Difference between revisions of "Saving a report as an InfoEx report template"

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{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
 
{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
  
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This page describes how a customized report template can be saved for future use.
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This page describes how a customized report can be saved as a report template for future use.
  
 
==Background==
 
==Background==
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Reports can be customized by selecting date ranges, locations, observations, and by preferred ordering and layout.  
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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]]).  
  
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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.
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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.
  
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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.
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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==
 
==Step-by-Step Description==
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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|[[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'.
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|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.
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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||[[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.
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|[[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
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* 'Save As New (Personal)' to save a personal report template that only you have access to.
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* 'Save As New (Operation)' to save a report template that is accessible to all users of your operation (option only accessible to Operation Administrators and Super Users).
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|-
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|class="StepNum" | 3.
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||[[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).  
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|-
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|class="StepNum" | 4.
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|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]].  
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|}
  
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==Related documents==
 
==Related documents==
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* Link to relate document 1
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{{PagesInfoExReport}}
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* Link to relate document 2
 
  
 
==Functionality tested by==
 
==Functionality tested by==
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* Date: Oct. 29: John Kelly / QA Server / Test Version 0.32.00)
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* Jan. 1, 2013: Pascal Haegeli
  
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[[Category:Help Files]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category: Submission Moderator]][[Category: User]][[Category:Reports]][[Category:Version 3.4.0]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
 
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[[Category:Reports]]
 
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[[Category:Software Issues]][[Category:Version 0.32.00]]
 

Latest revision as of 08:51, 1 June 2017

REQUIREMENTS
Permission All user levels
Connectivity Online only

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

Background

InfoEx allows users to fully customized InfoEx reports with respect to content (dates, locations, observation types, observation parameters, and observation characteristics) and layout (order of tables, grouping of observations, sorting of observations, 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 Operation report templates.

The resulting templates can be accessed directly via the REPORTS menu or the report workflow module to improve the efficiency of information visualization and interpretation.

Step-by-Step Description

1. 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.
2.
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 Manage button to the right of the name of the original report (Fig. 1) and select
  • 'Save As New (Personal)' to save a personal report template that only you have access to.
  • 'Save As New (Operation)' to save a report template that is accessible to all users of your operation (option only accessible to Operation Administrators and Super Users).
3.
Fig.2: Naming the new InfoEx report view
Select a descriptive name for the new report template and click on Ok to save the template (Fig. 2).
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 workflow module and subscribe to have it emailed to you as a PDF report.

Related documents

Customizing reports

[1] Click to watch a help video
[2] Click to watch a help video

Managing report templates

Viewing report templates

Map Layers

Charts

Functionality tested by

  • Jan. 1, 2013: Pascal Haegeli
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