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Creating custom legacy BI reports
Who is this article for?
Enterprise or Decani users and administrators who want to know about legacy custom data search and reporting
No special access or permissions are required. Basic JasperSoft knowledge is helpful.
Overview
Legacy BI reporting is the reporting framework used in the Classic UI. For many years, it was the primary method for creating custom reports, charts, and dashboards within the platform, especially when the reports need to include child-level information. Organizations that continue to use the Classic UI still create, manage, and run Legacy BI reports.
Legacy BI reports are generated through JasperSoft, a third-party business intelligence and reporting tool. These reports allow users to organize, summarize, and visualize data using a range of report formats and reporting options.
The current user interface includes a newer reporting experience based on searches, saved reports, and built-in visualizations. Features available in the current UI differ from Legacy BI reporting and are not available to Classic UI users.
To access this JasperSoft tool, begin by searching for records and applying filters using the Ideagen BI filters on the top of each screen. Once the correct set of records has been identified, select Other from the report display options in the upper right-hand corner of the screen.
Types of legacy BI reports
Legacy BI reports can present data in several formats depending on your reporting requirements.
Learn how to create and configure a report:
- Setting filters in a legacy BI report – Filter the data displayed in a report.
- Setting calculated fields in a legacy BI report – Generate custom values for report analysis.
- Creating a legacy table BI report – View detailed data in a table.
- Creating a legacy crosstab BI report – Compare summarized data across categories.
- Creating a legacy chart BI report – View data in a graphical format.
Continuous improvement of BI search and reporting tools
The JasperSoft reporting tool represents the "Report" option in the classic user interface. This tool is being integrated into the Ideagen Platform to support child-level reporting. Ideagen has already released many of the JasperSoft features, such as charts and report grouping, into native BI search and filters.With release 2.64.4, child data reporting will be made available to new customers as well as existing customers who have completed the search index conversion and are utilizing the redesigned user interface.
As part of this change, child data can be added to both new and existing reports.
Please refer to Unlocking native child data reporting for additional details.
Advanced formatting
Adding advanced formatting to a chart requires two elements: a Property and a Value.
JasperSoft properties
It is recommended to copy and paste the Property from the JasperSoft web page. This web page also lists the available values for each property.
| Advanced Formatting Property | Function | Value | Example |
|---|---|---|---|
| colors | Dictate colors for chart elements | ["Color1", "Color2", "ColorN"'] | ["red", "blue", "green"] |
| plotOptions.series.dataLabels.enabled | Displays data values on a chart | true or false | true |
| plotOptions.series.dataLabels.format | Applies formatting to data labels | {format string} | {point.y:.2f} |
| plotOptions.series.dataLabels.rotation | Rotates data labels from 0 to 360 degrees | Value | 45 |
| plotOptions.series.dataLabels.y | Offsets the label from the chart objects | Value | -20 |
| chart.plotBackgroundColor | Changes the chart background color | "Color" | "Pink" |
For more details, and a list of all available formatting properties, click on the "More information" link in the Advanced window, to connect to the JasperSoft online help.
All available advanced formatting options can be viewed by clicking the Fields or Option tab, or by going to JasperSoft.com.