Analyses

Learn how to generate analysis report and graphically display it.

Use the following configuration entries to configure the appearance and functionality of analyses in Aurea CRM win:

General bar chart template/General pie chart template

Use these options to specify an XML file to use as a template for the layout of the analyses. The template is used if no template is specified in an analysis format.

Select Add/edit value from the context menu to select the XML file. Select Load value from the context menu to choose a document stored in the Document info area.

These settings only apply to the ComponentArt graphics.

Detailed information on the XML format can be obtained from Aurea's support.

Bar chart template/Pie chart template

Use this option to define multiple layouts for analysis graphics (distinguished by their ID). The layout can be specified in the analysis format when defining an analysis.

These settings are applied globally and only affect the ComponentArt graphics.

Quick output

Use this option to enable ComponentArt's quick rendering algorithm for analyses.

Transfer field type

Use this option to transfer field types to Microsoft Excel when transferring analyses. This ensures that Excel processes the fields correctly.

Use ComponentArt graphics

ComponentArt's graphics are used if:

  • This configuration entry has either not been defined or is set as Active
  • and Aurea CRM is started locally
  • and .NET Framework 4.5 is installed.

Otherwise the Aurea CRM graphics are used instead.

Add this configuration entry and leave the Active field disabled to use the Aurea CRM graphics.