Express Reports

 

Express Report Wizard

 

The Express Report Wizard is an interactive tool which allows you to quickly create and edit Express Reports.

To navigate the wizard, either click the desired tab or use the buttons at the bottom.

To Save an Express Report, click the save  button.

 

The Express Report Wizard has six sub tabs. The Name, Categories, and Layout tabs must be completed while the other tabs are optional.

 

Name Tab

In the Name Tab, enter a report name and click on the Folder where the report will be saved.

The report name can be up to 255 characters. Avoid special characters such as ? : / \ * “ < >.

A report’s description appears at the bottom of the Main Menu when it is selected. The description text is also used when searching for a report.

NOTE. You cannot create a report inside a folder that is read-only ().

 

 

Categories Tab

In the Categories Tab, select the Data Categories that you would like to have access to on the report. It is important to understand two terms: Data Category and Data Field.

Data Category

A Data Category is a data object that has several attributes. E.g., Orders is a category; each order has an ID, a date, a customer etc.

Data Field

A Data Field is a single attribute within a category. E.g., Orders.OrderID is numeric value that identifies a specific order.

 

 

Sorts Tab

In the Sorts Tab, specify which Data Fields will be used to determine the order of data on the report.

 

 

Filters Tab

In the Filters Tab, create statements that will be used to filter the data when you execute the report.

 

There is no limit to the number of filters that can be defined. Filters can be numeric (up to eight decimals) or alphanumeric.

 

Layout Tab

In the Layout Tab, select which Data Fields that will appear on the report. For each Data Field chosen, the report will automatically create a column header and the Data Field. Additionally, sub-totals, grand totals, and page header/footers can be created.

 

Display Data

For each Data Field added in the Sorts tab, a checkbox will appear in the Summarize By box. Using the ‘Summarize By’ box, you can display subtotals, grand totals, or headers for each unique value of a Data Field.

 

Subtotals and Grand Totals

 

Data Headers

To display a header for each value of a Data Field, click on the associated Data Category in the Summarize By box. Click the Data Category name next to the checkbox, and the Header Menu will appear.

 

Page Header

To display information on the top of each page, click 'Page Header' below the 'Summarize By' box. A Page Header Menu will appear.

 

 

Footers

To display information on the bottom of each page, click 'Page Footer' below the 'Summarize By' box. Click 'Page Footer' next to the checkbox, and the Page Footer Menu will appear.

 

 

Preview

At the bottom of the Layout Tab, a preview will display how the report will appear based on the fields that have been added. You can increase/decrease the size of the preview or hide it altogether by dragging the top of the Express Report Designer box.

 

Styling Express Reports

Above the preview is a toolbar. This toolbar can be used to stylize the Express Report. To utilize this toolbar, select the cell(s) you want to modify from the preview.

 

The following icons are available in the toolbar:

Undo/Redo – can undo or redo the last change made. You can also use Ctrl+Z /Ctrl+Y respectively. 

Layout Options – see Layout Options for more information. 

Font – see Font for more information. 

Foreground & Background Color – see Color for more information. 

Number/Date Format – see Formatting Cells for more information. 

Border Color – see Formatting Cells for more information. 

Alignment – see Alignment for more information. 

Theme – see Theme for more information. 

 

Layout Options

In Layout Options, you can hide the detail information and set row shading.

NOTE. Row Shading is only applied to the detail rows that contain Data Fields.

 

 

Express Report Themes

The Theme dropdown can be used to quickly style the report using one of the pre-defined themes. After selecting a Theme, styling can still be modified. See Styling Express Reports for more information.

 

Options Tab

The Options Tab allows you to control various report option settings.

 

General Options

 

 

Export Options

General Export Options

HTML Options

Excel Options

Page Options

 

Advanced Options

In the Advanced Options, an Express Report can be converted to an Advanced Report.

IMPORTANT. This CANNOT be undone.