Work with interactive reports

Interactive viewer is the environment in which you view interactive reports. When you open an interactive report, interactive viewer opens in a new tab.

With interactive viewer, you can customize reports based on your needs and preferences. You can do the following on reports containing up to 200 pages:

  • Modify the layout of the report
  • Create computed data
  • Move or delete columns
  • Create aggregate data
  • Modify tables displaying summary information,
  • Modify charts and graphs
  • Modify data in crosstabs
  • Rearrange data using simple menu options

In interactive viewer, select and right-click an area in the report. The context menu varies depending on the type of content selected. Options include the following:

Icon Label Function
Change text Change the text, alignment, or font of the report header.
  Header Change text, alignment, or font.
Group Add a group or delete an inner group as well as define page breaks before or after groups.
Freeze  
Column Change the width of columns, move or remove columns to improve presentation or change the order of data in a report. You can also sort data in a column in ascending or descending order, organize data columns into groups, and create computed columns.

Aggregation

 Create aggregate data such as sums, standard deviations, rankings, and differences.
Filter Often, a report or report element provides more information than you need. You can display specific rows of a report by using a filter. For example, instead of listing all customer sales, you can create a filter to list only the sales data for a particular week or a specific region. Filtering data helps you work effectively with large amounts of data.
Sort Sort data to display report content in a more meaningful order. You can sort data in ascending or descending order, and you can sort by as many as three fields. For example, you can sort a list of customers by credit rank, then by customername.
Alignment Align left, right, or center
font icon Format Modify the font or copy the style.
  Export Content You can export content to different formats: Excel, Word, PDF, PostScript, PowerPoint, or extensible HTML.
  Hide and display report elements You can hide columns as well as report elements based on your needs. You can also hide duplicate data rows in a column, or a group.
Display calculated data You can create calculations to count items in a warehouse or provide more complex financial data, such as tracking stock portfolio performance over time.
Analyze You can modify crosstabs using a tool called Interactive Crosstabs. You can add, remove, reorganize, and customize the data in a crosstab to examine relationships and trends.

When you click tap the menu icon you can:

This option toggles between disabling and enabling interactivity.

This option toggles between canceling and restoring an edit.

This option displays the parameters defined when the report was created. You cannot change these parameters.

This option displays a list of line numbers from the displayed report.

When you click tap this option, the Hide/Show glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item. opens with a list of items you can hide or show. Select or clear the items as needed.

When you click tap this option, the Link to this Page glance opens with two fields:

  • Paste Link in email or IM — To link to the displayed report from email or IM, copy this link and paste it in an email or IM message.
  • Paste HTML to Embed in Website— To link to the displayed report in a website, copy this link and paste it into your website.

When you click tap this option, the Save As glance opens so you can select a report, change the name and description, and modify the file type.

When you click tap this option, the Export Content glance opens so you can export to any of the file types listed (XLS, XLSX, PDF, PS, PPT, PPTX, DOC, DOCX, XHTML). You can also select from a number of page settings:

  • Page range
  • Text wrapping
  • Text hyphenation
  • Page style (Auto, Actual Size, Fit To Whole Page)
  • Chart DPI
  • Render chart in vector graphics
  • Repaginate while rendering PDF
  • Disable Flash animation for printing
  • Disable Print

When you click tap this option, the Export Data glance opens to enable you to export some or all of the data from a report.

When you click this option, the Print glance opens to enable you to print the one page, a range of pages, or the entire report (up to 200 pages).