Help Centre

GETTING STARTED

INTEGRATE
- Introducing integrate
- Workspace
- Managing pipelines
- Inputs and outputs
- External sharing
- Join and Union
- Dates
- Automap Values
- Validation
- Operations
- Syntax and functions
- Updates and legacy

DATA

ANALYSE

ADMIN

TUTORIALS
- Integrate
- Analyse

Workspace

Frames

Frames are the building blocks of your report. They can be created, deleted, resized and repositioned to give you complete control of the presentation of your data.

Frame Types

Pivots

Query, filter and visualise your data. See Pivot tables and Graphs.

Loss development

Create loss triangles / chain ladder models.

Text

Insert and style text boxes.

Images

Insert, size and crop images.

Report data source

Set and filter a data source for the whole report. See Set the data source.

Export a print-optimised PDF of the report. See Print reports.

Working with frames

Create a new frame by clicking on one of the frame buttons in the toolbar. Click and drag to reposition. Double click to edit the contents of the frame.

Duplicate, delete

Create an exact copy of the frame, or delete it.

Bring to front, send to back

If a new frame is added, if positioned over an existing frame, it sits on top of it. Use the bring to front and send to back buttons to change the layering order. This is particularly useful if putting type or a logos over an image.