Difference between revisions of "Modifying an existing 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 an existing customized report template can be modified.
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This page describes how an existing customized InfoEx report template can be modified.
  
 
==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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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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Alterations to a template can be preserved as a new report view without altering the existing template, or you can overwrite existing report templates with modified ones.
 
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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.
 
  
 
==Step-by-Step Description==
 
==Step-by-Step Description==
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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|[[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).  
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|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.
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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|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.
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|[[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).
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You have two options for saving the new report template:
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* '''Save As New'''<br/>Choose this option to save the new template under its own name and preserve the old template.
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{{Note|As an Operation Administrator or Super User, you can choose whether you want to save the new template as a personal report that only you have access to or as a operation report that is accessible to everybody in your operation.|NoteWithImage}}
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* '''Overwrite [Name of old template]'''<br/>Choose this option to save the new template under the current name and delete the old template.
 
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|class="StepNum" | 3.
 
|class="StepNum" | 3.
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|[[File:SaveAsNewReport.png|300px|thumb|right|Fig.2: Saving the InfoEx report as a view]]To preserve the report style in its new form select the down arrow beside the active report name and select ''''Save Current View'''' (fig. 2).  
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||[[File:SavingReportName.png|300px|thumb|right|Fig.2: Naming the new InfoEx report view]] If you select to save the template under a new name, select a descriptive name for the new report template and click on {{ButtonGrey|Ok}} to save the template (Fig. 2).  
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|class="StepNum" | 4.
 
|class="StepNum" | 4.
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|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.
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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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==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, 2014: 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 08:56, 1 June 2017

REQUIREMENTS
Permission All user levels
Connectivity Online only

This page describes how an existing customized InfoEx report template can be modified.

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).

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

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.
2.
Fig.1: Menu for managing report templates
To preserve the style of the modified report template, click on the 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:

  • Save As New
    Choose this option to save the new template under its own name and preserve the old template.
NOTE As an Operation Administrator or Super User, you can choose whether you want to save the new template as a personal report that only you have access to or as a operation report that is accessible to everybody in your operation.
  • Overwrite [Name of old template]
    Choose this option to save the new template under the current name and delete the old template.
3.
Fig.2: Naming the new InfoEx report view
If you select to save the template under a new name, 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, 2014: Pascal Haegeli
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