Fixing drilldowns between two record types
    * Export toggle missing for charts
    * Fixing drilldown for date field

  • v1.6.1 Release Notes

    Bug fixes:
    * Prevent collaborations from being removed on edit of report
    * Adding missing documentation

  • v1.6.0 Release Notes

    New Features
    * My Dashboard tab displaying all available dashboards
    * Dashboards can be configured to display on Home tab
    * Dashboards can be rearranged
    * Added tagging to dashboards and reports
    * Added browser for dashboards and reports
    * Added deletion of reporting groups
    * Expanded export to 50 columns

    Bug fixes
    * Allow duplication of all reports available to user (was previously constrained public reports)

  • v1.5.2 Release Notes
    New Features
    * Warning when deleting a report
    * Developer configurable names for Record Types
    * Filter by loggedInUser on User fields

    Bug Fixes
    * Description missing on editing of report
    * Sort added to export
    * Filters added to export
    * Fixing pie chart colors on export
    * Record type selection with basic users not working accurately
    * Editing of reporting groups with basic user
    * Hard limit of column export
    * Fix export for non-aggregation