Interactive Report View

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

• 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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Filter data

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