Difference between revisions of "Single page view versus individual tabs for tables"

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(Functionality tested by)
(Step-by-step-description)
 
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
|[[File:SettingsIconReports.png|300px|thumb|right|Fig. 1: How to access the layout options]] To access the layout options select the 'settings' icon on the upper right of the 'Reports' page (fig. 1).
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|[[File:SettingsIconReports.png|300px|thumb|right|Fig. 1: How to access the grouping options]] To access the grouping options click on the {{ButtonGrey|Layout}} button in the upper right corner of the 'Reports' page (Fig. 1).
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
|[[File:MenuOfTablesReports.png|300px|thumb|right|Fig. 2: Settings box for the InfoEx report]]A dropdown box will appear offering selections for the layout, grouping, and table types for the report that will be produced (Fig.2). For a description of selecting tables and grouping options see: [[Specifying the tables to be included in an InfoEx report]] and [[Grouping of observations within tables]].
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|[[File:MenuOfTablesReports.png|300px|thumb|right|Fig. 2: Layout pop-up window for InfoEx reports]]A dropdown box will appear offering selections for the layout, grouping, font size and table types for the report that will be produced (Fig.2).
 
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|class="StepNum" | 3.
 
|class="StepNum" | 3.
|Under ''''Layout'''' select the layout option that you prefer.
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|[[File:ReportsLayoutSinglePage.png|300px|thumb|right|Fig. 3: Example of single page report (no observations included)]][[File:ReportsLayoutTabbed.png|300px|thumb|right|Fig. 4: Example of tabbed report (with observations)]] Under 'Layout' select the layout format of your choice. The available layout options are:
{|class="TblSteps"
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* '''Single Page''' (default)<br/>This option provides an InfoEx report with tables of observations arranged vertically (Fig. 3).
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* '''Tabbed'''<br/>This option provides an InfoEx report with tables of observations arranged horizontally in tabs (Fig. 4).
 
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|class="StepNum" | Single Page:
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|class="StepNum" | 4.
|[[File:ReportsLayoutSinglePage.png|300px|thumb|right|Fig. 3: Single page report]]This option provides an InfoEx report with tables of observations arranged vertically (fig. 3)
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|Click on the {{ButtonGrey|Okay}} button at the bottom of the layout pop-up window to commit your preferences to the system.
 
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|class="StepNum" | Tabbed:
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|class="StepNum" | 5.
||[[File:ReportsLayoutTabbed.png|300px|thumb|right|Fig. 4: Tabbed report]]This option provides an InfoEx report with tables of observations arranged horizontally in tabs (fig. 4)
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|Wait while the application retrieves the data for the new grouping format from the server and displays it in the current view.
 
 
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|class="StepNum" | 4.
 
|The format for the custom report that you have created by arranging the tables can be saved for future use. See: [[Saving a report as an InfoEx report template]]
 
 
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==Related documents==
 
==Related documents==
* [[InfoEx report views]]
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{{PagesInfoExReport}}
 
 
===Customizing reports===
 
* Content
 
** [[Specifying the date or date range of an InfoEx report]]
 
** [[Restricting the locations included in an InfoEx report]]
 
** [[Specifying the tables to be included in an InfoEx report]]
 
** [[Adding or removing columns of individual tables in an InfoEx report]]
 
** [[Applying filters to individual tables in an InfoEx report]]
 
* Layout
 
** [[Specifying the order of the tables in an InfoEx report]]
 
** [[Grouping of observations within tables]]
 
** [[Single page view versus individual tabs for tables]]
 
 
 
===Managing report templates===
 
* [[Saving a report as an InfoEx report template]]
 
* [[Modifying an existing InfoEx report template]]
 
* [[Deleting an existing InfoEx report template]]
 
* [[Signing up for the daily InfoEx report emails]]
 
  
 
==Functionality tested by==
 
==Functionality tested by==

Latest revision as of 16:34, 31 May 2017

REQUIREMENTS
Permission All user levels
Connectivity Online only

This page describes basic layout options for the presentation of report information.

Background

Reports can be presented to viewers two ways.

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: How to access the grouping options
To access the grouping options click on the Layout button in the upper right corner of the 'Reports' page (Fig. 1).
2.
Fig. 2: Layout pop-up window for InfoEx reports
A dropdown box will appear offering selections for the layout, grouping, font size and table types for the report that will be produced (Fig.2).
3.
Fig. 3: Example of single page report (no observations included)
Fig. 4: Example of tabbed report (with observations)
Under 'Layout' select the layout format of your choice. The available layout options are:
  • Single Page (default)
    This option provides an InfoEx report with tables of observations arranged vertically (Fig. 3).
  • Tabbed
    This option provides an InfoEx report with tables of observations arranged horizontally in tabs (Fig. 4).
4. Click on the Okay button at the bottom of the layout pop-up window to commit your preferences to the system.
5. Wait while the application retrieves the data for the new grouping format from the server and displays it in the current view.

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