Difference between revisions of "Interactive Report View"
From SmartWiki
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* '''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== | ||
Revision as of 13:46, 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. |
