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Generating a Report

A report can be outputted to four different formats:

  • PDF – Portable Document Format
  • XLSX – Excel spreadsheet
  • CSV – Comma-Separated Value file that stores text and metrics (numbers and dates), which can be imported to and exported from programs that store data in tables, such as Microsoft Excel, Apache OpenOffice Calc, and KSpread
  • Text – simple unformatted report data, which displays in a Notes program such as Notepad.

There is also a Print option that allows you to print the report as it is currently displayed on your screen.

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1

Output tab

Select the tab to display the Output screen.

You can also access the screen by selecting the Edit tab, and then selecting Output.

If you want to print only the chart(s) and remove the report data, click on the Table Off / Table On toggle image087.png icon in the toolbar.

2

Chart Selection Instructions grid

  • If you have added more than one chart to your report, a Step graphic displays with instructions on how to add one of the charts to your report.
  • If you have added only one chart to your report, the chart automatically displays in the Output screen. Proceed to Step 6. 
  • If you have not added any charts to your report, only the report table displays. Proceed to Step 6.

If you want to proportionally resize the grid, hover over the bottom right corner of the grid until the image088.png icon displays, click on the icon, and then drag the border of the grid to the desired size. You can also use the vertical image089.png and horizontal image090.png icons to resize the grid.

3

Chart icon

Click on the image081.png icon to display a Multi-Chart Objects window showing the available charts.

4

Chart type

Locate the chart you want to include in the report, and then drag-and-drop it into the Chart Selection Instructions grid. You can also reposition the chart in the grid using the drag-and-drop feature.

If you want to proportionally resize the chart, hover over the bottom right corner of the chart until the image088.png icon displays, click on the icon, and then drag the chart border to the desired size. You can also use the vertical image089.png and horizontal image090.png icons to resize the chart.

5

Shrink to Fit icon

Click on the image091.png icon to automatically fit the chart inside the grid.

6

Check icon

Click on the image092.png icon to save any formatting changes you made to the chart and grid.

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7

Report display

View the display of the report, including any chart.

8

Edit icon

If you want to edit the chart, hover over the top right corner of the chart to display the image094.png icon. Click on the icon to display the chart in edit mode, and then click the image092.png icon to save any formatting changes.

Use the image091.png icon to automatically fit the reformatted chart inside the grid.

9

Export icon

Click on the image095.png icon to display the Export Report window.

10

Export options

Locate the format you want to use to display the report in the list of available options. The options are CSV, PDF, Text, and XLSX.

The Print option is used to print the information currently displayed on the screen.

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11

Export link

Click on a format to display its settings, and customize the report. In this example, XLSX is selected to display the report as an Excel spreadsheet.

For information on PDF and CSV export options, see Formatting PDF and CSV Reports. The Text option simply displays a prompt that allows you to export an unformatted report to your default Notes program, or another application.

12

Keep Formatting option

  • If you want to apply defined formatting to values before export, which results in any numeric value being exported as text if the value includes a prefix, suffix, or thousand separator, leave the default option enabled, as indicated by the image097.pngicon. 
  • If you want to apply defined formatting to values within the XLSX file, resulting in numeric values being exported as numbers in the Excel file, turn off the default option by clicking on the active icon, which now displays as a disabled image098.png icon.

13

Export button

  • Click to display a prompt that allows you to open the file in Microsoft Excel (or a similar program), or save the file. 
  • Click OK to launch to report in the selected program, or display a window that allows you to name the file and save it to your PC.

14

Edit menu

Click on the menu, and select Data to view the Data screen.

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15

Report menu

Click on Report to display a menu, and select Save to display a Save Report window.

16

Save button

Click to save your changes.

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