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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. Paging through, searching, filtering, sorting, conditional formatting chart and map interactivity are all available in the Report Viewer. Changes made to the report can be saved to the original report, a new report or a customized “user report”. Basic report viewing is also supported on mobile devices.

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The interactive Report Viewer (v2021.1+)

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The interactive Report Viewer (pre-v2021.1)

To run a report in the Report Viewer either:

  • From the Report Designer, click Run on the toolbar. Depending on system configuration, this will also save the report.
  • From the Report Tree, select the report then either:
    • click the Run ► icon (if available), or
    • click the Menu screen.report_tree_menu.png icon or right-click and then ► Run Report.

The Report Viewer opens in a new tab, indicated by the viewer ► icon. Making any changes in the Report Designer requires running it again in a new Report Viewer tab.

Prompting Filters and Parameters

Some reports may contain filters or parameters that prompt for a value to be provided when the report is run. In this case, a dialog will appear asking for a value to be displayed.

XgjUi1nGLU.png

Prompting parameter dialog

  1. For each parameter or filter, enter a value into the Value field by either:
    • entering the value directly into the text field
    • choose a value from the dropdown list, if available.
    • click the Formula Function Formula.png icon to select a value based on a formula function, if available.
    • click the Date Selector Calendar.png  icon to choose a date, if the parameter expects a date value
  2. Click Run Report to execute the report with the provided values, or Cancel Run to cancel the report’s execution.

For filters, the report builder has the option of choosing what fields and controls are available in the prompt. The full filter dialog may appear, or a simplified version with or without the ability to change the filter operator may appear.

iB9N9ryp4J.png

Simple prompting filter dialog without operator. This is considered “without operator” because the operator cannot be changed in this dialog.


If the filter has an Is One Of operator, values may be selected from the top dropdown in the Value column. A value may be manually entered and then added by clicking on the Add Value AddItem.png icon.

Anatomy of the Report Viewer

The Report Viewer is divided into three sections: the toolbar, the interactive dock and the canvas.

Toolbar

Use the toolbar for paging or searching through the report’s contents, saving changes made to the report in the Viewer and exporting the report to a downloadable file such as PDF, Excel, RTF or CSV. The system administrator can enable or disable certain features, including the entire toolbar, so not all options shown below may be available.

Tip

Select the correct version number from the Viewing content for dropdown in this article to show only the relevant options.

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Report Viewer toolbar (v2021.1+)

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Report Viewer toolbar (pre-v2021.1)

  • Clear.png Clear Options (pre-v2021.1) — clear any changes to the report made with the features described in the Interacting With Reports and Customizing Report Output – Creating User Reports sections below.
    • Clear All — clear changes made with the conditional formatting/filtering popup dialog, unhide any hidden columns, reset custom column widths, remove active column sorts
    • Clear Styling Changes — clear only styling changes made with the conditional formatting/filtering popup dialog to the report
    • Clear Column Changes — unhide all hidden columns, reset custom column widths and remove any active column sorts
  • Save.png Save Changes (pre-v2021.1) — save any changes to the report made with the features described in the Interacting With Reports and Customizing Report Output – Creating User Reports sections below.
    • Save Changes to Report — save any changes back to this report
    • Save Changes as New Report — save any changes as a new report with a new name and folder
    • Save Changes as User Report — save any changes made to the report as a user report
    • Delete User Report — delete the user report if one exists
  • Export (pre-v2021.1) — export the report as a downloadable file such as PDF, Excel, RTF or CSV. Not all file types may be available depending on report and system configuration.
  • AlertToolbar.png Truncated Results Displayed (pre-v2021.1) — the report was generated with a partial data set and may contain incorrect calculations and aggregates. Click the icon to load more data:
    • Generate +number — get the next number of data rows and add them to the existing report
    • Generate All — to get the reminder of the data set.
  • PageHome.png First Page — skip to the first page of the report
  • PageUp.png Previous Page — turn back one page
  • PageDown.png Next Page — advance one page
  • PageEnd.png First Page — skip to the last page of the report
  • Find… — search the report data for text entered into this field. Text that matches the search will be highlighted. Use the Search Up SearchUp.png and Search Down SearchDown.png icons to move between results that match the search text.
  • Showing x Results (v2021.1+) — the report was generated with a partial data set and may contain incorrect calculations and aggregates. Click the link to load more data:
    • Load x more Records — get the next x of data rows and add them to the existing report
    • Load All Data — get the remainder of the data set
  • ReportModified.pngDropDownArrow2.png Edit (v2021.1+) — save or clear any changes to the report made with the features described in the Interacting With Reports and Customizing Report Output – Creating User Reports sections below.
    • Save Changes…
      • to This Report — save any changes made back to this report
      • as New Report — save any changes made to the report as a new report with a new name and folder
      • as User Report — save any changes made to the report as a user report
    • Clear Changes
      • Styling Only — clear only styling changes made with the conditional formatting/filtering popup to the report
      • Column Only — unhide all hidden columns, reset custom column widths and remove any active column sorts
      • Delete User Report — delete the user report if one exists
      • Clear All — clear changes made with the conditional formatting/filtering popup dialog, unhide any hidden columns, reset custom column widths, remove active column sorts
  • Export.pngDropDownArrow2.png Export (v2021.1+) — export the report as a downloadable file such as PDF, Excel, RTF or CSV. Not all file types may be available depending on report and system configuration.
  • Find Text (v2021.1+) — search the report data for text entered into this field. Text that matches the search will be highlighted. Use the Search Up SearchUp.png and Search Down SearchDown.png icons to move between results that match the search text. Click the Clear SearchBoxClearButtonBold.png icon to remove the search from the report.

Interactive Dock

The interactive dock optionally contains filters, sorts and column view controls. The dock can appear on the left or right side of the Report Viewer by default. It can also be disabled on a per-report or per-system basis.

gSSjf9xqPR.png

The Interactive Dock is displayed on the left side of the window in this figure


The dock contains different modules based on the system and report settings: columns, filters, sorts and conditional filters.

Click the Open Dock GrabVert.png (pre-v2021.1) DockExpand.png (v2021.1+) icon to open the dock to manage the modules and their settings. Click the same icon to hide the dock.

FilterIcon.png Filters

Interactive filters added to the report will appear in this section. They are added in the Report Designer for exclusive use in the Report Viewer. Changes made to the filters can be saved as a user report.

Some filters may appear as soon as the dock is opened, others can be added as needed with the Add Add2.png icon (pre-v2021.1) or Add button (v2021.1+).

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Filters module (v2021.1+) with two filters: a multiple choice filter for Country, and a range slider for Birth Year


To remove an interactive filter, click the Remove Filter DeleteItem.png (pre-2021.1) or AccordionDeleteItem.png (v2021.1+) icon.

SortIcon.png Sorts

The sorts on the report optionally are exposed in this module, available to be switched from ascending or descending order.

To change the direction of a sort, click the corresponding Sort Ascending SortAscendingButton.png or Sort Descending SortDescendingButton.png icon.

6LH74Pz1de.png

Sorts module (v2021.1+) with two sorts: a descending sort on Categories.CategoryName and an ascending sort on Products.ProductName

||| Columns

Selectively hide or unhide columns from an Advanced Report’s output by checking or unchecking the corresponding checkboxes. The visibility of columns can be saved as a user report.

Note

This module is unavailable if a CrossTab appears on the report.

Doyg242rXs.png

The E-Mail and CC Type columns are hidden from the report but Country, Name, Join Date and Favorite Color are visible

FilterIcon.png Conditional Filters

Conditional Filters are those added to the Report Viewer with the conditional formatting/filtering popup dialog. Conditional filters can be saved to a user report.

E439Xu2yI564546.png

Conditional formatting/filtering popup dialog


G6GlpcP1bv.png

Conditional Filters module (v2021.1+) with two filters: one enforcing the color choice to be blue, the other credit card type to be MasterCard


To remove a conditional filter, click the Remove Filter DeleteItem.png (pre-2021.1) or AccordionDeleteItem.png (v2021.1+) icon. The module will disappear once all conditional filters have been removed from the report.

Canvas

The canvas is the main viewpoint for the data presented in the report. The canvas consists of the column headers which appear as boxes above the report layout, and the report layout/data itself.

kfVGfGsZsd.png

Mouse hovering over the column headers/control boxes at the top of the report canvas pre-v2021.1


See Managing Data Columns below for information about interacting with the column headers. See Interacting With Reports for information about interacting with the data, charts and maps that appear on the report’s layout.

Interacting With Reports

There are a number of ways to interact with reports in the Report Viewer. Available options depend on how the report was designed and the type of content in it.

Tip

If the report has Linked Action Events, there may be more interactive features than aren’t listed in this article. Consult with the system administrator or the user who designed the report for more information.

Drilling Into Data

Some reports allow drilling down into cells or charts to see additional data related to the field selected. If a cell or chart has a linked report (a.k.a. drilldown), click on one of the values to see the related data.

Linked Reports are actually other reports that can be interacted with or even export to a file. Linked Reports may even have drilldowns of their own!

QVI2PoIFoV.gif

Clicking on an Order ID drills down into the line items included on that order with a linked report. Note the mouse cursor changes to a hand versus an arrow indicating that the order ID is clickable.

Expanding Collapsed Rows

Some reports have collapsed rows that can be seen by expanding them. Collapsed rows are indicated by the Open Rows OpenRows.png icon. Click on the icon to expand the row. Click the icon again to collapse it. Right-click the icon to open a menu to do the following:

  • Expand / Collapse — expand or collapse the outer group
  • Expand / Collapse Group — expand or collapse the group and any inner groups
  • Expand / Collapse All — expand or collapse all outer and inner groups on the report

screen.reportviewer_expanded_row.png

Expanding a data row

Visualization Features

Visualizations have a number of interactive features depending on the type of chart. For example, line charts and bar charts allow hiding series, axes can be turned on or off for multi-axis charts and the slices of pie charts can be pulled out and rotated . Charts can also show some additional information in a tooltip when hovered over. Heatmaps may optionally display up to 5 additional data series in a tooltip when hovering over a cell.

See Styling Charts below for additional information about changing a chart’s style in the viewer.

screen.reportviewer_toggle_chart_series.gif

Toggling a chart series on or off


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Rotating a pie chart and pulling out its segments by clicking on them

Drilling Into Maps

Google Maps are fully interactive geographic visualizations. Review the Interacting with Google Maps Visualizations section of the Google Maps article for full details.

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Drilling down from country, to state, county and street address level by double-clicking on the Google Map


On a GeoChart, click on a highlighted region to drill down into the region. Click [Back] to return to the previous view. Learn more in the Interacting with GeoChart Visualizations section of the GeoCharts article.
EHHwXgBkgP.gif

Drilling down from world view to the United States, then selecting Washington state, then viewing the map detail for the cities Seattle and Kirkland on a GeoChart

Customizing Report Output – Creating User Reports

The Report Viewer allows for changes to the style, formatting and data presented on the report. These changes can be saved to the original report, to a new copy of the report, or as a user report. Review Toolbar above for details how to save report changes.

A user report is a customized version of a report that is specific to a specific end user. User report changes are saved separately from the report design, and will only show when that user runs the report themselves. These can be useful for making changes to read-only reports. More information about user reports can be found in the User Preferences and Context Sensitive Help article.

Note about cookies

User reports may be stored locally in the web browser. Clearing the browser cache will remove any user report customization. Contact the system administrator for additional information.

Styling Data

Right-click a cell to open the conditional formatting/filtering popup. Use this dialog to set custom formatting based on the data meeting certain criteria.

E439Xu2yI564546.png

Right-clicking a cell to change its styling


For group cells with dynamic data from fields or formulas, use the Conditional Filter list (default value is Apply to all) to apply styling to only the data that meet a certain condition. For each of the following options, styling applies to the cells of the same type in the group that meet the specified condition:

Tip

Select a condition before changing the styling.

  • Apply to all — apply universally to all of the cells in this column
  • Apply to equal values — All cells with the same value as the clicked cell
  • Apply to unequal values — All cells with different values than the clicked cell
  • Apply to greater values — All cells with values greater than the clicked cell (larger number, later date, or alphabetically subsequent)
  • Apply to greater than or equal values — All cells with values greater than or equal to the clicked cell
  • Apply to lesser values — All cells with values less than the clicked cell (smaller number, earlier date, or alphabetically preceding)
  • Apply to less than or equal values — All cells with values less than or equal to the clicked cell

The styling options available are:

  • firefox_tcQGlUp2Qs.png Font
  • biboE1bpKN.png  Font Size
  • ForegroundColor.png Text Color
  • BackgroundColor.png Background color
  • LSvUJXVq1t.pngDecorationNormal.png DecorationUnderline.png DecorationDoubleUnderline.png Text decoration
  • AlignLeft.png AlignCenter.pngAlignRight.pngAlignJustify.png Horizontal and AlignTop.png AlignMiddle.png AlignBottom.png Vertical Alignment
  • WrapText.png Wrap Text

Styling applies to all cells of the same type in the column; affected cells are outlined by a goldenrod border.

Conditional Filters

Clicking the EditFilter.png Conditionally Filter icon will add a new conditional interactive filter to the report and open the Interactive Dock (if not already open), filtering the detail rows by the criteria selected in the dropdown. This icon is only active for choices other than Apply to All. See Interactive Dock and Conditional Filters above.

Styling Charts

Note

The Chart Options menu is supported for all chart types except heatmaps.

Right-click a chart (or click the Chart Options ChartOptions.png icon on mobile) to open the Chart Options menu. Using this menu you can swap to a different Type of chart, change the color Theme, change the location of the Legend, and change the Sort order of the data series. These settings can be saved as a user report.

8aSF9xct3h.png

Changing a column chart to a stacked bar chart with Chart Options menu

Managing Data Columns

Each column on the report has a light gray column header/control box. These headers can be optionally turned on or off from the Report Designer. Changes made here can be saved as a user report.

Change the width of the columns by clicking and dragging the line between column headers left or right.

J4FPxBhmAe.png

Resizing a column


To hide a column, either:

ZiRxmNAkfr.png

Right clicking a column to hide it


To unhide a column, either:

  • right-click the column header, then click either PreviousBtn.png Unhide Column to Left or NextBtn.png Unhide Column to Right from the menu
  • use the Interactive Dock’s Columns module to check the column (not available for CrossTabs)

Some columns may have an additional column sort that is either active when the report is executed, or can be made active by clicking on the column header. Column sorts are applied after the sorts defined in the Report Designer’s Sorts dialog. If there are multiple columns with column sorts defined, only one may be active at any given time.

Clicking the column header will cycle through the available options: no column sort, ascending column sort, descending column sort.

oM5MqD1FRR.png

Column header (pre-v2021.1 on top, v2021.1+ on bottom) with no column sort applied


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Column header (pre-v2021.1 on top, v2021.1+ on bottom) with an ascending column sort applied


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Column header (pre-v2021.1 on top, v2021.1+ on bottom) with a descending column sort applied

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