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3.1
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Data Step
Once you've selected your view, you'll be taken to the Data step.
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- Sections enable to break the report down into small, easy to read parts.
- Filters allow you to limit the results of the final report using any reportable data. In addition, you can apply standard formulas to the Filter (Sum, Count, and Average). The filter will allow the end user to be able to choose which data will be presented in the report, without changing the actual Report.
- Analysis Style is an advanced option to connect your report with other related reports.
- Report Data allow you to limit the number of rows (results) returned as you build and run the report.
- You can also turn Auto Refresh off if your report is likely to return many results and may be slow to run.
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3.2
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Adding Data
Ok, now we know the components, let’s build the report.
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- Sort - ascending or descending
- Format - edit name and style, conditional formatting (see Formatting Data below)
- access Advanced Functions - browse through these if you need a more advanced calculation to see if one meets your requirements
- Group Data - display different related values as the same answer
- Add Filter - add chosen field as a filter
- Hide Field - from report if it is not needed to be visible but needed for a function
- Delete - from report if it is not needed to be visible or for a function
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3.3
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Formatting Data
- To change how data or columns are formatted, click on Format againstthe relevant column (outlined above) or click the following icon in the top menu.
- Click on the field/column you’d like to format. You can change a range of filter settings here:
- column title
- column format
- show or hide field
- suppress duplicates - leave this turned off unless you have a specific reason to turn on. Duplicate values are combined from the left most column first.
- sorting
- how data is displayed
- borders
- summary
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