Interactive Reporting Quick Reference

This Quick Reference section provides you with an at-a-glance overview of common Interactive Reporting actions.

General
Action	Description
To hide tips on startup...	Disable Show tips on startup in the lower right corner of the report canvas. Alternatively, disable Show tips on startup in Preferences under the General tab.
To show tips on startup...	Enable Show tips on startup in the lower right corner of the report canvas. Alternatively, enable Show tips on startup in Preferences under the General tab.
To hide tips altogether...	Click Hide Tips in the lower right corner of the report canvas.
To disable menu buttons...	Disable Enable menu buttons in Preferences under the General tab.
To enable menu buttons (down arrow next to a report column)...	Click Enable menu buttons in Preferences under the General tab.
To enable Select Distinct...	This is checked by default.
To export a report...	Click (Export) and select your export file type: PDF, Excel, CSV or HTML; exported files can be saved locally on your computer.

Fields and Columns
Action	Description
To place a field on the report canvas...	Click and drag a field from the right pane to the report canvas. Alternatively, double-click a field name to place it onto the report canvas. Note:For quick placement, click (Layout) in the toolbar and drag the fields into the Columns area. Alternatively, right-click a field name and select, Column.
To place multiple fields on the report canvas...	Press the <CTRL> key and select multiple fields in the right pane, then drag the fields onto the report canvas. The fields will become columns in the report in the order in which they were selected.

To move columns left or right...	Click the report header and move the column to the desired location. Alternatively, right-click on the column header and select Move -> Right (or Left). Columns can also be moved as needed by clicking (Layout) in the toolbar and dragging the columns to the desired position.
To adjust column width...	Click the column header to select it. Move your cursor to the right or left until a small horizontal line appears. Drag the line to the desired width.
To assign column width (percentage)	Enter a value in the Column Width text box under the Formatting tab.
To change the column name...	Double-click the column name and type the new name in the available text box.
To remove a column...	Click and drag the column header to the right and place the column into the trash can.

Grouping
Action	Description
To add a group to a report...	Click and drag a group field from the right pane up above the column headers in the report. Release the mouse button when the green horizontal line appears. If the group field you want is a column in the report, drag the column name up above the column headers in the report. Release the mouse button when the green horizontal line appears. Note:For quick placement, click (Layout) and drag the fields into the Groups area. Alternatively, right click on the field name you want as your group and select, Group.
To add more than one group to a report...	Click another group field from the right pane and drag it above or below the previously placed group.
To change the sort order of a group...	Click the small arrow to the right of the group name to change the sort order. Alternatively, assign the sort order under Group Sorting in the right pane.

Filtering
Action	Description
To add a filter...	Click (Filters) in the toolbar, then drag a field into the Filter area. Alternatively, right click on the field name you want to filter on, (under the Data tab), and select, Filter. Alternatively, select a column name, click to open the context menu and select, Filter.
To edit a filter...	Click next to the filter name to open the Filter dialog box. Make your changes and click OK. Alternatively, select a column name, click to open the context menu and select, Filter.
To delete a filter...	Click Filters in the toolbar, then click (Delete) next to the filter name.
To select a filter value from a list...	Click Select from list in the Filter dialog box.
To find a filter value in a list...	Type the first few characters of the value and click Find. Entries are case-sensitive.
To include or exclude a filter value from a list...	Click Includes or Excludes link next to Select from list. Alternatively, make a selection next to Currently on the Filter dialog box.
To specify a specific filter value...	Click Match a specific value then select a constraint from the list.

Formatting
Action	Description
To undo or redo previous actions...	Click (Undo) or (Redo) in the toolbar.
To change the font type in a column header...	Select the column header. Under the Formatting tab, select font type from the available list.
To change font type in the column details...	Select the column details. Under the Formatting tab, select font type from the available list.
To change font color in a column header...	Select column header. Under the Formatting tab, click (icon here) to select font color from the available list.
To change the font color in column details	Select column details. Under the Formatting tab, click (icon here) to select font color from the available list.
To change the column header background color...	Select the column header. Under the Formatting tab, click (Background Color). Select a color from the color picker or create your own custom color.
To change the column details background color...	Select column details. Under the Formatting tab, click (Background Color). Select a color from the color picker or create your own custom color.
To apply text justification...	Select the report element column header or column details. Under the Formatting tab, click the appropriate text alignment option. Column headers can be formatted separately from column details.

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