If you’re unsure about how to create a report in Infoveave, you can always get assistance by clicking the Need Help button. Upon clicking the button, you’ll be directed to a visual walkthrough on how to create a report.
Install Infoveave plugin Enable the Infoveave Add-in in Microsoft Office tools like Word, PowerPoint, or Excel to seamlessly connect with the Infoveave platform for streamlined reporting.
Connect with Infoveave Access the Infoveave plugin, securely authenticate, and connect with Infoveave to establish a secure connection between your MS Office tools and Infoveave account.
Import Infoboards and charts for reporting Insert an entire Infoboard or selected widgets into your report from a list of available options. Customize dimensions and date ranges for comprehensive insights and enhanced visual appeal of your report.
Upload report to Infoveave Upload the template report back to Infoveave for easy sharing, facilitating seamless collaboration and easy access to the analyzed data report within the platform.
Search
The Search Bar at the top-right of the screen allows you to quickly locate any report within the platform. Simply enter keywords related to the name of the report or any part of the content you’re searching for.
Card View
When you click on the Card option in the layout filter, the items are displayed in a card-based view, which is the default layout for organizing reports. This layout provides a more visual representation of the reports and folders, making it easier to identify and organize items.
List View
When you click on the List option, the layout changes to a table view, which displays the items and folders in a more detailed, structured format. This layout is ideal for users who prefer seeing data in rows and columns, allowing for quick access to information such as the item name, type, creation date, last update date, and more.
New Folder
To organize your items and reports more efficiently, you can create a new folder. Here’s how to do it
Click the New Folder button, this will open a popup where you can configure your new folder.
In the popup that appears, you’ll be prompted to enter a name for your new folder. Choose a name that helps you identify the folder’s purpose or contents, such as “Reports” or “Financial Data.”
After entering the folder name, click the Save button to create the folder. The new folder will appear under Folders section.
Export Report List
The Export Report list feature enables users to download a structured file containing all available reports within the system. This functionality streamlines report management, allowing for easy record-keeping, analysis, and sharing.
New Report
When you click on New Report, a popup window appears, prompting you to enter a Report Name and upload a file.
The file can be selected manually or dragged and dropped into the designated area. Supported formats include .xlsx, .xlsm, .docx, and .pptx. Once the required details are provided and the file is uploaded, clicking the Save button creates the report. This streamlined process ensures efficient report creation and management.
Filter By Type
The Filter by type feature allows users to refine their search by selecting specific types of reports or reports. In this case, the dropdown menu provides an option to filter by “Microsoft Excel,” which helps users quickly locate Excel-based reports or files within the system.
Filter By Mode
The Filter by mode feature enables users to refine their report search based on its status. The dropdown menu provides two options- Draft and Production. Selecting Draft filters reports that are still in progress or undergoing revisions, while choosing Production displays finalized reports that are ready for use or distribution.
