The 12 most important features in Reporting 4
Reporting 4 is live! With new components, features that allow you to work even more efficiently and new styling options. We list the most important 12 features for you. Which of these will you use for your next report?
New components
1. Matrix table
With the new component 'Matrix table', you can add coloured dots to your table. In the CMS you indicate which values in a table should have which colour. You also indicate what the value means.
Example: Value '0' gets the colour red and means 'goal not met'. Value '1' gets the colour green and means 'goal achieved'.
2. Chart with line and chart with forecast
We added a new type of chart in the chart component: column graph with line. When you choose this chart type, the last column in your table will be shown as a line in the chart. You can use this for example to add a benchmark line to a graph.
Furthermore we added the option 'number of columns as forecast'. Using this will display the last columns in your table with a dotted line. This allows you to display the actual figures and the forecast in one chart.
3. Section
With the 'section' component you devide the content in this component into several columns. You can also set a background colour and a font colour per section. This way you can highlight some texts and images. It makes the styling of the pages more dynamic.
Excel link
4. Named ranges
From now on when you make a table you can select named ranges instead of selecting a range manually. When using named ranges you don't have to worry about the correct range when you adjust your Excel file and add of delete rows or columns in your table. By using named ranges your table will always be shown correctly.
5. Comments from Excel can be displayed in your report
Reporting can now read and display comments in your Excel file. If you want comments in the Excel file to be displayed in your report, set the option 'Show comments from the Excel file' in the properties of the table. You will find this in the new 'Styling' tab (see also no. 11 in this article).
PDF optimisations
6. More options for styling the the headers and footers
For the PDF version of your report, you could already add headers and footers. Now you can also possible put the text in multiple lines. This is useful for example if you want to add an address. Another new addition is that you can give the headers and footers a little more formatting. For example, you can display texts in bold or italics and you can add links.
7. Add separate PDF files
We have made it easier for you to add a separate PDF file to your report. To do this you use the new page type 'PDF page'. This will add a PDF document anywhere in your report.
8. New component: Signature
For reports that need to be signed, such as annual reports, there is the 'signature' component. This ensures that the signatures can be neatly aligned with each other. In the component you choose which fields you want to show (name, occupation, date or city) and whether you want to fill them in beforehand.
Enterprise
9. Making hidden publications available to a select group of users
In the CMS you can indicate which publications are available to which group of users. You can for example give the tag 'employees' to a group of users in the module 'profiles'. If you also give this tag to a hidden report, this means that only the users with the employee tag can see this report. This gives you more control over which users have access to which report.
10. Pop-up with information about your publication
You can activate a pop-up for every report you make. In this pop-up you can explain briefly what the report is about of for whom it is written. Voor elk rapport dat je maakt kun je een pop-up instellen. Hierin geef je kort aan waar het betreffende rapport over gaat. This allows visitors to determine more quickly whether this is the report they want to read. If they don't want that, they click directly from the pop-up back to the overview page.
CMS
11. A new tab for components: Styling
A couple of components have a new extra tab, called Styling. In this tab you will find all formatting options that belong to the component. Think of background colours for texts or table cells, alignment of images and font size.
12. Give publications their own name and folder in CMS
When you create many reports, it is important that you can easily manage them in the CMS. You can now create multiple folders in which to place publications. For example, you can create a folder per year, per type of report or you can create a folder in which you put the archived reports.
You can also add a different title that is only visible in the CMS. If you want to show multiple publications with the same title, you can enter a different title in the 'Title in CMS' field. This way you can quickly find the report you need in the CMS. You can find this option in the properties of your report home page.In addition to these new features, a number of smaller optimisations have been implemented. In the dashboard of your CMS you will find the most recent updates under the heading 'Reporting updates'.