Renaming Reports
To change the name of a report click ‘Rename’ in the Toolbar drop-down menu. Enter a new name and select the folder you want to save the report. Click ‘OK’.
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To add a Data Category to a report either drag and drop it to the ‘Category Name’ panel, use the ‘Add’ button or double-click it.
To search for a specific Data Category type its name into the search box.
To see what Data Fields are in a Category click the information Report Options button (
).
Check the ‘Suppress Duplicates’ box to prevent duplicate information from appearing on the report.
To remove a selected Category click the delete button (
X ).
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Changing Sorts
To modify the sort criteria of a report click ‘Sorts’ in the Toolbar drop-down menu.
To sort by a Data Field either drag and drop it to the ‘Sort by’ panel, use the ‘Add’ button or double-click it.
You can sort each field in ascending (A- Z) or descending (Z-A) order.
Use the up and down arrows to indicate the sort priority.
To remove a sort click the delete button (
X ).
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Changing Filters
To modify the filter criteria of a report click ‘Filters’ in the Toolbar drop-down menu. There are three types of filters: Standard, Interactive and Group. Standard filters are based on values you specify. Interactive filters can be applied after executing the report to HTML. Group filters are based on the minimum or maximum value in the Data Field.
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To filter a Data Field either drag and drop it to the ‘Filter By’ panel, use the ‘Add’ button or double-click it.
Use the up and down arrows to indicate the filter priority.\
To remove a filter click the delete button (
).X )
Set the operator (equal to, less than, one of, etc.) by selecting from the operator drop-down.
To set the value on which to filter either enter it manually or select from the drop-down. If the Data Field is a date you may use the calendar or function buttons to select a value.
To allow the filter to be modified at the time the report is executed check ‘Prompt for Value.’
Use the And/Or drop-down to specify the relationship between filters. Choose AND to require that the selected filter and the one below it are both true. Choose OR to require that either be true.
Check ‘Group With Next Filter’ to specify the precedence of the filters. Filters can be nested indefinitely by using the following keyboard shortcuts while a filter is selected:
Ctrl + [ adds an open-parenthesis before the selected filter.
Ctrl + ] adds a close-parenthesis after the selected filter.
Ctrl + Shift + [ removes an open-parenthesis from before the selected filter.
Ctrl + Shift + ] removes a close-parenthesis from after the selected filter.
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To filter a Data Field’s minimum or maximum value either drag and drop it to the ‘Filter By’ panel, use the ‘Add’ button or double-click it.
Specify Minimum or Maximum from the operator drop-down.
Use the up and down arrows to indicate the filter priority.
To remove a filter click the delete button ( X ).
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General Options
Hover over ‘Options’ in the Toolbar drop-down and then click on ‘General’ menu to open the Report Options Window. This window allows you to control various settings including default export type and page orientation.
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Specify the size for the report in the ‘Page Size’ menu. Default is letter.Set the orientation for the report in the ‘Orientation’ menu. Default is Portrait.Check ‘Fit to Page Width’ to scale all columns to fit the width of the page.
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