The title of the business report.

Enter the text into the field.

The title of the business report in a different language. When your users or customers work in XTRF in a language different to your system default language, the localized value of of the report will appear to them instead of the original title.

• • To add another language expression of the same question, click . A new window appears. For a description of the window, click here: Add Localized Value pop-up window 
    When you create a localized value, the item appears above     .
    
    
  • To edit an entered localized question, click of the desired question. A new window appears. For a description of the window, click here: Add Localized Value pop-up window
  • To delete an entered localized question, click of the desired question.

A label used to organize your business reports. For example, you create categories which are used to designate reports intended for important customers.

Click the drop-down list and select a category. The selected category appears above the drop-down list.

• • To remove a selected category from the business report, click .
  • To add all the available categories, click Add all. Now all categories are assigned to the business report.
  • To remove all the selected categories, click Remove all. Now no category is assigned to the business report.

Preferred business reports appear at the top of the table in the Business Reports Browse.

• • Select the tickbox to designate the selected report as being favoured.
  • Deselect the tickbox to remove the preference designation from this business report.

The category of variables used for data analysis.

The main category of information included in the report.

The specific data property or properties for the selected Data Type

The filter settings applied to the main data type.

Click on the drop-down list and select an item.

• • Some items are included in folders.
    • To either expand or collapse a folder, click .
    • To expand all folders, click .
    • To collapse all folders, click .
  • When an item is selected, the item and additional fields appear in the panel.
    
  • The settings fields can differ for each item. The settings fields are:
    
    • Dates
      
      

      • Click on the drop-down list and select a mode. Each mode has associated fields. For a description of the modes and their respective fields, refer to the links below:

         Click here for a description of the "From To" mode...

        From To	This mode includes all items within the specified time. For example, you want to include tasks which had deadlines between 1 February 2013 and 10 February 2013. You set 1 February 2013 for From and 10 February 2013 for To. The system includes all tasks with deadlines between 1 February 2013 and 10 February 2013 and does not not include any tasks which had deadlines before 1 February 2013 and after 10 February 2013.
        From	The initial date of the time period. Manually enter the date in the appropriate date format set in S ystem Configuration or click  and select from the calendar.
        To	The final date of the time period. Manually enter the date in the appropriate date format set in S ystem Configuration or click  and select from the calendar.

         Click here for a description of the "Time Span" mode...

        Time Span

        This mode includes all items within a general time. For example, the date is 20 February 2013 and you want to include all tasks which had deadlines in 2013. You select "This Year" for Time Span. The system includes all tasks which had deadlines between 1 January 2013 and 20 February 2013 and does not include any tasks which had deadlines before 1 January 2013. Click on the drop-down list and select a time span.

         Click here for a description of the "Advanced" Mode...

        Advanced	This mode provides additional calendar settings so that you can set a more precise time period. For example, you want to include all tasks which had deadlines 3 weeks before the current day. You select "≥" and "Today" for the second row and "-", "3" and ""Day(s)" for the final row (the system automatically enters the current date and locks the third row). The system includes all tasks which had deadlines within the specified time period.
        	The relation of the time period to a specified reference date. For example, it is 10 February and you want the time to begin on 31 January or earlier. You select “≤” and “End of previous month”. The system includes all items which happened on 31 January or earlier. To decide when the time period should begin in relation to the selected reference time, select: "≤" for a date which begins exactly on the specified date or earlier (e.g. "≤ Yesterday" signifies yesterday and all days prior to it). "≥" for a date which begins exactly on the specified date or later(e.g. "≥ End of previous month" signifies the final day of the previous month and all days after it). Click on the drop-down list and select the time reference.
        	A specified reference date. For example, if you select "≥" and set the "Fixed Date" as "2013-02-21", the system includes all items which happened exactly on 21 February 2013 or later. Manually enter the reference date   in the appropriate date format set in S ystem Configuration   or click      and select from the calendar.
        	The specified amount of time before or after the reference date. To specify the time: Select how the specified amount of time will be applied to the reference date. To add the specified amount of time to the reference date, select "+". To subtract the specified amount of time from the reference date, select "-". Enter a value. Select the unit of time. For example, if you select "≤ 10 February" and specify "- 5 Day(s)", the system includes all items between 5 February and 10 February.

    • Select boxes
      
      

      • Click on the drop-down list and select a mode.

         Click here for a description of the modes...

        is any of	The filter includes any of the selected values. For example, you decide you want to use source language as a filter parameter. You select "is any of" and for languages, "English [EN]" and "German [DE]". The filter only includes items with the English and German as the source language.
        is none of	The filter excludes any of the selected values. The filter includes any of the selected values. For example, you decide you want to use source language as a filter parameter. You select "is none of" and for languages, "English [EN]" and "German [DE]". The filter includes items with all available source languages except English and German.

      • Select the desired values in relation to the mode (e.g. is any of/is none of the selected languages).
    • Text fields (sometimes with suggestions)
      
      

      • Click on the drop-down list and select a mode.

         Click here for a description of the modes...

        Case-insensitive Match	The system includes all items that match the text in the field and ignores differences in capitalisation. For example, you decide you want to use customer name as a filter parameter. You select "Case-insensitive Match" and enter "John" into the field. The filter includes names entered as either "John" or "john".
        Equals	The system includes all items that exactly match the text in the field. For example, you decide you want to use customer name as a filter parameter. You select "Equals" and enter "John" into the field. The filter only includes name entered as "John" and excludes "John".
        Starts with	The system includes all items that begin with the text in the field. For example, you decide you want to use customer name as a filter parameter. You select "Starts with" and enter "Customer" into the field. The filter includes any names which begin with Customer (e.g. Customer, Customer1 and Customer 234).
        Ends with	The system includes all items that end with the text in the field. For example, you decide you want to use customer name as a filter parameter. You select "Ends with" and enter "Customer" into the field. The filter includes any names which end with Customer (e.g. 123 Customer and Perfect Customer).
        Regular Expression	The ability to use metacharacters when defining the filter. For example, you decide you want to use customer name as a filter parameter. You select "Regular Expression" and enter "*Customer*" into the field. The filter includes any names which contain Customer (e.g. VIP Customer, 123 Customer, Customer456, etc.).

      • Enter the desired text.
    • Yes/No
      
      

      • Click on the drop-down list and select a mode.

         Click here for a description of the modes...

        is	The filter includes items which are that of the selected value. For example, you decide you want to use invoiced tasks as a filter parameter. You select "is" and "yes". The filter includes all tasks that were invoiced.
        is not	The filter includes items which are not that of the selected value. For example, you decide you want to use invoiced tasks as a filter parameter. You select "is not" and "yes". The filter includes all tasks that were not invoiced.

      • Select the answer (e.g. include tasks that were invoiced: "invoiced is yes").

         Click here for a description of the answers...

        yes	The filter includes items which either are or are not that of the positive value. For example, you decide you want to use invoiced tasks as a filter parameter. You select "is" and "yes". The filter includes all tasks that were invoiced.
        no	The filter includes items which either are or are not that of the negative value. For example, you decide you want to use invoiced tasks as a filter parameter. You select "is" and "no". The filter includes all tasks that were not invoiced.

    • Number
      
      

      • Click on the drop-down list and select the matching mode.

         Click here for a description of the modes...

        Case-insensitive Match	The system includes all items that match the text in the field and ignores differences in capitalisation. For example, you decide you want to use task ID number as a filter parameter. You select "Case-insensitive Match" and enter "T2013" into the field. The filter includes IDs entered as either "T2013" or "t2013".
        Equals	The system includes all items that exactly match the text in the field. For example, you decide you want to use task ID number as a filter parameter. You select "Equals" and enter "T2013" into the field. The filter only includes IDs entered as "T2013" and excludes "t2013".
        Starts with	The system includes all items that begin with the text in the field. For example, you decide you want to use task ID number as a filter parameter. You select "Starts with" and enter "2013" into the field. The filter includes any IDs which begin with 2013 (e.g. 2013/41/6 and 2013/99/101).
        Ends with	The system includes all items that end with the text in the field. For example, you decide you want to use task ID number as a filter parameter. You select "Ends with" and enter "15" into the field. The filter includes any IDs which end with 15 (e.g. 2011/7/15 and 2013/22/15).
        Regular Expression	The ability to use metacharacters when defining the filter. For example, you decide you want to use task ID number as a filter parameter. You select "Regular Expression" and enter "*12*" into the field. The filter includes any names which contain Customer (e.g. 2012/62/2, 2009/12/3 and 2013/5/12, etc.).

      • Enter the desired text (e.g. task ID numbers that begin with 1. "ID number starts with 1").
    • Values with Currency
      
      

      • Click on the drop-down list and select how the value will be calculated.

         Click here to expand...

        <	The filter includes items that are less than the value in that currency entered into the field. For example, you decide you want to use task total cost as a filter parameter. You select"<" , enter "100" and choose "American Dollar [$]". The filter includes total costs that are less than $100.
        <=	The filter includes items that are less than or equal to the value in that currency entered into the field. For example, you decide you want to use task total cost as a filter parameter. You select"<=" , enter "100" and choose "American Dollar [$]". The filter includes margins that are exactly $100 or less.
        >	The filter includes items that are greater than the value in that currency entered into the field. For example, you decide you want to use task total cost as a filter parameter. You select "> " , enter "100" and choose "American Dollar [$]". The filter includes total costs that are greater than $100.
        >=	The filter includes items that are greater than or equal to the value in that currency entered into the field. For example, you decide you want to use task total cost as a filter parameter. You select ">=" , enter "100" and choose "American Dollar [$]". The filter includes total costs that are exactly $100 or greater.
        ...	The filter includes items located within the specified range. For example, you decide you want to use task total cost as a filter parameter. You select "...", enter "500" and "1500" into the fields and choose "American Dollar [$]". The filter only includes total costs that are between $500 and $1500.

      • Enter a value into the field (e.g. total costs greater than or equal to $500: "Total Cost >= 500 American Dollar [$]").

        If you select "...", enter lower value into the left-hand field and the higher value into the right-hand field. For example,
        
        The filter includes amounts between $500-1500.

      • Click on the drop-down list and select a currency.
    • Percentages
      
      

      • Click on the drop-down list and select how the percentage will be calculated.

         Click here for a description of the calculation modes...

        <	The filter includes percentages that are less than the value entered into the field. For example, you decide you want to use margin as a filter parameter. You select "<" and enter "50". The filter includes margins that are less than 50%.
        <=	The filter includes percentages that are less than or equal to the value entered into the field. For example, you decide you want to use margin as a filter parameter. You select "<=" and enter "50". The filter includes margins that are exactly 50% or less.
        >	The filter includes percentages that are greater than the value entered into the field. For example, you decide you want to use margin as a filter parameter. You select "> " and enter "50". The filter includes margins that are greater than 50%.
        >=	The filter includes percentages that are greater than or equal to the value entered into the field. For example, you decide you want to use margin as a filter parameter. You select "> " and enter "50". The filter includes margins that are exactly 50% or greater.
        ...	The filter includes percentages located within the specified range. For example, you decide you want to use margin as a filter parameter. You select "..." and enter "45" and "65" into the fields. The filter only includes margins that are between 45% and 65%.

      • Enter a value into the field (e.g. project margins greater than or equal to 75%: "Language Combination, Project, Margin >= 75%").

        If you select "...", enter lower value into the left-hand field and the higher value into the right-hand field. For example,
         
        The filter includes percentages between 45-65%.

  • To have the filter appear in the report, select the Show filter on generated report tickbox. The filter appears above the table, and a user is able to adjust the filter settings.
    

    A user is also able to adjust the filter settings from this window.

  • To remove a filter from the report, click of the desired filter.

The category of information compared to the other   Data Type included in this report.

The specific data property or properties for the selected Related Data Type.

The filter settings applied to the Related Data Type.

The variables displayed horizontally.

Click on the drop-down list and select an item.

• • Some items are included in folders.
    • To either expand or collapse a folder, click .
    • To expand all folders, click .
    • To collapse all folders, click .

The title applied to the variables listed horizontally in the report.

Enter the text into the field.

The addition of columns which contain items that all have values equal to zero.

• • To include columns which contain items that all have values equal to zero, select the tickbox. A table appears as follows:
    
  • To exclude columns which contain items that all have values equal to zero, deselect the tickbox. A table appears as follows:
    
    Note that the columns December 2012, January 2013, February 2013, March 2013 and April 2013 were removed.

The option to include an additional row which contains the total amount for a given column.

A report which has a sum row appears as follows:

• • To include an additional row which contains the sum for a given row, select the tickbox.
  • To not include an additional row which contains the sum for a given row, deselect the tickbox.

The arrangement of time-related data. For example, you have a report which shows the task profits per language combination. You decide to organise the information by quarters. You select "Start Date" for Columns and "Quarter" for Frequency Type. The report appears as follows:

Click on the drop-down list and select an item.

The organization of the column variables.

Click on the drop-down list and select an order.

The variables displayed vertically.

Click on the drop-down list and select an item.

• • Some items are included in folders.
    • To either expand or collapse a folder, click .
    • To expand all folders, click .
    • To collapse all folders, click .

The title applied to the variables listed vertically in the report.

The addition of rows which contain items that all have values equal to zero.

• • To include rows which contain items that all have values equal to zero, select the tickbox. A table appears as follows:
    
  • To exclude rows which contain items that all have values equal to zero, deselect the tickbox. A chart appears as follows:
    
    Note that the rows December 2012, January 2013, February 2013, March 2013 and April 2013 were removed.

The option to include an additional column which contains the total amount for a given row.

A report which has a sum column would appear as follows:

• • To include an additional which contains the sum for a given row, select the tickbox.
  • To not include an additional row which contains the sum for a given row, deselect the tickbox.

The organization of the row variables.

Click on the drop-down list and select an order.

Click to create a table based on the report's information.

When you click on this, a new window appears.

Click to create a chart based on the report's information.

When you click on this, a new window appears.

Click to create a table based on the report's information and formatted for printing.

When you click on this, a new tab appears with the table.

Click to download the report as a CSV file. The report's information is formatted so that it can be easily used in another application.