Getting started

Xtraction is a visualization software that simplifies, yet enhances, your ability to report on various IT application databases. Use Xtraction to extract, manipulate, and aggregate data from any number of connected data sources into interactive, real-time dashboards, multi-page documents, and custom reports—all from a single web-based interface.

Xtraction has three tools for doing this; access to them is governed by your user role, which the administrator assigns. The tools are as follows:

Dashboard Designer: Use this tool to create real-time, interactive dashboards of your target data sources' data. A dashboard can consist of one or more panes, each showing a specific data component. As you build a dashboard, you're provided with instant feedback and can immediately interact with the viewable data. This is the tool you'll use most often, so it's important to understand how to use it first.

Document Designer: Use this tool to present a large amount of data as a report when the screen limitations of a dashboard aren't sufficient. For example, a document works better than a dashboard if you're creating a weekly or monthly report containing dozens of charts, graphs, or lists that run to multiple pages. You can export and then email these reports to key stakeholders.

Report Designer: If you're an advanced user, you can use this tool to create custom reports using standard SQL statements that run outside of the Xtraction component framework.

Xtraction also has tools for:

Scheduled exports: Schedule regular exports of dashboards, documents, and reports in a variety of formats to be delivered via email to key stakeholders. Manage those exports as tasks from the Scheduled tasks page.

Alerts: Set up alerts to monitor data status updates when you're unable to be at your computer screen. When breached, alerts can notify you via email when those changes occur. Two types of alerts are available (dashboard and threshold), and you can set either type to run periodically. Manage alerts from the Alerts list page.

An Xtraction session will time out after a certain period to release your license for someone else to use. A pop-up dialog will display with a countdown enabling you to cancel the timeout before the session ends.

The best way to log out is to use the Logout option at the bottom of the page. Simply closing your web browser isn't recommended, since your license may not be immediately released.