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Edit a BI Custom Report

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You can edit a BI Customer report, below describes the Edit Mode, so you can become familiar with it.

  1. From the menu, click BI.
  2. From the Reports panel, click the Custom Reports expand arrow to display the reports.
  3. For the report you want to edit, click the menu clipboard_e6f236f3e0f66b51858992a41adb37e86.png icon.
  4. Click the Edit menu item and the report displays a tab and is in edit mode.

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The edit mode contains the following elements:

  • (A) - The report opens in a tab.
  • (B) - This is the Fields and it contains the following icons:
    • Show only text fields
    • Show only numeric fields
    • Show only date/time fields
    • Show only other fields
  • (C) - The Gear icon contains the following menu items:
    • Rename - This is where you can enter a unique name of the report.
    • Description - This is where you can enter a description. This displays at the bottom of the Main Menu and it is used when searching for reports.
    • Categories - This is where you specify the data the report will access.
    • Sorts - This is the data fields that will dictate the order of information in your report.
    • Filters - Apply filters to limit the amount of information displayed in the report.
    • Template - Add a pre-designed PDF, RTF, or Excel template to your report.
    • Options - This contains the following:
      • General - This lets you define the General Options, Excel Options, and the Page Options.
      • Report Viewer - This lets you specify the General Display settings, Filters, and Sorts.
      • Custom
    • Advanced - This contains the following:
      • Joins - A JOIN is a command clause that combines records from two or more tables in a database.
      • Parameters - A parameter is a reusable variable. Parameters are used within calculations and filters, denoted by “@ParameterName@“. They can be assigned a fixed value or prompt the user for a value on execution. Some parameters can only be edited by your administrator.
  • (D) - This is the report toolbar and it contains the following:
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  • Save icon
  • Create new report icon
  • Undo icon
  • Redo icon
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  • Font
  • Font Size
  • Bold
  • Italics
  • Underline either as Single or Double
  • Foreground color
  • Background color
  • Align cell contents to left, right, or center.
  • Align cell contents to the top, middle, or bottom.
  • Wrap text
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  • Format cells
  • Format paintbrush
  • Merge cells
  • Split cells
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  • AutoSum
  • Formula Editor
  • Link Reports
  • Suppress Duplicates
  • Crosstab Wizard
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  • Chart Wizard
  • Linked Action Event
  • Gauge Wizard
  • Insert Image
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  • Run the report
  • Export the report as PDF, Excel, RTF, or CSV.
  • (E) - This is the report body, where you define the columns and the sections:
    • Page Header
    • Header
    • Detail
    • Footer
    • Page Footer