Creating New Reports

Recent Data Sources

Lists all the recent Data Sources that you selected for creating reports.

ADVANCED

CONTINUE TO FIELDS

Click the button to access the FIELDS tab.

Report Designer's Toolbar

Records

Specify the number of records that you want to display in your report.

Field

Lists the configured fields related to the category that you selected under DATA SOURCES tab. From the drop-down list, select the field that you want to view in the report.

Description

Displays a new title for the field that you added.

Sort

Select the check box to sort the fields from A to Z.

VG

Select the check box to view the field in a group.

A

Select the box to perform calculations, such as +, -, x, % and so on.

Function

Lists the configured functions that are based on the type of data that you access. The functions enable you to perform calculations on the data. There are three types of functions that can be available based on the Data Source you selected:

• Text functions
• Date/Time functions
• Numeric functions

For more information about the functions, See Description. 

From the drop-down list, select the appropriate function.

Format

Lists the configured formats to display the data. There are three types of functions that can be available based on the data source you selected:

• Numeric formats
• Date/Time formats

For more information about the functions, See Description. From the drop-down list, select the Format in which you want to view the data. 

Click the Delete icon to remove the selected field.

Click the Insert Field Above icon to insert a new field above the selected field.

Click the Insert Field Below icon to insert a new field below the selected field.

Drag this icon to change the field order.

Add Subtotals

Select the check box to view total count under each numeric column.

Hide Grid

Select the check box to hide the report.

QUICK ADD

ADD PIVOT

REMOVE ALL

Click this button to remove the field values.

DESIGN FORM

CONTINUE TO SUMMARY

Click this button to access the SUMMARY tab.

PREVIEW

Click this button to get a preview of the report that you designed.

Report Designer's Toolbar

Title

Specify the title of the report.

Records

Specify the number of records that you want to display in your report.

Field

Lists the configured fields related to the Data Sources that you selected under DATA SOURCES tab. From the drop-down list, select the field that you want to view in the report.

Description

Displays a new title for the field that you added.

Sort

Select the check box to sort the fields from A to Z.

VG

Select the check box to view the field in a group.

A

Select the box to perform calculations such as +, -, x, % and so on.

Function

Lists the configured functions that are based on the type of data that you access. From the drop-down list, select the appropriate function.

Format

Lists the configured formats to display the data. From the  drop-down list, select the Format in which you want to view the data.

Click the Delete icon to remove the selected field.

Click the Insert Field Above icon to insert a new field above the selected field.

Click the Insert Field Below icon to insert a new field below the selected field.

Drag this icon to change the field order.

Add Subtotals

Select the check box to view total count under each numeric column.

Add Deltas

Select the check box to display the change in a quantity with respect to the original quantity. In the report, the change in quantity is displayed in parenthesis.

Hide Grid

Select the check box to hide the summary report.

CONTINUE TO CHART

Click this button to access the CHART tab.

PREVIEW

Click this button to get a preview of the report that you designed.

Report Designer's Toolbar

Title

Enter the title for the selected Gauge.

Results

Select the number of Gauges that you want to display in your report.

Name

Select the name of the field that is used as the grouping field of the Gauge.

Value

Select the name of the field that is used as the data points of the Gauge. The values are displayed in numeric numbers.

Function

Lists the configured functions that are based on the type of data that you access. From the drop-down list, select the appropriate function.

Format

Lists the configured formats to display the data. From the drop-down list, select the Format in which you want to view the data.

Sort

Select the name of the field that is used to sort the data.

Sort (z-a)

Select the check box to sort the data in descending order.

Minimum

Enter the lower limit of the value that you want to display on the Gauge.

Maximum

Enter the upper limit of the value that you want to display on the Gauge.

Color

Enter specific colors or color range for the Value bar. The color selection is applicable to the gauge styles such as, Linear, Radial and Radial 2.

Gauge Style

Select the Gauge styles that you want to display in your report. The available gauge styles are Linear, Radial, Animated Half Circle, Logarithmic, and Radial 2.

Show values in currency format

Check the check box to display the values in a currency format.

Target report

Select the a drill-down report based on the field that you selected in the Name field.

Effect

Select the effect that you want to set for the Target report. The Effect option enables you to choose, how the target report is displayed on the Gauge.

CONTINUE TO MAP

Click the button to access the MAP tab.

PREVIEW

Click the button to get a preview of the Gauge that you designed.

Map Type

Select the Map type on which you want to display your data. The available Map types are World, Europe, USA, and Australia.

Zoom To Data

Select the check box to zoom to the location where the data is available.

Shaded Region

Country

Select the field where country data is located.

Shading

Select the field that you want to use for shading. The field only contains the numeric data.

Function

Select the function that you want to use for shading. The field only contains the numeric data.

Target report

Select a subreport that you want to use for this map. The drill-down key for the subreport corresponds to the Country field.

Effect

Select the effect from the drop-down list. The subreport is displayed on the map based on the effect that you selected.

Fill Color From/To

Select the gradient colors for the shaded region.

Label

Enter the text that you want to display for the legends.

Indicator Bar

City

Select the field where city data is located. Indicator bars are displayed with the data when you point your mouse pointer on the city.

Postal code

Select the field where postal code data is located.  Indicator bars are displayed with the data when you point your mouse pointer on the postal code.

Latitude

Select the field where latitude data is located.

Longitude

Select the field where longitude data is located.

Value

Select the field that you want to use in the indicator bar. The field only contains the numeric data.

Function

Select the function that you want to use in the indicator bar. The field only contains the numeric data.

Target report

Select a subreport that you want to use for this map.

Effect

Select the effect from the drop-down list. The subreport is displayed on the map based on the effect that you selected.

Label

Enter the text that you want to display for the indicator bars.

CONTINUE TO MISC

Click the button to access the MISC tab.

Report Header Image Justification

Select the box to set the alignment of the Report Header image to Left, Middle or Right.

Title

Enter the title of the report.

Description

Enter the description of the report.

Report Header

Enter the Header information of the report.

Page Header

Enter the Header information of the page.

Footer

Enter the Footer information of the report.

Limit Outputs to CSV

Check the check box to limit the outputs to the CSV format.

Share With

Select the Users from the drop-down list, with whom you want to share your report.
The Share With drop-down allows you to share your report with:

• Everyone - You can share this report with all users .
• Users with specific roles - You can share this report with the users who have specific roles. For example, if you select Asset_Access_Template, the report can be shared with the users who have access to Asset management module.
• Specific users - You can share this report with specific users.

Rights

Select the Access rights for each user from the drop-down list.

The Rights drop-down allows you to provide the Users with different levels of access. The levels of access you can allow are as follows:

• ... - No access rights are provided to this report.
• None - If selected, the report is not available to the users.
• Full access - If selected, the users can view, modify, and save changes in the report.
• Read only - If selected, the users can view, add or remove filters, and modify the existing filter values. Users can also modify the existing report and save it as a new report.
• View only - If selected, the user can view the report but can not modify or save changes in the report.
• Locked  - If selected, the user can view the report and modify existing filter values, but they cannot add or remove filters or fields, and they cannot save changes to the report. Users also can not change the column or operator of the filters.

Owner

Displays the name of the user who created the report. The field is available for the User with administrator access.

Drill-Down keys

Select the drill-down keys using which you want to create a sub-report.
A drill-down key is a field which the sub-report looks through, to match values when it is passed a value by some other report.
You can either select one drill-down key or both of them. A sub-report with one key set will search through the first drill-down key for a match. A sub-report with both drill-down keys searches through the first field, get the matches and then searches those matches for values in the second drill-down key field.
 

Ignore First Key

Check the check box to ignore the first drill-down key. If you ignore the first drill-down key, a sub-report with the second drill-down key will search through the second field for a match.

Schedule

Select the scheduled Date and Time.

Repeat type

Select the repeat frequency of the e-mail from the drop-down list.

Send Email as

Select the format of the e-mail from the drop-down list.

Recipients

Enter the recipients of the e-mail, separated by comma.

CONTINUE TO STYLE

Click the button to access the STYLE tab.

Border Color

Select the border color for the grid cells.

Header Color

Select the background color of the column headers. If Visual Grouping (VG) is selected for the fields, the color is set for all the column headers in the group.

Header foreground color

Select the text color for all the column headers.

Item color

Select the background color of the odd numbered report items.

Item foreground color

Select the text color for all the report items.

Alternating item color

Select the background color of the even numbered report items.

Restore Default

Click the button to restore the default settings.

Landscape printing

Select the check box to print the report in Landscape mode.

Show page number

Select the check box to show page numbers on the printed report.

Show date and time

Select the check box to show date and time on the printed report.

Use pagination

Select the check box to use pagination in the reports.

Add bookmark for each visual group

Select the check box to apply book mark for each visual group. This is applicable to reports exported in PDF format.

Page Break after Visual Groups (PDF)

Select the check box to apply the page break, so that each Visual Group gets its own page when the report is exported.

Minimize Grid Width

Select the check box to adjust the margins of the grid to match the size of the content.

All field headers bold

Select the check box to make the text of all the filter headers, Bold.

All field headers italic

Select the check box to make the text of all the filter headers, Italic.

Remove Headers for CSV Export

Select the check box to remove the headers when the report is exported in CSV format.

Columns Width

Enter the width of the columns in Pixel.

Visual Group Style

Select the style of the Visual Group from the drop-down list.

Items Per Page (in Viewer)

Enter the number of items that you want to view in each page in the Report Viewer.

Pivot columns per exported page

Enter the number of Pivot columns for each page.

Report Order

Enables you to reorder the items that are included in the report.

Field/Value column pairs

Enables you to set the field value style for multiple columns displaying in one row.

Show main report in Field/Value Style

Select the check box if you want to view all the detail grid by using the field value style that is set in the Field/Value column pairs field.

Show Summary report in Field/Value Style

Select the check box if you want to view the summary report by using the field value style that is set in the Field/Value column pairs field.

CONTINUE TO FILTERS

Click the button to access the FILTERS tab.

Report Designer's Toolbar

Filter Field

Lists the Data Sources and the fields that are selected under the DATA SOURCES and FIELDS tabs. Select the field that you want to filter from the drop-down list.

Operator

Lists the filter options that can be applied on the field selected in the Filter Field. Select the operator from the drop-down list.

Value(s)

Enter a value that matches with the option that you selected in the Operator field.

Description

Enter the description of the field.

Blank

Select the check box to view the data that matches with the Filter Field and Value(s) fields or blank or null.

Param

Check the check box to display the filtered report in the report viewer and to change the filter value in Value(s) field.

Click the Delete icon to remove the selected field.

Click the Insert Field Above icon to insert a new field above the selected field.

Click the Insert Field Below icon to insert a new field below the selected field.

Drag this icon to change the field order.

Show Filters in Report Description

Select the check box to display the Filters in the Description field of the report when the report is generated or exported.

Require Parameters in Viewer

Select the number of parameters that you want to view in the report viewer.

Filter Logic

Enables you to create a custom logic to show the filters in the report. For example, if the logic is set as (1 OR 2) AND (3 OR 4), the results are filtered conditionally based on meeting either Filter 1 or Filter 2 and Filter 3 or Filter 4.
By default, the filter logic is set to (1 AND 2 AND 3 AND 4.....n).

PREVIEW

Click this button to get a preview of the report that you designed.