Reports
A report is the output file generated from an Ad Hoc view. It can be created from the Ad Hoc View screen or from the Report Writer home screen. To create a report you first need an existing Ad Hoc view.
An existing report can be run from the repository by clicking the name of the report in the repository. When running a report with multiple pages, the first page of the report may appear before the entire report loads.
Create a Report
Follow these steps to create a report from the home screen.
- Click Create > Report. The Create Report window opens.
- Select an Ad Hoc view.
- Use the radio buttons to select a template, either Default Report Template or Custom Report Template.
- Click OK. The report opens.
Report Viewer Functions
The Report Viewer allows you to view a report, export content to various output formats, and apply formatting, sorting, and filters to control how the data is displayed.
The Report Viewer toolbar includes the following functions.
![]() | Go to the next page of the report |
![]() | Go to the last page of the report |
![]() | Exit the Report Viewer and go back to the previous screen |
![]() | Save this report |
![]() | Export the View into one of the available formats |
![]() | Schedule the report |
![]() | Modify the Input Controls applied to this report |
![]() | Refresh the report data against the data source |
Click a column heading and these functions become available:
![]() | Apply Conditional Formatting |
![]() | Open the column filter window |
![]() | Sort in ascending order |
![]() | Sort in descending order |
Column Filters
Filters allow you to change the data displayed without removing it from the report.
- Click Filter Icon to filter a column. The Filter column window opens for that field.
- Select the radio button for Show only rows where.
- Select a parameter from the drop-down and enter the criteria.
- Click OK.
Apply Conditional Formatting
Conditional formatting makes data stand out, so you can see important information at a glance.
- Click the header of the column you want to format.
- Move your mouse over SAVE icon and click Formatting.
- Go to the Conditional Formatting tab.
- In the Apply to box, select the part of the column to apply the formatting.
- Click Add.
- Select an Operator from the drop-down.
- Enter the Condition.
- Select the Format to apply to fields meeting the defined condition.
- If needed, repeat to add multiple conditions to a column.
- Click OK.