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Report Definition TabIn the Report Definition tab, you can further define your business report, specifying what information to filter as well as the arrangement of data in the table.

A report must have a chart type selected if you want the report to be available to a given customer in the Customer Portal. For further information on allowing customers to view business reports in the Customer Portal, refer to Configuring the Customer Portal article.

Name

The title of the business report.

Enter the text into the field.

Localised Name

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 Add Localised Value. 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
          Add Localised Value.
      Localised Name Example
    • To edit an entered localized question, click Edit Icon 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, clickDelete Icon of the desired question.
 Click here to get a list of available languages in XTRF Platform...

XTRF and its associated components can be displayed in a number of selected languages. The available languages and their level of localization are described on this page.  

 

Full Localization

The XTRF interface and the majority of the system elements are available in the following languages:

  1. Bulgarian
  2. Chinese (Simplified / China)
  3. English (United Kingdom)
  4. English (United States)
  5. French
  6. German
  7. Italian
  8. Latvian
  9. Polish
  10. Romanian
  11. Russian
  12. Spanish
  13. Slovak
  14. Swedish
  15. Turkish
  16. Ukrainian

Partial Localization

The following languages in which XTRF is partially available appear below. For some languages, the only feature is that a user can manually customize untranslated parts of the system so that they appear in the desired language.  

  1. Arabic
  2. Belarusian
  3. Catalan
  4. Chinese (Traditional / Taiwan)
  5. Czech
  6. Danish
  7. Dutch
  8. English (Canada)
  9. Estonian
  10. Finnish
  11. Georgian
  12. Greek
  13. Hungarian
  14. Icelandic
  15. Japanese
  16. Kazakh
  17. Lithuanian
  18. Norwegian
  19. Portuguese (Brazil)
  20. Serbian (Cyrillic)
  21. Serbian (Latin)
  22. Slovenian

Categories

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.

Selected Category

    • To remove a selected category from the business report, click Delete Icon.
    • 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

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.
Report Type

The category of variables used for data analysis.

NumberThe report is organized by the quantity of the selected Data Type (e.g. the total number of projects per month).
ValueThe report is organized by the financial amount of the selected Data Type (e.g. the total cost of projects per month).
RelationThe report is organized by how the selected Data Type compares to the selected Related Data Type (e.g.a project's total profit to its total cost).

This field cannot be modified.

Data Type

The main category of information included in the report.

This field cannot be modified.

Data Type Base

The specific data property or properties for the selected Data Type

This field cannot be modified.

This field only appears for the Relation report type.

Filter Settings:

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 Expand Folder Icon.
      • To expand all folders, click Expand All Icon.
      • To collapse all folders, click Collapse All Icon.
    • When an item is selected, the item and additional fields appear in the panel.
      Filter Example
    • The settings fields can differ for each item. The settings fields are:
      • Dates
        Time Fields
        • 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 ToThis 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  calendar 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  calendar 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...
          AdvancedThis 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.
          From To Fields

          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.
          Time Span

          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    calendar   and select from the calendar.

          Advanced Time Settings

          The specified amount of time before or after the reference date.

          To specify the time:

            1. 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 "-".
            2. Enter a value.
            3. 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
        Select Boxes Fields
        • Click on the drop-down list and select a mode.

           Click here for a description of the modes...
          is any ofThe 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 ofThe 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)
        Text Fields
        • Click on the drop-down list and select a mode.

           Click here for a description of the modes...
           Case-insensitive MatchThe 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".
          EqualsThe 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 ExpressionThe 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
        Yes No Fields
        • Click on the drop-down list and select a mode.

           Click here for a description of the modes...
          isThe 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 notThe 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...
           yesThe 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.
          noThe 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
        Number Fields
        • Click on the drop-down list and select the matching mode.

           Click here for a description of the modes...
          Case-insensitive MatchThe 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".
          EqualsThe 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 withThe 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 ExpressionThe 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
        Values with Currency Fields
        • 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,
          Range Example
          The filter includes amounts between $500-1500.

        • Click on the drop-down list and select a currency.
      • Percentages
        Percentage Fields
        • 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,
           Range 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.
      Show Filter on Generated Chart Example

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

    • To remove a filter from the report, click Delete Icon of the desired filter.
Related Data Type

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

This field cannot be modified.

This field only appears for the Relation report type.

Related Data Type Base

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

This field cannot be modified.

This field only appears for the Relation report type.
Filter Settings:

The filter settings applied to the Related Data Type.

  • This field only appears for the Relation report type.
  • For a detailed description of this panel, refer to Filter Settings
Columns

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 Expand Folder Icon.
      • To expand all folders, click Expand All Icon.
      • To collapse all folders, click Collapse All Icon.
Label

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

Enter the text into the field.

Include Missing

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

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:

Sum Column

    • 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.
Frequency Type

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:
Frequency Type

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

This field is only available if you select a time-related item for either Columns or Rows.

Sort Order

The organization of the column variables.

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

The orders are:

Default ascendingThe variables are ordered from the lowest to the highest letter/value in the name. For example, the columns include all of your project managers' names. The names which begin with the letter Z appear on the far left, and the names which begin with the letter A appear on the far right.
Default descendingThe variables are ordered from the highest to the lowest letter/value in the name. For example, the columns include all of your project managers' names. The names which begin with the letter A appear on the far left, and the names which begin with the letter Z appear on the far right.
Sum ascendingThe variables are ordered from the lowest to the highest amount. For example, the columns include all of your tasks' profits. The task which has the lowest profit appears on the far left, and the task which has the highest profit appears on the far right.
Sum descendingThe variables are ordered from the highest to the lowest amount. For example, the columns include all of your tasks' profits. The task which has the highest profit appears on the far left, and the task which has the lowest profit appears on the far right.
Rows

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 Expand Folder Icon.
      • To expand all folders, click Expand All Icon.
      • To collapse all folders, click Collapse All Icon.
Label

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

Enter the text into the field.
Include Missing

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:
      Selected Include Missing Row Example
    • To exclude rows which contain items that all have values equal to zero, deselect the tickbox. A chart appears as follows:
      Deselected Include Missing Row Example
      Note that the rows December 2012, January 2013, February 2013, March 2013 and April 2013 were removed.
Sum

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:

Sum Row

    • 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.
Sort Order

The organization of the row variables.

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

The orders are:

Default ascendingThe variables are ordered from the lowest to the highest letter/value in the name. For example, the rows include all of your project managers' names. The names which begin with the letter Z appear at the top, and the names which begin with the letter A appear at the bottom.
Default descendingThe variables are ordered from the lowest to the highest letter/value in the name. For example, the rows include all of your project managers' names. The names which begin with the letter A appear at the top, and the names which begin with the letter Z appear at the bottom.
Sum ascendingThe variables are ordered from the lowest to the highest amount. For example, the rows include all of your tasks' profits. The task which has the lowest profit appears at the top, and the task which has the highest profit appears at the bottom.
Sum descendingThe variables are ordered from the highest to the lowest amount. For example, the rows include all of your tasks' profits. The task which has the highest profit appears at the top, and the task which has the lowest profit appears at the bottom.
EditClick to modify the report.
SaveClick to save any modifications made in the tabs.
CancelClick to terminate all modifications made in the tabs.
Generate

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

When you click on this, a new window appears.

Generate Chart

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

When you click on this, a new window appears.

Generate Printer Friendly Version

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.

Generate CSV

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.