About the Reports and Dashboards Module
The Reports and Dashboards module enables users to generate comprehensive data analysis and visualization tools based on entities within Partner Portals and Customer Portals. This powerful business intelligence platform transforms raw entity data into actionable insights through customizable reports and interactive dashboards that support data-driven decision making across organizations.
The module provides two primary capabilities: detailed tabular reports for data analysis and visual dashboards for executive-level insights. Users can create sophisticated cross-entity reports that leverage lookup relationships and master-detail connections, enabling complex data analysis that spans multiple related entities within the portal ecosystem.
Key Capabilities
Advanced Report Generation
Flexible Report Builder Interface: The drag-and-drop Report Builder provides intuitive report creation through a field-based interface that allows users to select data from multiple related entities, configure filters, apply grouping, and establish date ranges using comprehensive fiscal and calendar period options.
Cross-Entity Reporting: Reports can display information from multiple entities connected through lookup fields and master-detail relationships, supporting up to three levels of entity relationships. This enables complex analysis such as Invoice Line Items connected to Invoices, which connect to Accounts, providing comprehensive business intelligence across related data structures.
Dynamic Format Switching: Reports automatically switch between Tabular Format for individual record display and Summary Format when grouping is applied, providing appropriate data presentation based on analysis requirements and ensuring optimal readability for different reporting scenarios.
Comprehensive Date Intelligence: Advanced date filtering supports fiscal years, quarters, months, calendar periods, and custom date ranges with options including "Last 7 Days," "This Quarter," "Next Fiscal Year," and fully customizable date spans that align with business cycles and reporting requirements.
Interactive Dashboard Creation
Visual Component Library: Dashboards support multiple chart types including Vertical Bar Charts, Horizontal Bar Charts, Line Charts, Pie Charts, Donut Charts, and Gauge Charts, enabling diverse data visualization approaches that match specific analytical needs and executive presentation requirements.
Flexible Layout Management: Dashboard layout system supports single-column through four-column configurations with unlimited rows, allowing users to create sophisticated dashboard arrangements that accommodate multiple visualizations while maintaining professional presentation standards and optimal information density.
Component Drill-Down Capabilities: Dashboard components can be configured with drill-down functionality that redirects users to source reports or custom URLs when clicked, enabling interactive exploration of underlying data and seamless navigation between summary and detailed views.
Real-Time Data Integration: While dashboards require manual refresh for updated data, they provide current information from underlying entities and reports, ensuring that visualizations reflect the most recent data available when refreshed by users.
Professional Customization and Branding
Dashboard Visual Customization: Comprehensive display settings enable customization of title colors, text colors, background colors, and title sizing, supporting organizational branding requirements and professional presentation standards that align with corporate visual identity guidelines.
Component Configuration: Three-tab component settings provide detailed control over Data Settings for source configuration, Formatting for visual presentation, and Legend positioning for optimal chart readability and professional appearance.
Responsive Design Integration: Dashboards and reports integrate seamlessly with portal themes and responsive design frameworks, ensuring consistent user experience across desktop and mobile devices while maintaining functionality and visual appeal.
Data Analysis and Business Intelligence
Sophisticated Filtering and Analysis
Advanced Filter Configuration: Reports support complex filtering with lookup functionality, search capabilities within filter dialogs, and multiple filter operators including equals, not equals, contains, and range comparisons that enable precise data segmentation and analysis.
Aggregation and Summarization: Built-in summarization functions including Sum, Average, Maximum, and Minimum calculations provide statistical analysis capabilities directly within reports, eliminating the need for external calculation tools and supporting immediate business insights.
Grouping and Organization: Flexible grouping options allow data organization by any field within selected entities, automatically switching reports to Summary Format and providing hierarchical data presentation that supports analytical workflows and executive reporting requirements.
Entity Relationship Intelligence
Lookup Field Integration: Reports can traverse lookup relationships between entities, enabling analysis that spans related business objects such as Opportunities with Accounts, Cases with Contacts, or any custom entity relationships established within the portal configuration.
Master-Detail Relationship Support: Complex reporting scenarios support master-detail relationships combined with lookups, such as analyzing Invoice Line Items through their parent Invoices to related Accounts, providing comprehensive business analysis across multiple data layers.
Relationship Depth Management: The system supports up to three levels of entity relationships, with clear boundaries that ensure report performance while enabling sophisticated cross-entity analysis that meets complex business intelligence requirements.
Automation and Distribution
Scheduled Report Automation
Flexible Scheduling Options: Automated report generation supports daily, weekly, monthly, and quarterly schedules with sub-frequency options such as weekdays-only for daily reports, enabling customized delivery schedules that align with business cycles and reporting requirements.
Email Distribution Management: Scheduled reports can be distributed to up to 200 email addresses with configurable timing, start and end dates, and user-specific data permissions that ensure appropriate information access while supporting broad organizational communication needs.
User Permission Integration: Scheduled reports can run with specific user permissions, ensuring that automated reports respect data security requirements while providing consistent information delivery to appropriate stakeholders.
Export and Sharing Capabilities
Multiple Export Formats: Reports can be exported in CSV and Excel formats, supporting integration with external analysis tools, data warehousing systems, and offline analysis workflows that extend beyond the portal environment.
Folder-Based Organization: Reports and dashboards are organized within a hierarchical folder structure that supports sharing permissions at the folder level, enabling efficient content organization and access control that scales with organizational complexity.
Permission-Based Access Control: Sharing permissions support view-only, view-and-export, and full-control access levels, providing granular security that ensures appropriate data access while enabling collaborative analysis and dashboard sharing across teams and departments.
Integration and Platform Benefits
Portal Ecosystem Integration
Entity-Agnostic Design: The module works with any Magentrix or Salesforce entity enabled for reporting, supporting both standard platform entities and custom business objects created for specific organizational requirements, ensuring comprehensive data analysis capabilities across all portal content.
Security Role Integration: All functionality respects existing security role configurations and entity permissions, ensuring that reports and dashboards maintain appropriate data security while providing powerful analysis capabilities within established access control frameworks.
Theme and Branding Consistency: Reports and dashboards integrate seamlessly with portal themes and visual identity guidelines, maintaining consistent user experience while providing powerful business intelligence capabilities that align with organizational branding standards.
Performance and Scalability
Efficient Data Processing: The module handles large datasets efficiently through optimized query processing and intelligent data retrieval that supports complex analysis without compromising portal performance or user experience.
Flexible Usage Limits: Scheduled reports support up to 200 instances (300 for Elite versions), providing sufficient automation capacity for enterprise-level reporting requirements while maintaining system performance and reliability.
Cross-Platform Compatibility: Reports and dashboards function consistently across desktop and mobile interfaces, ensuring that business intelligence capabilities remain accessible and functional regardless of user device or access method.
The Reports and Dashboards module transforms the Magentrix platform into a comprehensive business intelligence solution that supports data-driven decision making through sophisticated analysis capabilities, professional visualization tools, and automated distribution systems that scale with organizational needs and complexity.
Tutorial video for the Reports module:
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Reports and Dashboards Setup Checklist >>