Difference between revisions of "Interactive Report View"
From SmartWiki
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==Interactive Report View== | ==Interactive Report View== | ||
| − | In this article, you will enable and run the Interactive Report View feature. | + | In this article, you will enable and run the '''Interactive Report View''' feature. |
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* Under the '''Tools''' menu, click on '''Reports''' | * Under the '''Tools''' menu, click on '''Reports''' | ||
| + | :[[Image:Tools-reports.png|link:|500px]] | ||
* Locate the report you wish to enable with the Interactive Report View | * Locate the report you wish to enable with the Interactive Report View | ||
* Click on the '''Edit Report''' icon (icon resembles a pen on paper) | * Click on the '''Edit Report''' icon (icon resembles a pen on paper) | ||
| + | :[[Image:Edit_report_icon.png|link:]] | ||
* The '''Report Details''' page is displayed | * The '''Report Details''' page is displayed | ||
* Click on the '''Advanced''' tab | * 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'''. | * 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'''. | ||
| − | [[image:Interactive View Display.png]] | + | :[[image:Interactive View Display.png]] |
* Click '''Save''' | * Click '''Save''' | ||
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* Locate the report you just enabled with the Interactive Report View feature | * Locate the report you just enabled with the Interactive Report View feature | ||
* '''Click''' on the '''Run Report Icon''' | * '''Click''' on the '''Run Report Icon''' | ||
| − | [[image:Run_report_icon.png]] | + | :[[image: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 "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 | * If you selected the "Display Link to Interactive View" option in the previous step, you will see the '''Interactive View''' link displayed | ||
| − | [[image:Interactive_view_link.png ]] | + | :[[image:Interactive_view_link.png ]] |
* The report will open in the Interactive View | * The report will open in the Interactive View | ||
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==Manipulating data in the Interactive Report 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). | ||
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| − | [[Category:How]] | + | <!-- [[Category:How]] --> |
| + | |||
| + | [[Category:Under Construction]] | ||
Revision as of 13:43, 4 January 2016
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This article will explain how you can implement this feature for use on your SmartSimple system. |
Contents
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
- Locate the report you wish to enable with the Interactive Report View
- Click on the Edit Report icon (icon resembles a pen on paper)
- 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.
- 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
- 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
- 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).
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Click here to learn why this feature is a benefit to your organization. |
