Report Builder - Data Step

1.

Navigation

Access various builder steps by clicking on the links in the navigation bar. The Report link provides the user with save options throughout the building process, rather than waiting until the final step.

2.

View Fields Search

Search for fields to use in the report here, accessing all fields provided by the selected View in the previous Create step of the builder.

3.

View Fields List

Select fields to use in the report from the list provided by the selected View in the previous Create step of the builder. To add multiple fields at once, simply hold down Ctrl/Command or Shift while selecting fields.

4.

Formatting Menus

Access various formatting menus from this section of the navigation bar. This allows the user to apply formatting changes to the report and preview the output while still on the Data step, rather than having to toggle between it and the Output step.

See Formatting for more information.

5.

Table Body Fields

Drag fields into the Columns and/or Rows lists to build the body of the report. Adding fields to both lists will create a cross tab report automatically.

See Fields for more information.

6.

Field Drop Down Menus

Apply aggregations, formatting, advanced functions, totals, and other options to a field via its drop down menu.

7.

Table Preview

View a preview of the final report output. The user can also drag fields into this preview area, rather than adding them to the Columns or Rows list to add them to the table. Fields can also be reordered here by dragging the field headers into position.

See #Table Preview for more information.

8.

Section Fields

Select fields to be used as sections in the report, these will create splits in the table for each value of the section field(s).

See Sections for more information.

9.

Filter Fields

Select fields to be used as filters in the report, values for these can either be defined during the report creation process, or left as user prompt.

See Filters for more information.

10.

Close Builder Button

Leave the builder using this button.

11.

Filter Panel

Apply values to filters defined as user prompt here in order to restrict the results in the table preview. Values applied here are only used to adjust the preview, not the final report output.

See #Filter Preview for more information.

12.

Analysis Style

Enable Related Reports and Drill functionality through this panel.

See Related Reports for more information.

13.

Report Data

View the Data Source and View name that the report is built on. The user can also limit the rows returned in the report, the preview, and switch the Auto Refresh off if they wish to build with dummy data, rather than continually querying the database after each field change.

See #Report Data for more information.

14.

Source Filters

If there are source filters applied to the View selected to build off, they will appear here to be enabled/disabled. If the user does not have the Access Filter role permission they will not see this section.

See #Source Filters for more information.

15.

Sub Query Panel

Create and switch between sub queries through this panel. If the user does not have the Sub Queries role permission they will not see these buttons.

See Sub Queries for more information.

16.

Edit View

The user can access the view via this button in order to make changes required for the report creation. If the user does not have the appropriate Database Views role permissions they will not have access to this button.

17.

Add Calculation

The user can create calculated fields to use within the report. Depending on the user's role permissions they may be able to create Freehand SQL calculations as well as using the builder interface.

See Calculations for more information.

18.

Table Preview Info

View the number of rows and time taken to return the table preview.

See #Table Preview for more information.

19.

Refresh Report

Refresh the data displayed in the table preview.

See #Table Preview for more information.