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User Manual - Interactive Reporting Ltd

1. keset to Current Reset to Default Iv Show Chart Title Show Borderline T IV Show All Information I Show Legend Legend Position Bottom JO Figure 16 Figure 17 shows a Pie chart report with the Chart quantity set to Profit 18 INTERACTIVE REPORTING USER S GUIDE Group By No grouping Display Profit Wizard Advanced Favorites Save Update Print Compare Cols Filters Resize Table Horz Bar Vert Bar Reports Northwind Demo Sales Rep Sales Date 01 01 2009 31 12 2009 2 D 13 Profit by 5ales Rep ordered by Name Line PPP Legend BllBuchanan callanan g Figure 17 2 10 Pivot Report A Pivot Report allows the user to compare two sets of data against one another This differs from a comparison report where the same set of data is compared over different time periods To generate a Pivot report the user must first select the Pivot option in the Choose Analysis Report Parameters page Figure 6 In the second page of the wizard for generating Pivot Reports Figure 18 the user must decide on the layout for the report which value shall be displayed along the horizontal and which along the vertical direction The Then drilldown into option determines the second level of report after a report value is clicked For example if the Then drilldown
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4. E Cote 35 DREAD C 39 AO NAVIGATION ETIETERS R eS Reate dete tete 39 AO REPORT RESUETS E eH idee Mu 40 BT GROUPIN ET 43 PIVOT REPORT ios tole Du PS ES CEN NI e ex IPS Retos sube pa DII LA eU ERES NE 44 ZR CHART REPORT n 46 Jd IOCOMPARISON REPORT ice E RE EE Un e uH eto VE 52 GETPENOOHE DE usto usui n NE bM eI ue m t MI V d 54 INTERACTIVE REPORTING USER S GUIDE Overview What All the Excitement 15 About aking the right decisions based on the best information obtainable is critical to the survival of every enterprise is a revolutionary new and powerful set of tools designed to enable managers obtain the best data to suppott their business decisions applications can generate versatile data reports covering all your company s activities and can be readily exported into other systems This manual documents how to get started with and produce precision targeted sales reports within minutes The software outlined in this manual will enable you to select the data you want to see and the format in which you want to see it presented You will be able to drill down into your organisation s data to review all aspects of performance make comparisons generate detailed visual displays and reports compare fields dates costs margins and much much mote Versio
5. 10 719 70 A 72 084 20 82 803 90 656 66 4007 10 57 37 78 29 721 00 32 415 85 2 694 85 17 94 31 546 30 48 712 84 17 166 54 Figure 44 2 Group By Order By Sales Rep Customer zx Name x EX Stk Vert Stack Stk Line 617 a Q Wizard Advanced Lock Favorites Save Update Print Export Compare Cols Reports Northwind Demo Sales Rep by Month Sales Date 01 01 2008 31 12 2008 5 H gt de dte bh ICI EIS EC LESE y ee Boro ji aret E 4 Figure 45 42 Ed A SELLA aee Sae eaa eae e Y Xe LAKH Kets ocn No grouping Y X jc mmm 2260002 2 2 202 22 MU BH IGN IG IET COSI Ng HH HSI ISI IaH NCHA III DTK IG aL TT S n n 1 E ee See n 40000 de meet a ee Sales By Month v All H 2 0 0 26262 a aaa aaa 3 0 3 gt 3 gt 3 x io i et P 1 gt
6. INTERACTIVE REPORTING USER S GUIDE Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and choose the favorite format Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email address and choose the favorite format 5 A HERE THEE HEE VOD MEI 26 INTERACTIVE REPORTING USER S GUIDE Generating Advanced Reports Putting Interactive Reporting to Work company s performance data It provides a point and click means of specifying the sales data you wish to analyse The initial screen varies according to how many reports are available to the user If there is more than one report after login the user will be directed to the screen displayed in Figure 2 To generate an advanced report the user must click the Advanced link next to the name of the desired report If there is only one report available to the user the initial screen that is displayed can be seen in Figure 5 To generate an advanced report the user simply clicks the Advanced link and they will automatically be directed to the advanced screen The Advanced page is a culmination of all options available to the user in the wizard report generating tool ACTIVE REPOR provides a more advanced but easy to use interface to your There are two formats of the Advanced
7. 1 x xs ud ede ud RR Ra RTT I 25 83 499 059 40 a M iei a t i 658 388 75 Locccecocecccecccccccccecececececccccecececccececcccce LL L L 00000 Se TE H 12 95 uuu ee ae tut unum setters 0 RES RR SEER RARE EARS Er dum Pbi i 35 PER m ine aee t 55 INTERACTIVE REPORTING USER S GUIDE 4 7 Grouping When looking at a particular report one can choose to group the results following a particular categorization As an example Figure 46 shows a report on Saks by Quarter grouped by Sales Rep We can see that a grouped report produces subtotals of the quantities of interest for each of the sales representatives One may change the grouping variable or revert to the simpler analysis given earlier by selecting as appro
8. Most Profitable 23 avolio Sales by Day C Sales Rep vorlv Dodsworth _ 4 BG Reps vs Categor fla Sales by Month WW More Favorites Add a Numeric Filter Margin result between gt 20 35 26 Add Another Filter lt lt Back Next Finish Figure 8 Not Filter The Not Filter allows the user to conduct an analysis excluding specific elements of a filter In Figure 8 we can see that Sales Rep Fu erwill be excluded from any report generated Search Another method for selecting which data to place in the reports is to click on the Magnifying Glass next to the filter types or Search Icon as can be seen in Figure 8 Then a new window appears shown on Figure 9 In this example the search box for is shown As Item is a multi select box the gt gt and lt lt buttons are present in addition to the single selection gt and lt ones which allow for multi selections and removals To order the filter values click double click the column headings To select a filter value that should be included 11 INTERACTIVE REPORTING USER S GUIDE in the report either highlight it in the Search Results section and click the relevant arrow button or double click it For example highlight Syrup and then click the gt button The filter values displayed the Search Results or in the Selection section are or
9. Most Profitable 588 Sales by Day C 3D RepsvsCategor aora amantem Sales by Honth Morte Z More Favorites Figure 22 An example of a comparison report is presented in Figure 23 The following report compares the sales figures from each Sales Rep between the first and second quarter of 2009 Amit By Then By Sales Rep Customer Group By Var __ No grouping Y FEE iy Y rus Wizard Vna Lock Favorites Save Update Print Export Compare Cols Filters Table Horz Stack Stk Vert Stack Stk Line H Var V Var L Var Reports Northwind Demo Sales Rep Comparison Sales Date vo a m x 01 dd o EE CUT Vo 1 Hn m e d RR RRR RUN RR RSE BAE A I RRR RE 50 032 41 15 957 51 31 89 gem 108 86 1 Davolio 723 17 735 05 48 086 08 13 889 13 28 88 30 351 03 4 Peacock 692 15 4521 4010 61 _ 24 1621 E Sam A senat du E UE 42478453 7 620 38 8 Callahan 679 17 278 66 3 Levering 491 14 298 95 4 200 75 29 38 1985 67 73194 19 39159 28 63 53 432 99 6 5 312 65 340 00 983 55 18 4296
10. _ Sales By Quarter v All Customer X Rep Group by Asc Rep Wizard Advanced Lock Favorites Save Update Print Export Compare Cols Filters Table Horz S Stk Line Reports Northwind Demo Quarter by Sales Rep Sales Date 01 01 2008 31 12 2008 13 en UU Re TotalCosts TotalSades B pube rofit PEPEE REE ANEDE TETEE C ND p ESSE ESSE Se UNE dus E SDpo oo mereri 00000 T 15 24 E 10 586 45 36 734 81 600000000000000000000000000 0000000000004000000044 27 49 1939600 26 138 75 674275 25 8096 23 61 21 556 00 31 019 22 9 463 22 30 51 29 92 26 967 90 37 524 53 10 556 63 28 1396 uu uu Kt uu uuu MM AN MAMMA SEESE EEEE EEEE EEEE EEEE EEEE EEEE EEEE EEA EEEE A EEEE EEEE EEEE EEEE EEEE EEEE 28 22 4 589 65 5 954 60 1 364 95 22 92 27 04 15 886 80 21 256 86 5 370 06 25 26 Figure 48 4 8 Pivot Report A typical Pivot report looks
11. i idit us ei E 19 ZA L COMPARISON REPORT 22 Z IZADVANCED REPORTING 2 7 EET TA 23 a a ae 24 GENERATING 5 ans 27 JJ REPORT TYPES 29 SELECTION dec 29 D JT REPORT PARAMETERS ete Oboe e 29 4 IREPORT VARIABLES a eoe Nd eoe MEE 29 INTERACTIVE REPORTING USER S GUIDE REPORT ORDERING ORDER oie Se 30 3 0 REPORT GROUPING GROUP BY ires ise tex eere eoe th or ere ite tee pie ieu doa teo sae ea osa tees 30 2 7 QUANTITY OF DATA DISPEAYED VIEW BY iecore eer erbe es 30 S IREPORT DATES D a 30 EE 30 J IU CUSTOMISE LOOK AND FEEL nei eue e ERREUR VERLO E NUR Veo eee de 31 OT REPORT EIDTERS 31 312 SEARCH te D tedio iste dete ecu 32 ree DOE EO RN sre Disc EE ete 32 VIEWING isi nte o Win i een M nuit opm 33 dI STANDARD e ide D pU 33 4 2 IREPORT VARIABLES eiecti ee eon EX E SEE ee E E 34 4 3 INTERACTIVE REPORTING BUTTONS
12. 514 9 135 00 2 782 50 30 46 3 795 00 Bo cu Dodsworth 289 9 50L50 164470 17 31 851 _ 3251925 11 167 85 _ 34344 23 017 75 9 523 15 5 Buchanan 10 210 00 33 00 15 71 777 20 797 50 4 477 20 21 53 20 587 50 4 444 20 Figure 23 2 12 Advanced Reporting The Advanced Reporting option directs the user to the advanced reporting interface for generating reports This option refers mainly to users that have greatly familiarized themselves 23 INTERACTIVE REPORTING USER S GUIDE with INTERACTIVE REPORTING and can create their reports from a more compact page than the pages The Reporting tool is explained in more detail in Chapter 4 2 13 View Favorites The View Favorites option directs the user to a list of predefined reports as shown in Figure 24 The list contains all previously saved reports that the user has generated Any favorite reports that other users have created can also be shown if they have given access to their favorites to be shared with the current user for example the favorite Top Reps of Figure 24 The current user may choose not to view any shared favorites by clicking on the Hide Shared Link at the top of the page When a favorite report is scheduled for emails a mail icon appears next to the favorite s title By clicking the Edit icon the user can modify the favorite s options The current
13. e Mie m THE mop NB PE 37 igute 38 INTERACTIVE REPORTING USER S GUIDE Edit Filters Categories worl Ai 14 Customer vori Invoice No wori Chang 2 D Re i Aniseed Syrup 3 Chef Anton s Cajun Seasoning __ 7 Item sori All A Buchanan Sales Rep vor Dodsworth Add a Numeric Filter 9 Figure 38 Breadcrumbs The breadcrumbs indicate all the steps taken by the user to teach the current page level of the report To return to an earlier page the user simply clicks the relevant section of the breadcrumb link The start of every breadcrumb 1s Reports which redirects to the Choose Report page Figure 2 The second step of the breadcrumb sequence is the name of the report which returns the user to the wizard or advanced interface depending on which one they used to create the particular report they view Subsequent steps of the breadcrumbs return to previously visited pages or reports The last breadcrumb link allows the user to edit the last report query via the advanced or wizard pages Navigation Filters The navigation filters part of the report page contains all the non date and date filters that have been applied to the report Apart from displaying useful information the user also has the option to modify these filter values from the report page itself For non
14. 13 839 29 642 00 1 990 00 2 009 eed 3917 38004 27590 3040 2 85 38 94 16 83 3 Levering 67477 90 10 581 30 11 599 40 10 297 35 18 639 80 5 871 60 1 109 15 5 881 80 3 595 50 857275 9 668 06 18139 15 45 1 92 2845 28 67 27 07 49 6996 23 91 26 84 31 48 26 78 l4 Peacock 65 62010 13 530 30 5 644 80 14 333 15 7 573 20 4 232 40 6 104 80 16 766 79 8 147 63 10 996 53 7 684 75 6 74 215 10 3251 25 71 2419 28 9590 28 304 32 220 26 16 23489 6 Suyama 150000 135160 1 258 00 9 690 74 675170 4 228 30 61 301 00 3 982 25 6671 35 6 690 90 6 566 05 45 992 00 Be 0 80 4 74 3 29 32 08 28 6290 22 77 19 87 2025 44 66 20 20 26 3196 23 89 Figure 49 45 INTERACTIVE REPORTING USER S GUIDE Buttons for pivot reports are similar to the ones for a standard report with the only difference appearing at which charting options are available for the pivot reports Data may be horizontally and vertically charted and displayed in both stacked and group format Pie charts are not available on pivots The navigation filters section of the report now displays the list of variables that have been selected for the pivot report In the report of Figure 49 the display shows Total Sales and Margin since all ptvot quantities have been selected for this particular report The colour and size of the display fields matches the
15. 3 636 70 2 091 70 8 365 20 0 00 882 00 68440 62 042 00 802 70 570 50 3 488 70 171 75 1 1 79 17 20 21 90 31 55 22 07 27 27 41 70 33 69 46 5696 27 33 6670110 7 75440 4 806 10 800 50 4 792 50 2 616 05 3 084 10 4 756 50 2 90140 11 508 17 4 337 50 4 728 10 50 776 52 1 436 90 1 352 15 11 40 199 80 1 251 80 560 35 1 330 60 1 393 00 986 40 2 852 22 1 344 80 1 680 50 14 400 02 21 44 17 41 0 24 24 96 26 12 21 42 33 40 28 29 34 1196 24 59 31 00 35 54 24 09 7 331 50 2 594 60 5 493 90 240 00 9 168 25 6 112 65 19 997 88 5 119 10 8 461 50 12 920 15 4 106 70 16 077 25 97 533 5 1 218 00 554 00 564 55 64 00 2 254 15 1 255 90 5 553 88 1 743 75 2 229 60 3 906 35 602 30 3 601 30 23 547 78 22 12 10 28 26 67 24 59 20 55 27 77 34 06 2 35 30 23 22 40 24 14 1 770 80 611 00 139 80 3 761 50 28 00 1 928 00 10 41240 378 00 1 941 50 29 577 55 0 00 359 30 273 00 37 80 955 00 10 00 654 25 3 838 60 57 50 274 00 8 332 1 20 29 44 08 27 04 25 39 35 71 33 93 30 87 15 24 14 1156 28 17 1 534 00 2 905 10 14 019 30 4 589 50 67 058 50 10 320 00 57 50 9 622 25 10 1
16. 5 Grandma s Boysenberry Spread 6 Uncle Bob s Organic Dried Pears 7 Northwoods Cranberry Sauce 8 Mishi Kobe Niku 9 Ikura 10 Queso Cabrales 11 Queso Manchego La Pastora 12 Konbu 13 Tofu 14 Genen Shouyu 15 Pavlova 16 Alice Mutton 17 Carnarvon Tigers 18 Teatime Chocolate Biscuits 19 Sir Rodney s Marmalade 20 Sales Date 01 01 2009 31 12 2009 3 BD Chai 1 Chang 2 Aniseed Syrup 3 Chef Anton s Cajun Seasoning 4 Chef Anton s Gumbo Mix 5 Grandma s Boysenberry Spread 6 Unde Bob s Organic Dried Pears 7 Northwoods Cranberry Sauce 8 Mishi Kobe Niku 9 Ikura 10 Queso Cabrales 11 Queso Manchego La Pastora 12 Konbu 13 Tofu 14 AROUT Around the Horn J 44 44 Shouyu 15 Pavlova 16 Alice Mutton 17 Carnarvon Tigers 18 Sate BONAP app 4 aay 36 18 ERE REM M D C REESE Teatime Chocolate Biscuits 19 Sir Rodney s Marmalade 20 Sir Rodney s Scones Bottom Dollar Markets 21 Gustaf s Kn ckebr d 22 0 34 47 EASTC Eastern Connection 26 39 3 123 75 4 090 50 966 75 23 63 ERNSH Ernst Handel 21 08 5 563 10 8 074 00 2 510 90 31 10 __ HamriCames _ 1 874 00 53 700 443 00 0 43 50 QUICK QUICK Stop 24 90 3 977 70 5 926 00 1 948 30 32 88 Rattlesnake Canyon Grocery 24 38 3 548
17. Build date 16 April 2010 Close Figure 3 Change Password provides the facility for a user to change their password without having to contact the System Administrator To change a password the user must click on the Change Password link at the top of the Choose Report page The user will be then directed to the screen of Figure 4 To change Password type the current password into the Current Password box and the new password into the other two boxes Then press Update If the password is incorrect a message will appear with details about which part of the process was not performed properly Once the procedure has been completed correctly the user is returned to the Choose Report page if a selection of reports is available Otherwise they are returned to the Report Type Page Interactive Reporting About Logout jbloags Change Password Help Change password Enter your existing password and enter the new password twice Current Password New Password Confirm Password Figure 4 Logout The Logout link logs out the current user whose user name is shown after the semi colon In Figure 2 the user s name is oggs as can be seen in the top right corner Once the logout link is pressed the user is directed to the main login screen Figure 1 INTERACTIVE REPORTING USER S GUIDE Generating Wizard Reports Putting Interactive Reporting to Work your company s data I
18. pe Total Sales by Quarter according to Categories Switch Display Field E Condiments Confectians Dairy Products Legend Elo 2008 o 2008 Grains Cereals 2008 104 2008 PPP Produce Seafood m m m m m m im m m ce En T Lal LJ Eu in in in c c ce ce C ce ce pun c e Resize Chart Figure 55 50 INTERACTIVE REPORTING USER S GUIDE Analyze By e 5905 04200 jj EN pin r e m BEBE Wizard Advanced Favorites Save Update Print Compare Cols Filters Resize Table Horz Stack Stk 5e Reports Northwind Demo Quarter by Categories Sales Date 01 01 2008 31 12 2008 5 amp D p Total Sales by Quarter to cago TUS ert Stack Stk Line V PPP 000 023 DOO Ora 0000981 0000898 DOO DO TS DOO OR TS Resize Chart Figure 56 51 INTERACTIVE REPORTING USER S GUIDE 4 10 Comparison Report Another potent option that INTERACTIVE REPORTING offers is its ability to compare data across different time periods A typical Comparison report looks like the one shown in Figure 57 To generate this report you can use either the wizard or the advanced interfaces as described in the previous chapters to compare Sales Rep data between the first and the second quarter of 2008 Analyze Then
19. 1 Davolio 7 331 60 16 6196 2 504 60 22 12 5 493 90 10 28 240 00 26 67 9 168 25 24 59 6 112 65 20 55 30 851 00 9 Dodsworth 1 208 50 17 3896 0 00 0 00 1 770 80 20 29 611 00 44 6896 139 80 27 0495 3 761 50 25 39 7 491 60 2 Fuller 3 150 20 12 8096 1 584 00 11 36 2 905 10 17 98 14 019 30 31 29 4 589 60 26 01 7 058 60 22 21 33 306 80 7 King 13 703 40 2 00 3 891 00 3 74 3 867 20 0 55 5 707 35 20 08 6 041 25 39 13 2 082 00 38 06 35 292 20 3 Leverling 7 477 90 18 1396 10 581 30 15 4596 11 599 40 1 9296 10 297 35 28 45 18 639 80 28 67 5 871 60 27 07 64 467 35 4 Peacock 25 620 10 6 74 13 530 30 21 57 5 644 80 10 3295 14 333 15 25 7196 7 573 20 24 19 4 232 40 28 95 70 933 95 6 Suyama 1 500 00 0 80 1 351 60 4 74 1 258 20 3 2996 9 690 74 32 0896 751 70 28 6296 4 228 30 22 77 18 780 54 Grand Total 66 692 80 9 92 41 207 20 14 73 39 979 90 5 59 55 699 39 28 35 56 823 70 27 06 39 088 00 24 54 299 490 99 Figure 50 From a pivot report one may zoom in to a greater level of detail in two different ways You may click on a Row heading this will produce a simple report which has been filtered to only include data from the row clicked For example clicking the row heading of Figure 49 generates the standard report of Figure 51 e Data figure this will prod
20. 10 Favorites iH Where I Losi View Ai by Total Sales T Highest Margin i Chart of Sales o m chart of Sales Customize Look amp Feel p Customer Compar Tahoma 18 e Table Width 100 Most Profitable Most Profitable Show in Page Al w Scrolls Sales by Day C Reps vs Categor Sales by Month Back Finish Favorites Figure 11 The Order By option specifies the manner in which a report should be ordered For example the sales data for Sales Reps can be ordered on Avg Price When the report is generated the Sales Reps will be listed in order of the highest Avg Prze Please note that this does not apply to grouped charts pivot or comparison charts The user can have up to 3 Order by fields by clicking the plus icon next to the Order by options Then a new order by field appears To remove the extra order by options the user must click the delete icon next to the additional order by field The Group By option selects a variable by which a report is to be grouped For example the sales data for Sa es Reps can be divided into quarterly segments by selecting Saks by Quarter from the drop down menu Also the way the grouped report data should be displayed can be selected The data can either be viewed with the group values shown in individual columns by selecting the Co
21. 209 15 2 011 95 24 51 Q3 2008 521 15 21 22 33 7 922 00 11 632 00 3 710 00 31 89 Q4 2008 889 16 63 23 24 14 786 15 20 663 77 5 877 62 28 44 Qi 2008 747 17 39 20 52 12 993 55 15 330 10 2 336 55 15 24 Q2 2008 617 19 36 25 16 11 946 35 15 520 90 3 574 05 23 03 Q3 2008 1 215 19 80 27 54 24 051 25 33 578 48 9 527 23 28 37 a a ma za ee UU ar ene pe ae Total 4 Davolio 1 3 877 19 08 25 16 73 985 80 97 533 58 23 547 78 24 14 58 Q1 2008 211 11 42 14 12 2 410 00 2 979 30 569 30 19 11 Q2 2008 221 14 69 20 42 3 246 50 4 512 30 1 265 80 28 05 ho ee BINE NEU UE UU BINE Ze Q4 2008 328 23 55 29 63 7 723 40 9 717 55 1 994 15 20 52 Total 4 Dodsworth 9 F 955 22 25 30 97 21 245 45 29 577 55 8 332 10 28 17 Qi 2008 417 16 53 18 32 6 894 00 7 639 30 745 30 9 76 gu ee BUE DU d EE ees eee EN eer Q3 2008 783 17 57 25 54 13 759 40 19 999 75 6 240 35 31 20 Q4 2008 492 283 61 44 01 14 569 30 21 652 05 7 082 75 32 71 Total 4 Fuller 2 2 604 20 64 28 79 53 742 70 74 958 60 21 215 90 28 30 Figure 46 43 INTERACTIVE REPORTING USER S GUIDE Analyze By Reports Northwind Demo Quarter by Sales Rep Sales Date 01 01 2008 31 12 2008 3 D
22. 60 4 632 15 1 083 55 23 39 SAVEA Save a lot Markets 687 16 31 lt 7 634 05 _ 11 205 65 3 571 60 31 8796 WHITC _ White Clover Markets 147 25 35 2 223 30 63 726 75 1 503 45 40 34 Other 2 304 22 75 5 291 75 52 424 45 17 132 70 32 68 Figure 39 The date range that determines a report can be modified more interactively from the same report page by clicking the calendar icon next to the date range A page like the one shown in Figure 40 enables the user to select a new date range for their report The lt lt and gt gt buttons change the date range backwards and forwards by the same amount of time as the one used to generate the report In the example report of Figure 31 clicking the lt lt button would have generated reports for the year 2007 or clicking the gt gt button would have generated reports for the year 2009 As another example if a user had generated a report for April 2005 the lt lt and lt lt buttons would have created reports for March 2005 and May 2005 respectively Figure 40 4 6 Report Results The final and more important part of the page contains the data that the user wishes to view In a standard report these are displayed within a table but they can readily be represented by a chart format The data can be seen within a scrollable table or not and they can be sorted in ascending or descending ord
23. 986 95 32 08 20 20 23 89 4 74 3 29 Figure 20 21 26 0456 INTERACTIVE REPORTING USER S GUIDE Comparison Report The Comparison Report is the final report wizard option This report allows the user to compate data over two or four date ranges To generate a comparison report the user selects the Comparison option from the Choose Analysis Report Parameters page Figure 6 The user then follows the same set up format as the standard report with one difference The Choose Date Range page of Standard report has been replaced by the Choose Comparison page as can be seen in Figure 21 Here the user 1s provided with a number of options First the user must select the date type for which they wish to create the comparison report Some reports may offer more than one type of date e g zoe dates sales date and delivery dates which can be selected from the Compare list Second the user must decide whether they want to compare two or four date ranges To compare data over four date ranges the user must click on the Advanced link The display will change to that of Figure 22 Once the date type and the complexity levels have been decided the user must then enter the desired date ranges This can be done in exactly the same way as it was described in the date range selection of standard reports Figure 7 Interactive Reporting poo See BEREE Wizard Reports No
24. Figure 29 28 INTERACTIVE REPORTING USER S GUIDE Report Types There are four available types of reports e Analyze a standard one dimensional report which may be grouped and 1s suitable for producing simple charts Pivot a two dimensional report which provides a table of results a user may choose to display a number of quantities such as Margin Profit Total Sales or a combined report with all the pivot quantities Chart a one dimensional report containing the desired quantity e g quantity margin in the form of a horizontal vertical bar pie or line chart Grouping by a certain variable results in a grouped or stacked chart Compare allows the user to compare data across different time periods Simple Advanced page The user can select the report type they wish to view by selecting one of the radio button options of the Report Type section of the page Classic Advanced page The report type is selected by clicking the appropriate report types button at the bottom of the screen Report Selection The Report select list that appears at the top of both the simple and classic advanced pages allows the user to select a different report The select list contains the same reports that appear at the Choose Report page Figure 2 when logging in If the user has access to only one report the Report selection list will contain only that report By changing
25. Simply open your favourite web browser Le Explorer Firefox etc and navigate to the INTERACTIVE REPORTING Login Screen your system administrator will eive you the URL web addtess Figure 1 Enter the Login Name and Password that your system administrator has given you and click Login in the above example user oggs is signing in Please note that for the remainder of this Manual our examples will be drawn from an enhanced version of the Microsoft s Northwind Traders sample database INTERACTIVE REPORTING USER S GUIDE Once you have signed in you will be taken straight to one of two screens If you have more than one report available you will be directed to the Choose Report page otherwise you will be directed straight to the Report Type page The Company name will be seen on the bottom right corner of the page This will be present at the same position in every page of The IR Links sidebar menu provides a list of related links associated with the general use of e The IR Website link redirects to the web page The User Manual link provides access to the online documentation The Administration link redirects to the administration part of Choose Report In the Choose Report section Figure 2 there is a list of reports for the user to select from Each report has two links associated with it This first link 15 the Report Name for example Northwind Demo which when cli
26. column whereas the latter will show all pivot quantities within the same table cell 20 INTERACTIVE REPORTING USER S GUIDE Reports Northwind Demo Configuration Choose Report Configuration Select the desired parameters that configure your report further such as report grouping ordering view top by 1 Pivot Fields display quantities and look amp feel 2 Date Range 3 Filters 4 Configuration Top 10 Favorites El where Am I Losi B Highest Margin Chart of Sales Pivot Quantity All V Chart of Sales Margin Customer Compar C3 Profit 8l Most Profitable C Total Sales Most Profitable Sales by Day C Reps vs Categor Sales by Month More Favorites b Customize Look amp Feel Figure 19 Figure 20 shows a pivot report for Sales Rep vs Sales by Month with all the pivot quantities shown at the report Analyze By Saeskep _ xij u xiw ssestyMonn zj amp G 3 wx Y GEER MB Wizard Advarced Loc Favorites Save Update Print Export Cole Filters Table Horz Stack Stk Vert Stack Stk Line Reports tlorthwind Demo Sales Rep v Month sales Date 01 21 2008 31 12 2008 9 5 127 50 3 124 90 6 475 40
27. gum M E MEN d TUS ux e 233 ettet ete EN e m mem m 02020 m ame ERAR EUP IRAR yt i Vu ut saa as seas Se SO hae SE x X b e Meters is Be gt 8 Speedtest P piss ene eee iud 27 63 20 61 21 08 OD JV 89 670 50 33 881 00 56 397 10 112 923 90 49 342 80 52 562 90 56 982 50 47 298 70 8 60 486 95 87 62103 57 718 55 71 320 65 123 910 Total Sales 6110 424 00 736 05 1 2899 33 68 Figure 43 7 Group Analyze Order By th Quum aeaea Wizard Advanced Lock Favorites Save Update Print Export Compare Cols Filters Table Horz Vert Line Reports Northwind Demo Categories Sales Date 01 01 2009 31 12 2009 9 utet e MEO OO Scot MESSE i Sx D n EC siete Son Tb t P EREEREER TO TET BERET categ eee idm eiie tede y Price Total _ Total Sales untur ATA
28. lt Comparison Report Sr x comparison report shows differences in your data set over two different periods of time avorites Advanced Reporting Use the traditional Interactive Reporting interface to generate reports Recommended for experienced users only C View Favorites Where Am I Losi Select from one of your previously saved Favorite reports lH Highest Margin chart of Sales chart of Sales Customer Compar N 25 Most Profitable Most Profitable Sales by Day C 28 Reps vs Categor ilg Sales by Month Yd More Favorites Figure 5 2 2 Standard Report When the Standard Report option is selected and the Next button clicked the user is directed to the Choose Analysis Report Parameters page As can be seen from Figure 6 a number of options must be selected at this time Reports Northwind Demo Analysis Parameters Choose Analysis Report Parameters Wirard 1 Analyze by Fields 2 Date Range 3 Filters 4 Configuration Advanced Select the parameters on which your report should be created First examine Categories Customer Detail Sales Sales tw Sales Group op 10 Favorites Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most Profitable Most Profitable Sales by Day C Reps vs Categor Sales by Month
29. modified from within the Properties options which appear on a new popup window when clicking the relative button of the report variables as shown in Figure 42 By selecting the Vertical layout the data table can then be displayed in a vertical layout with the labels appearing in rows and the data in columns as displayed in Figure 43 By unselecting the option to Show Grand Total the report is shown without the grand total row in horizontal column in vertical layout see Figure 44 When a Top Bottom selection is applied selecting to view the Show Other Data the results will include a row with the sum of the remaining data as shown in Figure 31 By unselecting the option to view the Show Report Rows only the totals of a report can be displayed see Figure 45 a Interactive Properties Resat to Current Reset to Default Group Layout Columns 60 I Show Grand Total Gy Show Report Rows IV Show Group Subtotals I Show Other Data Hide Zero Rows e Figure 42 41 INTERACTIVE REPORTING USER S GUIDE Analyze By Then By Order By Group By Categories vl Customer Description Asc ERE x th OX tan Reports Northwind Demo Categories Sales Date 01 01 2008 31 12 2008 9 E gu EE bere ME UE pue ate pups
30. oe 4 01 01 2008 31 12 2008 E 2 5 Sales by Day Chart Northwind Demo 210995 oe 5 01 01 2008 31 12 2008 cu Bloggs fila Sales by Month Northwind Demo Ll Coe 01 01 2008 31 12 2008 52 3 Sales Rep Comparison Chart Northwind Demo 219995 Joe 4 01 01 2008 30 06 2008 2 Bloggs Em sales Rep Pie Chart Northwind Demo Ter Qoe 3 01 01 2008 31 12 2008 Ei 3 iij Supplier Analysis Northwind Demo Qoe 2 01 01 2008 30 06 2008 2 EH Top Reps Northwind Demo demo Demo User 4 01 01 2008 31 12 2008 Hi Top Selling Reps Northwind Demo 219995 Goe 4 01 01 2008 31 12 2008 2 zs Bloggs 24 Ej Where AmILosingMoney Northwind Demo me E 01 01 2008 31 12 2008 3 Back Figure 24 When clicking on the Edit icon the user is directed to a screen as the one shown in Figure 25 When on this page the user can change the title of the favorite report schedule it for emails share the favorite with other user s and or groups and modify its definitions To schedule emails to be sent to specific email addresses the Schedule Email checkbox must be clicked and the page changes to the one shown in Figure 26 The user can select how 24 INTERACTIVE REPORTING USER S GUIDE frequently they wish the favorite to be emailed which can be daily weekly and which days of the week monthly and which day of the month The email address should be typed at the provided text box with multiple recipients addresses se
31. present for example Total Sales Var of Figure 57 by clicking any variation chart button Such a report is shown in Figure 59 52 INTERACTIVE REPORTING USER S GUIDE Analyze By _ Sales Rep G Then By Display Sales By Month Total Sales Wizard Advanced Favorites Save Update Print Compare Cols Filters Resize Table Horz Stack Stk 96 Vert Stack Stk Line H Var V Var L Va Reports Northwind Demo Sales Rep Comparison Sales Date 01 01 2008 31 03 2008 01 04 2008 30 06 2008 5 19 Total Sales Comparison by Sales Rep ordered by Description Buchanan Callahan Davolio Dodsworth Legend EE 01 04 2008 30 6 2008 A 01 01 2008 31 03 2008 PPP 5 000 10 000 15 000 20 000 25 000 30 000 35 000 40 000 45 000 Gh Resize Chart Figure 58 Then By Display _ Sales Rep zi mj 5 By Month Total Sales Y ES E Wizard Advanced Favorites Save Update Print Compare Cols Filters Resize Table Horz Stack Stk So Vert Stack Stk Line Reports Northwind Demo Sales Rep Comparison Sales Date 01 01 2008 31 03 2008 v01 04 2008 30 06 2008 2 CD 3 Total Sales Var Comparison by Sales Rep ordered by Description d u a ar a rm r ay Buchanan PPP m ce ce B o amp amp tU B xum e
32. specific rows from the reports and for selecting different table layouts e Sidebar allows the user to switch from the toolbar view to the sidebar view which is shown at Figure 33 In this layout the INTERACTIVE REPORTING buttons that appear underneath the header section of Figure 31 have now moved to the sidebar menu that appears at the left side of the page To switch back to the previous layout with the toolbar buttons the user must click the Toolbar button as shown in Figure 33 Logout logs the user out of INTERACTIVE REPORTING 34 INTERACTIVE REPORTING USER S GUIDE ober Interactive Order by Options Order By Profit Done Cancel Figure 32 Analyze By Then By Order By Group By View By _ Customer v To 10 v vj Profit Desc 4 grouping Sales l __ pm Report Tasks Reports Northwind Demo Customer 10 LSP reports salesrep 0000 A 00 Sq Wizard Sales Date 01 01 2009 31 12 2009 9 D SWitch to Toolbar view 18 937 50 9 430 05 12 169 95 M Report Display E rable Horz Bar Vert Bar B rie Line Figure 33 4 5 Interactive Reporting Buttons INTERACTIVE REPORTING provides a set of buttons that perform various actions to the generated reports Each type of report contains its own list of buttons The buttons that appear
33. the report the user is directed to the advanced page specific to the new Report Parameters The Report Parameters section allows the user to select the specific information they wish to see at the report and to select how to format the report Report Variables The report variables are the fields by which the user wishes to analyse their data They may specify the following using the drop down list boxes e Analyze By the main variable for which to display data In the example above it is Sales Reps If an analysis is performed the first level of the report will display the Sales Reps data e Then By the variable by which the user wishes to perform further analysis when going to secondaty levels of the report In the example above there are two Then By options Customer and Categories Let s assume that an analysis report is generated for Sales Reps If a particular sales representative is selected the customers of this 29 INTERACTIVE REPORTING USER S GUIDE sales representative are then displayed If a particular customer 1s selected the report will show all the categories used by this customer for the specific Sales Rep Report Ordering Order By This indicates how to sort the results of the report Choices may consist of Description which sorts data alphabetically by description Code which sorts data by alphanumeric code a list of numeric quantities that app
34. the scrollable item list To select multiple filter values hold down the CTRL key when making the selections The second option available is the single select combo box An example of this is the Customer dropdown list Only one filter value i e how you choose to select or Filter the data may be selected from this list at a time The final option is the text box e g the Invoice No Filter make a selection from this option simply type the filter value of request into the text box If this box is left blank then all the values of this field will be included in the report To reset any filter selections the user can click the Reset link at the top right corner of the filters page _ Interactive Reporting About Change Password Logout jbloggs Wizard Reports Northwind Demo Filter Parameters H e Reports Filter Data RK Wizard Select the desired parameters on which your report should be filtered by Reset 1 Analyze by Fields 2 Date Range 3 Filters Categories vori HA 4 Configuration Advanced Alfreds Futterkiste Ana Trujillo Emparedados y helados Antonio Moreno Taqueria Around the Hom Customer wori Top 10 Favorites Where Am I Losi Invoice No vorl EH Highest Margin Search icon Chart of Sales Chai 1 Chart of Sales Item vori Chang 2 Eh Customer Compar Aniseed Syrup 3 1 m Chef Anton s Cajun Seasoning 4 2 Most Profitable
35. user cannot edit and or delete any shared favorites from other users The favorite reports are being displayed according to the categories that have been created which are listed on the left hand side panel called Category To view which favorite reports belong to each category the user must click on the category s name Those saved reports that belong to no category appear in the Main option of the list Interactive Reporting About TES Logout TUS Report Tasks Reports Favorites LSP Reports Favorites Administration Hide Shared po Title Report Owner Hits Date Range Edit Delete P Main 6 e T amp e charts 6 d 3 E Chart of Sales By Month with Rep Northwind Demo 7 01 01 2008 31 12 2008 E 3 All Favorites 15 3 4 15 Chart of Sales by Rep vs Quarter Northwind Demo Dres 006 5 01 01 2008 31 12 2008 22 3 Saved Reports Help Customer Comparison Report Northwind Demo Ter Joe 6 12 2007 01 01 2008 2 3 Click on the title of a favorite to execute it Highest Margin Customers Northwind Demo 10995 Joe 8 01 01 2008 31 12 2008 3 You may edit or remove Bloggs favorites by clicking on the amisi ires c Most Profitable Customers orthwind Demo 306 6 01 01 2008 31 12 2008 E 3 Ei Most Profite Northwind Demo et 6 01 01 2008 31 12 2008 2 2 Email notification E Reps vs Category Sales Northwind Demo i
36. user to navigate between general pages of when setting up the report The Report link redirects the user to the Choose Report page of Figure 2 e The Wizard list links allows the user to navigate between the various wizard pages Only links to previously visited wizard pages are activated with all other links being greyed out until the pages are visited The Advanced link redirects the user to the advanced interface for the report generation Choosing the Date Range The next step in the wizard report generation is to choose the date range from which the data will be extracted as shown in Figure 7 provides a number of predetermined date ranges that may be chosen from the drop down menu of Date Range These include Last Year Y TD Year to Date Last Quarter Yesterday and many mote If the user would prefer to enter their own specific date range then there are two options available to them The first is to type the initial and final dates into the Start Sales Date and End Sales Date fields respectively The second option is to click on the calendar next to the date box and select the dates from there From this point the user may generate the report by clicking the Finish button However if the user wishes to place more restrictions on the data they wish to view they should click on the Next button If the user wishes to make amendments to some of the settings they have already chosen
37. 64 80 7 834 75 74 958 60 130 00 522 20 4 386 30 1 193 60 1 567 60 3 250 50 620 00 2 969 85 3 568 30 2 360 15 21 215 90 11 36 17 98 31 29 26 01 22 21 31 50 34 78 30 86 35 10 30 12 28 30 3 891 00 3 807 20 5 707 33 6 041 25 2 082 00 6 144 00 7 853 05 13 839 29 642 00 928 00 06 689 14 145 50 6130 1 146 05 2 363 95 70250 61 60150 2 387 25 4 130 89 250 00 211 00 13 416 04 3 74 0 55 20 08 36 1356 3E 06 27 53 30 40 25 85 38 94 20 12 10 531 30 11 50040 10 297 35 18 639 80 5 871 60 1 109 15 5 98130 3 595 50 8 572 75 18 404 00 611178861 1 634 60 6222040 2 929 35 5 344 45 1 589 70 551 15 1 406 50 965 00 2 698 50 5 245 30 26 532 21 15 45 1 92 28 4596 28 67 27 07 45 69 23 91 26 84 31 48 28 36 23 73 13 530 30 5 644 80 14 333 15 7 573 20 4 232 40 6 104 30 16 766 79 8 147 53 10 996 53 18 843 25 139 477 7C 2 918 60 582 30 3 685 65 1 831 70 1 225 40 1 729 20 5 109 24 2 624 78 2 876 43 5 876 05 31 990 65 26 33 30 47 32 22 26 16 31 18 22 94 1 351 60 1 258 20 9 690 74 3 982 25 671 35 6 690 90 7 999 91 45 992 00 54 00 41 20 3 108 74 806 50 299 85 1 351 70 2 291 01 10
38. By Order By Group Mar Sales Rep za v Sales By Month x Name x Nogrouping zl ve zi Wizard Advanced Lock Favorites Save Update Print Export Compare Cols Filters Table Morz Stack Stk Vert Stack Stk Line Var V Var L Var Reports Northwind Demo Sales Rep Comparison Sales Date 01 01 2008 31 03 2008 v01 04 2008 30 06 2008 Variation Comparison 5 Buchanan 8 252 40 1 566 40 18 98 2 634 40 89725 1 79 5 618 00 1 613 65 8 Callahan 8 209 15 2 011 95 24 51 19 271 60 2 800 45 14 53 11 062 45 788 50 1 Davolio 15 520 90 3 574 05 23 03 15 330 10 2 336 55 15 24 6190 80 1 237 50 Ee PME o s 62580 _ 1 x93 88 00 2 Fuller 25 667 50 7 147 50 27 85 7 639 30 745 30 9 76 18 028 20 6 402 20 7 King 13 830 60 4 302 50 31 11 21 461 60 107 80 0 50 7 631 00 4 194 70 3 Leverling 34 808 75 9 863 50 28 34 29 658 60 3 213 00 10 83 5150 15 6 650 50 4 0 6637 SRR 2589 a e R 1 514 70 4 321 14 Figure 57 To view a comparison report as a chart the user must click on any of the comparison chart buttons Changing the format of the comparison report of Figure 57 to chart will generate Figure 58 It is also possible to view chart reports of any variation field
39. Figure 14 This page appears after selecting the Chart option from the Choose Analysis Report Parameters page Figure 6 and contains four charting types The user simply clicks the chart type they wish for their report display 16 INTERACTIVE REPORTING USER S GUIDE Interactive Reports Northwind Demo Chart Type Choose Chart Format Wizard Select the chart type to represent the data in the report 1 Chart Format 2 Analyze by Fields 3 Date Range 4 Filters 5 Configuration Advanced i Horizontal Chart View your data in a horizontal bar chart This option may be better for printing on standard paper Line Chart Line charts are good for tracking data over a long period of time Use a line chart to see how data fluctuates 3 Pie Chart Create a pie chart to better visualize what data contributes the most to vour total results Vertical Chart View your data in a vertical bar chart This option allows you to easily compare data values visually Where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar ETET Most Profitable Nui Me F Host Profitable Sales by Day C Reps vs Categor Figure 14 The second variation appears at the Choose Report Configuration page and it is mainly the existence of an extra criterion for selecting the Chart Quantity see Figure 15 This sets the value they
40. INTERACTIVE REPORTING USER S GUIDE Volume INTERACTIVE REPORTING Sales Analysis and Reporting Products INTERACTIVE REPORTING VERSION 32 USERS MANUAL INTERACTIVE REPORTING USER S GUIDE INTERACTIVE REPORTING Interactive Reporting User s Guide INTERACTIVE REPORTING LTD 2009 1 GREAT ISLAND ENTERPRISE PARK BALLINCOLLIG CORK PHONE 353 2 1 4850455 FAX 353 2 1 4850454 WEB HTTP 7 WWNW INTERACTIVEREPORTING COM INTERACTIVE REPORTING USER S GUIDE T able of Contents ADEQUATE 3 GETTING STARTED 4 LTCHOOSEREPORE 30252508 eie 5 L2 POP 10 FAVORITES GGG eiecti E a OM etes idee Se 5 1 ABOUT pe RA 6 L4CHANGE PASSWORD an tid re E at ae Fa DR ta tete T tet E 6 LS EU GENERATING WIZARD FE PORTS 7 PA m 7 STANDARD REPORTS iiie E 8 2 3 CHOOSING THE DATE RANGE lee a eee E ro Su lia reae NEP 9 24 PILTERING DATA 11 2 0 SEARCH e tee to ei ideo eto ted Ue tnt TN 11 21 INO MERIC eR 13 2 0 CHOOSE REPORT CONFIGURATION e it REPERI REN EE I4 255 CHART REPORT M 16 2
41. Profitable Report Filters zi Most Profitable T v a Textual Filter Chart of Sales 54 Sales by Day Categories E 1 Top Selling Rep BO Reps vs Categor Alfeds uttsrkisle E Customer wcrl Ara Trijilla Fmparedades y helados Morenc Taqueria Hon A 5 Help Invoice No 107 Chove the you wish to view set appropriate filters and click an the G hittan Item vorl Sales Rep mu gt Adda Numernse Filter Figure 30 31 INTERACTIVE REPORTING USER S GUIDE Search Icon The Search icon represented by the magnifying glass next to the filter values allows the user to select specific fields from the filter categories This is especially useful if a filter has a large quantity of values or if the user wishes to select more than one value from a multi select combo box Clicking on the magnifying glass opens a new page as the one shown in Figure 9 To select a filter value that should be included in the report either highlight it in the Search Results section and click the relevant arrow button or double click it If the search results list contains a large amount of data it may be easier to use the search box The user may enter patt ot all of the value they want into the box and press Search To view the full range of values again click the Show button Once the selecti
42. at a standard report are the following e Wizard directs the user to the wizard interface for the generation of a new report e Advanced directs the user to the advanced interface for the generation of a new report Lock allows the user to lock some of the textual columns of a report This button 15 only available to the Internet Explorer users e Favorites directs the user to the Favorites page that contains all the predefined reports see Figure 24 35 INTERACTIVE REPORTING USER S GUIDE Save allows the user to save new report as a favorite When clicking this button the user is redirected to the page of Figure 34 The user can set the title of the new favorite schedule it for emails share it with other users and assign it to a specific category of saved reports Clicking the Save button returns the user to the report page Update allows the user to update an existing favorite report When clicking this button the user 15 redirected to the page of Figure 35 The user can then select from the list which existing favorite report they wish to update Clicking the Update button redirects the user to a page similar to that of Figure 34 so that the user can then edit the favorites options if they wish before finalising the update procedure Clicking the Update button returns the user to the report page e Print enables the user to print the current report In the standard
43. cked it directs the user to the wizard pages to generate less complex reports The second link is the Advanced text which directs the user to the advanced report generation page This step is intended for users who ate quite familiar with and computer systems Interactive Rensnortin About Change Password Logout jbloggs IR Links Reports amp IR Website T User Manual IR Sales Advanced Administration Choose Report Northwind Demo Advanced Top 10 Favorites Where I Losi EH Highest Margin Chart of Sales chart of Sales ER Customer Compar it Most Profitable Most Profitable Sales by Day C 44 Reps vs Categor illa Sales by Month Ci More Favorites Figure 2 Top 10 Favorites The Top 10 Favorites task bar at the left side of the Choose Report page Figure 2 allows the user to view directly one of the 10 most popular previously saved reports More favorites INTERACTIVE REPORTING USER S GUIDE can be viewed by clicking the More Favorites link at the bottom of the task bar This task bar is also available at the wizard and advanced report pages About When the About link of the upper right corner of the Choose Report page Figure 2 is clicked a popup box appears This contains two pieces of information the version of the current and the date at which this version was created Version 3 7 0
44. date filters a new filter value can be selected by changing the value of the select list that appears next to the filter name for example in Figure 31 by changing the value of to Buchanan Another way is to click on the search icon next to the select list to make a single or multiple filter selection The lt lt and gt gt buttons navigate to the previous and next values in the select list respectively When a large number of filter values are selected only the first 20 values ate displayed on the report page but a appears next to the list of filter values which when clicked shows all the filter values selected as seen in Figure 39 Finally a filter can be removed by clicking the delete 1con next to its value If a filter 1s of the text format the select 39 INTERACTIVE REPORTING USER S GUIDE list that enables navigation does not appear and the user can choose a new value by clicking the search icon Analyze Then By _ Order By GroupBy ViewBy E S Customer 10 gt Z Description P 3 No grouping TotalSales v m nc Gida id B w le Bd y Y E th ON poa sb STI Wizard Advanced Lock Favorites Save Update Print Export Compare Cols Filters Table Horz Bar Vert Pie Line Reports Northwind Demo Customer Top 10 Item Chai 1 Chang 2 Aniseed Syrup 3 Chef Anton s Cajun Seasoning 4 Chef Anton s Gumbo Mix
45. dered by First Column Code or Description depending on the choice made for the filter ordering in the Administration system settings or mapping preferences First Column means that the filter values will be sorted by the first column of the tables By Code or by Description means that the filter values present will be sorted by the mapped key or mapped description values respectively Clicking on the column headings will also allow the user to change the order of the filter values in the search popup window Search Show All i Item Description Ex Item Description 17 Alice Mutton 40 Boston Crab Meat 60 Camembert Pierrot 18 Carnarvon Tigers 1 Chai 2 Chang 39 Chartreuse verte 4 Chef Anton s Cajun Seasoning Chef Anton s Gumbo Figure 9 If the search results list contains more that 1000 values then paging option is enabled in the filter popup page as shown in Figure 10 To navigate between the different Search Results pages the user must click the Left Right paging buttons to move up and down by one page to go to the first or last page A message displaying which numbers of rows are currently viewed will be displayed at the top of the filter tables 12 gt Interactive cE SNNT NN N INTERACTIVE REPORTING USER S GUIDE Interactive My Reporting Search Show All Search Results Displaying Rows 1 1000 Selection p 9 Chan
46. ear at the report e g Margin Avg Cost Total Sales etc which sort the data numerically Depending on how the system administrator has configured the system the Order by list may differ The user can have up to 3 order by fields as described in section 2 8 Report Grouping Group By This optional setting indicates whether and how the user wishes to have the results of the teport grouped The user may select No Grouping or specify a particular quantity by which to group The latter option provides a breakdown according to the grouping specified The user can also select whether they wish to view the group values at separate columns in the table or view the group subtotals Quantity of Data Displayed View By The View option lets the user choose how much of the data should be displayed It consists of five values e all the resulting data are shown Top 5 100 displays the Top 5 100 values in the resulting report sorted by the value selected from the select list next to the By option For example an analysis by customers with Top 20 by Total Sales results in the twenty customers with the highest total sales e Bottom 5 100 displays the Bottom 5 100 values in the resulting report Report Dates The next set of options provides the date range from which the data will be extracted The user can select a predetermined date range that may be chosen from the drop down menu of Date Range These include Las
47. eo e n e ce ce ce ce e ce ce ce c ce c ce c s 8888 2 5 828 5 amp 5 mo xr d ce e e ce il 2 Figure 59 53 INTERACTIVE REPORTING USER S GUIDE Getting Help What to Do if You tre Lost any problem that you re unable to resolve using this manual particularly if you are having problems signing in or if you feel that data that should be available is not visible your principal resource should be your system administrator Alternatively you can look for assistance from the Support section of INTERACTIVE REPORTING S web site http www intetactivereportino com ot simply e mail your query to support interactivereportino com 54
48. er from within the table itself This can be done by clicking on 40 INTERACTIVE REPORTING USER S GUIDE the table column header of the field the user wishes to order by In this case a blue arrow appears next to the column heading to indicate the sort order as shown in Figure 31 In addition if a table contains too many columns the user can freeze the textual columns so that when scrolling horizontally there is always a point of reference as to which data the user sees This locking of the textual columns can be retained in subsequent levels of reports Another feature is the possibility to highlight a specific row and or column as shown in Figure 41 Highlighting occurs by double clicking on the cell of interest Double clicking the upper first left cell of the table removes highlighting from everywhere 2o Sales Rep n Reports Northwind Demo Sales Rep 10 Sales Rep Sales Date 01 01 2008 31 12 2008 amp D D 30 97 21 245 45 29 577 55 8 332 10 28 17 28 79 53 742 70 74 958 60 21 215 90 28 30 29 10 53 273 10 56 639 14 13 416 04 20 12 AED _______ escis A E 26 45 107 487 05 139 477 70 31 990 65 22 9495 26 46 35 005 05 45 992 00 10 986 95 23 89 n CES CX Figure 41 The way the report results are displayed can also be
49. es on the administration side gt Interactive AA PA EAA EE a KA P PA PAT EA EC M A EE eee en ce E EIU ee een eh ee NM AU CE ee ee eee Se ee II CO M eer eh Se RECTE Properties keset Current Reset to Default Layout Horizontal Labels in Rows Data in Cols Iv show Grand Total ai Show Report Rows 9 Show Group Subtotals Iv Show Other Data Hide Zero Rows T Figure 12 The Customize Look and Feel link in Figure 11 when clicked allows the user to format the appearance of the report by selecting the Font family the Font size and colour The width of the table can also be selected The Show in Page setting provides a selection of options with respect to how many data should appear on a report page There are four numeric options 50 100 200 and 500 and two non numeric options with scrolling and All w o scrolling The numeric options correspond to how many records will appear at a report page If the report contains more records than this selection the remaining ones will be shown at subsequent pages holding the same amount of data For example if a user selects to show 100 results per page a report that contains 360 records will be shown in 4 pages If the option All with scrolling is selected the whole set of data will be shown at a scrollable table within the borders of the browser screen Otherwise if the All w o scrolling option is cho
50. g Aniseed Syrup Chef Anton s Cajun Seasoning Chef Anton s Gumbo Mix Grandma s Boysenberry Spread Unde Bob s Organic Dried Pears Northwoods Cranberry Sauce Mishi Kobe Niku ome lick Left Right buttons to navigate Figure 10 Another option for the case when the search results list contains a large amount of data is to use the search box at the top of the search popup page as shown in Figures 9 and 10 The user may enter part or all of the value they want into the box and press Search For example typing ob in the search box of would result in the following appearing in the Search Results section Uncle Organic Dried Pears and Mishi Kobe Nikku view the full range of values again click the Show All button Once the selection has been made click the Done button When the user returns to the filter page they will see the selected values highlighted Add Numeric Filter By clicking the Add a Numeric Filter link as shown in the bottom part of the filters page Figure 8 another section for filter selection appears which corresponds to filtering any numeric fields that are relevant to the reports This section contains a select list with all the source and result numeric fields that are used to generate the reports Next to it there is a select list of options such as gt gt etc Finally there 15 text box in which the user can enter the value of
51. g a specific dimension or resize the chart according to the user s will 48 INTERACTIVE REPORTING USER S GUIDE Interactive a EER Resize Chart Report Width 550 Height 550 Fit to Screen Figure 54 Just as tables allow drill down so do charts For example clicking on the bar associated with the Q2 2008 volume will give a bar chart of each Sales Rep s performance during that quarter similarly to zooming in with the tabular Analyze report As before one may recursively drill down until the greatest level of granularity is attained Just as one can group the results of a simple tabular analysis one can also produce corresponding grouped charts One simply changes the Group by dropdown from No Grouping to the desired grouping option There are several ways in which the data may be grouped within the chart One may produce grouped stacked or stacked o versions of the bar charts Clicking on the Switch icon alternates the displayed and the grouping by fields A grouped chart looks like the one shown in Figure 55 The stacked version of the same report appears at Figure 50 49 INTERACTIVE REPORTING USER S GUIDE Analyze By zl Total Sales Wizard Advanced Favorites Save Update Print Compare Cols Filters Resize Table Horz Stack Stk Vert Stack Stk 5e Line Reports Northwind Demo Quarter by Categories Sales Date 01 01 2008 31 12 2008 Fz D 42
52. grouped report format there is the additional option to print each subgroup at a separate page as well as print the whole report as a total e Export enables the user to view the report in Excel e Compare allows the user to produce a comparison report form the one currently in view Clicking this button directs the user to the comparison date range selection page as shown in Figure 36 After selecting the desired date ranges for the report click Compare and the new comparison report appears Cols allows the user to modify the report configuration by adding removing columns that appear at the report When this button is clicked a new window opens as the one shown in Figure 37 The user can then select which textual and or numeric fields wishes to hide or show at the report Moreover the order with which the numeric fields can appear in the table can also be modified by selecting the field of interest and clicking the up down atrows that exist next to the Show header of the right panel When the user is finished with their selection the Done button must be clicked to return to the report page which will now contain the new collection of fields e Filters allows the user to apply new filters or modify existing filter values When this button is clicked a new window opens as the one shown in Figure 38 The user can then select which textual and or numeric filters to apply to the report When the user is fin
53. i More Favorites ERI EI I Er Figure 6 INTERACTIVE REPORTING USER S GUIDE The first option to select is the list on the left side of the screen under the First Examine title This is the value upon which the first level of data is shown when the report is generated In the above example of Figure 6 the Sas Rep has been chosen This will result in a report on Sales Rep data being generated The next options to select correspond to the deeper levels of the report These can be seen on the right side of the page under the heading Then drilldown into There will be a list of these dropdown boxes to select from their level within the report being reflected by their position from the top of the page In the above example the second Level option is set to Customer and the third level option is set to Categories When the report is generated the data presented will be for Saks Rep When a specific Sales Rep 15 selected say the data generated will be the customers specific to this Sales Rep When a specific customer is then selected such as Ernst Handel the data generated for the next level of the report will be the data for the categories supported by the customer Eris Handel whose sales rep is The customer may have other sales reps but their information will not be included in the report The Wizard sidebar menu offers a list of options to enable the
54. into value is set to Categories when clicking Buchanan in the pivot report all Categories for Sales Rep Buchanan will be displayed 19 INTERACTIVE REPORTING USER S GUIDE Wizard Reports Northwind Demo Pivot Parameters Le Reports Choose Pivot Report Parameters Wizard Select the desired parameters for your pivot report 1 Pivot Fields 2 Date Range 3 Filters Categories Customer Invoice 3 Item Sales 4 Configuration i m 3 Sales Rep Categories Top 10 Favorites O Customer Where Am I Losi Highest Margin i3 E Chart of Sales chart of Sales EM Ey Customer Compar j Most Profitable Sales Rep Most Profitable l Sales by Day C x Then drilldown into sisi Reps vs Categor fly Sales by Month it APOEL EEEO w m cx Back Next gt gt Figure 18 In a similar fashion to the Chart reports the Choose Report Configuration page differs from that of the Standard report in that it contains the option to select for which quantity to view the pivot report Figure 19 The extra options H and All V allow the pivot report to be performed on all quantities that are contained in the Pivots Quantity list The former option will display each pivot quantity in a separate
55. ished with their selection the Done button must be clicked to return to the report page e Table displays the report at a table format as shown in Figure 31 Horz bar displays the report as a horizontal bar chart e Vert bar displays the report as a vertical bar chart e displays the report as a pie chart e Line displays the report as a line chart 36 INTERACTIVE REPORTING USER S GUIDE Fonts allows the user to select the font family size and colour they prefer for viewing the report e Width allows the user to set the width of the table Paging allows the user to select how many data to view at a page or select whether to view data with or without scrollbars Interactive Reports Northwind Demo Customer 10 Save Report Save Report Save current report as a favorite Favorite Title Schedule E mail T Share Favorite Category Edit Save Favorite Enter a title for the favorite If you wish to email the favorite check the box and enter a valid email addressandchoose Tm SN the favorite format Cancel Figure 34 Interactive ig Reports Northwind Demo Customer 10 Select Favorite Update an Existing Favorite Select the favorite you wish to update Figure 35 37 INTERACTIVE REPORTING USER S GUIDE 36 Figure Mettre Se rg eat ra ig a ata Y
56. like the one shown in Figure 49 generate this report you can use either the wizard or the advanced interfaces as described in the previous chapters to view 44 INTERACTIVE REPORTING USER S GUIDE Sales Rep vs Sales by Month for the year 2008 and select to view all pivot quantities The values for Sales Rre specify the rows of the pivot report and the values of Sales by Month specify its columns rows and columns may be interchanged by clicking the Switch icon at the top left cell of the table Analyze By Order By Group By t Sales Rep ET Name goce Advanced Lock Favorites Save Update Print Export Cols Filters Table Horz Stack Stk Vert Stack Stk Line Reports Northwind Demo Sales Rep v Month Sales Date 01 01 2008 31 12 2008 Q Display 0 4655 2002 3 EOD qe ju E PERE EERE 3 Jun 2008 Jui 2008 Aug 20 E _ 5602 i t2008 Jun2008 008 E 2 091 70 8 365 20 5127 50 3 124 90 6 475 40 41 70 0 00 17 20 219 31 55 1 1 r 1 1
57. ls option or with subgroups separated by the group totals by selecting the option Totals The View By option specifies a selection of data to be visible at a report The View list contains several options e All to select all the data Top 5 100 to select the top 5 100 results 14 INTERACTIVE REPORTING USER S GUIDE e Bottom 5 100 to select the bottom 5 100 results The associate By field is the value upon which the Top Bottom option is chosen The Properties link when clicked opens a new window with more options that can be applied to the way the data are displayed see Figure 12 The user can select how the data should be displayed in the table horizontally with the labels shown in rows and the data in columns or vertically with the labels in columns and the data in rows The user can select whether to show hide the Grand Total row or whether they would only like to view only totals by hiding the Report Rows They can select to show hide the Group Subtotals in grouped reports They can select to show hide the Other Row when viewing a Top Bottom report and select whether to show hide rows which contain only zeros Clicking the Reset to Current link will reset the properties selection to whatever choices were present when the properties popup window opened Clicking the Reset to Default link will reset the properties to their default values as set in the system preferenc
58. n 3 2 has been designed to provide managers with the versatility to look at their organisation s performance in new ways enabling them to make the absolutely best informed decisions at all times Whether you want to interpret your sales stocks costs margins revenues staff performances or trends will enable you to make direct and instant comparisons using up to five separate fields which you can select by day week month quarter or year and compare with any period you choose enabling you to instantly identify every possible trend effecting your organisation s performance The following pages will show you how to select filter display report and drill into your organisation s data We think you will find it surprisingly easy to use and surprisingly helpful in running your business in the future John Sullivan CEO INTERACTIVE REPORTING USER S GUIDE Getting started Your Journey Begins start using INTERACTIVE REPORTING you ll need to have Login Name and Password assigned to you by your system administrator These will give you access to INTERACTIVE REPORTING and the sales data appropriate to your needs Interactive Reporting Please sign in Isaiae hende TERES make sure that you have your caps T mm EC entering your full user name and password Copyright Interactive Reporting 2008 Customer C ompany Name s Figure 1
59. on has been made click the Done button When the user returns to the filter page they will see the values chosen highlighted Range Selection supports ranged selection in text box filter fields such as the Invoice field seen in Figure 29 The character is used as the range indicator Please note that the selection range is inclusive i e 5 3 1s all records including 5 and 3 Examples 5 3 from 5 to 3 inclusive e 5 everything less than or equal to 5 e 8 everything greater than or equal to 8 E G This also works in a case insensitive fashion for characters e g E G will select and G 32 INTERACTIVE REPORTING USER S GUIDE Viewing Reports Interactive Reporting in Action we utilize the Northwind Traders database to generate reports In a similar to our example reports can analyse your company s data within minutes T o demonstrate the flexibility and easy to use functionality of Standard Report typical Standard report looks like the one shown in Figure 31 To generate this report you can use either the wizard or the advanced interfaces as described in the previous chapters to set Analyze by to Customer Then by to order the results by Profit view the Top 10 records by Sales set the initial and final dates to the beginning and end of 2008 respectively and filter the data by Sales Rep The report page contains five parts
60. one used within a table as an indicator of which number in the table represents which variable If only one pivot variable is selected this formatting is dropped The switch table format icon next to the pivot display quantities changes the layout of the pivot table between the one shown in Figure 49 in which the pivot data are shown vertically in one cell and the one in which the data are displayed horizontally with each data value shown in its own individual cell Figure 50 Analyze By Order By Group By Display 57 o m K T By rm p EX E E JO s d ap NE Tae a o wiz eb Bd Y To zl 2 jen 7 Sct Wizard Adv g Favorites Save Update Print Export Cols Filters Table Horz Stack Vert Stack Stk Line Reports Northwind Demo Sales Rep v Month Sales Date 01 01 2008 30 06 2008 Lz ggi Display Total Sales Margin f Jan 2008 Feb 2008 Mar 2008 Apr 2008 May 2008 Jun 2008 Total C TotalSales Margin TotalSales Margin TotalSales Margin TotalSales Margin TotalSales Margin TotalSales Margin 5 Buchanan 0 00 0 0096 0 00 0 0096 2 634 40 1 7996 0 00 0 00 5 127 50 17 20 3 124 90 21 90 10 886 80 8 Callahan 6 701 10 21 4496 7 764 40 17 4196 4 806 10 0 24 800 50 24 96 4 792 60 26 12 2 616 05 21 42 27 480 75
61. page the Simple and the Classic advanced pages They both perform the same actions but they differ on the way the various options are displayed in the page If the system administrator has selected the stmple advanced format for a report the page shown will look like the one in Figure 28 If the classic advanced page 15 selected the Advanced page that the user sees in shown in Figure 29 Once all the parameters of the report have been set such as the variable by which to analyse the ordering of the data the filters to restrict the data the report will analyse the report can be generated in an instant In the simple Advanced page the user just presses the Go button either at the top or at the bottom of the page In the classic Advanced page the user clicks any of the report type buttons at the end of the page depending on the sort of report they are interested in 27 INTERACTIVE REPORTING USER S GUIDE Report Type Analyze Q C Pivot C Chart C Compare Report Parameters Analyze By ale Rep T Then By Then By Top 10 Favorites Where Am I Losi Highest Margin Chart of 5ales Customer Compar Host Profitable Most Profitable Chart of Sales Sales by Day C Top Selling Rep Properties Customize Look amp Feel 6 Add a Textual Filter 9 gt Add a Numeric Filter pupa es Es jl Reps vs Ca
62. parated by commas To share a favorite with any other user or groups of users the user must click the Share Favorite link to see a screen like that of Figure 27 To select the users to share the favorite with highlight the users of choice and use the appropriate buttons to move them to the Shared with box multiple and single selections are permitted or double click on the choices of interest To modify the favorites definitions the user must click the Modify Favorite Definitions link which directs to an advanced interface page That page allows the user to change any of the reports variables they wish such as first second etc levels of drilldown date ranges type of report and many mote By clicking the Save button the new settings are saved for the favorite and the user is redirected to the Favorites page Interactive oR Eporting Report Tasks Reports Northwind Demo Favorites Edit Favorite Selling Reps s Reports Edit Favorite 3 Wizard Edit options of Favorite Top Selling Reps dob Advanced au a Favorite Title Top Selling Reps Favorites Schedule E mail e Edit Save Favorite Share Favorite Enter a title for the ose favorite If you wish to Category o mail the favorite the apa Modify Favorite Definitions Ge enter a valid email address and choose the favorite format Figure 25 25 ES About Logout bloggs
63. priate from the Group by dropdown From the Properties options Figure 42 the user can select to hide the group subtotals and view only the report results Figure 47 An alternative table structure can also be used for the grouped reports by selecting the Columns option from the Group Layout option of the Properties in which the group values are shown in separate columns in the left part of the table as shown in Figure 48 AnalyzeBy _ Sales By Quarter All Y amp G B wis eb __ ThenBy ______ _ Group By gt jas mi xis Sales Rep 70 2 0 O __ Customer SEEE iik NK EI Spore ESI Wizard Advanced Lock Favorites Save Update Print Export Compare Cols Filters Table Horz Stack Stk Vert Stack Stk Line Reports Northwind Demo Quarter by Sales Rep Sales Date 01 01 2008 31 12 2008 4 Lid E AwoCot AvgPrke TotalCosts Total Sales Profit Margin Qi 2008 188 14 26 14 01 2 681 65 2 634 40 47 25 1 79 Q2 2008 370 18 07 22 30 6 686 00 8 252 40 1 566 40 18 98 Q3 2008 471 18 66 25 91 787 70 12 203 80 3 416 10 27 99 Q4 2008 442 12 52 221 50 5 532 00 9 504 45 3 972 45 41 80 Total 4 Buchanan 5 1 471 1610 22 16 23 687 35 32 595 05 8 907 70 27 33 ame o inu uM o Hs ppe Q2 2008 423 14 65 19 41 6 197 20 8
64. report you can use either the wizard or the advanced interfaces as described in the previous chapters to view Sales by Quarter as a horizontal chart bar for the year 2008 and select to view Total Saks Wizard Advanced Favorites Save Update Print Compare Cols Filters Resize Table Horz Bar Vert Bar Reports Northwind Demo Quarter Sales Date 01 01 2008 31 12 2008 2 D Total Sales by Quarter ordered by Quarter Q12008 Q2 2008 Q3 2008 Q4 2008 05 m a m m m LLL ce gt E RE QU MERE EE RR m ce c Oo c uc ce c c CU o Oo c c cO e Qu Resize Chart Figure 53 The chart reports functionality buttons provide one more configuration option mainly the ability to modify the size of the chart to adjust it to the browser s dimensions achieve this click the Resize button A new page Figure 54 opens and the user can then select the width and or height of their choice Or they can simply select to fit the chart into their browser s screen size When finished with the size adjustment simply click the Done button to return to the report page where the chart with the new dimensions 1s displayed Similar options are available at the side and bottom of the chart reports which enlarge reduce the size of the chart by a predefined amount alon
65. rthwind Demo Compare Date Range P A E E A BST Reports Choose Comparison iR Wizard Select the desired date ranges for your comparison report D Analyze by Fields 2 Comparison Compare Sales Date Advanced L Compare with Date Range This Tear Topi Favortes 1 i jj j QU ro Where Am I Losi Start Sales Date 01 01 2010 Highest Margin pepe UU 02 End Sales Date _ 31 12 2010 Chart of Sales im Chart of Sales h GH Customer Compar Advanced EH Most Profitable EH Most Profitable End Sales Date 31 12 2009 Sales by Day Next gt gt Finish Reps vs Categor illu Sales by Month Hore Favorites Figure 21 22 INTERACTIVE REPORTING USER S GUIDE m HUcractwe jorge t de ad MM Duo ee Reports Northwind Demo Compare Date Range Choose Comparison Select the desired date ranges for your comparison report 1 Analyze by Fields 2 Comparison i 3 Filters Compare Sales Date 4 Configuration Advanced Date Range Top 10 Favorites where Am I Losi Start Sales Date 01 01 2010 E 2 El Highest Margin End Sales Date 31 12 2010 End Sales Date 31 12 2009 12 E Chart of Sales Chart of Sales Ls Customer Compar Simple Most Profitable
66. sen the whole range of data will be shown on the browser window extending as long as it takes without additional scroll bars Figure 13 shows the first level of a report after following a set of selections from the wizard pages as described above The following settings have been used to generate this example report Select Report Type Standard Report 15 INTERACTIVE REPORTING USER S GUIDE Choose Analysis Report Parameters Fzrs Examine is set to SalesRep the top Then drilldown into is set to Customer and the final Then into is set to Categories e Choose Date Ranges This was set to Last Year Filter Data All fields in the filter data were set to except for Sales Rep for which the value has been excluded from the report with a NOT filter Choose Report Configuration Group By was set to Sales by Quarter while Order By was set to Avg Price Analyze By Then By ee Sales Rep Rap E ome vj sc v Wizard Advanced Lock Favorites Save a Print x Compare Cols Filters Table Horz Stack Stk St Vert Stack S S Reports Northwind Demo Sales Rep by Quarter Figure 13 2 9 Chart Report The generation of a Chart report is very similar to that of a Standard report with only two variations The first is the extra wizard Choose Chart Format page that allows the user to select the type of chart they wish the data to be displayed as shown in
67. t and combo boxes and then choose from a drop down list of the codes title for each particular category of information In addition numeric filters can be applied to the data by adding restrictions to the source or result fields that are employed at the reports Simple Advanced Page the list of filters appear when the Add a Textual Filter link is clicked and the advanced page now displays all the existing filters as shown 10 Figure 30 Classic Advanced Page the list of filters is visible by default at the right hand side part of the page Clicking the Hide link next to the Filter by title can hide the filter list Interactive orting Abcut Change Fassworc Logout ploggs TR links Reports Northwind Dema amp TR Website Report Type Raport uy User Manual 9 Analyze Pivot C Chart Compare horthwine Administration Report Parameters Report Tasks lyzc Salca e na By Salco Reo Order By Cescnpton Asc P O QW Reports X Went omen M amp ien 1istomer v Group By Mogon Wuard Then By Categories 1G n View v by Total Sales v 49 Advanced Ira r Favorites Dato Ranga act Your Start Sales Date 01 01 2009 fiz Top 10 Favorites pum SH Where AmT losi End Sales Date 31 12 2009 2 Mighest Margin Propertics E Chart of Sales gt Customize Look Feel Customer Compar 23 Most
68. t Year Y TD Year to Date Last Quarter Yesterday and many more If the user would prefer to enter their own specific date range then there are two options available to them The first is to type the initial and final dates into the Start Sales Date and End Sales Date fields respectively The second option is to click on the calendar next to each date box and select the dates from there Properties The user can customise the reports further by selecting to show hide specific rows and or select the table layouts 30 INTERACTIVE REPORTING USER S GUIDE Customise Look and Feel If the user wishes to customize the way their reports look they can click the Customize Look and Feel link to reveal the options that format the appearance of the report by selecting the Font family the Font size and colour as well as the table width The Show in Page setting provides a selection of options with respect to how many data should appear on a report page or whether the results should appear within a scrollable table or not Report Filters When generating reports it is often desirable to restrict the analysed data to just a subset of what is available Perhaps you are only interested in a particular category of goods or the revenue generated by an individual member of the sales team filter mechanism allows restriction of data through text boxes Simply enter the code title as appropriate upon which you wish to restrict the repor
69. t provides a point and click means of specifying the sales NTERACTIVE REPORTING provides a simple and easy to use interface to access data you wish to analyse 2 1 Report Type The Report Type page Figure 5 allows the uset to choose from of six options in generating a report Standard Report to generate Analyze by reports by using the wizard interface Chart Report to generate Chart reports by using the wizard interface Pivot Report to generate Pivot reports by using the wizard interface Comparison Report to generate Comparison reports by using the wizard interface e Advanced Reporting to use the more complex INTERACTIVE REPORTING interface for the generation of reports e View Favorites to view and select reports from previously saved favorites INTERACTIVE REPORTING USER S GUIDE IR Links Reports Northwind Demo IR Website T User Manual Select Report Type A Administration i Standard Report Create an analytical report of your data Drill down to see the underlying data and specify how to sort your information as needed ust m A Chart Report LSD Reports Similar to a regular report but helps you clearly visualize your data KX Wizard C Pivot Report pivot report allows you to compare two different data sets against one another This allows you to discover unique correlations in your data op Advanced
70. tegor d Hore Favorites Interactive Reporting de 1 Panes 1 logout boga E IR Links Reports No Demo UU UU E e MU OU BL POLE PELE UU EU UU E EO LU EU CEU E RU RE E UU OLE e IR Website Report Northwind Demo Report Parameters Report Filters T User Manual i ide A Administration Filter By Hide Reset MEM Analyze By Sales Rep se Categories A HA ReportTasks eport Tas Then By Customer 8 1 Reports Then Categories Customer vorl wizard Jak order Desi Favorites Group By grouping View Al by Total Sales gt mom vorl Top 10 Favorites Where Am I Losi Highest Margin Fa Date Range Last Year z chart of Sales Customer Compar Start Sales Date 01 01 2009 52 Sales Rep Most Profitable End Sales Date 31 12 2009 2 12 Most Profitable chart of Sales Sales by Day C Properties ld Top Selling Rep gt Customize Look amp Feel ey BA Reps vs Categor p More Favorites Help Choose the report variables i EDD Sees d 7 Horz you wish to view set Report Types Total Sales Bar appropriate filters and click on the desired report P button S Compare oera Var
71. the filter they wish If the between option is chosen from the second list two text boxes appear one should hold the first value and the other the second value of the range that the user wishes to see data for For example a user can select to view only data with margin between 20 and 35 In this case only data whose margin value corresponds to this range appear at the report The user has the option to add more numeric fields by clicking the Add Another Link Up to 5 numeric filters can be added for a report generation If the user wishes to remove any of these filters they can click the delete icon next to the filter options 13 INTERACTIVE REPORTING USER S GUIDE Choose Report Configuration The final section of the report wizard is choosing the report configuration Figure 11 This contains four segments Order By Group By View By Properties and Customize Look and Feel Interactive Reporting About Change Password Logout sjbloggs RA Reports Choose Report Configuration X Wizard Select the desired parameters that configure your report further such as report grouping ordering view top by 1 Analyze by Fields display quantities and look amp feel 2 Date Range 3 Filters Desc i4 Multiple Order by asc 2 Group by Sales By Quarter 4 Configuration Order By Ava Price v Advanced Then By Description Top
72. the report variables section on the page header the Interactive Reporting functionality buttons the Breadcrumbs the date and non date Navigation Filters and the Report Results 33 INTERACTIVE REPORTING USER S GUIDE a Group By Customer z F Top 1 ofi esc v 4 No grouping _ Wizard Advanced Lock Favorites pem Update Print Compare Cols Filters Table Horz Bar VertBar Pie Reports Northwind Demo Customer 10 BREADCRUMBS REPORT RESULTS Figure 31 4 2 Report Variables The report variables section at the header of the report page allows the user to modify their report without the need to return to the wizard or advanced interfaces The user can change any of the report variable options to generate new reports Analyze by determines the first level of data for the report Then by allows the change of the secondary level of report Order by determines the ordering of the data Clicking the icon next to the Order by dropdown list opens a popup window like the one shown in Figure 32 which enables the user to add multiple order by options when generating the report A report can be created with a maximum of 3 Order by fields Group by determines how to group the results following a particular categorization e View by determines the value upon which the Top Bottom option is chosen Properties determines various options for showing hiding
73. this may be achieved by either pressing the Back button or navigating through the Wizard sidebar menu links INTERACTIVE REPORTING USER S GUIDE aj ib Ics b 3 Er Tac E on Spec sone ome Sc oe te Sc sc ie I RR EIC RUNI RR M ERN M CR RUN I E RNC M DNI cR ER D oe oe Be MR Mcd KI IDE pup EE s QR HH E pm uuu ecu acta fue ets mE Dune sts ero i HUN PE eus aaa Wizard Reports Northwind Demo Date Range Reports Wizard 1 Analyze by Fields 2 Date Range 3 Filters 4 Configuration Advanced Choose Date Range Assign a date range for your report Date Range Start 5ales Date End Sales Date Top 10 Favorites El where Am I Losi Highest Margin Chart of Sales Chart of Sales Customer Compar Most Profitable Most Profitable Sales by Day C Reps vs Categor Sales by Month Ww More Favorites Figure 7 10 INTERACTIVE REPORTING USER S GUIDE Filtering Data The next level for the generation of a report is the application of specific filters if required In Figure 8 the three main types of data selection boxes can be seen the multi select combo box the single select combo box and the text box The Item filter is a multi select combo box which allows the user to select multiple items from
74. uce a simple report filtered to include only those data that contribute to this particular figure i e filtered to include data from both the relevant tow and column Clicking a data value from within the table results produces such a report For example clicking the Sales data number for Callahan and May 2008 of the report of Figure 49 generates the standard report of Figure 52 46 Total Sales Margin 13 95 17 51 19 16 24 50 23 70 12 50 20 28 16 88 22 64 18 59 INTERACTIVE REPORTING USER S GUIDE _ Analyze By J Sales By Month gt jCategones gt vjj sc vj grouping _ R a pi PII y _ Wizard Advanced Lock eA Reports Northwind Demo pueri Month Month Figure 51 7 ox aoe sl Sars Filters Table Horz Bar Vert Bar Pie Reports Northwind Demo Sales Rep v Month Categories SalesRep Cahan 71 403 Sales Date 01 05 2008 31 05 2008 5 Figute 52 47 INTERACTIVE REPORTING USER S GUIDE 4 9 Chart Report One of INTERACTIVE REPORTING most powerful features is its ability to provide interactive charts of data When performing straightforward 1 D analyses as described earlier one may zoom in to the next level of detail by clicking on a link This unique feature is also available through charts A typical Chart report looks like the one shown in Figure 53 To generate this
75. wish the data to reflect in their chosen chart Again the user simply clicks on the desired option to make their selection rere tenete Interactive Wizard Reports Northwind Demo Configuration Reports Wizard 1 Chart Format 2 Analyze by Fields 3 Date Range 4 Filters 5 Configuration Advanced Choose Report Configuration Select the desired parameters that confiaure your report further such as report grouping orderina view top by display quantities and look amp feel Chart Quantity Margin Profit C Qty C3 Total Sales Where Am Losi Highest Margin Chart of 5ales Chart of 5ales Customer Compar Most Profitable Most Profitable Sales by Day C Properties b Customize Look amp Feel Raa Sains r Reps vs Categor Figure 15 17 INTERACTIVE REPORTING USER S GUIDE When generating chart reports the Properties window displays a different set of properties as shown in Figure 16 The user can select whether to show hide the Chart Title whether to show hide the chart Borderline They can select whether they wish to view or not any extra details of the chart axes label and they can choose to show hide the chart s Legend and adjust its Position if shown Note that different types of chart reports will have a different set of properties

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