Free Format Report

Owned by Migration
Last updated: May 07, 2016 by Former user (Deleted)
3 min read

Introduction

Besides the standard delivered templates there is also the capability to create your own free format report. These new free format report can then be used to generate new Template by the Administrator. New report can be created such as 2 Tables, 2 tables and a linked chart. A number of controls can be added into the report and these are detailed below. In addition the controls can be linked to each other, such that a selection of an item in one control can update the details in one or any number of other controls, it can also be used to update the POV for the whole report if required.

CONTENT

How to create a new Free Format report

You can create new Free Format Report by choosing New Report Option and choosing to Create New Free Format Report

 

The Pop Up will guide you through the steps to create the report . It consists of the following fields.

Name

Description

Mandatory

Name

Name of the new Report

Yes

 Source Systems

 Select a Source System for the Report to get it's data from

Yes

Edit Layout

Introduction

You can Format a Free Format Report in Design Mode. Design Mode is Turned on by clicking the Edit Layout buton.

Add / Edit / Delete Controls

In the Control Settings Panel you can Add, Edit and Delete Controls.

  • Add: To add a Control click on + Add Control and choose the desired Control and enter the Basic Parameters. Read more about these parameters in the available Controls Section
  • Edit:

    • Change Settings: Click the Control and this will open Control Settings Panel. Here you can change the Name, the size of the control and if it should Show a Border.
    • Move Control: Just drag the control to its destination.

  • Delete: Click the Control and select the Remove Button in the Control Settings Panel.

 

 

 

Once you are finished with adding of the controls and applying the settings, you should click on the Save & Exit Button.

Report Settings

You can set all settings per Control. Once you open the report, you will have a notification displayed that report settings are missing for each of the added categories. You can add them by clicking on each control in the Settings Tab. On the examle below, there are Bars and Lines Chart and Table Control.

 

 

Convert to Template

Any Free Format Report can be converted to Template by the admin. To do so, select the Free Format Report, click on the gear that will appear on the right side and choose the "Convert to Template" option.