Informer Web ReportingInformer Web ReportingBasic ReportingBasic Reporting

Presenter:Presenter: Andrew MorovatiAndrew Morovati

NOTE: THIS PRESENTATION PROVIDED BY NOTE: THIS PRESENTATION PROVIDED BY ENTRINSIK ENTRINSIK

InformerInformer Reports Reports

Name, Meta Type, Description, RoleName, Meta Type, Description, Role Criteria – what records are returnedCriteria – what records are returned Fields – what columns to showFields – what columns to show Groups – what columns to group onGroups – what columns to group on Sorts – sorting within groupsSorts – sorting within groups Totals – Any numeric or monetary fields may be Totals – Any numeric or monetary fields may be

totalled.totalled. Normalize – Should explode valuesNormalize – Should explode values Category – categories to includeCategory – categories to include

ReportReport Criteria Criteria

Compare fields to values or fields to fieldsCompare fields to values or fields to fields ““?” prompts user; “?!” requires the prompt be ?” prompts user; “?!” requires the prompt be

filled; “?!Text” Changes the prompt to “Text”.filled; “?!Text” Changes the prompt to “Text”. Code file fields use code files as possible choices. Code file fields use code files as possible choices.

Selecting none == “”Selecting none == “” Date fields have a date chooser, as well as Date fields have a date chooser, as well as

keywords like “TODAY”keywords like “TODAY”

ReportReport Columns Columns

Choose among columns accessible to your role. Choose among columns accessible to your role. Ctrl+Click will enable selection of multipleCtrl+Click will enable selection of multiple

Rearrange the columns with “Move up/down”Rearrange the columns with “Move up/down” Bulk remove with Ctrl+ClickBulk remove with Ctrl+Click Choose fields to sort/group by. Uncheck “Display Choose fields to sort/group by. Uncheck “Display

Fields” to remove field from output but enable sorting.Fields” to remove field from output but enable sorting. Add counter + totals only will give a count of the Add counter + totals only will give a count of the

itemsitems Fields with a blue “+” next to them are linked to other Fields with a blue “+” next to them are linked to other

filesfiles Column headings may be changed.Column headings may be changed.

ReportReport Groups and Sorts Groups and Sorts

Grouping by a field automatically sorts by that Grouping by a field automatically sorts by that field – no need to specifyfield – no need to specify

Grouping by fields enables sub-totaling if there Grouping by fields enables sub-totaling if there are totalsare totals

Asc/Desc controls order of the groups.Asc/Desc controls order of the groups. Sorts order the output within groups or in the Sorts order the output within groups or in the

whole set if not grouped.whole set if not grouped. The page size must be greater than row count The page size must be greater than row count

in order to group in the browser. PDF, and Print in order to group in the browser. PDF, and Print will always groupwill always group

ReportReport Groups and Sorts Groups and Sorts

Sorting/Grouping by a linked field only works Sorting/Grouping by a linked field only works when you return all rows, because Informer when you return all rows, because Informer cannot have the sort done by the database, and cannot have the sort done by the database, and must have all the data back to sort.must have all the data back to sort.

ReportReport Totals Totals

Any numeric or monetary field may be totalled Any numeric or monetary field may be totalled in outputin output

Output will subtotal where grouped.Output will subtotal where grouped. Totals only will detail suppress. Only the Totals only will detail suppress. Only the

grouped fields and totalled fields will show in grouped fields and totalled fields will show in output.output.

Averages count blank values as 0. To avoid this, Averages count blank values as 0. To avoid this, selection should omit blank values.selection should omit blank values.

ReportReport Categories Categories

Reports belong to multiple categories.Reports belong to multiple categories. Reports with no category show up in “Home”Reports with no category show up in “Home” Report Search will help find a lost report.Report Search will help find a lost report.

ReportReport Customizations Customizations

Customizations only apply to the particular Customizations only apply to the particular user.user.

Be careful not to customize when you want to Be careful not to customize when you want to change.change.

ReportReport Detail Detail

May change column headings.May change column headings. May change page size.May change page size. Edit any previous settings.Edit any previous settings. If report is to be public, uncheck ‘Personal If report is to be public, uncheck ‘Personal

Report’, give the report a role, and Lock the Report’, give the report a role, and Lock the report.report.

‘‘Excel’ creates a live excel spreadsheet.Excel’ creates a live excel spreadsheet.

ReportReport Export Export

Excel is “csv”Excel is “csv” Text is tab-delimited.Text is tab-delimited. PDF output formats are assigned to the reports.PDF output formats are assigned to the reports. Printable will duplicate column headings among Printable will duplicate column headings among

pages.pages. Save List will generate a savedlist from the Save List will generate a savedlist from the

selection criteria in the target data account.selection criteria in the target data account.

ReportReport Schedule Schedule

Runtime Criteria set per schedule.Runtime Criteria set per schedule. Attachments don’t authenticate.Attachments don’t authenticate. Browser links do authenticate.Browser links do authenticate. HTML output should only be sent within firewall HTML output should only be sent within firewall

because of the style and images embedded in because of the style and images embedded in it.it.

Output to a specific folder is a path on the Output to a specific folder is a path on the Informer web server.Informer web server.

Send an e-mail to Send an e-mail to support@entrinsik.com support@entrinsik.com if you would like a copy of this presentationif you would like a copy of this presentation