NOTE:

the following options are only available when interactive reports are displayed "directly".

Once you use these reports within a BI Dashboard, none of these options will be available. Users will simply be able to view these reports.

If you want to ...

Perform these steps ...

Apply or modify a filter for the report.

There are several ways to apply a filter. One of them is:

• While viewing a report, click on the Filter symbol. This will open the filter panel:
  
  
  
• You can drag and drop fields from the report into the filter panel, and define the filter as necessary.
  
  
  
• To modify each entry, you can use the drop-down for each of the entries:
  
  
  

Change the layout of the report.

You can change the layout of a report in several ways. All these options are accessible by

• Clicking on the Layout symbol. This will open the layout panel:
  
  
  
• By dragging and dropping, you can
  - rearrange the Grouping Order
  - change the order in which the columns are displayed
  - move fields between Groups and Columns, so that a Column becomes a Group, or the other way around.

Use Prompts to allow users to dynamically filter the content.

You can add, or remove prompts from a report by

• Clicking on the Prompt Symbol:
  
  
  
• Drag and drop a field from the report onto the panel, and the system will automatically create a prompt.
• You will need to select the filter panel to remove a prompt.

Change the width of a column

To change the width of a column, you need to:

• Drag the column divider on the TOPMOST column header on the report.
  
  
  

To perform various other actions ...

You can perform a range of actions for columns on a report by

• Right-clicking on a column, and then select the required step:
  
  
  

Save and export the report.

While it is not possible to save any of the above changes in the actual report format, you can export the report by:

• Clicking on the Export button
  
  
  
• and selecting the target format.