Difference between revisions of "Interactive Report View"

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Revision as of 13:46, 4 January 2016

How.png This article will explain how you can implement this feature for use on your SmartSimple system.

Interactive Report View

In this article, you will enable and run the Interactive Report View feature.


Enable the Interactive Report View

  • Under the Tools menu, click on Reports
link:
  • Locate the report you wish to enable with the Interactive Report View
  • Click on the Edit Report icon (icon resembles a pen on paper)
link:
  • The Report Details page is displayed
  • Click on the Advanced tab
  • Locate the field called Interactive View Display change value of the drop down menu to either Display Link to Interactive View or Open Report Directly in Interactive View.
Interactive View Display.png
  • Click Save


Viewing the Interactive Report View

  • Locate the report you just enabled with the Interactive Report View feature
  • Click on the Run Report Icon
Run report icon.png
  • If you selected the "Open Report Directly in Interactive View" option in the previous step, your report will open in the new view
  • If you selected the "Display Link to Interactive View" option in the previous step, you will see the Interactive View link displayed
Interactive view link.png
  • The report will open in the Interactive View


Manipulating data in the Interactive Report View

  • In the Interactive View you can enter text queries to filter through report data, sort data (ascending and descending), and calculate aggregate totals (count, sum, max, min, average).


Why.jpeg Click here to learn why this feature is a benefit to your organization.