Difference between revisions of "Specifying the date or date range of an InfoEx report"

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==Background==
 
==Background==
 
Users can specify a date or date range for the InfoEx report. Once the time period is specified, the application queries the InfoEx server and retrieves all of the information required for the current report template and the requested time period.  
 
Users can specify a date or date range for the InfoEx report. Once the time period is specified, the application queries the InfoEx server and retrieves all of the information required for the current report template and the requested time period.  
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In addition to specific date or date range, users can also choose from the following relative dates and date ranges that relate to the current day:
 
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* Today
 
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* Yesterday
 
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* Last 7 days
 
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* Last 30 days
 
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* Month to date
 
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* Year to date
 
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* Season to date (Season starts on Oct. 1)
 
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{{Note|Please note that data requests with 'Year to date' or 'Season to date' can produce extremely large reports that require a long time to download. Only use these options when you have a high-speed Internet connection}}
 
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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" | 2.
 
|class="StepNum" | 2.
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|[[File:ReportTabularViewDateSelection.png|300px|thumb|right|Fig. 2: Date and date range dropdown menu]] Select the appropriate date or date range for your InfoEx report (Fig. 2).
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|[[File:ReportTabularViewDateSelection.png|300px|thumb|right|Fig. 2: Date and date range dropdown menu]] Select the appropriate date or date range for your InfoEx report (Fig. 2). The available options include:
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''Relative dates or date ranges'':
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* Today
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* Yesterday
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* Last 2 days (i.e. Today & Yesterday)
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* Last 3 days
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* Last 7 days
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* Last 30 days
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* Month to date
 +
* Year to date
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* Season to date (Season starts on Oct. 1)
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{{Note|Please note that data requests with 'Year to date' or 'Season to date' can produce extremely large reports that require a long time to download. Reports that are too large will not be produced and a message will be displayed informing you.|NoteWithImage}}
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''Absolute dates or date ranges''
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* Specific Date
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* Date Range
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* All Dates Since
 
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|class="StepNum" | 3.
 
|class="StepNum" | 3.
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==Related documents==
 
==Related documents==
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* Link to relate document 1
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* [[InfoEx report views]]
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* Link to relate document 2
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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==
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* Oct. 28: Pascal Haegeli / QA Server / Test Version 0.32.00
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* Dec. 31, 2013: Pascal Haegeli
  
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Observation Moderator]][[Category:User]][[Category:Reports]][[Category:Version 0.32.00]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Reports]][[Category:Version 3.4.0]]

Latest revision as of 18:10, 17 November 2019

REQUIREMENTS
Permission All user levels
Connectivity Online only

This document describes how to specify the date or date range of an InfoEx report.

Background

Users can specify a date or date range for the InfoEx report. Once the time period is specified, the application queries the InfoEx server and retrieves all of the information required for the current report template and the requested time period.

Step-by-step description

1.
Fig. 1: Overview of tabular report view
Click into the text box under the 'Date Range' label of the report view (Fig. 1).
2.
Fig. 2: Date and date range dropdown menu
Select the appropriate date or date range for your InfoEx report (Fig. 2). The available options include:

Relative dates or date ranges:

  • Today
  • Yesterday
  • Last 2 days (i.e. Today & Yesterday)
  • Last 3 days
  • Last 7 days
  • Last 30 days
  • Month to date
  • Year to date
  • Season to date (Season starts on Oct. 1)
NOTE Please note that data requests with 'Year to date' or 'Season to date' can produce extremely large reports that require a long time to download. Reports that are too large will not be produced and a message will be displayed informing you.

Absolute dates or date ranges

  • Specific Date
  • Date Range
  • All Dates Since
3. Wait while the application retrieves the data for the new date or date range from the server and displays it in the current view.

Related documents

Customizing reports

Managing report templates

Functionality tested by

  • Dec. 31, 2013: Pascal Haegeli
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