Icons & Functionalities

Understanding Report Icons and Navigation #

Introduction: #

In this comprehensive guide, we will provide you with an in-depth understanding of the various icons found within the Reports section of our software, as well as a detailed explanation of their functionalities. Additionally, we will walk you through the navigation techniques you can employ to effectively interact with the Reports feature.

Report Icons Overview: #

Upon accessing the Reports section of our software, you will notice several icons located strategically around the interface, primarily in the top-right and middle-right areas adjacent to the tables. These icons serve as valuable tools to enhance your experience while using Reports.

1. The Export Icon: #

Functionality: Clicking on the Export Icon allows you to export the current report to various formats, such as PDF, CSV, or Excel. This feature is particularly useful when you need to share or archive the data presented in your report.

2. The Filter Icon: #

 Functionality: The Filter Icon opens a powerful filtering tool, enabling you to refine the data displayed in your report. You can set specific criteria to view only the information that is relevant to your analysis.

3. The Customize Icon: #

Functionality: By clicking on the Customize Icon, you gain access to customization options for your report. You can modify the layout, columns, and visual elements to tailor the report to your specific needs.

4. The Print Icon: #

Functionality: The Print Icon enables you to print a hard copy of your report directly from the software. This is ideal for situations where physical documentation is required.

Navigation Techniques: #

Navigating within the Reports section is crucial for efficiently extracting the information you need. To help you with this, our software provides various navigation options:

1. Scrolling: #

To navigate through a lengthy report, you can use the scroll bars located on the side and bottom of the page. These scroll bars allow you to move left to right, top to bottom, or vice versa, ensuring you can access all the information contained within the report.

2. Keyboard Shortcuts: #

For a more efficient navigation experience, you can utilize keyboard shortcuts. Press [Shortcut Key] to perform actions like scrolling, zooming, or switching between different report views. Refer to our keyboard shortcut documentation for a comprehensive list of available shortcuts.

Understanding the icons and navigation options within the Reports section of our software is essential for effectively utilizing this feature. The icons provide valuable functionalities such as exporting, filtering, customization, and printing, while the navigation techniques, including scrolling and keyboard shortcuts, ensure a seamless user experience. By mastering these elements, you can harness the full potential of our Reports feature to make informed decisions and streamline your workflow.

Utilizing Dashboard Parameters for Generating Reports #
Introduction: #

In this comprehensive guide, we will provide you with detailed instructions on how to effectively utilize the Dashboard Parameter feature in our software. The Dashboard Parameter Icon serves as a powerful tool for customizing and filtering the data you want to see in your reports. We will guide you through the process of accessing the Parameter form, filling in the required parameters, and applying or canceling your selections.

Accessing the Dashboard Parameter Icon: #

To begin customizing your reports, follow these steps to access the Dashboard Parameter Icon:

1. Locate the Dashboard Parameter Icon: #

The Dashboard Parameter Icon can typically be found within the user interface of our software, often in a prominent location for easy access.

2. Click on the Dashboard Parameter Icon: #

Clicking on this icon will open the Parameter form, where you can specify the criteria and settings for the data you wish to include in your reports.

Using the Parameter Form: #

Once you’ve accessed the Parameter form, you’ll find a range of options and fields to complete in order to tailor your report:

1. Parameter Fields: #

The Parameter form will present you with various fields to complete. These fields may include date ranges, specific data categories, or other criteria relevant to your reports.

2. Customization Options: #

Depending on the sophistication of our software, you may have access to additional customization options. These options could include formatting preferences, chart types, or report layouts.

3. Apply Parameters: #

After you’ve entered your desired criteria and customized your settings, click the “Apply” button. This action instructs the software to generate the report based on your selected parameters.

4. Cancel and Undo: #

If, at any point, you wish to abandon your changes or reset the parameters to their previous state, simply click the “Cancel” button. This will undo any changes you’ve made in the Parameter form.

Navigating Parameter Forms: #

If your reports require multiple parameters, you can navigate through them using the scrolling bar, which is typically located on the side of the Parameter form. This allows you to move up and down to access and complete all required fields before applying or canceling your selections.

Mastering the use of the Dashboard Parameter Icon is essential for tailoring your reports to your specific needs. By following these instructions, you can efficiently access the Parameter form, complete the necessary fields, and generate reports that provide you with the precise data you require. Additionally, the ability to cancel and undo actions ensures you have full control over your parameter selections, making your reporting experience both flexible and powerful.

Selecting Dates and Using Parameter Options #

Introduction: #

In this comprehensive guide, we will provide you with detailed instructions on how to efficiently select dates and utilize parameter options in our software. The availability of a calendar for date selection and a range of parameter-related actions enhances your ability to customize reports and data sets. We will walk you through the process of choosing dates from the calendar and using parameter options effectively to refine your data.

Selecting Dates from the Calendar: #

To initiate the process of date selection, follow these steps:

1. Locate the Calendar Icon: #

The Calendar Icon is typically situated within the user interface of our software, often in proximity to the date-related fields.

2. Click on the Calendar Icon: #

Clicking on this icon will open the date selection interface, allowing you to pick specific dates or date ranges as required.

3. Choose Dates: #

Use the calendar interface to select the desired dates. Depending on your software’s capabilities, you may be able to select a single date or a range of dates.

4. Confirm Selection: #

After selecting the dates, there is typically a confirmation or “OK” button. Click this button to confirm your date selection.

Using Parameter Options: #

Once you have selected your dates and are filling in parameters under each title, you will encounter several parameter-related actions:

1. Check All: #

This option, when selected, will automatically check or select all available items or categories within the parameter list. It is particularly useful when you want to include all items.

2. Search: #

The search functionality allows you to quickly find and select specific items or categories within the parameter list. This is helpful when dealing with a large number of options.

3. Include: #

When you want to explicitly include certain items or categories, use the “Include” option. Select the items you want to include, and they will be incorporated into your report or data set.

4. Exclude: #

Conversely, the “Exclude” option allows you to specify items or categories that should be excluded from your report or data set. Select the items you wish to exclude to refine your results.

5. Apply: #

After you have made your selections using the above parameter options, click the “Apply” button to execute the chosen action. This action will update your report or data set according to your parameter selections.

Efficiently selecting dates from the calendar and making use of parameter options are essential skills for customizing your reports and data sets in our software. By following these instructions, you can easily navigate the date selection process and leverage parameter-related actions such as Check All, Search, Include, and Exclude to refine your data to meet your specific requirements. The “Apply” button is your key to executing these actions and ensuring that your reports and data sets align precisely with your needs.

Exporting and Viewing Data in Various Formats #

Introduction: #

In this comprehensive guide, we will provide you with detailed instructions on how to export data in various formats using our software. Additionally, we will explore the “View Underlying Data” feature and its functionality, offering you a complete understanding of how to manage and retrieve your data efficiently.

Exporting Data in Different Formats: #

To export data in various formats, follow these steps:

1. Access the Icons Menu: #

When you’re ready to export your data, look for the Icons Menu, which contains the Format Icons. These icons are typically located in a convenient location within the software’s interface.

2. Image Icon: #

The first icon in the menu resembles a camera or image. Clicking on this icon will allow you to export your data as an image file.

3. PDF Icon: #

The second icon, represented as a PDF symbol, enables you to export your data in PDF format. This format is suitable for documents that need to be easily shared and printed.

4. CSV Icon: #

The third icon, typically represented as a spreadsheet grid, facilitates the export of data in CSV (Comma-Separated Values) format. CSV is a versatile format used for data analysis and manipulation.

5. Excel Icon: #

The final icon, often depicted as an “E,” allows you to export your data in Excel format. Excel files are well-suited for in-depth data analysis and organization.

It’s worth noting that the Image, PDF, and Excel options are similar to the above-mentioned Export Options, with the addition of the CSV format option.

Viewing Underlying Data: #

Apart from exporting, you may also want to explore the “View Underlying Data” feature. Here’s how to use it:

1. Locate “View Underlying Data: #

This option is typically found in the same menu as the Export Icons, under the “Options” section.

2. Access the Underlying Data: #

Click on “View Underlying Data” to access the underlying data of your reports.

3. Download Options: #

Within the Underlying Data view, you will see a Download Icon. Clicking on this icon will present you with a menu offering CSV and Excel as export options.

4. Choose Export Format: #

Select the export format that suits your needs – CSV or Excel. Your choice will determine the format in which the data is exported.

5. Displaying Results: #

After choosing the export format, the software will generate and display the data accordingly in the selected format.

Effortlessly exporting data in various formats and accessing the underlying data for analysis is an essential part of our software’s functionality. By following these detailed instructions, you can easily export your data as images, PDFs, CSV, or Excel files, and also explore the underlying data using the “View Underlying Data” feature. These capabilities provide you with the flexibility and tools necessary to effectively manage and utilize your data within our software.

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