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PLATFORM REPORTS
IN
RKUXRyan Schorr | Senior Training Consultant, RKU
Agenda
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Analytics for AllYour day-to-day operational reporting tool that any Riskonnect user can use.
The Report BuilderAn all-new drag-and-drop report building interface simple enough for those new to analytics but powerful enough for veterans.
Flexible DashboardsBuild the analytics panel of your dreams with charts of all colors, shapes, and sizes.
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ANALYTICSFORALL
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BASICPOINT
IN TIME
EASEOF
USE
BIG DATA
CSV EXPORT
AD HOC
“ANALYTICS FOR ALL”
LIVE DATA
ENHANCED POINT IN
TIME
HIGHLYFORMATTED
POWERFUL DISTRIBUTION
INTERACTIVEDATA DISCOVERY
ADVANCEDVISUAL
DIVERSITY
EXTERNAL DATA SOURCES
Day-to-Day Operational Reporting
INSIGHTSHigh-Powered
ReportingSolution
BASICPOINT
IN TIME
EASEOF
USE
CSV EXPORT
AD HOC
“ANALYTICS FOR ALL”
LIVE DATA
PLATFORM REPORTING COGNOS
Fully Automated Distribution
“ANALYTICS FOR ALL”
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This empowers you to:
● Distribute report tasks among more users● Encourage users to self-serve reports
An Entirely New “Analytics For All” Solution
Analytics For All means:
● There is no implementation effort● Every Riskonnect user has a license● It’s easy for anyone to use
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ReportsEasily create operational reports using live data to view/work with records
New modern UI consistent with most analytics tools
Less focus on choosing a format and more focus on using the tool
Greatly improved formula writing interface
DashboardsVisualizations of summary data viewed in context with each other
Embeddable in any home page, record page, or custom app page
Animated visualizationsCustom drill-downs
Highly customizable grid
Full-screen presentation mode
The New Platform Reporting Solution
Report Mgr.Riskonnect’s enhanced scheduling and distribution tool
Fully compatible with the new Reports and Dashboards tools
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Classic RKUX
A New Report View
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Classic RKUX
A New Dashboard View
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THEREPORTBUILDER
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Report Builder User Interface
CONFIGPANE
Choose which data should be displayed and how it
will be organized
PREVIEWPANE
See a small set of sample data to help
you build the report (chart
optional)
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Config Pane
OUTLINEUse the Add group lookup to choose how to organize data and the Add column lookup to choose which fields should appear
FILTERSUse the Add filter lookup to choose to include or exclude values from specific fields, or use the Show Me filter to filter by record owner or Date filter to show only records that fit within a certain window of time
FIELDSPop out the Fields pane from the left to see a list of all available data points in the selected data set; use the magnifying glass icon to filter by data type, including text, number, checkbox, date, and picklist
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Preview Pane
EMBEDDED CHARTIf the report utilizes grouping, its data can be summarized with one of eight different chart types
PREVIEWPreview the report’s data here (up to 50 rows) and configure sorting/summarizing options using each field’s header
TOGGLESTurn on and off summary data at the literal flip of a switch
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FLEXIBLEDASHBOARDS
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A Typical Dashboard
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“Analytics For All” means:● There is no implementation effort
● Every Riskonnect user has a license
● It’s easy for anyone to use
Platform Reports is our standard offering — an Analytics-for-All solution.
● Insights is for power analytics users
● Cognos is for highly automated distribution
Recap
Coming Up Next:11:45 – 1:00: Lunch
1:00 – 2:15: Sessions● Platform Reports (in Classic)
CHANCELLOR 1
● Customer CommunityGRAND BALLROOM 1
● App BuilderCHANCELLOR 2
● Solution CentralWILTON
