Modifying Reports

You have many options to customize the presentation of and data in Insite v2.0. In addition to filtering data, you can apply conditional formatting, sort, move and hide columns. Users with Admin permission can save changes to maintain a personalized version and distribute reports to cost centers, depots, or others. All users can export reports where the data reflects their modifications.

• Tabular Reports
  • Customizing Report Presentation
  • Filtering Report Content
• Dashboards
  • Filtering Dashboard Reports
  • Changing a Chart Type
  • Maximizing a Graph
  • Drilling into a Graph
• Customizing with Filters
  • Creating Reusable Filters
  • Using Dates in Filters
  • Creating a Relative Date Filter

Tabular Reports

Customizing Report Presentation

Tabular reports present data in rows and columns. You can modify the report by filtering data, sorting and hiding columns. Additionally, you can apply conditional formatting.

Customizing Tabular Reports

1. Select a report.
2. Click the column header.
   • Re-order – With the mouse on the header, click and drag the column to the left or right.
   • Sort - With the mouse on the header, click the up or down arrows to sort the data by ascending or descending order.
   • Hide Column - Click the table icon in the header then select Hide Column to hide a column from view.
   • Formatting - Click the table icon in the header then select Formatting to apply conditional formatting or styles to a column.

Formatting Columns

3. Click the Save icon and select to save your changes.

Tip:  You can revert changes with the Undo and Redo buttons. Only Admin users can save modifications. Read-Only users can export or print changed reports.

Filtering Report Content

1. Select a report.
2. Click the Edit icon on a report or the Funnel icon on a dashboard.
3. In the Report Modification Settings window, select the fields to modify.

Filtering Reports

4. Click Apply to submit changes to the data.
5. Click Reset to revert any modifications and use all data for the report.
6. Click Exit to exit the window without saving.

Dashboards

Dashboards present data in a graphical format. Insite v2.0 offers additional chart types to display information. The graphs provide click-through functionality to view the data details in a tabular report. Any modifications you make with a filter or chart are available for printing or exporting. Changes to chart types are not saved.

Fleet Dashboard

Filtering Dashboard Reports

1. Select a Dashboard report.
2. Filter - Click the Funnel icon to filter data.

Changing a Chart Type

1. Select a Dashboard report.
2. Chart Type - Click the gear icon to change the chart type. 

Dashboard Chart Types

Note: Changes to chart types are not saved. The chart types you can use are dependent on the data configuration for the reports. Not all chart types are available.  

Maximizing a Graph

1. Select a Dashboard report.
2. Click on the double arrow icon to maximize one of the graphics in the dashboard.

Tip: To reset the zoom, click the double arrow icon.

Driling into a Graph 

1. Select a Dashboard report.
2. Click and drag over an area to focus on specific data.

Filtering Data

Customizing with Filters

Filters provide the means to focus a report on specific dates or fields. All users can create filters. If you have Admin User permissions, you can save Report Filters and store modified reports in other folders.

Filtering Data

Creating Reusable Filters

Saving filters enables you to create several views of data in one report . The filtered report is your personal view and does not alter the report for other users.  To alter reports for other users see

1. Click the Edit icon on a report or the Funnel icon on a dashboard.
2. In the Report Modification Settings window, select the fields to modify.
3. Click Save to submit changes to the data.

Using Dates in Filters

You can filter information in your view based on a date range relative to the current system date. You can accomplish this using a date-based filter, and entering a text expression describing the relative date or date span you want to display, using the format <Keyword>+/-<Number>.

 

Date Filters

• Keyword indicates the time span you want to use. Options include: DAY, WEEK, QUARTER, SEMI, and YEAR.
• The + or - indicates whether the time span occurs before or after the chosen date.
• Number indicates the number of the above-mentioned time spans you want to include in the filter.

For example, if you want to look at all Cases for the prior week, your expression would be: WEEK-1.

Creating a Relative Date Filter

1. Click the Edit icon on a report or the Funnel icon on a dashboard.
2. In the filter’s first text entry box, enter an expression describing the relative date or date span you want to display.
3. In the filter’s second text entry box, enter the date you want to base your filter on.

Example:

If you want to display all data for the month prior to the current date, the expression in the first text entry box would be MONTH-1, and in the second box you would enter today’s date.