Actions-Reports

Actions ribbon group enables you to create, save, edit, load and print Presets. Once you drag and drop the fields into filters in the OLAP control, the application populates data accordingly from the database onto the Raw Data grid. This filtered data can be saved as a preset so that you can view it again the next time, without having to filter the data again.

Click Print to print the Report.
After you customize the report with available fields and filters, you need to save the Preset. Once you click Save Preset, an XML file is created for the report structure. Save the XML file to the desired location in your local machine.
In order to view specific preset, click Load Preset and browse the XML file. Automatically, you can see the structure of the report for the XML file.
Click Edit Preset to save the Preset to the database. Once it is saved successfully, you can see that the preset is added to the preset list under its respective Report Object. At the same time, you can also see that the preset is updated in the Presets drop down list.
Refresh Data button enables you to view the report after modifying values in Date Field and Data Filter drop downs.

Drop Downs

Presets drop down

Presets drop down displays the list of all the presets that are saved in the database for the Report Object.

Date Field drop down

If the raw data launched in the Raw Data tab has any ‘Date’ type fields, they appear as a list in Date Field drop down. You can filter the report data accordingly.

Date Filter drop down

Date Filter drop down displays list of different types of periods. You can select the desired period of time in order the filter the report data.

Common Tasks

Save Preset --- (Create XML file for preset and save locally)

Edit Preset --- Save preset to database (Add New Preset)

Remove Preset --- Remove preset from database

Load Preset --- Load locally stored XML file and view the preset