Introduction
In AIV, the Documents Section serves as a centralized hub for managing reports and files. It mirrors a traditional folder structure, allowing users to create nested folders, upload various files, and organize reports across multiple hierarchy levels. This section facilitates efficient data management and access, tailored to user permissions.
Accessible via the main menu, its visibility and access to specific sections are based on user privileges. For any access issues, please contact your administrator.
The Documents section encompasses the following features:
Reports
In AIV, a report is a comprehensive data visualization tool that aggregates information from various sources and presents it using charts, graphs, pivots, and maps. These reports can span multiple pages and are designed to provide detailed insights and analysis, allowing users to effectively interpret and act on the data.
Report Management
In AIV, report management streamlines the process of creating, scheduling, and overseeing reports, enabling users to automate report generation at various intervals such as daily, weekly, and monthly. This system supports efficient data handling by facilitating the organization, updating, and access control of reports across multiple levels of hierarchy.
Embed Report
In AIV, embedding a report allows you to integrate data visualizations directly into other platforms or documents. This feature facilitates seamless data sharing and presentation by incorporating interactive charts, graphs, and tables into external applications or web pages, ensuring that stakeholders have easy access to up-to-date information within their workflow.
Merge Reports
In AIV, the Merge Reports feature allows users to combine multiple files into a single PDF document for easier sharing and management. This functionality enhances efficiency by consolidating related files and reports into one unified PDF. Additionally, users can schedule reports at customizable intervals—daily, monthly, or yearly—and have them automatically emailed according to their preferences.
Edit Merge Report
In AIV, the Edit Merge Report feature enables users to customize and modify merged PDF documents. This function allows for adjustments such as reordering pages, adding or removing sections, and updating content within the merged report. By providing these editing capabilities, users can ensure that the final PDF meets their specific needs and maintains accuracy and relevance.
Clone Merge Report
In AIV, the Clone Merge Report feature allows users to create a duplicate of an existing merged PDF document. This function is useful for generating similar reports with slight modifications or updates, as it preserves the original format and content while enabling adjustments or reorganization as needed.
Adhoc Reports
In AIV, Adhoc Reports enable users to create and customize reports dynamically without predefined templates. Users can utilize pivot tables, charts, and annotations to analyze and visualize data in real time. This flexibility allows for the immediate generation of tailored reports based on specific queries and needs. Users can also add annotations to highlight key insights, and pivot tables and charts to provide deeper analysis. These reports can be saved or downloaded for further use.
Adhoc Table
In AIV, Adhoc Table refers to a flexible data visualization tool that allows users to create and customize tables on the fly. Users can define and modify table columns, rows, and filters based on specific data needs or queries. This feature enables dynamic data analysis by providing the ability to organize and display information in a table format without relying on pre-existing templates. Adhoc Tables are ideal for generating tailored data views and performing in-depth analysis as needed.
Adhoc Chart
In AIV, Adhoc Chart allows users to create and customize charts spontaneously based on specific data requirements. Users can select different chart types—such as bar, line, pie, or other charts—and adjust parameters, filters, and data series on the fly. This feature provides dynamic data visualization, enabling users to generate and modify charts to gain insights and present data in a format that best suits their analysis needs.
Adhoc Image
In AIV, Adhoc Image refers to the capability to integrate and customize images dynamically within reports or data visualizations. Users can upload and insert images on-the-fly, adjust their size and placement, and annotate them as needed. This feature enhances the ability to include relevant visuals or graphics that complement the data, providing a more comprehensive and engaging presentation of information.
Adhoc Annotation
In AIV, Adhoc Annotation allows users to add and customize annotations directly within reports or visualizations in real time. Users can insert text notes, highlights, and markers to emphasize key data points or insights. This feature enhances the clarity and impact of reports by providing context or commentary that is relevant to the specific analysis being conducted.
Adhoc Text
In AIV, Adhoc Text enables users to insert and customize text elements dynamically within reports or data visualizations. Users can add text annotations, labels, or descriptions on-the-fly, adjusting the content, style, and placement to suit specific needs. This feature allows for flexible and tailored communication of insights, making reports more informative and easier to understand.
Adhoc Pivot
In AIV, Adhoc Pivot allows users to create and customize pivot tables dynamically to analyze and summarize data as needed. Users can define rows, columns, and filters on-the-fly, enabling flexible data manipulation and exploration. This feature supports real-time data aggregation and provides interactive views, helping users gain insights and make data-driven decisions efficiently.
Adhoc Predefined Component
In AIV, Adhoc Predefined Component refers to the use of pre-configured, customizable elements within reports or dashboards that users can deploy on-the-fly. These components, such as charts, tables, and filters, come with preset configurations but can be adjusted as needed for specific analyses or presentations. This feature streamlines report creation by allowing users to quickly integrate and tailor established components to fit their immediate data needs.
Adhoc Analysis
In AIV, Adhoc Analysis allows users to perform on-the-fly data exploration and visualization without needing pre-saved reports or templates. Users can create customized views using various tools, such as pivot tables, charts, and filters, to analyze data dynamically based on current queries. This feature supports flexible and immediate data insights, allowing for detailed, spontaneous analysis and decision-making.
Shared Resources
In AIV, Shared Resources includes artifacts that are accessible by default to all users within the same organization. To access these shared files, users must be on the same network connection and utilize the same repository.
Learn more on Shared Resources
Use Shared Resources
In AIV, “Use Shared Resources” refers to the process of accessing and utilizing files, reports, and other artifacts that are commonly available to all users within the same organization. Here’s how it works:
Access: To use shared resources, ensure you are connected to the organization’s network and are using the same repository where these resources are stored. This ensures that all users can access the same set of shared files and data.
Collaboration: Shared resources are designed to facilitate collaboration among team members by providing a common pool of documents and reports. This means that any updates or changes made to these resources are available to all authorized users.
Consistency: By accessing shared resources through a centralized network and repository, you ensure consistency in the data and reports used across the organization, avoiding discrepancies and ensuring everyone has access to the most up-to-date information.
Utilization: Users can view, analyze, and work with these shared files and reports as needed for their tasks. Since these resources are pre-shared, it streamlines workflows and enhances productivity by providing easy access to essential data and tools.
In summary, using shared resources in AIV helps maintain a cohesive work environment by ensuring that all users within the organization can access and collaborate on the same set of files and reports through a unified network and repository.
Quick Run
In AIV, Quick Run allows you to execute a report without repeatedly entering its parameters each time. By saving the parameter settings, you can easily run the report in the future with the same configuration, streamlining the process and saving time.
Quick Run
Report Bursting
In AIV, Report Bursting refers to the process of distributing a single report to multiple recipients with customized content based on predefined criteria. This feature allows you to generate a report once and then automatically split it into separate versions tailored to individual users or groups. Each recipient receives a report specific to their needs or permissions, enhancing relevance and efficiency in report distribution.
Report Bursting
Group Report
In AIV, Group Report refers to the capability to compile and present data from multiple sources or reports into a single, cohesive report tailored for a specific group or audience. This feature allows users to aggregate various datasets and visualizations into a unified format, providing a comprehensive overview that addresses the needs of a particular group or team. It simplifies the distribution of relevant information and ensures that all stakeholders have access to consolidated data.