More Resources About InetSoft's BI App

• Drag And Drop Data Selection

  Describes a lightweight, web-based reporting tool that lets end users tailor outputs by selecting and arranging the data fields they need. Explains how the product balances production reporting with interactive, ad-hoc capabilities so teams can deliver scheduled reports while still allowing self-service exploration. Notes ease-of-deployment and common use-cases where report templates are customized per role or audience. Highlights the report tool’s support for multiple input formats and interactive features that reduce developer dependency.

• Create Custom Chart Tooltips

  Walks through practical steps to add custom tooltips to charts within a dashboard, using the product’s calculated fields and tooltip editor. Shows how message-format expressions and field placeholders can produce contextual, data-driven text for end users. Demonstrates the UI path (right-click → Properties → Tooltip → Custom) so a designer can quickly add value without coding. Advises on combining tooltips with calculated fields to surface KPIs and comparatives on hover.

• Automated Conditional Delivery

  Explains how custom reporting workflows can be set up to trigger distribution based on data-driven conditions such as thresholds or events. Describes scheduling and segmentation options so one template can be delivered in multiple personalized variants. Emphasizes administrative controls for managing many reports and automating routine report routing to stakeholders. Notes that the platform supports creating custom actions tied to report conditions to streamline operational responses.


#1 Ranking: Read how InetSoft was rated #1 for user adoption in G2's user survey-based index.
• Self Service Dashboard Customization

  Positions the product as a self-service dashboard system that empowers non-technical users to craft interactive visualizations and layouts. Details interactive examples and demo resources that showcase how widgets, filters, and layouts are combined for personalized views. Points out the platform’s ability to join multiple data sources for mashups that feed custom panels. Highlights the low-friction path from design to deployment so teams can iterate dashboard views rapidly.

• Various Custom Chart Design Options

  Surveys the selection of custom chart designs and explains where designers can choose specialized visual types or tweak rendering parameters. Mentions features for 3D widgets, custom color/formatting rules, and embedding design samples into live dashboards. Discusses how users can adapt chart templates to reflect brand or domain-specific visual standards. Suggests use-cases such as executive summaries, operational monitoring, and exploratory analytics where custom visuals improve comprehension.

• Chart Scripting And Web Components

  Highlights the platform’s chart scripting API that enables precise visual customization and interactivity with only modest JavaScript. Explains that charts are available as standard web components so they can be embedded into external web applications as custom elements. Notes that the scripting approach supports custom behaviors, event hooks, and formatting for advanced visualizations. Mentions the advantage of combining built-in charts with scripted ones to meet specialized UX needs.


View the gallery of examples of dashboards and visualizations.
• WYSIWYG Personalized Template Builder

  Describes a WYSIWYG design tool that lets users create personalized dashboard and report templates by arranging charts, tables, and gauges visually. Emphasizes that non-technical users can mix pre-built components with their own layout choices to deliver role-specific presentations. Notes the ability to save templates and reuse them across teams for consistent reporting standards. Advises that personalization reduces the need for bespoke developer-built reports in many common scenarios.

• Custom Report Repository Views

  Technical guidance for creating a custom “report tree” UI using JSP/Servlet techniques to present a tailored repository to authenticated users. Covers how to query the server repository for a user’s deployed reports and render a custom navigation structure rather than the default listing. Discusses session and permission considerations so the custom view respects security and personalization. Recommends this approach when embedding reporting into bespoke portals that require a curated report set.

• Embedding The Report Server In Apps

  Shows how to use the report server as a backend for a custom application via a JavaScript-like API, enabling custom UI integration and programmatic control. Describes typical integration patterns such as single sign-on, session management, and repository calls to retrieve or render reports. Highlights programmatic hooks that let developers automate report generation, pass parameters, and capture output formats for downstream processing. Suggests use-cases including customer portals, OEM embedding, and internal operational apps that need integrated reporting.

• Segmented Scheduled Report Delivery

  Explains the platform’s scheduling capabilities for producing and distributing custom reports to segmented audiences on a regular cadence. Covers options for mass delivery, per-recipient personalization, and conditional send rules driven by report data. Notes administrative controls for managing large numbers of scheduled jobs and monitoring execution history. Recommends using segmentation and templates together to minimize duplication while supporting diverse stakeholder needs.