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The View Selections Control is used to control the visibilty
of individual components allowing you to define your own user interface.
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What is a Control? |
Controls are individual sections of functionality that are
independent of other functionality. The main interface is sectioned into
multiple controls, each with its own purpose. Each control can be turned on or
off through the View Selections panel.
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Control Visibility |
Controls that are visible (or turned on) will have a check
next to their name. Controls that are not visible (turned off) will not be
checked. When a control is visible, it will be displayed on the screen in it's
own functionality box at all times. When a control is not visible, you will not
see it displayed on the screen.
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Automatically Hiding Controls |
Control visibility can be controlled automatically by the application and is
turned on by default. Auto-hiding of controls is a convenient way to reduce
on-screen clutter and maximize viewing space. With this option turned on, any
control that is not relevant to the current content is automatically hidden
from view. If this option is turned off (unchecked) then any control that is
set to Visible in your control settings will be visible, regardless of whether
or not it has any relevance to the current view or function.
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Saving Control View Settings
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Clicking the Save View Settings linkbutton will save the current state of the
control visibility to your user profile. Any time you return to view your
reports, the saved settings will be applied to control your user interface. The
settings are saved on a per report basis.
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The Account Management screen is where you can refine the results of the data
returned in your report based on Account selection.
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| Available and Selected Accounts |
Columns that appear in the left box labeled Available Accounts
are all the accounts associated to your profile. These accounts are available
to you as a filter for your report results. To include one or more of the
accounts in your report results, select the desired accounts in the Available
Accounts box and move them to the Selected Accounts box by clicking the arrow
button.
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Applying Account Selections |
 When your accounts have been selected,
clicking the Refine Report button will apply the Account selections. The report
results that are displayed will be a result of all the accounts that have been
selected.
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Save For All Reports |
 Checking the Save For All Reports checkbox
indicates that the selected accounts should be applied and saved for all
reports associated to your profile. After checking this checkbox, clicking
Refine Report will apply the setting. Note that once this option is applied it
cannot be undone. Use this option with caution, especially if you have several
reports with different account groups saved.
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Datacharts provide you with a visual representation of your
reporting data and make it easy for you to see comparisons, patterns, and
trends. Datacharts are available for both pre-defined and user-defined reports
and feature a user-friendly, robust interface that lets you define the
appearance and data values represented in the rendered output.
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| Adding a Datachart |
Note that not all reports can have a chart defined. Report columns must consist
of at least one numeric field and one text field to qualify for datacharts.
When a chart can be defined for a report an Add Datachart To Report linkbutton
will be visible. Clicking on this linkbutton will allow you to define your data
chart.
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Defining a Datachart |
The datachart definition consists of various controller
components that allow you to tailor your datachart to the format that will best
represent your data. Several options exist for this control and are outlined in
the datachart tutorial.
| Display
Options
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| Percent
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When checked, the data labels will be
displayed in percent. When unchecked, the data label will display values.
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| Title
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When checked, the Title will be
displayed on the datachart. When unchecked, the title will be hidden.
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| Legend Title
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When checked, the Legend Title will
be displayed on the Legend. When unchecked, the Legend Title will be hidden.
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| Legend
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When checked, the Legend Box will be
displayed on the datachart. When unchecked, the Legend Box will be hidden.
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| Exclude Non-Positives
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When checked, any value that is 0 or
less will not be factored into the datachart. When unchecked all values are
factored.
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| Data
Options
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| Data Source
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The datasource dropdown contains all
possible source fields that can be used to display the chart output. Note that
only numeric fields can be source fields. This dropdown is populated from the
data columns of the currently viewed report.
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| Data Column
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The data column dropdown contains all
possible label fields that can be used to define the data source values being
viewed in the report. Note that only text fields can be data column fields.
This dropdown is populated from the data columns of the currently viewed
report.
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| Display Limit
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The Display Limit is used to select
the number of data values that may be represented in the creation of the chart.
You can view the top 5, 10, or 15 records. When one of these selections have
been made, the remaining records will fall into an "other" category. You may
also choose No Limit as your option. This option may result in an unreadable
chart if too many items exist.
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| Chart
Options
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| Chart Theme
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Various themes may be applied to each
chart to give it a custom look and feel. Several themes exist for you to choose
from.
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| Chart Type
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The type of chart you would like to
see rendered. Currently, only pie charts are available for selection.
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| Legend Type
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The legend type dropdown contains
several options that control the overall Legend Box appearance and its color
markers.
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Applying / Saving Datachart Selections |
Clicking the Apply Changes button will apply all your selections to the
datachart and display a visual representation of the chart on the screen so you
can preview the chart before saving. Clicking the Save Changes button saves the
changes for the current report. Once saved, the datachart will be available
whenever the report is viewed.
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Printing a Datachart |
If you wish to print the current datachart you may do so by clicking the Print
linkbutton. This will display a printer-friendly version of the datachart
details.
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Downloading a Datachart |
The datachart can be downloaded into a .GIF format for use in your
presentations or to store in an archive file on your hard drive. To download
the chart click the Download linkbutton at the top right of the datachart
control. Clicking this button will open a dialog where you can choose a
location to save the file.
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Removing a Datachart |
 If you have a chart saved to a report and
you want to permanently remove it, you can do so by clicking the Remove Chart
linkbutton. By clicking this linkbutton you are deleting the current datachart
and it's association to your current report.
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The Report Results is where users view and interact with their
report data.
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| Understanding the Report Results |
The report results are derived from several options that
factor into the displayed columns. Results can be based on Accounts, Date
Ranges, and paramaters that are passed from summary reports.
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Column Sorting |
 Report results can be sorted by any column
in the report results list in both ascending and descending order. To sort a
report column in descending (desc) order, click the column header linkbutton.
To sort the data in ascending (asc) order click the same column header again.
The current sort direction will be indicated by an arrow. The arrow will be
pointing downward when sorting in desc order and will be pointing upward when
sorting in the asc order. Additionally, hovering your mouse icon over the
column header will display the sort direction.
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Sub / Detail Reports |
 Reports that contain a detail view will
include an additional column in the 1st position of the column listings labeled
"Detail". Clicking this link will load a new report results page with the
report detail for the line item that was clicked. The results displayed are a
detail view of the summary data presented in the top-most report.
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Page Navigation |
 It's common for many reports to have a
number of records returned that exceeds the number of visible records that can
be displayed on screen at one time (currently set to 20). When this happens,
the report results are paged. What this means is that the results are spread
across several pages but are still part of the same result set. To navigate to
another page of data, click one of the corresponding page numbers at the bottom
of the result set. In some reports you may notice an ellipsis (...). This
indicates that there are more pages of data that can be accessed. Click the
ellipsis and the page numbers will change to reflect the page set that you are
in.
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Printing Results |
 If you wish to print the current report, you
may do so through the Print linkbutton located at the top-right corner of the
Report results grid. Clicking this button will bring up a printable version of
the report results.
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Downloading Results |
 Report data can be downloaded into a .CSV
file and imported into spreadsheets such as Microsoft Excel. To download the
report results into a CSV / Excel format, click the download button. Clicking
the download button will bring up an Open / Save dialog box. Clicking the save
button will allow you to save the report content to your hard drive while
clicking the open button will open the file in Microsoft Excel if you have it
installed.
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Viewing Invoices |
 Several reports, such as the PO Invoices
Report, allow you to drill into an Invoice level detail. Clicking the detail of
a report that contains an Invoice Number will allow you to view the Invoice.
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If the pre-defined reports don't display the data that you
need, you have the option of creating a custom report. With the Custom Report
Definition you can create your own user-defined reports that represent data
that is pertinent to your day to day activities. This is done through the
Report Definition control.
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| Report Categories |
 To simplify custom report creation, fields
are sectioned into specific groups called Report Categories. Each Report
Category consists of several fields that are related and can be used to build
custom reports. For a listing of report categories and their fields, click
here.
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Available Columns |
 The Available Columns listing is directly
tied to the Report Category. Once a Report Category has been selected, the
Available Columns list will be populated with all the fields that are grouped
to that category, listed in alphabetical order. To add a field to the report,
select one or more fields in the listbox and click on the red arrow button.
When the field has been added it will appear in the Selected Columns list and
will no longer be available for selection in the Available Columns listing.
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Defining Column Order |
 The Order textbox next to each selected
column is used to adjust the order in which the columns will display in the
report results grid. For example, column order of 1, 2, 3 will display the
columns in the selected order from left to right with 1 being the first column
and 3 being the last column. To change the order of a column, click the order
box and change the value to a valid number that is greater than 1 and not
greater than the number of columns selected.
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Deleting / Removing Columns
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 Next to each report column is a red "X".
Clicking on the red "X" button will delete the column from the Selected Columns
list. The column will be placed back in the Available Columns list.
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Column Visibility |
 Visibility can be controlled on each
selected column be checking and unchecking the Visible checkbox. To hide a
column, uncheck that column's visibility checkbox. When the report results are
displayed, all unchecked columns will be hidden from the results. This feature
can be handy when you want to apply a filter but not display filtered field in
the data. To show a column, check the column's visibility checkbox.
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Column Name Options |
  The Column section lists the names of the
fields that have been selected to be included in the report results. Note that
each column name appears as a linkbutton. Clicking the column name will allow
you to customize the field name to something that may hold more meaning to you.
To customize the field name, click the column name. The column will change from
a linkbutton to a text box. Type the new name you would like to give the data
field. To apply changes, either tab out of the field or click out using your
mouse and the field will become a linkbutton with the new value. When you view
your report results, the custom name will appear in place of the original name.
To see what the original name of a field was, hover your mouse over the custom
column name
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Setting a Column Calculation |
  For selected numeric columns, the following
calculation options are available:
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SUM - Returns the sum of all the values in a group.
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AVG - Returns the average of the values in a group.
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COUNT - Returns the number of items in a group.
To apply a calculation on the current field, select one of the above
calculations. When you view your report results the calculation will be
applied. For any field that cannot have a calculation applied to it an "N/A"
label is displayed under the Calculation header for that column.
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Setting a Column Total |
   Numeric columns will be able to apply a
Grand Total field. A Grand Total is the running sum of all columns in the
report in any given column. If a field can be totaled, a checkbox will be
available next to the column name. Checking the checkbox will indicate that
this field must be totaled in the report results. Uncheck the box if you do not
wish to show a Grand Total for the column. For any field that cannot have a
total applied to it an "N/A" label is displayed under the Total header.
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Specifying a Filter Column |
 Filters are a simple way to refine data. A
filter is a rule applied to a specific data field. When a filter has been
applied, the report results will display only data that satisfies the filter
expression (or expressions) that were applied. To apply a filter on a column,
check the checkbox under the Filter column header. Depending on the field's
datatype, several different filtering options will be available to you.
| Common
Filters
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| Equals
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- The result is TRUE if field value
is equal to the filter value; otherwise, the result is FALSE.
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| Greater Than
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- The result is TRUE if the field
value has a higher value than the filter value; otherwise, the result is FALSE.
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| Less Than
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- The result is TRUE if the field
value has a lower value than the filter value; otherwise, the result is FALSE.
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| Greater Than Equal To
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- The result is TRUE if the field
value is higher than or equal to the filter value; otherwise, the result is
FALSE.
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| Less Than Equal To
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- The result is TRUE if the field
value is lower than or equal to the filter value; otherwise, the result is
FALSE.
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| Not
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- Tests whether the field value is
not equal to the filter expression.
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| Text
Specific Filters
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| Contains
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- Tests whether the field value
contains any matches to single words or phrases in the filter value.
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| Starts With
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- The result is TRUE if the field
value starts with the characters in the filter value; otherwise, the result is
FALSE.
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| Not Like
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- The result is TRUE if the field
value is different than the filter value; otherwise, the result is FALSE.
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| Date
Specific Filters
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| Between
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- Tests whether the field value falls
within the range of the start filter value and ending filter value.
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| Year To Date
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- Data returned in the report will be
from the start of the current calendar year.
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| Rolling 12 Months
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- Data returned in the report results
will reflect one year of data.
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Setting a Default Sort Column |
 The Sort By option is used to declare a
default sort field and direction for the report columns when the report results
are displayed. The available options are ASC for Ascending and DESC for
Descending. To include a default sort, check the Sort By checkbox for the
column that you would like to flag as the default sort by.
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Report Name |
 The Report Name is the name you want to
identify your Custom Report by. Try to give your report a name that makes sense
in the context of the data you are including. Report Names are limited to
alpha-numeric characters only.
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Reset / Cancel Report |
 If you want to undo any changes you've made
to an existing report or would like to start from a clean interface, you can
click the Reset button to reset the selections. To cancel out of the report
definition interface and return to the console, click the Cancel button. Note
that clicking either Reset or Cancel will cause you to lose any changes made
prior to saving the report.
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Saving Your Report |
  When you're content with your selections and
are ready to save your custom report, click the Save button. This will save
your report to your profile so you can access it at your convenience. If you
are making modifications to an existing custom report, an option to save the
report as a copy is available. Check the "Save as Copy" checkbox and provide a
new name for the report. When you click Save, the report will be saved as a
copy of the original.
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