Difference between revisions of "Modifying an existing InfoEx report template"

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__NOTOC__
 
__NOTOC__
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{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
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{{Requirements|UserLevel=Operation Administrator and higher|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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The InfoEx system 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: Saving the modifications of an existing report template]]To preserve the style of the modified reprot template, clikc on the {{ButtonBlue|Manage}} button to the right of the name label of the original report template ''''Save Current View'''' (fig. 2).  
 
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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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|class="StepNum" | 4.
 
 
|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.
 
|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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==Related documents==
 
==Related documents==
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{{PagesInfoExReport}}
  
 
==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: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]]
 

Revision as of 20:00, 1 January 2014

REQUIREMENTS
Permission Operation Administrator and higher
Connectivity Online only

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

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).

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: Saving the modifications of an existing report template
To preserve the style of the modified reprot template, clikc on the Manage button to the right of the name label of the original report template 'Save Current View' (fig. 2).
3. 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.

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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