Modifying an existing InfoEx report template - Revision history

Admin at 16:56, 1 June 2017

2017-06-01T16:56:15Z

Pascal at 16:44, 6 November 2014

2014-11-06T16:44:14Z

Pascal at 16:39, 6 November 2014

2014-11-06T16:39:02Z

Pascal: /* Step-by-Step Description */

2014-01-02T03:16:08Z

‎Step-by-Step Description

Pascal: /* Step-by-Step Description */

2014-01-02T03:10:40Z

‎Step-by-Step Description

Pascal: /* Step-by-Step Description */

2014-01-02T03:09:54Z

‎Step-by-Step Description

Pascal: /* Step-by-Step Description */

2014-01-02T03:07:38Z

‎Step-by-Step Description

Pascal: /* Step-by-Step Description */

2014-01-02T03:06:36Z

‎Step-by-Step Description

Pascal at 03:00, 2 January 2014

2014-01-02T03:00:02Z

John: /* Related documents */

2013-10-29T23:27:14Z

‎Related documents

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 This page describes how an existing customized InfoEx report template can be modified.
 ==Background==
-The InfoEx system allows users to fully customized InfoEx reports with respect to content ([[Specifying the date or date range of an InfoEx report|dates]], [[Restricting the locations included in an InfoEx report|locations]], [[Specifying the tables to be included in an InfoEx report|observation types]], [[Adding or removing columns of individual tables in an InfoEx report|observation parameters]], and [[Applying filters to individual tables in an InfoEx report|observation characteristics]]) and layout ([[Specifying the order of the tables in an InfoEx report|order of tables]], [[Grouping of observations within tables|grouping of observations]], [[Sorting individual tables in an InfoEx report|sorting of observations]], [[Single page view versus individual tabs for tables|report format]]).
+InfoEx allows users to fully customized InfoEx reports with respect to content ([[Specifying the date or date range of an InfoEx report|dates]], [[Restricting the locations included in an InfoEx report|locations]], [[Specifying the tables to be included in an InfoEx report|observation types]], [[Adding or removing columns of individual tables in an InfoEx report|observation parameters]], and [[Applying filters to individual tables in an InfoEx report|observation characteristics]]) and layout ([[Specifying the order of the tables in an InfoEx report|order of tables]], [[Grouping of observations within tables|grouping of observations]], [[Sorting individual tables in an InfoEx report|sorting of observations]], [[Single page view versus individual tabs for tables|report format]]).
 Alterations to an existing report template can be preserved as a new report template without altering the existing template, or you can overwrite existing report templates with modified ones.

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 This page describes how an existing customized InfoEx report template can be modified.
 ==Background==
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 You have two options for saving the new report template:
 * '''Save As New'''<br/>Choose this option to save the new template under its own name and preserve the old template.
 * '''Overwrite [Name of old template]'''<br/>Choose this option to save the new template under the current name and delete the old template.

@@ Line 1: / Line 1: @@
 __NOTOC__
-{{Requirements|UserLevel=Operation Administrator and higher|Connectivity=Online only}}
+{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
 This page describes how an existing customized InfoEx report template can be modified.
@@ Line 36: / Line 36: @@
 * Jan 1, 2014: Pascal Haegeli
-[[Category:Super User]][[Category:Operation Administrator]][[Category:Reports]][[Category:Version 3.4.0]]
+[[Category:Super User]][[Category:Operation Administrator]][[Category: Submission Moderator]][[Category: User]][[Category:Reports]][[Category:Version 3.4.0]]

@@ Line 16: / Line 16: @@
 |-
 |class="StepNum" | 2.
-|[[File:SaveAsNewReport.png|300px|thumb|right|Fig.1: Saving the modifications of an existing report template]] To preserve the style of the modified report template, click on the {{ButtonBlue|Manage}} button to the right of the name label of the original report template (Fig. 1).
+|[[File:SaveAsNewReport.png|300px|thumb|right|Fig.1: Menu for managing report templates]] To preserve the style of the modified report template, click on the {{ButtonBlue|Manage}} button to the right of the name label of the original report template (Fig. 1).
 You have two options for saving the new report template:

@@ Line 19: / Line 19: @@
 You have two options for saving the new report template:
-* '''Save As New'''<br/>Select 'Save As New' to save the new template under its own name and preserve the old template.
+* '''Save As New'''<br/>Choose this option to save the new template under its own name and preserve the old template.
-* '''Overwrite [Name of old template]'''<br/>Select 'Overwrite [Name of old template]' to save the new template under the current name and delete the old template.
+* '''Overwrite [Name of old template]'''<br/>Choose this option to save the new template under the current name and delete the old template.
 |-
 |class="StepNum" | 3.

@@ Line 26: / Line 26: @@
 |-
 |class="StepNum" | 4.
-|The definition of the new report template has now been saved to the server and is immediately available under the REPORTS menu. You can also use the template through the [[Report module|report workflow module]] and subscribe to have it send to you as an email.
+|The definition of the new report template has now been saved to the server and is immediately available under the REPORTS menu. You can also use the template through the [[Report module|report workflow module]] and subscribe to have it [[Signing up for the daily InfoEx report emails|emailed to you as a PDF report]].
 |}

@@ Line 1: / Line 1: @@
 __NOTOC__
-{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
+{{Requirements|UserLevel=Operation Administrator and higher|Connectivity=Online only}}
-This page describes how an existing customized report template can be modified.
+This page describes how an existing customized InfoEx report template can be modified.
 ==Background==
-Reports can be customized by selecting date ranges, locations, observations, and by preferred ordering and layout.
+The InfoEx system allows users to fully customized InfoEx reports with respect to content ([[Specifying the date or date range of an InfoEx report|dates]], [[Restricting the locations included in an InfoEx report|locations]], [[Specifying the tables to be included in an InfoEx report|observation types]], [[Adding or removing columns of individual tables in an InfoEx report|observation parameters]], and [[Applying filters to individual tables in an InfoEx report|observation characteristics]]) and layout ([[Specifying the order of the tables in an InfoEx report|order of tables]], [[Grouping of observations within tables|grouping of observations]], [[Sorting individual tables in an InfoEx report|sorting of observations]], [[Single page view versus individual tabs for tables|report format]]).
-The style of the resulting report can be preserved and duplicated for future reports. The resulting templates can be used to streamline workflows and improve the efficiency of information visualization and interpretation.
+Alterations to an existing report template can be preserved as a new report template without altering the existing template, or you can overwrite existing report templates with modified ones.
 ==Step-by-Step Description==
@@ Line 17: / Line 13: @@
 |-
 |class="StepNum" | 1.
-|[[File:SelectingReport.png|300px|thumb|right|Fig.1: Selecting an existing report]]To modify a report, first select the most similar report to the report you will create by clicking on the arrow beside the active report's name (fig. 1).
+|To modify an existing report template, load the template by selecting it from the REPORTS menu and modify its content and layout as you wish.
 |-
 |class="StepNum" | 2.
-|By selecting the tables you want to use, your preferred layout and grouping, as well as filtering the specific fields of your report create the new report style that you want to make into a template.
+|[[File:SaveAsNewReport.png|300px|thumb|right|Fig.1: Saving the modifications of an existing report template]]To preserve the style of the modified reprot template, clikc on the {{ButtonBlue|Manage}} button to the right of the name label of the original report template ''''Save Current View'''' (fig. 2).
 |-
 |class="StepNum" | 3.
 |Select ''''Save as New'''' if you want to preserve both the old and new report templates. Select ''''Overwrite'''' if you want to apply your modifications to the current report template.
 |-
@@ Line 31: / Line 24: @@
 ==Related documents==
 ==Functionality tested by==
-* Date: Oct. 29: John Kelly / QA Server / Test Version 0.32.00)
+* Jan 1, 2014: Pascal Haegeli
-[[Category:Help Files]]
+[[Category:Super User]][[Category:Operation Administrator]][[Category:Reports]][[Category:Version 3.4.0]]

← Older revision		Revision as of 23:27, 29 October 2013
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	==Related documents==		==Related documents==
−	* Link to relate document 1
−	* Link to relate document 2

	==Functionality tested by==		==Functionality tested by==