Difference between revisions of "Applying filters to individual tables in an InfoEx report"

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|[[File:SavingReport.png|300px|thumb|right|Fig.3: Saving the InfoEx report as a view]]To preserve this report (including the tables, dates, and locations) 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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|[[File:SavingReport.png|300px|thumb|right|Fig.3: Saving the InfoEx report as a view]]To preserve this 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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Revision as of 14:22, 29 October 2013

REQUIREMENTS
Permission All user levels
Connectivity Online only

This page shows you how to exclude specific observations from your InfoEx reports.

Background

Each table of observations in an InfoEx report can be individually customized to exclude information that you do not require

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: Selecting a report
Select the report that you want to view
2.
Fig. 2: Filter popup
Click on any column of the table's top line (except the date and locations column). From the popup menu select Filter
3. Each column has options for filtering. There are two basic kinds of filters:
Select/Deselect:
Fig. 3: Filter by selection
With this kind of filter you can select and deselect items from a list. Only entries matching selected values will be retained for your report.
Value:
Fig. 4: Filter by value
Fig. 4: Filter by value
With this kind of filter you can include entries that are related to a selected numerical value. You may select a threshold value or filter values that are identically equal to your selected value.
4.
Fig.3: Saving the InfoEx report as a view
To preserve this 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'.
5.
Fig.4: Naming the new InfoEx report view
Select a descriptive name for the InfoEx report and select 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)