In 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.
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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.
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Preferred | Preferred business reports appear at the top of the table in the Business Reports Browse.
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Report Type | The category of variables used for data analysis.
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.
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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.
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Columns | The variables displayed horizontally. Click on the drop-down list and select an item.
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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.
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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:
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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: 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:
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Rows | The variables displayed vertically. Click on the drop-down list and select an item.
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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.
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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:
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Sort Order | The organization of the row variables. Click on the drop-down list and select an order. The orders are:
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Click to modify the report. | |||||||||
Click to save any modifications made in the tabs. | |||||||||
Click to terminate all modifications made in the tabs. | |||||||||
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. |