InsightUnlimited Console User Guide. June 2014

Transcription

1 InsightUnlimited Console User Guide June 2014 InsightUnlimited Version: and above Document Version: 6.3 Last Updated: July 29, 2014

2 Introduction... 5 Getting Started Overview... 6 Single Sign-On (SSO)... 6 User Types... 6 Modules... 7 User Interface Overview Overview... 8 Backstage View... 8 Ribbons (Menus)... 9 Quick Access Toolbar Filters Show/Hide Filter Selections Query by Example (QBE) Inquiry Result Set Zoom Slider Filters Overview Standard Filters Special Text in Filter Field Equal/Not Equal Option Drop-Down Filters Visual Assist Visual Assist with Specific Values Group Filters (JDE only) Date Filters Hierarchy Filters Query by Example (QBE) Overview Use with text (label) or numeric (value/amount) columns Use with text (label) columns Use with numeric (value) columns Page 2 of 52

3 Other Data Selection Options Overview View all Selection Values Choose Selector Values User Defined Filters Overview Create User Defined Filters User Defined Filter Options Apply User Defined Filters Apply User Defined Filter to a Report Pack Tips Data Display Options Overview Column Sorting Subtotals/Headers Hide Detail Comment Columns Overview Enter Comments Save, Cancel and Finish Working with Reports Overview Open Reports Close Reports Folder/Report Management Features Favorites Working with Report Packs Overview Access a Report Pack Associations Generate All Reports in a Report Pack Apply User-Defined Filter to a Report Pack Page 3 of 52

4 Working with Links Overview Execute Available Links View Target Report Troubleshoot Link Chart & Graph Functions Overview View Available Chart or Graph Output: Printing Overview PDF Options Print to PDF Output: Excel Overview Excel Options Export to Excel Output: Export to Word Overview Create Customized Style Sheets Export Using a Style Sheet Export to Word Word Options Further Information Contacts Customer Support Notices and Disclaimer Page 4 of 52

5 Introduction InsightSoftware.com is an enterprise information company, providing software for Reporting, Planning and Business Performance Management. Our solutions cover: Enterprise Reporting/Inquiry, Analytics (Understand the Business) Financial Consolidation, Management Reporting, Dashboards, KPIs (Manage the Business) Forecasting, Planning, Budgeting, Strategy Management (Predict the Business) Our software provides real-time access to your ERP data. InsightUnlimited Console provides access to online inquiries and reports created via InsightUnlimited Reporting and InsightUnlimited Designer Express. Console is designed to provide a streamlined interface for users who wish to view previously designed inquiries. For more information on designing inquiries, please refer to the InsightUnlimited Reporting Training Reference Guide or see your report writer. Page 5 of 52

6 Getting Started Overview In order to sign in to Console, use your user ID and password, select your role/responsibility and environment, for example Production, Test, or QA. InsightUnlimited authenticates you as a user and honors security as specified in your ERP system. Single Sign-On (SSO) Single Sign-on requires the entry of your user ID and password at the first sign on. After this initial sign-on event, the system authenticates users without your needing to enter your user ID or password again. SSO must be turned on via InsightUnlimited Administrator at the repository level as well as the user level. Contact your administrator for assistance with this process. User Types Functionality is available based on your user type and licensing as defined within InsightUnlimited Administrator. Although this document addresses Console functionality, the following information will assist you in understanding the InsightUnlimited user types. InsightUnlimited Reporting Users: Able to create ad hoc inquiries and reports using all features related to the report building. Able to publish inquiries to Console users. InsightUnlimited Console Users: Able to access published reports and inquiries through a controlled interface. Able to drill down through the data and can make selections as published by a Reporting user. May have capability of working with budgeting data. InsightUnlimited Designer Users: Able to create custom templates. Must have in-depth knowledge of table structures, table joins and data in addition to advanced knowledge of InsightUnlimited. Able to access templates created by the designer. Page 6 of 52

7 Modules The following are the modules that are available for JD Edwards, Oracle EBS, and PeopleSoft. Keep in mind that InsightUnlimited Reporting and Designer users can develop reports using any available licensed modules. Once developed and permissions applied, the reports are available to you as a Console user. In addition to permissions, note that InsightUnlimited honors the security of your ERP system. JD Edwards (JDE) Accounts Payable Accounts Receivable Advanced Cost Accounting Budgeting and Forecasting Capital Asset Management Contract Service Billing Currency Restatement Fixed Assets General Ledger Growers Homebuilder Human Resources Inventory Management Job Cost Manufacturing Manufacturing Resource Planning Master Data Payroll Property Management Purchase Order Processing Real Estate Management Sales Order Processing Tax Timesheet Oracle e-business Suite (EBS) Accounts Payable Accounts Receivable Fixed Assets General Ledger Inventory Lease Management Project Costing and Billing Purchase Order Processing PeopleSoft (PSFT) General Ledger Payroll Page 7 of 52

8 User Interface Overview Overview The Console interface is designed for end users who want to gain real-time access to previously published reports. You have a controlled interface to drill down through the data and make certain report selections as dictated by the InsightUnlimited Reporting user. No knowledge of your ERP system is required. Backstage View The Backstage view within InsightUnlimited includes the set of commands you use to do things to a document. Within this view, you manage your documents and see related data about them; you can create a new inquiry, open and close inquiries, export to PDF and Microsoft Excel, view permissions, and more. To access the Backstage view, click on File: Commands available within the Backstage View include: Open Open Form (for Budgeting) Close Inquiry Output to PDF Output to Excel Show Properties About (displays product information, role/responsibility) User preferences (set defaults) o Excel format o Color for Piano Lines o Localization Settings date and number format to override the Windows regional settings; JDE language setting o Change password Page 8 of 52

9 Exiting Backstage View - To quickly return to your inquiry from the Backstage view, click the arrow in the upper left corner or press ESC on your keyboard. Ribbons (Menus) All the inquiries opened via Console have a common set of features that are made available through the Ribbon at the top of the main screen. There are currently three main menus: Home, Restatement and Budgeting (Restatement and Budgeting appear only if you have a license to those modules). Home Menu Run - Executes an inquiry based on the currently selected filters and returns a result set. Open - Opens an available inquiry from the Repository. Close Inquiry Closes the currently active inquiry. Favorites Adds an inquiry as a favorite for easy retrieval, manages favorites or retrieves previously. PDF Allows user to specify multiple reports to print and outputs the current result set to Adobe Acrobat for printing. Excel Exports single or multiple workbooks to Excel. Word Export to word. PDF Options Sets the page layout attributes subsequently used in the PDF. Excel Options Sets the workbook attributes subsequently used in the export to Excel. Word Options Set the attributes that are subsequently used in the Export to Word. Enter Comments Enables you to enter comments associated with a specific row; also available in Budgeting. Filter Selections Displays filter selections and QBE selections, even if those filters and QBE aren t shown onscreen. Use Defined Filters Groups selected filter criteria into meaningful sets of filters. Choose Selectors Select from available selectors. Sort Ascending/Sort Descending/Restore Sort Options rerun report sorted ascending or descending for a selected column; restores the sort order of the report columns to the way they. Subtotals/Headers Toggles on/off the display of all subtotals and headers. Automatically turned off when the sort. Hide Details Toggles hiding or showing details; must have Subtotals active. Show Chart Use the arrow to select Data Only, Data & Chart or Chart Only to display. Default Drill Link An inquiry can be linked to other inquiries. Use this menu to execute an available link /drilldown. Community Portal Toggles on/off the display of the InsightUnlimited Console splash screen. Page 9 of 52

10 Restatement Menu (JDE Only) Exchange Rate - Displays all exchange rates used in the current report, given the current filter settings. Budgeting Menu (JDE Only) (Based on licensing and capabilities defined within InsightUnlimited Administrator) Activities Enables you to view the budget activities dialog. Insight Ledgers Access to view the ledger setup dialog used in budgeting or forecasting. Forms Enables you to view the forms dialog. Open Form Enables you to open a form for use in budgeting or forecasting. Enter Budget Enables you to enter budgeting or forecasting data into the form defined. Enter Comments Enables you to enter comments associated with a specific row; also available via the Home tab. Finalize Allows you to finalize your budgeting submissions for approval. Cycle Status Opens the Cycle Status Dialog. Upload Enables the user to upload their Excel workbook back into InsightUnlimited. Download Downloads Excel workbook from repository to local workstation. Create Create an Excel export in order to use the budgeting form as a reusable model. Page 10 of 52

11 Quick Access Toolbar This toolbar allows you to quickly access the operations you use most frequently, such as Run and Close. Customize your Quick Access Toolbar by completing the following steps: Click the small drop-down arrow next to the Quick Access Toolbar. Optionally you can place the Quick Access Toolbar above or below the menus. Click More Commands to add and/or remove selections by moving them between the left to the right panel. From here you can also Reset to the default and choose to show the Quick Access Toolbar below the Ribbon: Optionally: Right-click on any selection to add to or remove from the Quick Access Toolbar. Double-clicking any ribbon tab also un/minimizes the ribbon. Press the Alt key to access keyboard shortcuts: Filters Filters allow you to enter selection criteria to limit the data being returned in the result set. Selections are validated and displayed in red for invalid selections. Page 11 of 52

12 Show/Hide Filter Selections Use the Hide/Unhide the filter section button to allow for more/less data on the screen. Click the (+) / (-) icon located in the top left corner of the filter section. By clicking on the minus sign (-) icon, the filter selection is hidden and a small box containing a plus sign appears. Click the (+) icon to display the filter section again. Query by Example (QBE) The query by example (QBE) line allows for further data selection. The QBE line is optionally included for Console users. Page 12 of 52

13 Inquiry Result Set When you click the Run icon or press F5 (shortcut), InsightUnlimited displays the result set which consists of items matching the filter and Query by Example (QBE) criteria. Zoom Slider The zoom slider located in the lower right corner of the screen magnifies/reduces the display of the data set when the horizontal bar is moved to the left or right. Page 13 of 52

14 Filters Overview Not all inquiries available through Console include filter selections. The Reporting user who created the report adds relevant filters, defines the type and set controls. Data meeting the filter criteria are returned as a result set. Standard Filters Standard filter allows you to input/select values for a data element. You may optionally right-click in the filter to display the values in the grid as descriptions. Use the following options in any combination by separating each value with a comma: Option Example Description Item A Items that are equal to the one item listed in the filter. List of Items A,B,C Items that are equal to the list of items in the filter. Range A:C Items that are in the range of values in the filter. Greater Than >C Items that are greater than the value specified in the filter. Greater Than or Equal To >=C Items that are greater than or equal to the value specified in the filter. Less Than <C Items that are less than the value specified in the filter. Less Than or Equal To <=C Items that are less than or equal to the value specified in the filter. Wildcard C* The wildcard is positional and brings back all items that start, end or contain a specific value. This example will return all values that start with the letter C. Example Description Note: Filter fields that are used to define the amount columns (e.g. Period, Ledger & Year on the Balances template) can only use single values or lists. Page 14 of 52

15 Special Text in Filter Field The following special text can be used in filter fields: BLK: BLK is the default setting for BLANK. The text can be used as a single value or as part of a list of values. This special text is configurable in the Inquiry Options. Equal/Not Equal Option By default, all filter criteria is applied with Equal To logic. To change a value to Not Equal To, click the equal sign on the filter field. This changes the not equal to exclude the selected values. Equal to Not Equal to Drop-Down Filters A filter may be presented as a drop-down list where you can select a single value; optionally the list may include the all member which would result in a report that includes all values in the list. Example of a filter to select one value or all available values: Visual Assist Filters may/not include Visual Assist (flashlight) to search for available values. 1. Click in the filter field to display the flashlight. 2. Click the flashlight to display the Visual Assist window. 3. Click the magnifying glass above the left panel to display available values. 4. Use the QBE (Query by Example) line to limit the selection. 5. Select from the left panel and move to the right panel using standard Windows functionality. o o o To select a single item, double-click or user arrows in center of the screen to move selections to the Current Selections panel (right side of the window). To select all, use the double-headed arrow in the center of the screen to move selections to the Current Selections panel (right side of the window). To select values in a range, hold down the SHIFT key and click on the first and last value in the range: use the arrow button to move selections to the Current Selections panel (right side of the window). Page 15 of 52

16 o To select non-consecutive values, hold down the CTRL key and click on each value to be included. Click on the single arrow to move selections to the Current Selections panel (right side of the window). 6. Click OK to populate the filter, or cancel to exit without selections. Visual Assist with Specific Values The report writer may provide the visual assist functionality but limit the results to only those values that would be relevant to you or the specific report you re running. Access and make selections using the Visual Assist in the same manner as above. Group Filters (JDE only) JD Edwards inquiries may contain group filters. A group filter allows you to input/select values for multiple data elements. Right-click in the filter field to display a list of available category codes and their associated descriptions: Once a data element is selected, a column will automatically be displayed in the results window, and the data element can be used for heading, subtotals, and pivoting. Note: Your report writer may optionally set these up as individual filters. Options: Right-click and select - Syntax is created for the field with a wildcard to show all values. Use the Visual Assist to select specific values: and/or - When multiple fields are included in the filter, it is possible to toggle between AND/OR logic. Page 16 of 52

17 Date Filters Date filters are used to define a date range for the inquiry. Initially the dates are grayed out indicating all dates are included. To limit data to a specific date range click the checkbox in front of one or both of the date filters. The first time you click the checkbox for a date field, the date defaults to today s date. To set a specific date, either type the date or use the Visual Assist by clicking the drop-down arrow. To clear the date filter and restore the wildcard values, uncheck the box in front of either or both date filters. Even though your last selection displays, it s grayed out and functions as a wildcard (inclusive of all dates). Hierarchy Filters Filter hierarchies are used for grouping complex data combinations in a single drop-down filter field for easy selection. You may see a drop-down filter such as the one shown below: Page 17 of 52

18 Query by Example (QBE) Overview Use the Query by Example (QBE) line in conjunction with or in addition to filters. Use any combination by separating each value with a comma. Use with text (label) or numeric (value/amount) columns Option Example Description Equal = Not Equal <> Combined with other options, this will return all values equal to the selection. If not specified otherwise, an equal sign is assumed. Combined with other options, this will return all values not equal to the selection. For a list of values, enter <> before each value. For example: <>301, <>302,<>303 will exclude these three values from your selection. Item A Item that is equal to the one item listed. List of Items A,B,C Items that are equal to the list of items. Range A:C Items that are in the range of values. Wildcard C* The wildcard is positional and will bring back all the items that start, end or contain a specific value. This example will return all values that start with the letter C. Blank <space> A space will represent blank values in the QBE line. Page 18 of 52

19 Use with text (label) columns Option Example Description Option Example Description Greater >C Greater Than or Equal To >=C Less Than <C Less Than or Equal To <=C Items that are greater than the value specified in the filter. Items that are greater than or equal to the value specified in the filter. Items that are less than the value specified in the filter. Items that are less than or equal to the value specified in the filter. Use with numeric (value) columns Option Example Option Example Description Greater Than >10 Greater Than or Equal To >=10 Less Than <10 Less Than or Equal To Number <=10 Greater Than Signed Number >+10 When a number is entered, it is treated as an absolute value. Therefore, items that are greater than 10 or less than -10 will be returned. When a number is entered, it is treated as an absolute value. Therefore, items that are greater than or equal to 10 or less than or equal to -10 will be returned. When a number is entered, it is treated as an absolute value. Therefore, items that are less than 10 and greater than -10 will be returned. When a number is entered, it is treated as an absolute value. Therefore, items that are less than or equal to 10 and greater than or equal to -10 will be returned. When a specific sign ( + or - ) is used, only values that are greater than +10 will be returned. The same logic can be used for negative values with a - symbol. Greater Than or Equal To Signed Number >=+10 When a specific sign ( + or - ) is used, only values that are greater than or equal to +10 will be returned. The same logic can be used for negative values with a - symbol. Less Than Signed Number <+10 When a specific sign ( + or - ) is used, only values Page 19 of 52

20 that are less than +10 will be returned. The same logic can be used for negative values with a - symbol. Page 20 of 52

21 Other Data Selection Options Overview The following selections may be found under the Filters section of the Home: Filter Selections Choose Selectors View all Selection Values The report writer may or may not display all filters included in the saved report or may not have included the Query by Example (QBE) line to view as a Console User. Access filter and QBE all selections by completing the following steps: Ribbon: Home>Filters 1. Click the Filters Selection icon. 2. Click on each of the tabs to display all Filter Selections and QBE Selections. Page 21 of 52

22 Choose Selector Values Selectors may be available for your report via the menu or the report writer may have placed Selectors directly in the filter section. Choose Selector values via the menu completing the following steps: Ribbon: Home>Filters 1. Click the Choose Selectors icon. 2. Click on each of the tabs to display all Filter Selections and QBE Selections. Page 22 of 52

23 User Defined Filters Overview User Defined Filters (UDFs) allow you to create and save pre-set filter criteria that is specific to a department and/or job for running inquiries, or can be used just as a convenience. You can create and save multiple UDFs and then choose the appropriate filter set prior to running an inquiry. This functionality saves time when preparing to run an inquiry since you do not have to populate individual filters. You can apply the filter set to: a specific report; all open reports; a report pack; and/or specify one of your definitions as a default. If used as a default, your filters automatically populate at the time you open a report. Note: User Defined Filter sets apply only to displayed/available filters. Also they do not apply to a Time Series. Create User Defined Filters Create User Defined Filters by completing the following steps: Ribbon: Console>UDF 1. Click the User Defined Filters icon. 2. Click New to create a filter set. 3. Enter a name for the filter set. 4. Click Add. 5. Select the field name of the filter from the drop-down list (defaults to the first filter from the on screen report). 6. Enter filter selections by keying or using the visual assist; the default is any values currently in the filter for on screen report. 7. Click OK. 8. Repeat for each filter. Shortcut: Click Capture to automatically add all filter values from the on screen report. 9. Click OK to return to the User Defined Filters dialog. 10. Click OK. Page 23 of 52

24 User Defined Filter Options To access User Defiled Filter options: 1. Highlight a filter set name and click the Apply UDFs checkbox in the lower left hand corner to apply this set to all open reports. 2. Highlight a filter set name and click the Default button on the right to make this the default UDF. Apply User Defined Filters You can have different user defined (personal) filter sets and have them available for selection to a single inquiry or all open inquiries. From the User Defined Filters dialog above, you can highlight and apply a UDF to all open inquiries. To select a UDF from a drop-down list in order to apply it to your inquiry, complete the below steps. Ribbon: Console>UDF 1. Click the User Defined Filters drop-down arrow next to the icon. 2. Click the filter set to apply the selections to the on-screen inquiry. Page 24 of 52

25 Apply User Defined Filter to a Report Pack A user defined filter set can be applied to a report pack. Open the report pack and apply a UDF by completing the following steps: Ribbon: Console>UDF 1. Click the User Defined Filters icon. 2. Add/modify a UDF as you prefer to updated all reports; include only filter selections that you want to change. 3. Highlight the filter set. 4. Check the button Apply to All Open Inquiries. 5. Click Apply UDF. Note: User Defined Filter Sets are only applied to filters that are visible. Tips User Defined Filters are associated with a user, NOT with an inquiry/ report; you cannot create them for someone else to use. You can have as many filter sets as needed. Name the filter set to be meaningful. Page 25 of 52

26 Data Display Options Overview There are several options available in the Display section of the Home Menu: Sort Ascending Sort Descending Restore Sort Display/not display Subtotals/Headers Hide Detail Console, Budgeting Lite and Reconciler users have the ability to sort columns as ascending or descending within inquiry results. Users can also show/hide details and/or subtotals on any report. Column Sorting Sort columns ascending or descending within the inquiry results by completing the following steps: 1. Run the report. 2. Click the column heading to highlight the entire row to be sorted and activate the Display options. 3. Click Sort Ascending or Sort Descending. 4. Data sorts as requested. 5. Subtotals/Headers toggle is deactivated. 6. Click Restore Sort to revert to the original sort order. Page 26 of 52

27 7. Subtotals/Header display is reactivated if previously checked. Sorting considerations: Not available if Ranking is enabled (e.g., show top 10). Not available if a grid hierarchy is enabled. Comment columns cannot be sorted. Columns configured to show descriptions only are still sorted by the underlying codes. Subtotals/Headers Check the box to toggle the display to show/not show Subtotals/Headers. Data is still sorted exactly the same regardless of the display of Subtotals/Headers. Hide Detail Hide report details within the inquiry results by completing the following steps (either before or after running the report): 1. The Subtotals/Header option must be checked. 2. Check Hide Detail. 3. Uncheck Hide Details to restore. Page 27 of 52

28 Comment Columns Overview Your report may have Comment Columns available for your input. These columns: May be associated with selected columns. Are stored in the repository and saved with the report. Require that appropriate permissions have been applied to allow you to enter comments. Enter Comments Add comments by completing the following steps: Ribbon: Home>Comments 1. Click the Enter Comments icon. Optionally, double-click in any cell in the Comment Column. Note: You will not be able to enter comments if your report writer has not applied the proper permissions. 2. Enter comments. The background color for the input cells changes when you are in Comment Entry mode. Comments are populated identically where the values are identical for the Associated Column set. For example, if a comment column is associated with Order Number (e.g ) and Item Number (e.g.3020) and you enter a comment, all lines with that same combination of values result in the same comment and cannot be overridden. You can enter comments for header, subtotal and total rows if available. Comment text wraps based on the width of the column. You can copy text from any grid column (cell or entire column). The Query by Example (QBE) line is grayed out for Comment Columns; you cannot enter selection criteria for comment columns to limit the resulting data. Page 28 of 52

29 Save, Cancel and Finish Comment icons are available from the ribbon as soon as you access comment entry mode. Click the appropriate icon to: Save - Saves comments and remains in comment entry mode. Cancel - Cancels changes to comments since your last save and exits comment entry mode. Finish - Saves comments and exits comment entry mode. Page 29 of 52

30 Working with Reports Overview Reports are organized into a folder structure within InsightUnlimited. Access to a report requires that you have permission to access the folder and then the specific reports. Note: InsightUnlimited always honors the security as defined in your ERP system. Open Reports Open reports by completing the following steps: Option 1 Ribbon: Home > Documents 1. Click the Open icon. 2. Navigate to the desired report. 3. Double-click to open. Option 2 Ribbon: Home > Documents 1. Click the drop-down arrow next to the Open icon. 2. Select from displayed recent items. Option 3 1. Click File 2. Click Open. 3. Select the report you would like to open. Page 30 of 52

31 Close Reports Close reports by completing the following steps: Option 1 Ribbon: Home > Documents 1. Click the Close Inquiry icon. 2. Respond Yes to the prompt to verify you wish to close. Option 2 1. Click File. 2. Click Close Inquiry. 3. Respond Yes to the prompt to verify you wish to close. Folder/Report Management Features You can add or view descriptions or choose details for your report by doing the following: Add/View descriptions: Ribbon: Home> Documents 1. Click the Open icon. 2. Right-click a folder, report or report pack. 3. Add Description. (This can be exported as a CSV file and viewed in Excel format.) 4. Click OK. Choose Details: Ribbon: Home> Documents 1. Click the Open icon. 2. Right-click in the right panel of the dialog. 3. Click Choose Details. 4. Un/check selections to in/exclude from as a displayed column. Name Type Modified Attributes Accessed Description Created Last Modified By Created By Permissions Stored Size Check sum Profile Module Report Type Page 31 of 52

32 5. Right-click and select Save As List to create a CSV file that opens in Excel. View Properties: From the Open dialog: 1. Right-click the folder, report or report pack. 2. Click View Properties. 3. Click OK. Favorites Add to favorites by completing the following steps: Ribbon: Home > Documents 1. Click the Favorites icon. 2. Navigate to the folder where you want to save the favorite. 3. Click OK. Page 32 of 52

33 Working with Report Packs Overview Reports can be organized into Report Packs for convenience. A report pack consists of a group of inquiries (from one or more modules). Once opened, a report pack will have a multi-colored icon in InsightUnlimited and will be displayed as a separate tab. Access a Report Pack Access a Report Pack by clicking Open from the Home > Documents ribbon. Navigate to your report pack and click Open: Page 33 of 52

34 In the following example, the reports comprising the Report Pack are opened on separate tabs that appear at the bottom of the screen. There is a multi-colored icon on the tab indicating that this is a Report pack. Associations Verify which reports are included in a Report Pack, or which Report Packs are associated with a report, by completing the following steps: 1. Right-click on a Report Pack or a report in the Open dialog. 2. Click Properties. 3. Click the Associations tab. 4. Click OK. 5. Click Close. Generate All Reports in a Report Pack Generate all report in a Report Pack by completing the following steps: Ribbon: Home > Documents 1. Click the drop-down next to either the PDF or Excel icon 2. Select to either export to single or multiple files Note: The on-screen report (the one shown when you make the selection to print or export to Excel), does not automatically refresh. Click any tab in your Report Pack, then go back to the onscreen report and it will be refreshed. Page 34 of 52

35 Apply User-Defined Filter to a Report Pack A user defined filter set can be applied to a report pack. Open the report pack and apply a UDF by completing the following steps: Ribbon: Console>UDF 1. Click the User Defined Filters icon. 2. Add/modify a UDF as you prefer to update all reports; include only filter selections that you want to change. 3. Highlight the filter set. 4. Check the button. Apply to All Open Inquiries. 5. Click Apply UDF. Note: User Defined Filter Sets are only applied to filters that are visible in the main layout of the inquiry. Page 35 of 52

36 Working with Links Overview Commonly referred to as drilling, linking is a way of connecting one or more inquiries together. Linked inquiries may provide a more detailed view of a record, a summary view of a record, or an alternate view of the same information. Links can cross modules (e.g. General Ledger to Accounts Receivable) or stay within the same module The report you link from is the referred to as the source report and the report you are linking to is referred to as the destination or target report. The links you can access as a Console user are the ones that were either default links, or custom links created by the report writer. Note: Not all reports have links available see your report writer to provide appropriate links. Execute Available Links Execute a link in one of these ways: 1. Ribbon: Home > Drilling If a link is available, double-click the appropriate cell to execute the link shown as the Default Drill Link. Optionally click the drop-down to select from the list of available links. The last link executed becomes the default until you close this report. 2. Right-click on a cell and go to Follow Links to choose the link you wish to use. 3. Double-click on a cell to use the active link (the last link executed will have a checkmark next to it). Note: The status bar at the bottom of the screen shows rows returned, elapsed and database time that it took to run this report plus the currently active link. Page 36 of 52

37 View Target Report Each time you execute a link: InsightUnlimited opens the report on an additional tab. Click Run or press F5 to product the result set. Example: Execute Link: Revenues by Department InsightUnlimited creates a separate tab with the target report. Run the report to produce the result set. Additional links may be available from within the target report. Troubleshoot Link InsightUnlimited knows how to find the target report by saving the path to it. Sometimes the target report gets moved to a different location, and the path is broken. If this occurs, you see the following message: Error: This link cannot be executed. The target report failed to load. If this happens, contact your report writer or administrator to re-establish the link. Page 37 of 52

38 Chart & Graph Functions Overview Your report writer may configure charts and graphs which are accessible to you as a Console user. You may optionally customize charts and graphs via Chart Options. Chart and Graph functionality is available in all InsightUnlimited modules. All report dimensions are displayed in the chart. Reports can be displayed in the following modes: o Chart Only o Data & Chart o Data Only Charts and Graphs are highly customizable and can take the form of bars, lines, curves, pies or donuts. A chart can have its own main title which can have a combination of static dynamic text. Label titles can be added to the X and Y axes separately. Use the chart and graph functionality to create value over time graphs by moving the time columns (Period, Year, Aging Categories) to the X axis. Charts and Graphs can be viewed online or by exporting to a.pdf. View Available Chart or Graph View available chart or graph in a report by completing the following steps: Ribbon: Home > Charting 1. Click the drop-down arrow next to the Show Chart icon. 2. Choose either Data & Chart or Chart Only. Note: Contact your report writer to configure the chart. Page 38 of 52

39 Output: Printing Overview There are two icons on the Home ribbon that are associated with printing: PDF Options icon sets the.pdf attributes that are subsequently used in the exporting to a.pdf. PDF icon allows you to print the report to.pdf. Additionally, if multiple inquiries are open, you have the option to Print All by printing multiple reports to a single, multi-tabbed.pdf or printing multiple separate.pdfs. PDF Options The PDF Options icon has four tabs. Discuss your preferred default options with your report writer to enable these same options the next time you print. Ribbon: Home > Output: General tab: This tab allows you to customize the paper shape, layout scaling and protection. Note: The default password is password. To change the default password, type a new word in the Password field and re-enter in the Confirm password field. Cover Page tab: This tab allows you to define whether or not you want to include a cover page with your.pdf as well as the information you would like to include in the.pdf. The option to select Role as shown for JDE reads Responsibility for EBS. Page 39 of 52

40 Report tab: This tab allows you to Include selected options in your report s.pdf including: Report title Your company s logo (use the to select a different file than the default) Any privacy messages Gridlines Date & time Page Numbers Location and profile used for this report Breaks tab : This tab allows you to: Define to break into separate files or separate pages within a single file. Break on any sorted column in the grid, even if it s not subtotaled, and even if the filter is a wildcard. The column can be hidden. Break on a filter which is not in the grid, provided the filter contains a list of selections (i.e. not a wildcard) If breaking into files, use the dropdown to designate content to include in the file name (e.g. Report Name, Run Date). Optionally include pages with no data rows. Page 40 of 52

41 Print to PDF There are three options associated with the PDF icon: Print Print All Single Workbook Print All Multiple Workbooks Note: You can use the Print All with a Report Pack to generate the.pdf AND run all the reports in the pack. The on-screen report (the one shown when you make the selection), does not automatically refresh. Click any tab in your Report Pack, then go back to the on-screen report to refresh it. Page 41 of 52

42 Output: Excel Overview There are two icons on the Home ribbon that are associated with Excel: Excel Options icon Use to set your output options. Excel icon Exports to a spreadsheet. Excel Options The Excel Options icon has five tabs for selection. General tab This tab allows you to: Define Overwrite Workbook options. Identify naming convention. Specify a worksheet name pattern. Page 42 of 52

43 Options tab This tab allows you to: Define where you wish to save the exported Excel file. Enable workbook protection. Cover Sheet tab This tab allows you to: Include a cover with selected content. Page 43 of 52

44 Report tab This tab allows you to: Select items to display in the report body. Breaks tab this tab allows you to: Optionally select to break the report after totals, filter selection(s), or by a sorted column. The column can be hidden. When breaks are activated, optionally split the report into either workbooks or worksheets. Define the name pattern for the worksheets and/or workbooks when using the spit feature. Page 44 of 52

45 Export to Excel There are three options associated with the Excel icon: Export Export All Single Workbook Export All Multiple Workbooks Note: You can use the Export All with a Report Pack to generate the workbook(s) and run all the reports in the pack. The on-screen report (the one shown when you make the Excel selection), does not automatically refresh. Click any tab in your Report Pack, then go back to the on-screen report and it will be refreshed. Page 45 of 52

46 Output: Export to Word Overview As part of Executive Grade Reporting, you can export the report grid data to Microsoft Word (2007+) using pre-defined style sheets. You will most likely customize our default style sheet per your specifications, upload it into the InsightUnlimited repository and subsequently apply it to your report output. There are two icons on the Home ribbon that are associated with exporting to Word: Word Options icon use to set your output options. Word icon provides selections to - Export to Word (style sheet does not apply). - Export using a selected style sheet. - Upload your customized style sheets. - Download a style sheet for customization. Create Customized Style Sheets Create a customized style sheet by starting with the sample style sheet, which contains required hidden text needed for this process to work. To create a custom style sheet: 1. Download the sample style sheet (found in the folder Style Sheets). 2. Customize and save on your workstation. 3. Upload the customized sheet(s) into the Insight Repository. 4. Select a style sheet to apply when you export your report to Word. 5. Optionally specify the default style sheet in Word Options for the on-screen report. Note: You must have read and create permissions to the Style Sheet folder. Contact your report writer or administrator to obtain the appropriate permissions. Create style sheets by completing complete the following steps: Ribbon: Home>Output 1. Click the drop-down next to the Word icon. 2. Select Download style sheet. Page 46 of 52

47 3. Navigate to locate the style sheet to customize (Sample is available by default). 4. Select and click Open. 5. Save the style sheet (your documents, desktop, etc.). 6. Reply to the prompt to open the Word style sheet. 7. When you open in Word, it may appear to be a blank document. Click the paragraph marker icon to display: Home>Paragraph>Paragraph Marker icon. 8. The Word document looks like this: 9. Customize the downloaded style sheet as preferred: Header and/or footer Logo Watermark Note: All report formatting is imported into Word and used including: o Table Formatting o Title Formatting o Chart Formatting Note: All cells imported from the report are protected in the Word Style Sheet including: o Table Data o Title Page 47 of 52

48 o Chart 10. Save the customized style sheet, close and optionally exit Word. 11. Upload the customized style sheet(s): Ribbon: Home>Output and click the Word icon. 12. Click the arrow next to the icon to display the drop-down menu. 13. Select Upload style sheets. 14. Navigate to your saved style sheet. 15. Highlight and click Open. 16. Navigate to the folder to save the style sheet in the repository (that s where all your reports are saved). 17. Click Save. Note: Your style sheet is now available for selection to apply to a report when you to export to Word. Page 48 of 52

49 Export Using a Style Sheet Export to Word using a style sheet previously saved in the Insight Repository by completing the following steps (all cells are protected in Word): Ribbon: Home>Output 1. Click the drop-down next to the Word icon. 2. Select Export using Style sheet 3. Navigate to the uploaded style sheet in your Insight Repository. 4. Highlight and click Open. 5. The reports exports into Word using the selected style sheet. Export to Word Export to Word without using a predefined style sheet by completing complete the following steps (all cells are protected in Word). Ribbon: Home>Output 1. Click the drop-down next to the Word icon. 2. Select Export to Word. 3. Export contains the formatting used in the report without any additional parameters. Page 49 of 52

50 Word Options The Word Options dialog has four tabs. Ribbon: Home > Output General tab - This tab allows you to customize the paper size, orientation, horizontal alignment and select the style sheet you want to use as the default for your on-screen report. Report tab - This tab allows you to include selected options when you export to Word: Grid Lines Title Page 50 of 52

51 Cover Page tab This tab allows you to include a cover page for your report with selected content. Breaks tab This tab allows you to: Define to break into separate files or separate pages within a single file. Break on any sorted column in the grid, even if it s not subtotaled, and even if the filter is a wildcard. The column can be hidden. Break on a filter which is not in the grid, provided the filter contains a list of selections (i.e. not a wildcard). If breaking into files, use the drop-down to designate content to include in the file name (e.g. Report Name, Run Date). Optionally include pages with no data rows. Page 51 of 52

52 Further Information Contacts For more information regarding our products, please contact us at: Web Customer Support For product support, please create a case with our Customer Support Department. Support Portal Notices and Disclaimer InsightUnlimited Reporting, InsightUnlimited Reconciler, InsightUnlimited Scheduler, InsightUnlimited Budgeting, InsightUnlimited Budgeting Lite, InsightUnlimited Designer, InsightUnlimited Console, InsightUnlimited Administrator and InsightUnlimited Personal Edition, are brand names of the InsightSoftware.com Group. InsightSoftware.com is a registered trademark of InsightSoftware.com Limited. Other product and company names mentioned herein may be the trademarks of their respective owners. The InsightSoftware.com Group is the owner or licensee of all intellectual property rights in this document, which are protected by copyright laws around the world. All such rights are reserved. The information contained in this document represents the current view of InsightSoftware.com on the issues discussed as of the date of publication. This document is for informational purposes only. InsightSoftware.com makes no representation, guarantee or warranty, expressed or implied, that the content of this document is accurate, complete or up to date. Page 52 of 52