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Depending on the report type and your user rights, you can create, edit, run, and perform bulk actions on reports as well as import and export custom report definitions.
In addition, you can use the Report Designer to create and run custom reports with data from across the database—everything from Open Positions for Vessels to financial information. The Report Designer provides a live preview, so you can see your edits in real time, and the flexibility to extract your data in a way that is most meaningful to you. You can apply filters, sort and group results, aggregate data, and create a custom layout for your report. More advanced capabilities include conditional formatting and creating custom columns with expressions. You can even create a Scheduled Task from the report to automate the execution and delivery of a report on a periodic basis (see the Messaging Service Manual).
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As with any other list, you can search, select, adjust, pin, filter, group, and sort columns, reset to the default view, save user views, and export.
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Public reports appear on the list for all users. The authors of these reports (you and/or other users) set them up to allow other users to run the reports:
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On the Report List, titles of reports that you create are links. If you are the report owner or a Security Administrator, to open a report for editing in the Report Designer, click its Design link.
Running a Report
To run a report:
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| title | Related Configuration Flags |
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Name/Flag | Description |
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Disable Create Excel from Report Viewer
CFGDisableCreateExcelFromReportViewer | Specifies if the Create Excel button in Report Viewer is disabled. | Enable Report EPP Excel Output
CFGEnableReportEPPExcelOutput | EPP is a third-party library that is independent of Microsoft Office and creates the Excel file format you want. When this flag and CFGReportUseOffice2003Standard are enabled, .xls files will be created. When CFGReportUseOffice2003Standard is disabled, .xlsx files will be created. When CFGEnableReportEPPExcelOutput is disabled, the Microsoft Office API is used to create the Excel output. | Enable Report Excel Workbook Refresh
CFGEnableReportExcelWorkbookRefresh | Refreshes all external data ranges and PivotTable reports in the Excel workbook when the report is output to Excel. | Report Use Office2003 Standard
CFGReportUseOffice2003Standard | Exports reports in Microsoft Office 2003 file types (.xls for Excel and .doc for Word). Note: When this flag is enabled along with CFGEnableReportEPPExcelOutput, Excel .xls files will open with a file format and extension mismatch error, however, the file will still open. Reports with large numbers of columns may render incorrectly in .doc format.
| API Reports Raw Column Names
CFGAPIReportsRawColumnNames | If enabled, getting reports via the API will assign column names based on table.column format. | Enable JSON Path Query
CFGEnableJsonPathQuery | When enabled, Report Designer reports will have the Optimize query for document export option available. This makes exporting to XML via datashed and the API faster for certain reports. Requires SQL Server 2016 or newer. |
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