Interactive Report Viewer

Interacting with Reports

After running a report to the Report Viewer, you can make further modifications to the report's style, formatting, and content. These changes can be exported to other formats, saved to the original report, or saved as a separate copy of the report depending on the settings.

For these interactions to be available, they must be enabled in the Report Viewer Options Menu in the Report Designer.

 

Changing Styling

While viewing a report in the Report Viewer, right-click a cell to open the style menu. Using this menu, you can change font, size, foreground and background color, bold, italic, underline, and alignment options.

 

Resizing Columns

The columns of a report can be resized by dragging the light grey bar at the top of the page to the desired size.

 

Applying Interactive Filters

Any available interactive filters can be enabled by clicking the plus button () in the Filters section of the Interactive Reviewer Dock which is located next to the report.

NOTE. Interactive filters must be defined in the Interactive Report Viewer Options Menu. Additional filters can be created directly on the report by right-clicking within the Report Viewer. See Conditional Filters below for more details.

After enabling a filter, use the checkbox, dropdown, or slider to select what values should appear on the report. After selecting a value, the report will refresh with the filter applied.

Click the () to remove an active filter. The report will refresh to deactivate the filter.

 

Conditional Filters

You can set filters on specific values in addition to the pre-defined interactive filters by interacting with the report in the Report Viewer.

To create a conditional filter, right-click on a cell of the report, choose an operator from the ‘Apply To’ dropdown, then click the filter button ().

 

The conditional filter will appear in the Dock below the interactive filters and sorts.

 

Changing Sorts

In the dock next to the report, you can change the direction of any sorts on the report by clicking the ascending () and descending () buttons.­­­­

 

Additionally, you can sort by individual columns of the report by clicking on the light grey bar at the top of the page.

 

 

Hiding Columns

In the dock next to the report, you can show/hide the columns of the report by checking/unchecking the column names.

 

Saving & Clearing Changes

Changes to styling, column sizes, sorts, and filters can be saved in a number of ways.

In the toolbar above the report:

 

Exporting to Other Formats

From the Report Viewer, you can export a report, including any interactive changes, to other formats such as Excel, PDF, RTF, or CSV. To do so, use the export button in the toolbar above the report and select the export format.

 

Interactive Report Viewer Options

Hover over ‘Options’ in the Toolbar dropdown and then click on the ‘Report Viewer’ menu to open the Report Viewer Options Menu. This window allows you to control what interactive capabilities a user has when viewing reports.

     

           

General

 

Filters

Interactive Filters are filters created on either Data Fields or Formulas and then enabled after running a report to the report viewer.

 

 

 

 

Sorts

Interactive sorts can be used to change the direction of a report’s Sorts while viewing the report in the Report Viewer