Running an advanced report

Overview

Advanced reports are more complex than other reporting options when using theReporter tool. This article will walk you through how to create an Advanced Report.

Creating an Advanced Report

Upon accessing theReporter click the plus icon in the top-left-hand corner and select Advanced Report from the options presented:

Create reports menu

When the wizard pops up, enter a name for the report and select the folder you would like to store the report in. The folder determines which users can read or author the report based on the permissions assigned by the Admin users. The author can add a description of the report if desired:

Report name and folder section

Select Next at the bottom of the screen or the Categories tab to select categories:

Next button

Note: Save and Run are in the right corner of the screen and allow a user to save any changes and view an example of the report. It is HIGHLY recommended to use these functions throughout the creation process:

Save and run buttons

Select the Categories that contain the desired data required for the report:

Category selector

Categories are stored in Folders. As each category is selected, unavailable options are greyed out. Select the necessary category and click the add button, or double-click the category name to add it.

Highlight the category name and click the view button to view the data elements available.

The Suppress duplicates option, if checked, will prevent duplicate fields from appearing during the creation process. The red “x” will delete the category from being assigned to the report:

Delete category button

Note: If the category Entity Admin is selected, the user cannot combine transactional data categories and fields with that category.

It is recommended to apply Sorts and Filters after performing tasks under the Layout tab:

Sort section applied

Save and select the layout tab. This will allow users to add the data elements to the report. Fields can be added from the categories dropdown menu by double-clicking or selecting the add button.

These fields can be ordered by dragging and dropping.

A standard text tool is available for stylistic elements. This type of report includes a view for formatting and editing:

Layout selector

Select Run to test the output of the report:

Run the report option

Advanced reports allow for formulas to be added to perform an advanced calculation. To add a formula, select the formula button in the main menu:

Formula button

The Formula Editor will prompt the user to select a cell that is appropriate for the formula:

Formula editor

An advanced report can include different sections including Page Headers(Titles), Report headers (Labels), Details (Data), Report Footers (Summary Data, i.e. Charts and Aggregate Sums), Page Footers (Page Numbers), Group Headers (Grouped Data Labels), Group Footers (Summary Data) and Repeating Groups.

Right-clicking within the Section column of the report designer will display a set of options, to add a new section using the Add Section option:

Add section

Note: Group Headers will prompt users to select a field. This requires a sort to be added to the report:

Add group header menu

Right-clicking on a cell number for each section, the following options can be implemented, Insert Rows (Before or After), Delete Rows, Suppress Rows:

Right-click on the cell number menu

For additional information and assistance, please visit the Exago Knowledge Base website.