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

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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 that contain all of the available InfoEx information (''Standard-Today'' or ''Standard-Yesterday'') and modify the content and layout as you wish.
 
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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 'Save As New'.
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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). The definition of the new report template has now been saved to the server and is available under the REPORTS menu.
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==Related documents==
 
==Related documents==
 
{{PagesInfoExReport}}
 
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Revision as of 19:51, 1 January 2014

REQUIREMENTS
Permission Operation Administrators and higher
Connectivity Online only

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 (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 report templates.

The resulting templates can be access 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 that contain all of the available InfoEx information (Standard-Today or Standard-Yesterday) 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'.
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). The definition of the new report template has now been saved to the server and is available under the REPORTS menu.

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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