Preview HI Reporting in ACE

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  • Published on Nov 13, 2025
  • 2 minute(s) read
  • Gina Magana
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Overview

ACE users have access to a preview version of the new (HI) Helical Insight reporting interface. This feature allows users to explore and test how to create and customize reports using the connected metadata and self-service design tools.

There are two submenus that can be accessed from the Preview New Reporting Menu. They are HI Reports and Dashboards and New Hi Report. In the steps below we provide guidelines for using the New HI Report Submenu. In the near future we will provide guidelines for using the Hi Reports and Dashboards submenu.  

Accessing the Preview to Create a New HI Report

  1. Log in to the ACE application.

  2. Navigate to Reports → Preview New Reporting → New HI Report

Selecting Columns for the Report

You can begin building your report by dragging and dropping the desired fields:

  • To find a field, type in the “search tables or columns” field in the upper left

    • Type “client code” and enter

    • See the tables where that field exists

    • Click the small arrow to the left of the table to see the fields in the table that match your search

      • To return to the list of all available tables, you can block and delete the previously searched value from the search tables and columns field

  • Drag available fields into Rows and Columns to define the data in your report

  • You can also right-click on a field under the table to access quick actions such as:

    • Add to Columns or Add to Rows

    • Add to Marks

    • Add to Filters

  • Once fields are placed, you’ll have access to data manipulation tools when you left click on the field where it is placed in a column or row, including:

    • Sorting

    • Aggregate functions

    • Apply Before Aggregate

    • Group By

    • Functions

    • Hide

    • Fetch and Hide

Generating a Basic Report

After you’ve selected your columns and rows:

  1. Click the Generate icon (hover over icons in the upper right to identify “Generate”).

  2. Your data will display in a table — this is your basic report view.

Toolbar Icons Options

At the top of the interface, you’ll find several key options:

  • Generate – Refreshes or regenerates the visualization after changes.

  • Save / Save As – Save or duplicate the current report.

  • Export – Export reports in CSV or Excel formats.

  • Cache Refresh – Updates your report with the latest database data.

  • Share – Share reports with other users.

  • Layout – Toggle visibility of metadata, tools, or field shelves.

  • Preview / Full Screen – View the report in a distraction-free mode.

  • Tutorial / Help / Notifications – Access in-app assistance and system updates.

Related Topics and Additional Resources

Feel free to explore the available features such as visualizations and filtering in these reporting tools.

For a deeper dive into report customization, review the “Report Interface Version 5.0 Onwards” section of the Helical Insight Guide.