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How to Define Report Settings

This task describes how to define report settings for a view, template, or perspective.

  1. Prerequisites

    After defining the content and hierarchy of a view, template, or perspective, you can define the report settings. Select the Report tab in the Pattern View Editor.

  2. Select Attributes to Appear as Report Columns

    For each query node in the view, select the query node in the Hierarchy pane and select the attributes to appear as columns in the report for that query node. You select attributes in the Query Node Definition pane by moving them from the Attributes list to the Report Layout list. Set the order of the columns using the arrow buttons in the Report Layout list. For details, see Pattern View Editor and select Query Node Definition Pane.

  3. Add Function Columns to the Report - Optional

    You have the option of adding a column for a selected query node consisting of data derived from a function performed on one of its child query nodes. Click the Add Function button to open the Add Function dialog box where you can select the relevant settings. For details, see Add/Edit Function Dialog Box.

  4. Set the Sort Order of the Column Content

    Click the Set Sort Order button to open the Sort Column Content dialog box. Determine the columns by which to sort the report by moving columns from the Available Columns list to the Sorted Columns list. Use the arrow buttons to set the sort order of the columns. Use the Sort Ascending/Sort Descending buttons to set the sort direction for each column. For details, see Sort Column Content Dialog Box.

  5. Add a Chart to the Report - Optional

    You have the option of adding a chart to your report, in place of a table, for a selected layer of the view. When the necessary conditions for adding a chart are satisfied, the Define Chart link in the Chart Properties section of the Query Node Definition pane is active. Click the link and enter the chart settings. For details, see Pattern View Editor.

  6. Set the Report Properties

    Select the View tab in the Pattern View Editor. Select the Report Properties button to assign a title and subtitle to the report and to select the report format. For details, see Report Properties Dialog Box.

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