Reports

To go to the Report Builder mode: Navigate to the report in the console.  Select the Configure icon in the top right corner. Select the Configure icon in the top right corner of report. The menu appears. Select Modify Report . The report displ...

To create reports in the Left Navigation Area: Turn on configuration mode by clicking on the spanner  on top right. Locate the  button  in the left navigation area and click once to load the Create New Page   selection screen. Select  Ne...

When in Report Builder mode, the Report Builder Menu bar appears in the top right corner.  Menu option Description RELOAD Click to reload the changes to the report if they are not automatically loaded. PROPERTIES Click to view t...

Report columns can be added, removed and reordered ONLY in Report Builder mode.  Report Columns can be resized in both report builder and view mode.  Adding Report Columns There are two ways to add Columns to the report. With the check boxes ...

Columns can be sorted in the report builder mode by various methods. Method 1: Selecting column headings Go to the Report Builder . Select a column heading to sort by that column (to sort A to Z). Select the column heading again (to sort Z to ...

Grouping is a feature of reports whereby rows can be grouped together into expandable/collapsible sections. A column of the report is nominated as the grouped column, and rows are categorized into the same group if they have the same value in this...

Totals are performed in report builder mode and can be seen in the view mode of the report. Performing totals on any column in the report To perform totals on any column in the report: Go to the Report Builder . Hover on the column header wher...

The Analyser is used to filter the report data based on some values. To filter the report based on any value of a field, the corresponding field needs to be added to analyser. Note that if the report builder (usually the administrator) has checked ...

Adding an action to the menu To add an action to the Actions menu: Action menus are configured in Report Builder mode. Go to Report Builder . Select ACTIONS . The Actions dialogue appears. Select the checkbox next to the action you want in...

Summarise is performed on reports to summarise the data of the report. Summarise can be performed on report level and on column level. Summarising on Report Level To summarise on Report Level: Go to report builder of the report where the summari...

Calculations can be used as columns in a report for special summaries based on the values of the report data.  These calculations are performed dynamically when the report is rendered.  To add a calculated column to a report: Go to Report Builde...

Conditional formatting is performed in Report Builder on any column. If applying conditional formatting for a column that is displaying a choice field, additional considerations apply. See the section "Conditional Formatting on Choice Fields" ...

Value formatting is performed in report builder on any column of a report.  To perform value formatting: Go to Report Builder . Hover on the column where you want to perform the value formatting. Select the down arrow. The column context men...

Advanced Options allows you to display data including derived types, or data of only the original type on the report. For example, 'Staff' is an object and 'Dean' is an object which is derived from 'Staff'. The object 'Dean' is called a derived typ...

There are additional settings that can be configured for a report. To configure additional settings: Go to Report Builder . On the menu bar at top right, select PROPERTIES . The Report Properties dialog appears. Select OPTIONS . The tabs Ad...

To add relationship columns: Go to Report Builder . In the Relationship viewer pane, select Add Relationship icon. The Add Relationship dialog appears.  Select the down arrow in the Type field and select the type you want. The Relationships...

The report diagnostics tool has been designed to diagnose and improve report performance. In order to improve report performance, it is helpful to understand how the: report is structured security rules are applied  data is cached and shared ...