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Format Group 

  1. The Format options determine the file format output.

      

    HTML

    format

    is selected by default. 

    Format Group Image RemovedFormat Group at the top leftImage Added
  2. Click the

    dropdown

    drop-down arrow to display alternate file format output options. 

    Format dropdownImage Removed

    Format dropdownImage Added

  3. Modify the report output format, as desired.


  4. Format dropdown menu Image Removedtip
    1. Leaving the format output as HTML during query development makes the process move a lot quicker. This is due to the formatting that has to take place to display the data in other formats. If you need Excel output, it is recommended to leave the format set to HTML, and later, after the report is built and the query is tested, change the output to Excel to get the desired format.

  5. File is used to create hold files, and Chart can be used to create a chart from the data in the report.

  6.  
  7.   

  8.  Chart, Report, or File Output Options Image Removed
  9. Chart, Report, or File Output Options Image Added

Design Group 

  1. The Design group determines the design mode that displays when building your report.

       

    Live Preview is the design mode selected by default.

     

    Query can be used to increase response time when adding fields to the report.

    Live Preview Design Mode Image Removed
  2. Select an alternate design mode, as desired.  

    Note
    1. Query and Live Preview alter your workspace, while selecting Document places you into a different, more advanced mode where you can place many queries, charts, or reports together.

  3. Click to

    select 

    Use Sample Data for quicker development as you design your report.

      

    Data from Source is selected by default.  

    Use Sample Data Image Removeduse sample dataImage Added
  4. As desired, modify the Records selection to set the number of lines of data that display as you design your report.

     

    To modify, click the Records dropdown and select an alternate numeric option. 

    Records dropdownImage Removed Set alternate numeric optionImage Added

Filter Group 

  1. Use the Filter group to create a new filter

    ,

    by clicking the Filter option.

    See the article on

    For more information, see Filtering a Report

    for more details

    .

    Filter optionImage RemovedUse the filter groupImage Added

Report Group

  1. Use the Report group to enhance the format of the report in several ways.


    Report Group Image Removed

  2. Explore the Theme and Style options to modify items such as font size, font type, alignment, etc. 

      

    Style OptionsImage RemovedReport StyleImage Added

  3. Click Banded to identify a color scheme to apply for banded rows and columns to your output data.  

    Banded Alternating Row OptionImage Removed
  4. Click the Header & Footer dropdown to apply Report and/or Page Headers/Footers, as desired.  

    Image Removed   
  5. Type

    Enter the desired text in the Header & Footer dialog box. Use the drop-down on the far right to insert preformatted text content

    ; for example

    (e.g., the date).

     Image Removed   use the dropdown on the right for date or time formatsImage Added
  6. Click the Column Totals dropdown to select an option from the

    dropdown

    drop-down, as desired.  


    Column Totals Image Removed

  7. Click Row Totals to show row totals, as desired.  

    Row Totals Image Removed
Note
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Info

Vendor videos are available for additional relevant information, such as: , including Home Tab, as desired.  Refer to the vendor documentation are available for assistance. See WebFOCUS InfoAssist Manual 8.2.06 for  for additional information, as desired.

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