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	Report Builder

Reports

To access XFRACAS reports, choose Home > View > Reports.

Watched Reports include reports of any type (standard, public, etc.) that you have selected to "watch." (See Watched Reports and Charts.)

Standard Reports are included by default with XFRACAS.

My Reports have been customized and saved via the Report Builder for your personal use. This may include reports that you saved for yourself or reports that another user saved for you personally or a security group that you belong to.

Public Reports have been customized and saved via the Report Builder for all users to view.

Custom Reports are created by ReliaSoft for use in the current entity.

Grouping Results

To group results, click the column name and drag it into the grouping bar at the top of the results table. You can drag multiple columns into the grouping bar; the order in which they appear determines the way the records are sorted. For example, this picture shows grouped by responsible part and then by state.

Filtering Results

There are two ways to filter the results. The current criteria will appear in the filtering bar at the bottom of the results table. Clear the check box to remove the filter.

Type in the search field(s) directly below the column name(s).
Click the Create Filter link at the bottom of the results to open the Filter Builder.

In this utility, each group is headed by a logical operator in red (and, or, not or, not and) that applies to the conditions under it. Click the red link to select the operator, add a sub-group, add a condition or remove the operator.

Each condition is made up of a property in blue, a relational operator in green (equals, contains, is not blank, etc.) and a value in gray. Click the blue or green link to select the property or operator. Click the gray link to type the value.

Report Results Toolbar

When you view a report:

Show Field Chooser allows you to hide or display columns by dragging the column header into or out of the popup.

Export sends the current report to the file format specified in the drop-down list (*.pdf, *.xls, *.xlsx, *.rtf or *.csv).

Watch adds the report to the Watched Reports group.

E-mail Report sends the results in an e-mail message. You must have the appropriate permission in the entity to use this feature.

Show SQL Statement displays the SQL statement that was used to generate the results. You must have the appropriate permission in the entity to use this feature.

E-mail Link