Saving a report as an InfoEx report template - Revision history

Admin at 16:51, 1 June 2017

2017-06-01T16:51:19Z

Pascal at 16:38, 6 November 2014

2014-11-06T16:38:12Z

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

2014-01-02T03:07:54Z

‎Step-by-Step Description

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

2014-01-02T02:51:21Z

‎Step-by-Step Description

Pascal: /* Related documents */

2014-01-02T02:41:26Z

‎Related documents

Pascal at 02:40, 2 January 2014

2014-01-02T02:40:23Z

John: /* Related documents */

2013-10-29T23:26:16Z

‎Related documents

John at 21:37, 29 October 2013

2013-10-29T21:37:07Z

John: Created page with "NOTOC {{Requirements|UserLevel=All user levels|Connectivity=Online only}} This page describes how a customized report template can be saved for future use. ==Background=..."

2013-10-29T21:33:33Z

Created page with "__NOTOC__ {{Requirements|UserLevel=All user levels|Connectivity=Online only}} This page describes how a customized report template can be saved for future use. ==Background=..."

New page

__NOTOC__
{{Requirements|UserLevel=All user levels|Connectivity=Online only}}

This page describes how a customized report template can be saved for future use.

==Background==
Reports can be customized by selecting date ranges, locations, observations, and by preferred ordering and layout.

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.

==Step-by-Step Description==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:SavingReport.png|300px|thumb|right|Fig.3: Saving the InfoEx report as a view]]To preserve a report (including the tables, dates, locations, and applied filters) select the down arrow beside the report name (fig. 3). You can create and name a new report by selecting 'save current view' and 'save as new'.
|-
|class="StepNum" | 2.
||[[File:SavingReportName.png|300px|thumb|right|Fig.4: Naming the new InfoEx report view]]Select a descriptive name for the InfoEx report and select {{ButtonGrey|Ok}} (fig. 4). The report view is now saved and available on the list of report views that appears when you select the down arrow beside the report name.

|}
==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Date: Oct. 29: John Kelly / QA Server / Test Version 0.32.00)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
[[Category:Reports]]
[[Category:Software Issues]][[Category:Version 0.32.00]]

@@ Line 3: / Line 3: @@
 This page describes how a customized report can be saved as a report template for future use.
 ==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]]).
-The style of the resulting report can be saved as a template that can be used for future use. You need to be an Operation Administrator to be able to save report templates.
+The style of the resulting report can be saved as a template that can be used for future use. You need to be an Operation Administrator to be able to save Operation report templates.
-The resulting templates can be access directly via the REPORTS menu or the [[Report module|report workflow module]] to improve the efficiency of information visualization and interpretation.
+The resulting templates can be accessed directly via the REPORTS menu or the [[Report module|report workflow module]] to improve the efficiency of information visualization and interpretation.
 ==Step-by-Step Description==
@@ Line 17: / Line 15: @@
 |-
 |class="StepNum" | 1.
-|To create a new report template, start with one of the standard reports that contain all of the available InfoEx information (''Standard-Today'' or ''Standard-Yesterday'') and modify the content and layout as you wish.
+|To create a new report template, start with one of the standard reports (''Standard-Today'' or ''Standard-Yesterday'') or any other report you have previously saved, and modify the content and layout as you wish.
 |-
 |class="StepNum" | 2.

@@ Line 1: / Line 1: @@
 __NOTOC__
-{{Requirements|UserLevel=Operation Administrators and higher|Connectivity=Online only}}
+{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
 This page describes how a customized report can be saved as a report template for future use.
 ==Background==
@@ Line 18: / Line 20: @@
 |-
 |class="StepNum" | 2.
-|[[File:SavingReport.png|300px|thumb|right|Fig.1: Saving the InfoEx report as a view]] To preserve the content and layout of the customized report for future use, click on the {{ButtonBlue|Manage}} button to the right of the name of the original report (Fig. 1) and select 'Save As New'.
+|[[File:SavingReport.png|300px|thumb|right|Fig.1: Saving the InfoEx report as a view]] To preserve the content and layout of the customized report for future use, click on the {{ButtonBlue|Manage}} button to the right of the name of the original report (Fig. 1) and select
 |-
 |class="StepNum" | 3.
@@ Line 33: / Line 37: @@
 * Jan. 1, 2013: 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 21: / Line 21: @@
 |-
 |class="StepNum" | 3.
-||[[File:SavingReportName.png|300px|thumb|right|Fig.2: Naming the new InfoEx report view]] Select a descriptive name for the new report template and click on {{ButtonGrey|Ok}} to save the template (Fig. 2). The definition of the new report template has now been saved to the server and is available under the REPORTS menu.
+||[[File:SavingReportName.png|300px|thumb|right|Fig.2: Naming the new InfoEx report view]] Select a descriptive name for the new report template and click on {{ButtonGrey|Ok}} to save the template (Fig. 2).
 |}

@@ Line 22: / Line 22: @@
 |}
 ==Related documents==
-{{Pages|PagesInfoExReport}}
+{{PagesInfoExReport}}
 ==Functionality tested by==

← Older revision		Revision as of 21:37, 29 October 2013
Line 8:		Line 8:

	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.		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.
		+
		+	The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation) and you have selected 'Reports' on the main application menu.

	==Step-by-Step Description==		==Step-by-Step Description==

Saving a report as an InfoEx report template - Revision history

Admin at 16:51, 1 June 2017

Pascal at 16:38, 6 November 2014

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

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

Pascal: /* Related documents */

Pascal at 02:40, 2 January 2014

John: /* Related documents */

John at 21:37, 29 October 2013

John: Created page with "__NOTOC__ {{Requirements|UserLevel=All user levels|Connectivity=Online only}} This page describes how a customized report template can be saved for future use. ==Background=..."

John: Created page with "NOTOC {{Requirements|UserLevel=All user levels|Connectivity=Online only}} This page describes how a customized report template can be saved for future use. ==Background=..."