How to create a new
TemplateFree Format report
You can create new Template Free Format Report by choosing New Report Option and choosing to Create a new Template
New Free Format Report
The Wizard Pop Up will guide you through the steps to create an empty Template. The Template Settings tab the report. It consists of the following fields.
Design ModeName | Description | Mandatory |
|---|
New Template Name
Yes
Help Text
No
Also Create a Report
Automatically create a Report From the Template
Name | Name of the |
| new Report | Yes |
| Select a Source System for the |
Yes
The Menu & Authorization tab is only used if you have chosen to create a report. In this tab you select the following:
- Select a Menu to contain the report
- Select which User Groups have access to the Report
To copy an existing free format template, use the context menu of the free format template and select Copy.
| Reports Data | Yes |
Edit Layout
Introduction
You can Format a Free Format Template Report in Design Mode. Design Mode is Turned turned on by clicking the Edit Layout in the Layout Ribbonbutton.
Add / Edit / Delete Controls
In the Design Mode Control Settings Panel you can Add, Edit and Delete Controls.
- Add: To add a Control click on "+ Add control", choose the desired Control and enter the Basic Parameters. Read more about these parameters in the available Controls Section
- Edit:
- Change Properties: Right click the Control to select Properties..Settings: Click the Control and this will open the Control Settings Panel. Here you can change the Name, the size and if it the control should Show a Border.
- Set the Grow Vertically button to make sure the object expands and shifts objects below, the Maximum Height when expanding can be set as well.
- Move Control: Just drag the control to its destination.
- Delete: Right click Click the Control to and select Remove
Available Controls
Control | Description |
|---|---|
The Table Control allows you to enter a (Multi-Column) Table | |
Bars And Lines Chart | |
Comment | The Comment Control provides the Comments & Narratives Functionality |
The Bridge shows the positive or negative contribution of a region or any analytical dimension member to the deviation between two categories for an account. | |
Pie Chart | |
Gauge Chart | |
Multiple Scenario Chart | |
| Value Tree | Value tree |
Allows to insert a separate item selector which can be for multiple controls at once | |
With the use of the Browser Control you can enter a web element. (E.g. Web page, a picture, etc.) | |
Container | A Container "Contains" the Controls used in the template. A container can be used for one control or can hold several controls (All controls come with their own Container). It is normal to send the container to the back of all the controls that you want to appear to be sat within the container. this can be useful to display linked controls and separate them from other controls. |
Show the precision and scale for the report and allow the user to change the settings when running the report | |
| Application Info | Display the name of the Application (which is set within the Application settings within the Design Studio) , also the date that the Data was last refreshed for the application and a link to information about CXO Cockpit. Example DEMO, REFRESHED: 01/04/2014 09:26:24 INFO |
The Label Control is used to enter any text (Not changeable in the cockpit itself), The label can contain simple text ( or HTML if selected) and references to dimensional information, data cells and any other available static indicators. Dimensional Information is referenced as XXX where XXX equals the Dimension see Dynamic Label Expressions. Data cells can be referenced from an associated list defined within the parameter dat for the label and are referenced as [DATA][X]] where X equals the index for the data element eg 1 = first row of the selected list. Static indicators include the following
| |
Link to Report | The Report Link Control is used to navigate to a different report from the current report |
Display News Items |
Template / Report Parameter
You can set all Parameters per Control. In order to recognize which parameter belongs to which control, every Template Parameter or Report Parameter is preceded by the name of the control. The name is made up of the type of the control and a number.
- the Remove Button in the Control Settings Panel.
Once you are finished adding the controls and applying the settings click on the Save & Exit Button. The grow vertically functionality can be used when using a drill in a Column Control to let the controls beneath that Column move downwards.
Report Settings
You can set all settings per Control. Once you open the report, you will have a notification displayed that report settings are missing for each of the added categories. You can add them by clicking on each control in the Settings Tab. On the examlpe below, there is a Bars and Lines Chart and a Table Control.
Convert to Template
Any Free Format Report can be converted to a Template by the Admin. To do so, select the Free Format Report, click on the gear icon that will appear on the right side and choose the "Convert to Template" option.
