Report Dashboard
The Report Dashboard component empowers XCore users to visualize and interact with their data efficiently, helping them make faster, more informed decisions. It centralizes reporting, provides flexibility in analysis, and makes sharing insights simple.
With this component, users can:
- Create interactive dashboards to display report data clearly and in a customizable format
- Include multiple reports per dashboard, shown as tables, charts, or widgets
- Apply global filters across the entire dashboard, while also using individual filters for each report to enable deeper analysis
- Download generated reports for use outside the system, making data easily shareable and actionable
Add to a Layout
Add to a Layout (3 videos)
How to add Dashboard component
How to add and configure Rows for multiple Reports on the Dashboard
How to add and configure Report Panels within a Row for multiple Reports on the Dashboard
Reports
Reports (3 videos)
How to generate a Report
How to expand or collapse all folders in the Report template field's folder tree
How to use Refresh Mode on dashboards
Column Filters and Sorting
Column Filters and Sorting (4 videos)
How to sort Report data by column on the Dashboard
How to filter Report data by column on the Dashboard
How to clear all column filters and sorting of a Report on the Dashboard
How to filter and sort Report data before generating it on the Dashboard
Global Filters
Global Filters (12 videos)
How to use Date Interval Global Filter on the Dashboard
How Date Interval From and To values work
How to set a Timezone for Dashboards
How Timezone affects Dashboard Reports
How to use Global Filters without Predefined Items
How to use a Predefined Global Filter on the Dashboard
How to hide Deleted Accounts using the Global Filter on the Dashboard
How to hide Flat Positions using the Global Filter on the Dashboard
How to use the Negative Interval Ranges Global Filter for Toxic Client Watchlist reports on the Dashboard
How to combine Ranges in the Negative Interval Ranges Global Filter for Toxic Client Watchlist reports on the Dashboard
How to use separated filters without Predefined Items for individual Report Panels on the Dashboard
How to use a Predefined Filter for individual Report Panels on the Dashboard
Export
Export (8 videos)
How to export Report Data to CSV or XLSX format
How to export the Position EOD Report split by day
How to export all Reports of one Dashboard at once
How to export all Reports from one Dashboard to PDF
How to export a Report without waiting for it to generate on the Dashboard
How to include a Header with the report title, creation date, and reporting period when exporting reports
How to set the Header Date Format for exports
How to change the default Date Format during export
Charts & Widgets (4 videos)
How to generate a Chart
How to add Series to a Chart to split or compare data
How to zoom into a time range on a Line Chart
How to generate a Widget
Display Settings
Display Settings (5 videos)
How to Hide or Show Full Amount for rounded Fields on the Dashboard
How to set a default Date Format
How to highlight Negative Values in red on the Dashboard
How to display a Heat Map for Trade Flow and Toxic Client Watchlist reports on the Dashboard
How to change Grouping for Trade Flow and Toxic Client Watchlist reports on the Dashboard