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1.0 Understanding the Different Types of Reports
Report Categories | Data Source | Remarks |
|---|---|---|
My Reports | Any other sources not used by Overnight Reports or Cubes Reports | Uses smaller data source. Report data is updated dynamically. |
Shared Reports | Any other sources not used by Overnight Reports or Cubes Reports | Users smaller data source. Report data is updated dynamically. |
Overnight Reports | ‘Voyage Extended’, ‘Revenue Detail’ & ‘Custom Voyage Changes’ | More data points than the smaller data sources. Report Data is updated overnight from refreshes. |
Cubes Reports | ‘Cube Voyage Result’, ‘Cube Invoices’ & ‘Cube Stem’ | Report Data is updated overnight from refreshes. Refer to Cube Connector. More filtering capabilities similar to Pivot Tables. |
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Explanation of the Steps in Editing View
Input Report Name
Set privacy
Everyone (The report saved is accessible and visible to all users within the client’s company. Such report created is listed under ‘Shared Reports’)
Just Me (The Report saved is only accessible and visible to the creator. Such report created is listed under ‘My Reports’)
Left-click under Available Columns and click Add to bring over to Selected Columns. Columns selected shall reflect on the created report. You can double-click on the items listed under Available Columns as a quick way to select columns over to Selected Columns.
To arrange the Selected Columns in the preferred order, click on Move Up or Move Down. To delete a column, click Remove.
To group or sort the order of a specific column, click Group/Sort. You are allowed to add more than one parameter respectively. Note that there are other shortcuts serving the same purpose upon saving the report. Refer to 3.2 Viewing the Reports Created > 1.
Colors allow you to highlight the value/row if the field meets certain conditional criteria. Below is one sample. Left-click on the Selected Column first, followed by Colors. You may add more than one condition.
This feature allows the column value to reflect according to the mathematical selection.
Filtering conditions can be set on each column. Below is a sample
Criteria Pattern. Please see the below screenshot which is self-explanatory. Click Edit Pattern to amend the pattern.
While you are setting up the report from step a --> i, you can click the Save button for preview by clicking Save + Display. If you are editing an existing report and wish to save it as another report, click Save As.
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Click the Field List Icon
Click the Field List Options Icon (In the following example, this article is using the 2nd View as a sample)
Drag and Drop the parameters needed from the Left (Yellow region) to the Right (Blue region) so as to include them in the Cube Report. To remove the parameters from the report, Drag and Drop from Right (Blue region) to the Left (Yellow region)
Take note whenever the parameter is dragged out from the Yellow region, it disappears from the Yellow region and vice versa.
A sample of what each of the Blue Areas represents is shown below
Filtering is allowed in the Red, Green, and Purple regions
Click Update ('Defer Layout Update' when ticked, only updates the report upon clicking Update. Otherwise, the report is updated live as the parameters are drag and drop. Enabling it allows better loading and performance)
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