Basic Configuration


Introduction

Izenda's product configuration is simply just switching features on and off to fit your organization's needs. Izenda enables the most commonly used features by default. We have extensive documentation available online detailing product configuration and application integration. Many integrators allow three levels of report customization based upon the user from most customizable to only viewing reports.

  • Users can fully customize and build reports from database views and tables.
  • Users can customize the filters, fields, and export the reports.
  • Users are given a link to their report which is in a PDF, Word, Excel, etc. file.

Essentially, how and to whom you distribute reports in your organization will help you decide which features to enable/disable in Izenda Reports. The setting customizations take only seconds and are always reversible.

The Settings.aspx page

Izenda Reports allows basic configuration through its settings page. In this settings page you will find many options that can be configured with a simple button click. Using your web browser, navigate to http://Host/ApplicationName/settings.aspx to access this page. Descriptions of these settings can be found in the settings guide.

Settings.aspx page
Settings.aspx page

Selecting data sources using the Settings.aspx page

Now that you are here, click on the "Database" tab. By default, Izenda Reports allows you to see all of the tables and views to which you have permission. Use the check boxes to select a few tables on which you would like to report, such as Orders, Customers, or Sales.

After selecting the checkboxes, click "Save to Izenda.config" in upper left hand corner. Then click "Preview" to continue to the Report List to build a new report.

Database tab w/ visible tables checked.
Database tab w/ visible tables checked.

Continue to Building Reports.