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Report Structure

As part of the Data Exchange, all organisations that use the Data Exchange will have access to their own set of reports, which reflect the information submitted by their organisation. All available reports are accessed via the Data Exchange web-based portal. The ability to access the data and run reports will reflect the level of user access within the organisation. 

Using Selections

Qlik reports have been designed to initially display a standard set of data fields. At times, you may wish to add different data to your report. These additional filters are available from the Selections tool.

Exploration Menu

In all of the reports, there are a number of functions which can change how the reports look. This can be useful when building a story or to help make analysing data easier. These changes can be applied to any visualisation in Qlik including graphs, charts and tables.

Add a Bookmark

The Data Exchange reports allow you to add Bookmarks to save your filters and selections for later use. Bookmarks can be created for reports you access on a regular basis. This task card describes the process of adding a Bookmark.

Export the story

A story will need to be exported before it can be printed or played outside of the Data Exchange application.

Add a sheet

Data Exchange allows you to extend your story by adding one or more sheets (slides/pages) to it.

Add animations

Add animations to your story by using the Effects library. These visual effects can only be used on bar charts, line charts and pie charts.

Add a snapshot

Add snapshots of the image items such as graphs, pie charts and line charts found in the Data Exchange reports to build a story.

Add shapes

The Data Exchange reports allow you to add shapes such as rectangles and circles to use on your story slides.

Add text

The Data Exchange reports allow you to add text to your story by adding headings and paragraphs.

Add items to a story

The Data Exchange reports allow you to add items such as animations, media, shapes, sheets, snapshots and text to your story.

Filters

Data Exchange reports allow you to filter data by selecting items from the available objects on the report sheet.

Introduction and access

The Data Exchange is an innovative and intuitive suite of applications (reports) which display data reported in the Data Exchange.

Add a session

What a session is, adding a session, entering session details, adding clients and support persons to the session, copying a session, record referrals to other services, and special data entry fields.