AlertBoot makes it easy to customize reports.
Click Edit next to a report name to customize that report.
or
Click the report name to view the report and then click the Customize button.
When a report is run, AlertBoot provides a toolbar at the top of the screen with options for customizing the report and navigating the reporting module:
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Run Report |
Used to re-run the report based on any changes that are made |
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Show/Hide Details |
Used to switch back and forth between summarized details and full details (Summary and Matrix reports only) |
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Customize |
Brings the user back into the Report Wizard to edit the report further |
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Save |
Saves the report via overwriting |
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Save As |
Saves a copy of the report as a new report. The original is NOT overwritten |
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Disable |
Makes the report "inactive". It can be restored later if need be |
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Printable View |
Fully loads the report into Excel for printing. This gives you more control over how much is printed as well as on how many pages. |
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Export |
Gives you the ability to export the report into three (3) different formats: Excel (XLS), Acrobat (PDF), and Report Definition (XML) |
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Back |
Takes you back to the previously-viewed screen |
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Reports Home |
Takes you back to the Reports Home screen |
The following additional options are also available when viewing a report:
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Summarize information by: |
A dropdown list with selected subtotals for specified fields. Select one to subtotal your report differently. |
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Columns |
A dropdown list from which you can choose date-specific information about the records |
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Start / End Date |
In these two fields, specify the date range for your data sample. Click Run Report to use the new date range |
Additionally, clicking on a column header will sort the report based on the data in that particular column.
Text data will sort in alphabetical order
Numerical data will sort in ascending order.
Dates will sort with the most recent date first.
To reverse the sort order, click the column header a second time.
You may use the Advanced Filters options to further specify search conditions that items in the report must match. See Creating Filters for more information.
When creating your report, click the Hide Details button to see a collapsed view of a report showing only the headings, subtotals, and total.
Hide Details shows only summarized information
Click the Show Details button to see the details of the report.
Show Details expands out the Summaries
Subtotaling reports allows you to analyze trends in the data. Summary and matrix reports allow you to group sets of information and compare subtotals against overall totals. In a summary report, you can also subtotal by multiple fields for cascading sets of information.
Click the Customize button
In the Select Grouping step of the report wizard, select the fields for grouping data
Summary Reports: Create cascading subtotals by choosing additional grouping fields.
Matrix Reports: Select two sort fields -- one for the vertical axis and one for the horizontal axis.
In the Select Columns to Total step of the Report Wizard, select the columns that you want to summarize, etc.
Click the Run Report button.