ReportsWhen you first load the reports tab, you will be presented with 2 areas.
- Report Folder Column: Your list of report folders (that contain your reports).
- Reports Column: Lists of all reports for the currently selected folder.
- New Subfolder: Create a new subfolder beneath the current selected folder.
- Delete Folder: Delete the current selected folder.
- Edit Folder: Edit current selected folder.
- Folder Name: The current folder name. Change the text to change the folder name.
- Folder Permissions:
- View: Who can view the selected folder.
- Edit: Who can edit the selected folder.
Report SectionsEach Report has 5 Sub Tabs:
- General: Basic options for the report.
- Columns: Let's you decide what columns of data you want to pull into this report.
- Summary: This tab lets you create summaries of data, like the total number of rows, or the SUM of a column.
- Graph: From here you will be able to create graphs that display your report data in a visual way.Reference: Graph Types
- Permissions: Allows you to grant other users or groups access to this report.
GeneralIn the General Sub Tab you'll find the basic options for your report. These options are very important to how the report will work. First you'll see two fields:
- Report Name: The name you want your report to have
- Description: A simple description of your report.
- Tab: A dropdown list of all the tabs available to you so you can pick what tab you want to select.
- Filter: The "New Filter" button will allow you to create a filter so that you can decide what data you want pulled in. If you want all the data from a tab, don't use a filter (most reports use filters).
- Outer Join: This field is useful when you're going to include more than one tab in your report. If it's left checked, Ivinex will return all the records from the first "tab" you add, whether or not it finds a match in the second "tab" you add. If you un-check it then Ivinex will only return records from the first and second "tabs" if there is a match.
- Link Type: There are several different link types within Ivinex. Generally we want to include all link types here, but in special cases, you may only want to include a certain kind of link type. To learn more about Link types, go here.
ColumnsBefore you can actually run your report you need to visit the Columns Sub Tab and pick which columns (or fields) you want to see in your report. This box looks very similar to the "Tabs" box from the General Sub Tab. It functions in much the same way. To add a column click the "Add" button below the box. You'll be given a green popup box that will allow you to pick what column(s) you want displayed. There are several fields in the popup box, the first being the most important.
- Column Type: This option allows you to decide if you want this column to just list one field, using the "Field" option, multiple fields using the "Multi Field" option, or doing an equation on two or more fields using the "Equation" option.
- Column Name: This normally defaults to the name of the column you select (or the name of the first column you select if you choose "Multi Field" or "Equation" in the "Column Type" field).
- Multi Field:Multi Fields allow you to display several fields in one column. If you select this option you're going to first click on all the fields you want to display in the column from the box on the right. Then you're going to format all the fields however you want in the box on the left. Lastly you'll change the "Column Name" field to help you remember what data is in this column.
- Equation: The Equation Column Type allows you to do mathematical equations on multiple fields. The result of the equation will be displayed as the column. This option allows you do do basic math using +, -, *, /, as the basic add, subtract, multiply, and divide (respectively) functions. This Column Type is use by Ivinex to provide you with custom functionality as well, and should rarely be used to end users.
SummaryIf you want to do a SUM of all the rows from one column, or just COUNT all the rows, you are going to use the "Summary" Sub Tab. To begin creating a summary click the "New" button. This will create a new box above the "New" button that will contain some options that will allow to either SUM or COUNT.
- Type: Here you have two options, either SUM or COUNT. You'll use SUM when you want to add all the numbers in a column together. SUM only works on columns that contain a numerical value. If you want to total how many rows there are for a specific column, you'll use the COUNT type.
- Name: The name for this Summary.
- Field:This option will allow you to select one of the columns you pulled in on the Columns Sub Tab. Begin by clicking the "--Select--" link. Doing so will bring up a popup box that will let you pick a column. Once you click a column the box will close and that column will be selected.
- Sub Total By:If you want to break a total down even further you'd use this option. It functions the same as the "Field" option. For instance, if you want to display the total number of accounts, you'd count that in the "Field" option, and then you could use "Sub Total By" to total how many accounts are assigned to each user.
GraphIf you want to create a graph of the data you're pulling you'll use the Graph Sub Tab. It looks very similar to the Summary Sub Tab. To create a graph click the "New" button. It will bring up a new box similar to the Columns Tab, but with a lot more options.
- Graph Type:There are lots of different graph types that will display your data differently.
- Bar Graph
- Stacked Bar
- Pie Chart
- 3D Pie
- 3D Column
- Stacked Column
- Stacked 3D Column
- Parallel 3D Column
- Stacked Area
- Title: This is the title that will display on the graph itself.
- Group By: This option lets you select the main way you want to group your data. For instance, if I wanted to group each account by who it is assigned to then I would select "Assigned to".
- Then By: This option lets you create secondary grouping for the Stacked Graph Types.
- Graph Values: This lets you decide what column you're going to use for values. If you don't have a numerical column, or you're only going to count rows, it really doesn't mater which column you select here.
- Aggregation: This dropdown has 3 options, "SUM", "COUNT" and "Average". If you didn't select a numerical column in the "Graph Values" option, you'll want to select "COUNT". If you select "SUM" then Ivinex will add all the values in the column together. "Average" will create an average of all the numbers.
- X Axis Label: This is the label that will be used for the horizontal axis on the graph.
- Y Axis Label: This is the label that will be used for the vertical axis on the graph.
- Canvas Color: This allows you to change the background color of the canvas that the graph is drawn on.
- Canvas Width: The width of the canvas.
- Canvas Height: The height of the canvas.
- Title Position: The Position of the title you entered for the graph. You will enter a numerical value that represents the distance from the top and left of the canvas borders, as well as a height and width for the title. For example: 50,50,25,150. This would result in the title being 50 pixels from the top and left border of the canvas, and 25 pixels tall, and 150 pixels wide.
- Title Color: Allows you to change the color of the title.
- Title Size: Allows you to change the font size of the title.
- X Axis Label Position: Allows you to enter the position of the X Axis Label. Functions the same as the Title Position field above.
- X Axis Label Color: Allows you to change the color of the X Axis Label.
- X Axis Label Size: Allows you to change the font size of the text in the category label.
- X Axis Value Color: Allows you to change the color of the X Axis value text.
- X Axis Value Size: Allows you to change the font size of the X Axis value text.
- Y Axis Label Position: Allows you to enter the position of the Y Axis Label. Functions the same as the Title Position field above.
- Y Axis Label Color: Allows you to change the color of the Y Axis Label.
- Y Axis Label Size: Allows you to change the font size of the text in the category label.
- Y Axis Value Color: Allows you to change the color of the Y Axis value text.
- Y Axis Value Size: Allows you to change the font size of the Y Axis value text.
- Legend Position: The position of the Legend. Functions the same as the Title Position Field above.
- Legend Color: The background color of the legend.
- Legend Text Size: The font size of the text within the Legend.
- Legend Text Color: The color of the text within the Legend.
- Legend Layout: Allows you to choose either "Horizontal" for a horizontal layout, and "Vertical" for a vertical layout of the legend.
- Graph Values
- Chart Position: The position of the Chart within the canvas. Functions the same as the Title Position field above.
- Chart Color: The background color of the chart.
- Chart Value Prefix: Text that you want prefixed to chart values like $, or #.
- Chart Value Suffix: Text that you want post-fixed to chart values, like %.
- Chart Num Decimals: The number of decimal places you want to display for numerical chart values.
- Decimal Character: The character you want to use as the decimal. You'd normally enter a period here.
- Thousands Character: The character you want to use to divide thousands. Normally you'll use a comma.
- Hide Zeros: Select "Yes" in this option if you want to hide zero values in your graph.
- Axis Value Min: The minimum value to show on your graph.
- Axis Value Max: The maximum value to show on your graph.
PermissionsThis Sub Tab is fairly simple. There are two boxes with the headings "View" and "Edit". Each box lists all the users and groups on your site. The users or groups you select from from either box will be able to "View" or "Edit" this report. You can select multiple users or groups from either box by using Ctrl + Click.
ButtonsThere are 7 buttons along the bottom of each Sub Tab that perform various tasks related to the report itself.
- Save: The save button saves the report. It's a good idea to save it after you make any changes on any of the sub tabs.
- Save Copy: This will create a copy of this report and save it.Alert: The save copy button will make a copy of your report, but the copy will be linked to the original. Changes to one will be applied to all. Avoid this button, if you want to make a new report based on another report. This should be resolved in a future Ivinex version.
- Export: This will run the report and allow you to save a .CSV file of the table data to your computer.
- Print: This will give you a new window with two checkboxes, "Include Summary" and "Include Graph". If checked Ivinex will include those two things on the printable version of this report. Once you're ready, click the "Submit" button on this page to go to the printable version.
- Email: This button will allow you to Email this report (it won't include any graphs that the report has) to any email address you want.
- Run: This button allows you to run the report and display the results in the "Detail View" pane.
- Delete: This button will delete the report.
- 8 August, 2013 @ 15:14 [Current Revision] by Ivinex Customer Support
- 8 August, 2013 @ 15:14 by Ivinex Customer Support
- 8 August, 2013 @ 15:14 [Autosave] by Ivinex Customer Support
- 7 August, 2013 @ 14:15 by Ivinex Customer Support
- 7 August, 2013 @ 14:14 by Ivinex Customer Support
- 6 August, 2013 @ 22:21 by Ivinex Customer Support
There are no differences between the 8 August, 2013 @ 15:14 revision and the current revision. (Maybe only post meta information was changed.)