Creating New Reports_Gen

Under the DATA SOURCES tab, you can view the list of configured Data Sources for each module using which you can create the related report. Each Data Source is based on a Tenant Category. You can view two types of Data Source tables:

Main table: Main tables are static Data Sources using which you can create a report. For example, in the Asset Management module, Asset Master data source table is a main table.
Dynamic table: Dynamic tables are dynamically created based on a Tenant or Category. For example, in the Asset Management module, AM_B1C1_Laptop data source table is a dynamic table. In Asset Management, a data source is a combination of Tenant and Category, whereas, in Service Request Management, a data source is a combination of Tenant, Category, and Catalog.

To create a report, select the check box of the related Data Source, and then click CONTINUE TO FIELDS.

Figure: DATA SOURCES tab

The following table describes the fields under the DATA SOURCES tab:

Field

Description

Recent Data Sources

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

ADVANCED

Click the button to select the advance mode of report creation.

In the ADVANCED mode, you can select the relationship that exists between two fields and join them to create a report. The fields must have similar primary or foreign keys to join them.

Select the Data Source from the Data Sources (Tables and Views) drop-down list, and click the icon to insert a new field below the selected field.

DATA SOURCES tab: ADVANCED mode
Figure: DATA SOURCES tab: ADVANCED mode

Select the appropriate data from the drop-down lists and click CONTINUE TO FIELDS.

Joining Fields
Figure: DATA SOURCES tab: ADVANCED mode: Joining Fields

The following table describes the fields under the DATA SOURCES tab.

FIELD	DESCRIPTION
Primary Table Drop-Down Menu	Lists all the configured Data Sources. Select the Data Source from the drop-down list that you want to join with the Data Source that you previously selected.
Primary Key Drop-Down Menu	Lists the fields for the Data Source that you selected from the Primary Table drop-down menu. Select the field from the drop-down list.
Foreign Table Drop-Down Menu	Displays the Data Source that you previously selected.
Foreign Key Drop-Down Menu	Lists the fields for the Data Source that is displayed in Foreign Table drop-down menu. Select the field from the drop-down list.
Join Field Drop-Down Menu	Lists the options to join the fields that you selected in Primary Key and Foreign Key drop-down menus. Select the option from the drop-down list.
	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.
	Click the icon to add additional Data Sources and Fields.
SIMPLE	Click the button to access the SIMPLE mode of selecting Data Sources.
CONTINUE TO FIELDS	Click the button to access the FIELDS tab.

CONTINUE TO FIELDS

Click the button to access the FIELDS tab

FIELDS

Under the FIELDS tab, you can select the fields that you want to show in the report.

Figure: FIELDS tab

The following table describes the fields under the FIELDS tab.

Field

Description

Report Designer's Toolbar

Enables you to perform various functions on the reports, such as, create, save, print, e-mail, export and so on.

Figure: Report Designer's Toolbar

The following table describes the icons on the Report Designer's Toolbar:

Field	Description
	Click the icon to create a new report.
	Click the icon to save the report.
	Click the icon to save the report with a new name.
	Click the icon to save the report in PDF format.
	Click the icon to save the report in HTML format.
	Click the icon to view the report in SQL mode.
	Click the icon to export the report as a CSV file.
	Click the icon to export the report in Microsoft Excel.
	Click the icon to export the report in Microsoft Word.
	Click the icon to save the report in XML format.
Results	Select the number of rows that you want to display in the list report.
	Click the icon to e-mail the report.

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.

Function	Description
Average	Averages the values in a column.
Count	Counts the number of values in a column.
Count Distinct	Counts the number of distinct values in a column.
Maximum	Takes Maximum value of a field.
Minimum	Takes Minimum value of a field .
Sum	Adds the values in a column.
Sum Distinct	Adds the rows with distinct values in a column.
Group	Groups field values together to get the aggregate value.
Days Old	Calculates the number of days from the present day.
Sum (Days Old)	Adds the number of days from the present day.

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.

Format	Description
0,000	Displays as a whole number.
0,000.00	Displays the number with two decimal points.
$0.00	Displays the currency with two decimal points
$/100	Displays the (number/100) in currency format.
0.0	Displays the number with one decimal point.
0.00	Displays the number with two decimal points.
0.000	Displays the number with three decimal points.
0%	Displays the number in a percentage format.
% of Group (with rounding)	Displays the percentage of a group. The round up of the decimal points are done to only one decimal point. For example, 1.112% is rounded up to 1.1%.
% of Group	Calculates the percentage of the row value to the total value of the group.
Gauge	Displays the value in a linear gauge.
Gauge (variable)	Displays the values on a linear gauge where upper and lower range limits varies based on the subsequent values. The gauge operates on some significant value ranges, such as 0 to 100, or 10 to 10,000, or 100 to 10,000, and so on.
Dash gauge	Displays the value on a radial gauge where the upper and lower range limits are based on the higher number of significant digits. For example, if a value 1,043 is shown on the gauge, the range is displayed from 0 to 10,000.
Short Date	Displays the date in a mm/dd/yyyy format. For example, 03/30/2016.
Long Date	Displays the date in a week, month, numeric day and the year format. For example, Monday, May 09, 2016.
Short Time	Displays the time as hh:mm AM/PM. For example, 02:33 AM.
Long Time	Displays the time as hh:mm:ss AM/PM. For example, 02:33:30 AM.
Full (Short)	Displays the long date format with short time format. For example, Monday, May 09, 2016 02:33 AM.
Full (Long)	Displays the long date format with long time format. For example, Monday, May 09, 2016 02:33:30 AM.
D&T (Short)	Displays the short date format with short time format. For example, 03/30/2016 02:33 AM.
D&T (Long)	Displays the short date format with long time format. For example, 03/30/2016 02:33:30 AM.

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.

Click the Advanced Field Settings icon to set advance settings related to the field.

The following table describes the fields on this page:

Field	Description
Column Group	Enter a label name for the column. If more than one column have the same label, the columns are displayed in a group under the label.
Break Page After VG (PDF)	Select the check box to add a page break in the PDF report, each time a different value is detected in the field.
Multiline Header	Select the check box to display the header with multiple lines, if the header length is greater than the width that is set for each column.
Hide this field	Check the check box to hide the field when the report is displayed.
Separator	Check the check box to visually group the fields.
Sort (z-a)	Check the check box to sort the fields in descending order.
Italic	Check the check box to display the values of the field in Italic.
Bold	Check the check box to display the values of the field in Bold.
Width	Enter the width of the column in Pixel.
Label Justification	Click the box to set the alignment of the Label to Left, Right or Middle.
Value Justification	Click the box to set the alignment of the values in the column to Left, Right or Middle.
Subreport	Select the drill-down report from the drop-down list. The list contains the reports for which drill-down keys are set. If you select Automatic, the sub report gets selected automatically by matching the drill-down keys to the fields.
Drill-Down Style	Select the drill-down style to view the sub report.
Url	Specify a URL that you want to appear in the field.
Subtotal Function	Select a customized function from the list that you want to display with the field. If you select Expression, enter an expression for the subtotal.
Gradient Cells Shading	Select the check box to choose Gradient color for shading of the cells.
Text Highlight	Enables you to specify a syntax to highlight the text for a given range. The syntax format is a to b:Color, where a to b specifies the range of text and Color specifies the color that you want to highlight the text.
Cell Highlight	Enables you to highlight the cell for a given range.
Value Ranges	Enables you to specify a syntax for the text that appears when the column is filled with a specific range of numbers. The syntax format is a to b:Color, where a to b specifies the range of numbers and Color specifies the text that appears when the column is filled with the range of numbers.
Expression	Enables you to define a customized mathematical or SQL expression to display as the value of the cells.
Expression Type	Select the expression type for the expression that you defined in the Expression field.
Group By Expression	Select the check box to include the field in a group
OK	Click the button to save the settings.

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

Click the button to quickly add multiple fields to the report at the same time.

On this pop-up page, select the fields that you want to add in your report, and then click OK

ADD PIVOT

Click this button to generate a pivot report along with the tabular report.

REMOVE ALL

Click this button to remove the field values.

DESIGN FORM

Click this button to design a 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.

SUMMARY

Under the SUMMARY tab, you can create a table that summarizes the fields you have selected using different functions, such as Average, Count, Maximum, and so on. You can also make a group of fields by choosing the Group option from the Function drop-down list.

Figure: SUMMARY tab

The following table describes the fields under the SUMMARY tab:

Field

Description

Report Designer's Toolbar

Enables you to perform various functions on the reports, such as, create, save, print, e-mail, export and so on.

The following table describes the icons on the toolbar:

Field	Description
	Click the icon to create a new report.
	Click the icon to save the report.
	Click the icon to save the report with a new name.
	Click the icon to save the report in PDF format.
	Click the icon to save the report in HTML format.
	Click the icon to view the report in SQL mode.
	Click the icon to export the report as a CSV file.
	Click the icon to export the report in Microsoft Excel.
	Click the icon to export the report in Microsoft Word.
	Click the icon to save the report in XML format.
Results	Select the number of rows that you want to display in the list report.
	Click the icon to e-mail the report.

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.

Click the Advanced Field Settings icon to set advance settings related to the field.

The following table describes the fields on this page:

Field	Description
Column Group	Enter a label name for the column. If more than one column have the same label, the columns are displayed in a group under the label.
Break Page After VG (PDF)	Select the check box to add a page break in the PDF report, each time a different value is detected in the field.
Multiline Header	Select the check box to display the header with multiple lines, if the header length is greater than the width that is set for each column.
Hide this field	Check the check box to hide the field when the report is displayed.
Separator	Check the check box to visually group the fields.
Sort (z-a)	Check the check box to sort the fields in descending order.
Italic	Check the check box to display the values of the field in Italic.
Bold	Check the check box to display the values of the field in Bold.
Width	Enter the width of the column in Pixel.
Label Justification	Click the box to set the alignment of the Label to Left, Right or Middle.
Value Justification	Click the box to set the alignment of the values in the column to Left, Right or Middle.
Subreport	Select the drill-down report from the drop-down list. The list contains the reports for which drill-down keys are set. If you select Automatic, the sub report gets selected automatically by matching the drill-down keys to the fields.
Drill-Down Style	Select the drill-down style to view the sub report.
Url	Specify a URL that you want to appear in the field.
Subtotal Function	Select a customized function from the list that you want to display with the field. If you select Expression, enter an expression for the subtotal.
Gradient Cells Shading	Select the check box to choose Gradient color for shading of the cells.
Text Highlight	Enables you to specify a syntax to highlight the text for a given range. The syntax format is a to b:Color, where a to b specifies the range of text and Color specifies the color that you want to highlight the text.
Cell Highlight	Enables you to highlight the cell for a given range.
Value Ranges	Enables you to specify a syntax for the text that appears when the column is filled with a specific range of numbers. The syntax format is a to b:Color, where a to b specifies the range of numbers and Color specifies the text that appears when the column is filled with the range of numbers.
Expression	Enables you to define a customized mathematical or SQL expression to display as the value of the cells.
Expression Type	Select the expression type for the expression that you defined in the Expression field.
Group By Expression	Select the check box to include the field in a group
OK	Click the button to save the settings.

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.

CHART

Under the CHART tab, you can create charts by using the data that you selected under the DATA SOURCES tab and add them to your report.

Figure: CHART tab

Select the chart type from the Chart Type drop-down list.

Trend

Figure: Trend Chart

The following table describes the fields on the Trend Chart:

Field	Description
Title	Enter a title for the chart. The title is displayed above the chart.
Records	Enter the maximum number of records that you want to include in the chart.
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.
Date	Select the time metric for the chart. The options for the fields appear as per the Data Source that you select.
Sort	Select the check box to sort the fields from A to Z.
Sort (z-a)	Select the check box to sort the fields in descending order.
Value	Select a field from the drop-down list, to use its data on Y-axis of the chart.
Advanced Properties
Separator	Select a field from the drop-down list, to separate the data in multiple groups.
Show Legend	Check the check box to display the values given with Separator field, as legends below the chart. The color of the legends are same as the color shown in the Trend chart.
Legend position	Select the position of the legends from the drop-down list. You can position the legends to the left, right, bottom or top of the chart.
Show Value Labels	Check the check box to show the value at each increment on the chart.
Smooth	Check this check box to show the data in smooth curves on the chart instead of straight lines.
Label Title (Bottom)	Enter a label name for the bottom section of the chart.
Value Title (Left)	Enter a label name for the left section of the chart. The data displayed on the left margin, describes the position of the bars.
Scale %	Enter the percentage to scale the Trend chart. The size of the chart is displayed as per the percentage that you specify. If you do not specify a percentage, by default, the scale size is selected to 100%.

Bar

Figure: Bar Chart

The following table describes the fields in the Bar Chart:

Field	Description
Title	Enter a title for the chart. The title is displayed above the chart.
Records	Enter the maximum number of records that you want to include in the chart.
Label	Select a field from the drop-down list, to use its data in X-axis of the chart.
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 check box to sort the fields from A to Z.
Sort (z-a)	Select the check box to sort the fields in descending order.
Value	Select a field from the drop-down list, to use its data in Y-axis of the chart.
Advanced Properties
Separator	Select a field from the drop-down list, to separate the data in multiple groups.
Line value	If Show Pareto check box is selected,this will set an alternate metric to display on the trend line
Show Legend	Check the check box to display the values given with Separator field, as legends below the chart. The color of the legends are same as the color shown in the Bar chart.
Legend position	Select the position of the legends from the drop-down list. You can position the legends to the left, right, bottom or top of the chart.
Show Pareto	Select the check box to superimpose a Trend chart on the Bar chart.
Stacked	Check this check box to show the bars in stacks, if they are in same group.
Horizontal	Select the check box to rotate the bars 90 degrees. The bars will originate from the left (Y-axis) and will be parallel to the X-axis.
Shade Area Under Line	Select the check box to make the area under trend line, semi-transparent.
Label Title (Bottom)	Enter a label name for the bottom section of the chart.
Value Title (Left)	Enter a label name for the left section of the chart. The data displayed on the left margin, describes the position of the bars.
Value Title (Right)	Enter a label name for the right section of the chart. The data displayed on the left margin, describes the trend line.
Scale %	Enter the percentage to scale the bar charts. The size of the bars are displayed as per the percentage that you specify. If you do not specify a percentage, by default, the scale size is selected to 100%.
Target Report	Select the subreport from the drop-down list that you want to show on the bar chart.
CONTINUE TO GAUGE	Click the button to access the GAUGE tab.
PREVIEW	Click the button to preview the bar chart that you designed.

Pie

Figure: Pie Chart

The following table describes the fields in the Pie Chart:

Field	Description
Title	Enter a title for the chart. The title is displayed above the chart.
Records	Enter the maximum number of records that you want to include in the chart.
Label	Select the field that you want to use as the label for the slices of the pie.
Value	Select the data metric for the chart. This displays the data for each slice of the pie.
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 check box to sort the fields from A to Z.
Sort (z-a)	Select the check box to sort the fields in descending order.
Advanced Properties
Separator	Select a field from the drop-down list, to separate the data in multiple charts based on the filed values.
Show Legend	Check the check box to display the values given with Separator field, as legends below the chart. The color of the legends are same as the color shown in the Pie chart.
Legend position	Select the position of the legends from the drop-down list. You can position the legends to the left, right, bottom or top of the chart.
Explode largest slice	Select this check box to separate the largest slice from the chart.
Show Percentage	Select this check box to view the percentage value for each slice of the Pie chart.
Show Value Labels	Select this check box to view the numeric value for each slice.
Show Slice Labels	Select this check box to view the text value for each slice.
Combine Bottom %	Enter the percentage in the text box, if you want to combine the slices with less percentage, until they are greater or equal to the percentage you have entered.
Chart Type	Select the chart type as per your preference. You can select between Pie or Doughnut.
Scale %	Enter the percentage to scale the Pie chart. The size of the chart is displayed as per the percentage that you specify. If you do not specify a percentage, by default, the scale size is selected to 100%.
Target Report	Select the subreport from the drop-down list that you want to show on the Pie chart.
CONTINUE TO GAUGE	Click the button to access the GAUGE tab.
PREVIEW	Click the button to preview the Pie chart that you designed.

Funnel

Figure: Funnel Chart

The following table describes the fields in the Funnel Chart:

Field	Description
Title	Enter a title for the chart. The title is displayed above the chart.
Records	Enter the maximum number of records that you want to include in the chart.
Label	Select the field that you want to use as the label for the slices of the Funnel chart.
Value	Select the data metric for the chart. This displays the data for each slice of the Funnel chart.
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 check box to sort the fields from A to Z.
Sort (z-a)	Select the check box to sort the fields in descending order.
Advanced Properties
Show Percentage	Select this check box to view the percentage value for each slice of the Funnel chart.
Show Value Labels	Select this check box to view the numeric value for each slice.
Show Slice Labels	Select this check box to view the text value for each slice.
Scale %	Enter the percentage to scale the Funnel chart. The size of the chart is displayed as per the percentage that you specify. If you do not specify a percentage, by default, the scale size is selected to 100%.
Target Report	Select the subreport from the drop-down list that you want to show on the Funnel chart.
CONTINUE TO GAUGE	Click the button to access the GAUGE tab.
PREVIEW	Click the button to preview the Funnel chart that you designed.

Visualization

Figure: Visualization Chart

The following table describes the fields on the Visualization Chart:

Field	Description
Title	Enter a title for the chart. The title is displayed above the chart.
Records	Enter the maximum number of records that you want to include in the chart.
Select Report	From the list of chart templates, select the chart template that you want to add in your report. For more information about the chart templates, click the icon available below each template.
CONTINUE TO GAUGE	Click the button to access the GAUGE tab.
PREVIEW	Click the button to preview the Visualization chart that you designed.

GAUGE

Under the GAUGE tab, you can create a list of Gauges and add them to your report.

Figure: GAUGE tab

The following table describes the fields under the GAUGE tab:

Field

Description

Report Designer's Toolbar

Enables you to perform various functions on the reports such as, create, save, print, e-mail, export and so on.

Figure: Report Designer's Toolbar

The following table describes the icons on the Report Designer's Toolbar.

Field	Description
	Click the icon to create a new report.
	Click the icon to save the report.
	Click the icon to save the report with a new name.
	Click the icon to save the report in PDF format.
	Click the icon to save the report in HTML format.
	Click the icon to view the report in SQL mode.
	Click the icon to export the report as a CSV file.
	Click the icon to export the report in Microsoft Excel.
	Click the icon to export the report in Microsoft Word.
	Click the icon to save the report in XML format.
Results	Select the number of rows that you want to display in the list report.
	Click the icon to e-mail the report.

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

Under the MAP tab, you can design your report and view the report details on a map.

Figure: MAP tab

The following table describes the fields under the MAP tab:

Field	Description
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.

MISC

Under the MISC tab, you can add a title, description, header, and footer to the report. You can also create drill-downs and provide share access of the report.

Figure: MISC tab

The following table describes the fields under the MISC tab:

Field	Description
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.

STYLE

Under the STYLE tab, you can customize your reports. You can also change the color of the border, header, rows, items, and so on.

Figure: STYLE tab

The following table describes the fields under the STYLE tab.

Field	Description
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.

FILTERS

Under the FILTERS tab, the fields of the data sources that are selected under the DATA SOURCES tab can be filtered so that only relevant data can appear in the final report.

Figure: FILTERS tab

The following table describes the fields under the FILTERS tab:

Field

Description

Report Designer's Toolbar

Enables you to perform various functions on the reports, such as create, save, print, e-mail, export, and so on.

Report Designer's Toolbar

Figure: Report Designer's Toolbar

The following table describes the icons on the Report Designer's Toolbar.

Field	Description
	Click the icon to create a new report.
	Click the icon to save the report.
	Click the icon to save the report with a new name.
	Click the icon to save the report in PDF format.
	Click the icon to save the report in HTML format.
	Click the icon to view the report in SQL mode.
	Click the icon to export the report as a CSV file.
	Click the icon to export the report in Microsoft Excel.
	Click the icon to export the report in Microsoft Word.
	Click the icon to save the report in XML format.
	Click the icon to e-mail the report.
Results	Select the number of rows that you want to display in the list report.

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.

PREVIEW

Under the PREVIEW tab, you can preview the report that you designed. You can also view the charts, summaries, maps, gauges and all other properties that are set by you. You can edit the data under other tabs and preview the modified report under PREVIEW tab.

Figure: PREVIEW tab

Note:

To view the report that you created, see Viewing Reports.

Creating New Reports_Gen

To create new reports:

Release Notes | Installation Guide | Other Documents