Difference between revisions of "Interactive Report View"
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| − | {| class="wikitable"|-|[[Image:How.png|50px|link=]]|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. | + | {{UnderConstruction}} |
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| + | |This article will explain '''how''' you can implement this feature for use on your SmartSimple system. | ||
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| + | ==Interactive Report View== | ||
| + | In this article, you will enable and run the Interactive Report View feature. | ||
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| + | ==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'''. | ||
| + | [[image:Interactive View Display.png]] | ||
| + | * Click '''Save''' | ||
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| + | ==Viewing the Interactive Report View== | ||
| + | |||
| + | * Locate the report you just enabled with the Interactive Report View feature | ||
| + | * '''Click''' on the '''Run Report Icon''' | ||
| + | [[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 "Display Link to Interactive View" option in the previous step, you will see the '''Interactive View''' link displayed | ||
| + | [[image:Interactive_view_link.png ]] | ||
| + | * The report will open in the Interactive View | ||
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| + | |||
| + | ==Manipulating data in the Interactive Report View== | ||
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Revision as of 16:59, 22 December 2015
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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
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Click here to learn why this feature is a benefit to your organization. |
