AX1840

View and explore data in web reports

After opening a web report, you have access to a variety of features to view and explore the data in the report, including filtering, sorting, and drilling. Additionally, web reports may be configured with report parameters to use to dynamically change the data shown in the report.

NOTE: The features described in this topic apply to web reports created in the Report Builder. Web reports created from a template may have similar features but do not work in exactly the same way. For more information about viewing and exploring data in a web report created from a template, consult the product documentation for the product that provided the template.

Drill data

If the web report has been configured to enable drilling, you can drill any data row in the report. You cannot drill total rows, subtotal rows, and section header rows.

  1. Hover your cursor over the far left column in the report for a magnifying glass icon appears on the row.

    The tooltip for the magnifying glass is either Drill (if multiple drill paths are available) or Drill to <path> (if a single drill path is available). For example, the tooltip is Drill to Acct if the Acct drill path is the only available drill path.

  2. Click the icon to drill the row.

    • If multiple drill paths are available, these paths appear in a menu when you click the icon. Click the drilling path that you want to view.

    • If a single drill path is available, that path is automatically used when you click the icon to drill.

The drill results appear within the current tab replacing the original report. The current row being drilled and the current drill level appear at the top of the drill results.

Continue drilling the drill results if additional drill paths are available. Return to a previous path by clicking the path name in the header. When you are finished viewing the drill results, click the X icon in the drill path to clear the drill and return to the original report.

Use report parameters

If the web report is configured with report parameters, use the Report Parameters pane along the left side of the report to dynamically change the data shown in the report.

The Report Parameters pane contains one or more parameters that you can set, as needed. If the report requires you to select a parameter value to refresh data in the report, when you open the report the message, Waiting for input appears in the report grid. Otherwise, the report opens and refreshes data using default values defined for report parameters, as needed.

Interact with report parameters as follows:

  • Select one or multiple values for each parameter depending on the parameter type and configuration. If a parameter allows you to select multiple values, the parameter box shows text, such as 3 items selected. Hover your cursor over this text to view the selected values in a tooltip.

    If the parameter allows you to select multiple values and some values are already selected, use the dropdown to select more items to add to the current list of items. If, instead you want to clear the list of items and start over, click the X icon in the selection text.

  • A parameter may start out blank (unset), or it may start with a default value depending on the parameter type and configuration.

  • Some parameters may be dependent on other parameters. In this case, the dependent parameter is not available to use until you select a value for its parent parameter.

  • Parameters may be required or optional:

    • If a parameter is optional, leave it unset or clear its value clicking the X icon to the right of it.

    • If a parameter is required, you cannot clear it. Select a different value but you cannot fully clear the parameter. Exception: If the parameter allows you to select multiple values, you can click the X icon in the selection text to clear the current selections.

After making your selections for the parameters, apply and clear them as follows:

  • Click Apply to refresh the report using your parameter selections. Apply is not active until all required parameters have selected values.

  • Click Clear to clear all optional parameters. You can then click Apply to refresh the report with the optional parameters unset.

NOTE:
• When you share or export a report, it does not honor the report parameter selections with one exception. If the report parameter determines the row dimensions of the report and the parameter has a default value, the exported report uses that default value.
• The specific parameters available and how they impact the report depends on the report configuration. Contact your system admin or the report designer with any questions about how the parameters affect the report data.

Adjust column width and order

Make minor adjustments to the column display as follows:

  • To change the column width, hover your cursor along the right edge of the column header, then drag to make the column thinner or wider.

  • To reorder columns, click a column header and then drag it to a new location. You cannot move columns in or out of a column group (meaning a set of columns grouped under header text). If a column belongs to a column group, you can change its order within the group but you cannot drag it out of the group.

Sort data

If the web report uses a data grid with dynamic rows, sort the data by any column in the grid. To sort the grid by a column, click the column header. Each click toggles between ascending sort, descending sort, and no sort. If the grid is sorted by a column, the sort direction is indicated by an arrow on the column header (up for ascending, down for descending).

The web report may only allow sorting by a single column or it may allow sorting by multiple columns. This is configured by the report designer. If the grid uses single-column sorting, you cannot clear the sort on a column. Instead, you must click a different column to change the sort to use that column.

If the web report uses a fixed row structure, the row values are fixed in position and cannot be sorted.

Filter by column data

If the web report uses a data grid with dynamic rows, you can filter the report by the column data, (for example, to filter a column to hide zero-value records or show all records above or below a certain value). You can also filter a dimension column to hide or show certain dimensions (such as departments, accounts, and so on). The report designer determines whether a column is enabled for filtering.

If a column allows filtering, the filter icon appears in the column header when you hover your cursor over the column header.

  1. Click the filter icon in the column header to show the filter options.

  2. Set the filter options, as preferred. The options vary depending on the column type.

  3. Click Filter.

The report updates to only show records that meet the filter. Additionally, the filter icon in the column header remains visible to indicate that the grid is filtered by this column.

The filter is retained until you clear it or until the report is refreshed with new data.

Clear a filter

  1. Click the filter icon in the column header to show the filter options.
  2. Click Clear.

The grid updates to clear the filter. The filter icon is visible when hovering over the column header.

View paged data

If the web report uses dynamic rows, the data is paged to show a specified number of records per page. If the data in the grid exceeds the page limit, move between pages using the page controls at the bottom left of the grid.

  • Click a page number to move directly to that page.
  • Click the single arrow buttons to move one page back or forward.
  • Click the double arrow buttons to move to the first page or the last page.

By default, the data grid shows 25 records per page. Use the dropdown next to the page controls to change this to 50, 100, or 500, as needed.