Report Library

Below is a list of downloadable Informer report and dataset bundles for Naviga Informer.

You should use these as templates in your system. Install the bundle on your system and then make a copy and modify that copy. Never modify the template itself.

More on Bundles

You will notice the each report has a download section with the Bundle and a Definition JSON file. The JSON file contains field definitions which can be used with AI agents to help build your reports. The JSON file is derived from a Powerscript within each template title "ObjectInspector_FieldMetadata_DoNotModify". You may view this Powerscript when editing a copy of the template report to gain an understanding of each field as well.

AR and GL

• NAVIGA-AR Cash Receipts Register — Payments report from AR Cash
• Naviga-COA Calculation — Cash On Account (COA) grouped by Client
• NAVIGA-Invoices With Payments — Invoice report showing the payments that have been applied
• NAVIGA-Simple Aging Summary — Simple Summary by Client Id Aging report.

Campaigns

• NAVIGA-AD Internet Orders Actual GL Split — Returns GL Revenue allocation values by Sub Orders
• NAVIGA-AD Internet Orders Starter — Basic campaign revenue report with Sales Reps
• NAVIGA-AD Internet Orders Starter W/ GL Revenue — Report splitting revenue into GL buckets based on GL overrides.

Clients

• JOIN-Ad Brand Product Groups — Brand reps by Product group overrides
• JOIN-Ad Brand Product Reps — Brand Product Override Reps
• JOIN-Default Brand Rep — Loads all the default brand reps into a dataset so that it can be joined to other datasets.
• NAVIGA-Client Brand Reps — Brand focused client report.
• NAVIGA-Gen Clients — Basic Client report

Informer Metadata

• METADATA-Dataset Dependencies — Reveal Datasets and Ad Hoc Queries that are dependent on other Datasets or Datasources.
• METADATA-Job Status V2 — Status of Informer metadata refresh jobs.
• METADATA-Reports-Dataset Ids Names — Lists all of the Dataset and Ad Hoc Queries in the system

Other

• JOIN-UDF Descriptions — This dataset contains the needed fields so that you can get the UDF Descriptions for Picklist fields.
• NAVIGA-Rep Budgets By Format — Rep Budgets by Format