How to create and save WIGO report layouts

How to create and save WIGO report layouts

Introduction

So you've gotten to know WIGO and now you want to start creating and saving your own report layouts. This article will walk you through how to save your customized layout, reset any changes to default, and also how to export and share your layouts with your colleagues.

Saving WIGO report layouts

You will have noticed that WIGO gives you a lot of freedom in terms of rearranging your reports to suit your liking. Once you're satisfied with your unique configuration for a report, you can save that layout with a name.  This layout can then be accessed easily anytime you need it.  To save a layout, hit the arrow on the save button at the top-right of the screen and select new layout.



You can now name your new layout to be used later.


Your new layout is now saved with the name you entered.

Resetting your WIGO reports

If you have made changes that you don't want to keep, you can always reset the report layout - either to the original default layout or to the saved (and named) configuration (if you have not yet saved it).  To reset, click the arrow next to the reset button at the top-right of the screen.  


Import and export WIGO report layouts

It’s now possible to share these layouts with other users and/or Paragon builds by exporting and importing them. This makes life easier for colleagues who want to use the same report layout, and for any of our partners that have default builds that they use in their implementations.

To export a layout:
Hit the drop down arrow next to save
Hit export layout



The layout will be downloaded automatically as a json file. 


To import a layout:
Hit the drop down arrow next to save
Hit import layout



Select the appropriate layout. Please note that only json files are accepted. If the import is successful you should see the success toaster:




Export WIGO reports to Excel 

It’s possible to export data in the grid to Excel or CSV. You just need to select the data range that you want to analyze and right-click where you will be presented with the choice to export and then select Excel or CSV




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