Reporting Edit Screen - Overview

• When you select the “Edit” button, the report screen will shift to “AdHoc View” which allows complete manipulation of the report configuration.  Upon first loading this screen, the “Input Controls” pop-up window will open (with options for adjusting the data displayed in the report).  If you do not need to adjust Input Controls, click Cancel at the bottom of the pop-up window

• The left side of the AdHoc View contains options for the data variables used to configure the report.  These include:
• Fields used in the report
• Measures used in the report
• The main body of the screen contains the elements for the structuring of the report. These include:
• The report name
• Options for saving, exporting, and displaying the report
• Fields chosen for display as columns and/or rows and/or groups as determined by the display format
• Options for details displayed
• Sample view or full view of data as selected

• The 'Cancel' button in the top right hand portion of the task bar can be selected at any time to undo any changes made since the last time the report was saved, and exit Report Editor mode.

Reporting Edit Screen – Available Fields

• The second block on the left side of the screen lists available fields from the data source that can be used in the report.​

• You can scroll through the list of fields or use the search box to find a field.
• To create a new calculated field, click on the icon to the right of the Fields section header, then select Create Calculated Field.  See the Reporting Edit Screen - Creating a Calculated Field below for further information.

• To add a field to the current report:
• Click on a field and drag it to the “Columns,” “Rows,” or “Groups” window in the main body of the screen, OR…
• Right-click on the field to see a list of options for using the field in the report and select one.

• Fields can also be used for creating filters, for sorting data, or for measures. As described above, right-click on the field and select the desired option for using the field.
  If you use the field as a filter, the filter will be added to the right of the main screen.  See the Reporting Edit Screen - Creating Filters section below for more information.

• If you use the field for sorting, a Sort pop-up window will open.  The field you selected will be listed in the “Sort On” window. You can choose additional fields for sorting if desired by selecting them from the list of Additional Fields and selecting the right arrow to place them into the “Sort On” window.  Use the up and down arrows on the right side of the “Sort On” window to adjust the ordering sequence.  Use the arrow icon to the left of the field name to choose ascending or descending order. When finished, click OK.  To cancel changes, select Cancel.

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• If you use the field as a measure, the field name will be added to the list of Measures in the third block on the left side of the screen.

​Reporting Edit Screen – Creating a Calculated Field

• To create a calculated field:

• Enter a name for the field in the “Field Name” box.

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• Select fields and/or measures from the bottom left scroll box.  Select Functions from the right scroll box.  Select operators from the row beneath the formula box.
• To see arguments in the formula, check the box next to “Show arguments in formula.”

• To choose a calculation type, click on the Summary Calculation tab and choose a Calculation from the dropdown list.

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• To check the validity of the formula, click on the “Validate” button.

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• When you are finished, click on the “Create Field” button.

Reporting Edit Screen – Available Measures

• The third block on the left side of the screen lists available measures that can be used in the report.

• You can scroll through the list of measures or use the search box to find a measure.
• To create a new calculated measure, click on the icon to the right of the Fields section header, then select Create Calculated Measure.  See the Reporting Edit Screen - Creating a Calculated Measure section for further information.

• To add a measure to the current report:
• Click on a measure and drag it to the “Columns” “window in the main body of the screen, OR…
• Right-click on the field to see a list of options for using the measure in the report and select one.
• Measures can also be used for creating filters or for sorting data; they can also be used in the report as fields. As described above, right-click on the measure and select the desired option for using the measure.

• If you use the measure as a filter, the filter will be added to the right of the main screen.  See the Reporting Edit Screen - “Creating Filters” for more information.
• If you use the measure for sorting, a Sort pop-up window will open.  The measure you selected will be listed in the “Sort On” window. You can choose additional fields for sorting if desired by selecting them from the list of Additional Fields and selecting the right arrow to place them into the “Sort On” window.  Use the up and down arrows on the right side of the “Sort On” window to adjust the ordering sequence.  Use the arrow icon to the left of the field name to choose ascending or descending order. When finished, click OK.  To cancel changes, select Cancel.

• If you use the measure as a field, the measure name will be added to the list of Fields in the second block on the left side of the screen.

Reporting Edit Screen – Creating a Calculated Measure

• To create a calculated Measure:

• Enter a name for the measure in the “Measure Name” box.
• On the Formula Builder tab, use the “Formula” window to construct the formula.
• Select fields and/or measures from the bottom left scroll box.  Select Functions from the right scroll box.  Select operators from the row beneath the formula box.
• To see arguments in the formula, check the box next to “Show arguments in formula.”
• To choose a calculation type, click on the Summary Calculation tab and choose a Calculation from the dropdown list.
• To check the validity of the formula, click on the “Validate” button.
• When you are finished, click on the “Create Measure” button.

Reporting Edit Screen – Creating Filters

• You can create filters for displayed data based on fields or measures, or you can create custom filters.

• To see all existing filters, click on the filter icon in the upper right of the screen.
• Clicking on the expand icon to the right of the filter heading will open three options:  
• ​Minimize all filters
• Maximize all filters
• Remove all filters

• To create a filter based on a field or measure, right click on the field/measure from the list on the left side of the screen and select “Create Measure.”  On the right side of the screen, under the Filters heading, a new filter will be added for the field you selected.

• To complete the filter expression, first choose the appropriate operator by clicking on the down arrow next to “equals” to choose from the expanded list of available operators.

• Next, enter the filtered term/word in the text box, or use the magnifying glass icon to search for the term.
• Clicking on the expand icon to the far right of the filter block will open three options:
• Remove filter – selecting this option will completely remove the filter
• Move Up – selecting this option adjusts the filter sequencing if there are additional filters
• Move Down – selecting this option adjusts the filter sequencing if there are additional filters

• You may also create combination filters using the Custom Filter Expressions option.  If a filter must meet each of two or more criteria, use the 'AND' expression.  If a filter must meet only one of two or more criteria, use the 'OR' expression.  To create a combination of 'AND' plus 'OR' criteria, use parentheses to separate the conditions.

Reporting Edit Screen – Menu Options

• The menu bar above the report display contains the following options:

•  Save – Selecting the save icon will provide you two options:
• Choose "Save" to save the report with its current name.

​Note:  Default reports cannot be saved, only ‘save as’ once edited.

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•  Export – Selecting the export icon will provide you a list of formats to which you can export and save the report.

•  Undo the Last Change – Selecting the “Undo” icon will undo the last change you made to the configuration of the report.  This icon is only active after you have made a change.
•  Redo the Last Change – Selecting the “Redo” icon will redo the last change you made to the configuration of the report after having chosen to “Undo” it.  This icon is only active after you have used the “Undo” option.
•  “Reset to Last Saved State” – Selecting the “Reset” icon will reset the report to the way it was configured when last saved.
•  “Switch the Groups” – Selecting the “Switch” icon will switch rows and columns – i.e., rows become columns and columns become rows.
•  “Set the Sort Order” – Selecting the “Sort” icon will provide you with options for sorting the data.  A pop-up window will open with a list of available fields from which you can choose for sorting.  Select a field or fields and use the right arrow to place them into the “Sort On” window.  Use the up and down arrows on the right side of the “Sort On” window to adjust the ordering sequence.  Use the arrow icon to the left of the field name to choose ascending or descending order.

•  “Change the Input Values” – Selecting the “Change the Input Values” icon will allow you to make adjustments to the report parameters. An “Input Controls” window will open with options for adjusting the data displayed in the report (for example, the report period, shifts included, groups included, etc.).  After making changes, click on the Apply button.

• Display format – The next option in the menu is a dropdown box allowing you to choose how the report data is displayed.  Choose from Table, Chart, or Crosstab.

• Display Data – The next option in the menu is a dropdown box allowing you to choose how much data is displayed onscreen.  Choose from Sample Data (for fast previews during changes), Full Data, or None.

​Reporting Edit Screen – Report Design

• The Columns, Groups, and Rows boxes allow you to design the report by selecting fields and/or measures and placing them where you want them displayed.

• To add a field/measure to columns, groups, or rows, select the field from the list on the left side of the screen.  You can either click and drag the field to the column/group/row box or right click on the field and choose “Add to Columns,” “Add to Groups,” or “Add to Rows,” as applicable.

• Once the fields are placed in the column/group/row box, you can adjust the placement by clicking on the field and dragging it where you want it.  To delete a field, click the “x” to the right of the field name.