Report Preview FAQ

Chart formats displayed in the Report Preview window are defined on the Chart/KPIs tab of the Report Setup window. However, even when a specific chart type is specified, you can view different chart types by clicking the displayed chart. The display will rotate through available chart formats as you click.

The chart format will not change if it is displayed as a Flash Image.

The number of rows presented per page or section of the report is based on a setting on the General > Layout sub-tab and a defined Report Preference. If the report exceeds the number of rows that should be displayed per html display page, a control appears in the toolbar that can be used to access additional sections of data. This control also appears if sub-reports have been included in the report display.

To access additional sections of data, click the arrows or select a section from the field.

In most cases, when smart elements have been defined for display on the report, they are enabled by default and the Smart button in the toolbar is toggled on to show that they are enabled. However, reports can be set up to enable smart actions without displaying the Smart button.

Smart elements on the report may appear as follows:

• Rows connected to WorkCenter or Report windows are highlighted orange when you hold your cursor over them.

• Columns connected to WorkCenter or Report windows are highlighted orange when you hold your cursor over the specific field or column.

• A Search row appears at the top of the report when Smart Search is enabled.

• A Smart Pane is displayed on the left when dynamic filtering is supported.

• When editing is enabled, editable fields are displayed with a box around them and they have a Save button.

• Actions buttons display when the report creator wants users to initiate action on a transaction, such as the ability to Issue or Deny a work order.

See the section on the Smart Elements tab for information on defining smart elements. For more information on viewing smart elements, see: Report Preview Smart Pane and Report Preview Smart Elements.

By default, columns spread to fit in the browser window without any horizontal scrolling. If more data is presented than can fit in the available space, field values wrap to multiple rows.

Page width controls on the General > Settings sub-tab allow you to modify the report width to avoid wrapping.

By default, columns are spread to fit the browser window without any horizontal scrolling.

A setting on the Smart Pane sub-tab allows you to show the Smart Pane by default when the report is presented in the Report Preview window.

The Smart Pane lets users refine filter criteria until their desired records are displayed. If the report has not been set to show the Smart Pane by default, you can use the Show/Expand control on the far left of the Report Preview window to open it.

If the report has been configured to disable the Smart Pane, the Show/Expand control does not display.

If configured to display, report criteria is listed in a Report Criteria box in the Report Preview window. This information ensures report viewers know which records are included in the report.

The setting to determine whether or not Report Criteria should be displayed is found on both the Report Criteria window and the General > Settings sub-tab. There is also a setting to determine if photos should be displayed in Report Criteria. If this setting is enabled, the Report Criteria box displays photos of the records included on the report, such as a photo of assigned individuals or assets.

If conditional formatting is defined for the report, the conditional formatting can be displayed for reference directly below the Report Criteria. The control to determine if the Format Criteria should be shown is found on the General > Settings sub-tab. Special (conditional formatting) is defined on the Style/Format tab.

The options available on the Report Preview toolbar vary dependent on the type of report. Print, Export, Refresh, and Close options are always included. For most reports, additional Email, Setup, Criteria, and Smart options are available.

The Setup button does not display when you are viewing a custom report that includes special formatting that is not defined in Report Setup. If you need to change a setup option (such as report groups) for a custom report, you must exit the Report Preview window. When you return to the Report List, select the report and click the Setup Report button.

If you are viewing an emailed report, a limited toolbar displays. There will be no Email, Setup, Criteria, or Smart buttons.

The Smart button can also be hidden for a given report, even if Smart Elements are enabled.