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4 docs tagged with "advanced"

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Advanced Charts

Reference for advanced chart types in Report Forge including waterfall, scatter, treemap, funnel, decomposition tree, and milestone trend analysis.

Advanced Computed Fields

Advanced patterns for Report Forge computed fields — nested IF, SWITCH for RAG scoring, date arithmetic, null-safe expressions, and performance considerations.

Multi-Project Reporting

How to build cross-project and portfolio reports in Report Forge — project parameter, lookup patterns, shared blueprint approach, and limitations.

SharePoint Integration

How to configure SharePoint data sync in Report Forge — OAuth setup, site and drive selection, sync schedule, field mapping, and re-auth troubleshooting.