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Advanced Reports

Advanced Reports: Report Options

The following options are available in the General Options dialog:  General OptionsAllow Execution in Viewer: Allow or prevent the report from being run in the Report Viewer. If set to False, this report must be exported to be viewed. Include Setup Info: Select Top or Bottom to ...

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 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. By default ExpressView, Advanced Report, and Dashboard are enabled in the interface. The system administrator can enable and ...

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 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 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.

Sorting by Aggregates

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.To sort groups by the summary, or aggregate, calculation of each group of an Advanced Report, use Top/Bottom filters. Top/Bottom ...

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.

Advanced Reports: Sorts

Sorting is the process of ordering data in a certain sequence. For each available data category, you can choose which data field should be used to sort the rows. Fields can be sorted in ascending or descending order. The way in which rows are sorted depends on the type of value in the ...

Report Wizard

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

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.

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.

User Preferences and Context Sensitive Help

User PreferencesNoteThe 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: 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.

Advanced Reports: 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: Sections (v2021.1+)

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

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.

Conditional Row Suppression

Conditional Row Suppression allows the user to hide rows of data that meet a predefined condition. This might be useful when certain fields do not apply to all records. Address Example The below example displays contact information for company employees residing in the UK and USA. The ...

Advanced Reports: CrossTabs

Use a CrossTab, or cross tabulation, for grouping and summarizing data fields that expands vertically and horizontally depending on the number of data groupings. CrossTabs are also known as two-way tables, contingency tables, or pivot tables.Create a CrossTab CrossTab Reports can be added ...