Difference between revisions of "Adding or removing columns of individual tables in an InfoEx report"

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(Related documents)
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==Related documents==
 
==Related documents==
* [[Saving a report as an InfoEx report template]]  
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* [[InfoEx report views]]
*[[Applying filters to individual tables in an InfoEx report]]
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===Customizing reports===
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* Content
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** [[Specifying the date or date range of an InfoEx report]]
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** [[Restricting the locations included in an InfoEx report]]
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** [[Specifying the tables to be included in an InfoEx report]]
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** [[Adding or removing columns of individual tables in an InfoEx report]]
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** [[Applying filters to individual tables in an InfoEx report]]
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* Layout
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** [[Specifying the order of the tables in an InfoEx report]]
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** [[Grouping of observations within tables]]
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** [[Single page view versus individual tabs for tables]]
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===Managing report templates===
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* [[Saving a report as an InfoEx report template]]
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* [[Modifying an existing InfoEx report template]]
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* [[Deleting an existing InfoEx report template]]
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* [[Signing up for the daily InfoEx report emails]]
  
 
==Functionality tested by==
 
==Functionality tested by==

Revision as of 17:02, 31 December 2013

REQUIREMENTS
Permission All user levels
Connectivity Online only

Background

Users can specify the columns included for each of the tables of the InfoEx report and order them as desired. Each table has different columns available that can be selected and ordered independently. Column preferences can be preserved by saving the report view once you have adjusted columns according to your preference (see Saving a report as an InfoEx report template)

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

1.
Fig. 1: Arranging columns
Select the table that you want to arrange the columns in. Ensure that the table is fully expanded by looking for the + or - on the right side of the table header. Click on the + to expand the table (fig. 1).
2.
Fig. 2: Column popup menu
Click anywhere on the top row of the table to activate a popup menu. Select 'Columns' from the menu (fig. 2). For an explanation of sorting options see: Applying filters to individual tables in an InfoEx report
3. By checking (or unchecking) the desired columns you can add or subtract columns from the table you are in.
NOTE Each table in the report has different columns that can be selected according to user preference
4. The format for the custom report that you have created by selecting preferred columns can be saved for future use. See: Saving a report as an InfoEx report template

Related documents

Customizing reports

Managing report templates

Functionality tested by

  • Oct 29: John Kelly / QA Server / Test Version 0.32.00