This document provides an overview of using charts in reports. It discusses the different types of charts that can be used, including pie, bar, line and area charts. It explains that charts can be added to reports to visually represent data, enhance reports, summarize listed data and show different aspects of the same data. The document also covers the basics of setting up and formatting charts, such as choosing between image and flash formats.
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• Show a different side of the same data
Report Charts Overview (cont’d)
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Charts / KPIs sub-tab of Report Setup
provides access to three Charts
Can add one or more Charts to an
individual report
Defining Charts
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• Hover over chart sections for summary
calculations
• NOT designed for inclusion in emailed
reports
Defining Charts (cont’d)
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Other Chart details can also be defined:
• Chart Size / Position
• Chart By
• Chart Function
• Chart Function For
• Chart Name (Label)
Defining Charts (cont’d)
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Edit Field Labels
Edit Report Description
Drag and Drop Columns
Report Layout Indicators
Report Tips and Tricks
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Descriptive label for each field can be
modified as needed
Changes only affect label for that
particular report
Edit Field Labels
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Edit Label from Display field Edit dialog
Field Label (Custom) field used to specify
and display new label
Edit Field Labels (cont’d)
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From Layout tab, ensure “Display Report
Description” indicator is enabled
From Advanced tab Report Profile sub-
tab enter desired description
Edit Report Description
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Often used to provide additional
explanatory information to recipients of
report
Appears in two places:
• Displayed directly below report title
• When hovering over report name
Edit Report Description (cont’d)
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Edit Field Labels and Description: Example
Now let’s take a look at editing Field Labels
and the Report Description!
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Dynamically change field order from
Report Preview window
Click and hold field, and drag to new
location
Drag and Drop Columns
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Display Column Lines indicator
determines whether or not column or
grid lines appear on report
Helpful if report contains multiple
numeric columns!
Report Layout Indicators (cont’d)
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Report Criteria / Format Criteria displays
explanatory information
Criteria from Criteria Dialog and any
special formatting applied will appear
Report Layout Indicators (cont’d)
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Drag / Drop Columns and Display Column Lines: Example
Now let’s take a look at dragging and
dropping columns, as well as displaying
column lines on a Report!
Navigate to the Report Setup
Select None from the Sort 1 dropdown
Click on the Sort 1 dropdown and find the [WO] Repair Center Name field
Select [WO] Repair Center Name
Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field
Select [WO] Priority Desc
Mark indicators for Group and Total for both Sort 1 and Sort 2
Select the [WO] Target Date field for the Sort 3 prompt
Navigate to the Report Setup
Select None from the Sort 1 dropdown
Click on the Sort 1 dropdown and find the [WO] Repair Center Name field
Select [WO] Repair Center Name
Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field
Select [WO] Priority Desc
Mark indicators for Group and Total for both Sort 1 and Sort 2
Select the [WO] Target Date field for the Sort 3 prompt
Navigate to the Report Setup
Select None from the Sort 1 dropdown
Click on the Sort 1 dropdown and find the [WO] Repair Center Name field
Select [WO] Repair Center Name
Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field
Select [WO] Priority Desc
Mark indicators for Group and Total for both Sort 1 and Sort 2
Select the [WO] Target Date field for the Sort 3 prompt