ActivityInfo offers you the ability to analyze and present data stored in your Databases through Reports. Reports serve as a means to visualize and tabulate data, catering to various reporting requirements and preferences. Report designers can use visuals to show information in a report, making it easier to understand. These visuals are not fixed and they automatically update as the underlying data changes. Your ability to use a report depends on your role and the permissions assigned to your role.
Reports are essential for summarizing data, supporting decision making, and communicating insights effectively across teams and stakeholders.
Types of Reports
Reports in ActivityInfo come in two main formats: visualizations and tabulations. Visualizations include charts such as bar charts, line charts, pie charts, and map reports providing a graphical representation of data. Pivot tables, allow you to organize and analyze data in a structured, table like format similar to Excel, while enabling dynamic grouping and aggregation of multiple data points.
Report layouts can come with a single component or multiple components. Report layouts with multiple components come in the form of Notebooks or Dashboards. This allows users to customize the layout of their reports based on the complexity and depth of analysis required.
Designing reports
In designing reports, you have the freedom to choose from all the data accessible to you in ActivityInfo. This includes the ability to filter, group, and aggregate data according to specific reporting needs. This flexibility allows you to tailor reports to address various analytical requirements and objectives.
For more details on how permissions affect report visibility and access, read more on understanding permissions in reports.
Exporting reports
Reports can be exported from ActivityInfo when needed, whether to share findings with stakeholders who do not have access to the platform or to incorporate data into external documents or presentations.
ActivityInfo supports exporting reports in formats such as CSV, PDF, and XLSX, depending on the type of report. For example, Pivot Tables can be exported to CSV and XLSX formats, while visualizations and notebooks can typically be exported as PDF. Dashboards cannot be exported as a single file, and their components must be exported individually where supported. This means that your data can be easily shared, printed, or further analyzed in other tools without losing the structure of the report.
Accessing reports via the API
For users that need to integrate ActivityInfo with external tools or automate data workflows, reports can also be retrieved through the ActivityInfo API. This is particularly useful for organizations that work across multiple platforms and need to pull ActivityInfo data into dashboards, reporting systems, or other applications without manual intervention. The same permission rules that apply within the platform apply when accessing reports via the API, meaning users can only retrieve reports they have been granted access to. Attempting to access a report without the appropriate permissions will result in an error response from the API.
The ActivityInfo API provides three key ways to work with reports:
- Retrieving a list of personal reports, including details such as whether each report has been published, shared, or last updated.
- Retrieving a specific report using its unique ID, returning key metadata such as its owner type, layout, and the components and data sources it contains.
- Retrieving report data row by row, which can be consumed directly by tools such as Power BI and Excel using Power Query.
For a full technical overview of how to work with reports via the API, refer to the ActivityInfo external integration documentation .