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Advanced Reports

Advanced Reports: Using the Toolbar (pre-v2021.1)

The toolbar contains the buttons and menus used to modify the report. Modifications can include aesthetic formatting, inserting formulas and images, linking reports, and much more. This article applies to versions released before v2021.1.

Report Designer (v2021.1+)

The Report Designer is the main editor for Advanced and CrossTab Reports. A full suite of reporting and design tools with a spreadsheet-like interface is available.

Advanced Reports: Report Options

Use the Report Options dialog to define certain permissions and features of the report in the Designer and the Viewer, including allowed export types and pagination functions.

Advanced Reports: Sections (v2021.1+)

The sections of an Advanced Report define its appearance and pattern. Specifically, sections determine how frequently cell contents are repeated.

Advanced Reports: Sorts

Sorting is the process of ordering data in a certain sequence.

User Preferences and Context Sensitive Help

User Preferences Note The User Preferences are an optional feature. Check with the system administrator for more information. Click the User Preferences icon to open the User Preferences dialog. The dialog consists of tabs: Tutorials v2018.2–v2020.1 Startup Reports User ...

Advanced Reports: Templates

An Advanced Report can be used to dynamically fill out fields in forms and other documents, called templates.. Placeholders in the template are dynamically linked to fields in the report. When executed, the form or document is merged with the report data.

Sorting by Aggregates

To sort groups by the summary, or aggregate, calculation of each group of an Advanced Report, use Top/Bottom filters. Top/Bottom filters look for the highest or lowest values in a set, and then put those values in order. Any arbitrary cell in the report can be the Top/Bottom filter.

Report Viewer

This document covers several versions of the application. Use the Viewing content for dropdown to see only the content relevant to a specific application version. Executing an Advanced Report or CrossTab Report presents the data output in a paged, interactive format called the Report Viewer. ...

Report Types

There are five different report types available in the reporting application. Four are standalone types, and two are composite types which combine reports together.

Report Wizard: Categories

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Categories tab to select which data to use on the report.

Report Wizard: Filters

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use Filters to restrict the amount of data displayed in the report based on a chosen criteria.

Report Wizard: Layout

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Layout tab to initially place columns of data on the report.

Report Wizard: Name

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Name tab to choose a folder, report name, report description and optional filter description.

Report Wizard: Options

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Set Report Options in the Options tab of the wizard. The Options tab is only available for Express Reports.

Report Wizard: Sorts

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Sorts tab to apply ordering of the data on the report.

Report Wizard

The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1.

Advanced Reports: Sections (pre-v2021.1)

The sections of an Advanced Report define the appearance and pattern of the report. Specifically, sections determine how frequently their cell contents are repeated. This article applies to versions of the application released prior to v2021.1.

Advanced Reports: Report Designer (pre-2021.1)

The Report Designer is the main editor for Advanced and CrossTab Reports. This article applies to versions of the application released before v2021.1.

Advanced Reports: Design Grid (pre-2021.1)

Use the Design Grid to build the layout of the report. This article applies to versions of the application released before v2021.1.