General Options

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’.

     

Changing Description

The report description appears at the bottom of the Main Menu. Report descriptions are optional but they can be searched. To change a report description click ‘Description’ in the Toolbar drop-down menu. Write the description and click ‘OK.’

      

 

Changing Data Categories

Before explaining how to make Data Categories accessible it is important to clarify two terms: Data Category and Data Field.

Data Category – A Data Category is an object that has a group of attributes.

Ex. 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 Data Category.

Ex. Orders.OrderID is numeric value that identifies a specific order.

 

To modify the Data Categories click ‘Categories’ in the Toolbar drop-down menu.

 

Changing Sorts

To modify the sort criteria of a report click ‘Sorts’ in the Toolbar drop-down menu.

 

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.

 

Standard Filters

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

 

Interactive Filters

Interactive Filters can be created in the Interactive HTML Options Menu. These filters can be enabled, disabled or modified after executing the report to HTML. For more information see Interactive HTML Options.

 

Group (Min/Max) Filters

Group filters are based on the minimum or maximum value in the Data Field. To modify group filters click ‘Switch to Group(MIN/MAX) filters. There is no limit to the number of group filters you may define.

 

 

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.

General Options

 

Excel Options

 

Page Options

 

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.