insightunlimited reporting user...
TRANSCRIPT
InsightUnlimited Version: 2014.1 and above
Document Version: 7.4 | Last Updated: August 20, 2014
InsightUnlimited
Reporting™ User Guide
June 2014
Reporting User Guide
Page 2 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview .................................................................................................................................. 9
Getting Started ..................................................................................................................... 11
Overview ........................................................................................................................................................................ 11
Single Sign-On .............................................................................................................................................................. 11
User Types ..................................................................................................................................................................... 11
Modules ......................................................................................................................................................................... 12
User Interface Overview - 101.2 ......................................................................................... 14
Overview ........................................................................................................................................................................ 14
Backstage View ............................................................................................................................................................. 14
Creating a New Report ............................................................................................................................................... 15
Menus (Ribbons) .......................................................................................................................................................... 16
Quick Access Toolbar .................................................................................................................................................. 16
Filters .............................................................................................................................................................................. 17
Show/Hide Filter Selections ....................................................................................................................................... 17
Query by Example (QBE) ............................................................................................................................................ 17
Zoom Slider ................................................................................................................................................................... 17
Data Selection: Filters - 102.1 .............................................................................................. 18
Introduction/ Overview............................................................................................................................................... 18
Standard Filters ............................................................................................................................................................ 18
Special Text in Filter Field........................................................................................................................................... 18
Equal/Not Equal Option ............................................................................................................................................. 19
Visual Assist ................................................................................................................................................................... 19
Group Filters ................................................................................................................................................................. 20
Date Filters .................................................................................................................................................................... 20
Include Null Values ...................................................................................................................................................... 21
Hierarchy Filter ............................................................................................................................................................. 21
Query by Example (QBE) - 102.2 .......................................................................................... 22
Overview ........................................................................................................................................................................ 22
Use with Text (Label) or Numeric (Value/Amount) Columns ............................................................................. 22
Use with Text (Label) Columns ................................................................................................................................. 23
Use with Numeric (Value) Columns ......................................................................................................................... 24
User Defined Filters - 102.3 .................................................................................................. 25
Overview ........................................................................................................................................................................ 25
Reporting User Guide
Page 3 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Create User Defined Filters ....................................................................................................................................... 25
User Defined Filter Options ...................................................................................................................................... 26
Apply User Defined Filters ......................................................................................................................................... 26
Apply User Defined Filter Set to All Open Inquiries and/or a Report Pack .................................................... 27
Tips .................................................................................................................................................................................. 27
Column Design Options – 103.1 ........................................................................................... 28
Overview ........................................................................................................................................................................ 28
Value Columns ............................................................................................................................................................. 28
Label Columns .............................................................................................................................................................. 29
Column Options ........................................................................................................................................................... 29
Comment Columns – 103.2 .................................................................................................. 31
Overview ........................................................................................................................................................................ 31
Create Column Column(s) ......................................................................................................................................... 31
Edit Associated Columns ........................................................................................................................................... 31
Enter Comments .......................................................................................................................................................... 32
Save, Cancel, Finish, Permissions ............................................................................................................................. 33
Displaying Data: Sorting and Grouping on Labels – 104.1 ............................................... 34
Overview ........................................................................................................................................................................ 34
Sorting on Labels ......................................................................................................................................................... 34
Grouping Columns ...................................................................................................................................................... 35
Additional Features ..................................................................................................................................................... 35
Displaying Data: Adding & Formatting Titles – 104.2 ....................................................... 36
Overview ........................................................................................................................................................................ 36
Inquiry Title .................................................................................................................................................................... 36
Dynamic Title Options ................................................................................................................................................ 37
Structuring Data: Sorting on Values/Ranking – 105.1 ...................................................... 38
Overview ........................................................................................................................................................................ 38
Sorting on Values ......................................................................................................................................................... 38
Ranking Data ................................................................................................................................................................. 39
Structuring Data: Pivoting Data – 105.2 ............................................................................. 40
Overview ........................................................................................................................................................................ 40
Requirements/Limitations ......................................................................................................................................... 40
Sequence Header Lines for Value Columns .......................................................................................................... 41
Reporting User Guide
Page 4 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
User Defined Captions: Create User Defined Captions – 106.1 ....................................... 42
Overview ........................................................................................................................................................................ 42
Create User Defined Captions .................................................................................................................................. 42
Formatting: Format Options – 107.1 .................................................................................. 44
Overview ........................................................................................................................................................................ 44
Format Options ............................................................................................................................................................ 44
Default Format ............................................................................................................................................................. 45
Format Headings, Totals, Additional Aggregations .............................................................................................. 46
Format Columns .......................................................................................................................................................... 46
Piano Lines and Grid Lines ........................................................................................................................................ 47
Missing Text .................................................................................................................................................................. 48
Priority ............................................................................................................................................................................ 48
Tip .................................................................................................................................................................................... 48
Report Management: Manage Folders and Reports – 108.1 ............................................ 49
Overview ........................................................................................................................................................................ 49
Open Reports ............................................................................................................................................................... 49
Close Reports ............................................................................................................................................................... 49
Save Reports ................................................................................................................................................................. 50
Folder Management Features .................................................................................................................................. 50
Favorites ........................................................................................................................................................................ 51
Report Management: Permissions – 108.2 ........................................................................ 52
Overview ........................................................................................................................................................................ 52
Apply Permissions ....................................................................................................................................................... 52
Permission Types ......................................................................................................................................................... 52
Permissions for Comment Columns ....................................................................................................................... 53
Report Management: Report Packs – 108.3 ....................................................................... 54
Overview ........................................................................................................................................................................ 54
Create Report Pack ..................................................................................................................................................... 54
Associations .................................................................................................................................................................. 55
Accessing a Report Pack ............................................................................................................................................ 55
Edit Report Pack ........................................................................................................................................................... 55
Generate all Reports in a Report Pack .................................................................................................................... 56
Output: Printing – 109.1 ....................................................................................................... 57
Reporting User Guide
Page 5 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview ........................................................................................................................................................................ 57
PDF Options .................................................................................................................................................................. 57
Print to PDF ................................................................................................................................................................... 59
Output: Excel – 109.2 ............................................................................................................ 60
Overview ........................................................................................................................................................................ 60
Excel Options ................................................................................................................................................................ 60
Output: Export to Word – 109.3 ........................................................................................... 63
Overview ........................................................................................................................................................................ 63
Create Customized Style Sheets .............................................................................................................................. 63
Export Using a Style Sheet ........................................................................................................................................ 66
Export to Word ............................................................................................................................................................. 67
Word Options ............................................................................................................................................................... 67
Aging Definitions – 110.1 ...................................................................................................... 69
Overview ........................................................................................................................................................................ 69
De/Activate Default Aging Categories ..................................................................................................................... 69
Define Aging Categories ............................................................................................................................................. 70
Linking: Creating and Using Links/Drilldowns – 111.1 ..................................................... 72
Overview ........................................................................................................................................................................ 72
Execute Default Links ................................................................................................................................................. 72
Create Custom Links ................................................................................................................................................... 72
Special Links in Balances Templates ....................................................................................................................... 74
Execute Links ................................................................................................................................................................ 74
Predefined Calculations – 112.1 .......................................................................................... 75
Overview ........................................................................................................................................................................ 75
Activate Predefined Calculations ............................................................................................................................. 75
Calculations: User Defined Calculations – 112.2 ............................................................... 76
Overview ........................................................................................................................................................................ 76
Static Calculations........................................................................................................................................................ 76
Dynamic Calculations .................................................................................................................................................. 78
Cross Dimensional Calculations ............................................................................................................................... 79
Conditional Calculations ............................................................................................................................................ 80
Consolidate Conditions .............................................................................................................................................. 81
Execute Calculations for Percentages or Averages ............................................................................................. 81
Reporting User Guide
Page 6 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Calculation Precedence .............................................................................................................................................. 82
Calculations: Custom Columns – 112.3 .............................................................................. 83
Overview ........................................................................................................................................................................ 83
Custom Column Types ............................................................................................................................................... 83
Create Custom Columns ............................................................................................................................................ 84
Hierarchies: Import a Hierarchy – 113.1 ............................................................................ 86
Overview ........................................................................................................................................................................ 86
ERP Hierarchies Available for Import ...................................................................................................................... 86
Import Grid Hierarchy ................................................................................................................................................ 87
Hierarchies: User Defined Hierarchies – 113.2 .................................................................. 89
Overview ........................................................................................................................................................................ 89
Create User Defined Hierarchy ................................................................................................................................ 89
Copy an Existing Hierarchy ........................................................................................................................................ 91
Search Functionality .................................................................................................................................................... 91
Activate Grid Hierarchy .............................................................................................................................................. 92
Additional Hierarchy Options ................................................................................................................................... 93
Filter Hierarchies .......................................................................................................................................................... 93
Hierarchies: Formatting Hierarchies – 113.3 ..................................................................... 94
Overview ........................................................................................................................................................................ 94
Format Hierarchy Levels ............................................................................................................................................ 94
Format Hierarchies...................................................................................................................................................... 94
Selectors: Working with Selectors – 114.1 ......................................................................... 96
Overview ........................................................................................................................................................................ 96
Benefit ............................................................................................................................................................................ 96
Naming Conventions .................................................................................................................................................. 96
Fixed Selectors ............................................................................................................................................................. 97
Imported Value............................................................................................................................................................. 98
Relative Selectors ......................................................................................................................................................... 98
Add Selectors to Filters .............................................................................................................................................. 99
Change Selector Values........................................................................................................................................... 100
RIO Options ................................................................................................................................................................ 100
Use in Calculations ................................................................................................................................................... 101
Time Series: Working with a Time Series – 115.1 ............................................................ 103
Reporting User Guide
Page 7 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview ..................................................................................................................................................................... 103
Create Time Series ................................................................................................................................................... 103
Common Calculations ............................................................................................................................................. 104
Using the Time Series .............................................................................................................................................. 105
Revise a Time Series ................................................................................................................................................. 105
Use a Time Series in a Calculation ........................................................................................................................ 106
Charts & Graph Functions – 116.1 ..................................................................................... 107
Overview ..................................................................................................................................................................... 107
Creating a Chart or Graph ...................................................................................................................................... 107
Revising a Chart or Graph....................................................................................................................................... 108
Configurator: Customize Templates – 117.1 ................................................................... 109
Overview ..................................................................................................................................................................... 109
De/Activate Columns ............................................................................................................................................... 109
Filter Layout ............................................................................................................................................................... 110
Works with Groups (JDE) ......................................................................................................................................... 111
Save as Template ...................................................................................................................................................... 112
Grant Permissions to Template ............................................................................................................................ 112
Working with Reusable Inquiry Objects (RIO) – 117.2 ................................................... 114
Overview ..................................................................................................................................................................... 114
Add an Object to RIO ............................................................................................................................................... 115
Subscribe to an Object in RIO ................................................................................................................................ 116
Modify RIOs ................................................................................................................................................................ 116
Designing for Console Users – 118.1 ................................................................................ 117
Overview ..................................................................................................................................................................... 117
Console Preview Mode ............................................................................................................................................ 117
Filters and Controls .................................................................................................................................................. 118
Work with Groups (JDE) ........................................................................................................................................... 119
Make a separate cell for a single item from a group. .................................................... 119
Define Loading Behavior ......................................................................................................................................... 119
Design Considerations ............................................................................................................................................ 120
Organization and Permissions .............................................................................................................................. 121
Further Information ........................................................................................................... 122
Contacts ...................................................................................................................................................................... 122
Reporting User Guide
Page 8 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Customer Support .................................................................................................................................................... 122
Notices and Disclaimer............................................................................................................................................ 122
Reporting User Guide
Page 9 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
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)
InsightUnlimited Reporting provides true real-time access to your ERP data, delivering enhanced
inquiry, aggregation and reporting capabilities with unparalleled performance.
All of the modules offer the following benefits:
An easy to navigate look and feel.
A common interface which works with various ERP systems such as JD Edwards, Oracle
E-Business Suite (EBS) and PeopleSoft
InsightUnlimited™ templates operate directly over your ERP system tables without
duplicating the data to deliver a real-time solution.
Full drilldown to transactions.
Data aggregation across all aspects of your enterprise data.
Ability to enter, save and share comments within a report.
For JD Edwards ERP system users: leveraging of all key JDE category codes, such as
Business Unit, Object, Sub Ledger, Fixed Asset, Address Book, Customer and Supplier
category codes.
Reports can be loaded, saved, published, printed and exported to Microsoft Excel® at
the touch of a button.
Executive grade reporting by using pixel perfect output features.
Scroll bars instead of having to page down the inquiry result set.
Sophisticated grouping and sub-totaling of data.
Reports can be stylized and formatted, including the use of User Defined Captions and
positioning techniques.
Multiple selections on any data item, including Period, Year, Ledger and Balance Type.
Predefined and user-defined real-time calculations.
True, real-time exception reporting.
Both summary and transaction inquiries with multiple selection capability.
Hierarchy builder provides management information using user defined or predefined
hierarchies and row-based calculations.
For Oracle E-Business Suite ERP system users: import structures already defined in the
EBS segments or FSG rowsets.
Overview
Reporting User Guide
Page 10 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
This guide is organized and grouped by topics and includes both basic and advanced functionality.
Functionality that generally is not included in this core guide, used less frequently or has a very
specific application (e.g. multiple companies with different fiscal date patterns in JDE) is found in the
InsightUnlimited Reporting Supplement Guide.
The following topics are included in the InsightUnlimited Reporting Supplemental Guide:
QRA# Topic
200 Additional Resources
201 Additional Aggregations
202 UOM Conversion Solutions (JDE)
203 Conditional Formatting
204 Best Practices for Report Management
205 Import & Export Reports
206 Export to Existing Excel Workbook
207 As-Of Functionality
208 Repair Broken Links
209 Hyperlinks
210 Blank Columns/Rows
211 Concatenate Columns
212 Substring
213 Multiple Fiscal Date Pattern Setup (JDE)
214 Quarter-to-Date Selectors (JDE)
215 Alternate Joins (JDE)
216 Business Unit Snapshot (JDE)
217 Percent Split (JDE)
218 Currency Restatement (JDE)
219 Additional Inquiry Options (JDE)
Reporting User Guide
Page 11 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview The way you access the InsightUnlimited application varies based on your computing environment.
Log in with your User ID and password, select your role/responsibility and environment (Production,
Test, or QA). InsightUnlimited authenticates you as a user and honors security as specified in your
ERP system.
Single Sign-On Your organization may have set up single sign-on.
Single sign-on (SSO) authenticates InsightUnlimited users without the users needing to enter
in their user ID or password. If all requirements are met, InsightUnlimited users are not
prompted for their username or password when starting InsightUnlimited.
SSO must be turned on via InsightUnlimited Administrator at the repository level and the
user level.
User Types The functionality available to you is based on your user type and licensing as defined within
InsightUnlimited Administrator™. User types are:
Reporting: Can create ad hoc inquiries and reports using all features related to the report build
process; can publish inquiries to Console Users.
Console: Have access to published reports and inquiries through a controlled interface in
InsightUnlimited Console™; can drill down through the data and can make selections as published
by a Reporting or Designer Express user.
Designer: Have ability to create custom templates; must have in-depth knowledge of table
structures, table joins and data plus advanced knowledge of InsightUnlimited. Designer Express
users are licensed to access templates and reports created by the designer.
Getting Started – 101.1
Reporting User Guide
Page 12 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Modules The below modules are available within InsightUnlimited, each one having its own set of templates
from which you can create reports.
Oracle e-Business Suite (EBS)
JD Edwards (JDE)
Accounts Payable
Accounts Receivable
Advanced Cost Accounting
Advanced Pricing
Budgeting and Forecasting
Capital Asset Management
Customer Relationship Management
Contract Service Billing
Currency Restatement
Designer Express
DX Data Entry for Budgeting (Strategic Planning)
Designer Express for Viewer
Fixed Assets
General Ledger
Grower Management
Homebuilder
Human Resources
Inventory Management
Job Cost
Manufacturing
Manufacturing Resource Planning
Master Data
Payroll
Property Management
Purchase Order Processing
Real Estate Management
Reconciler
Sales Order Processing
Service Management
Tax
Timesheet
Warehouse Management
Reporting User Guide
Page 13 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Oracle e-Business Suite (EBS)
Accounts Payable
Accounts Receivable
Cash Management
Designer Express
DX Data Entry for Budgeting (Strategic Planning)
Designer Express for Viewer
Fixed Assets
General Ledger
Inventory
Lease Management
Project Costing and Billing
Purchase Order Processing
PeopleSoft (PSFT)
General Ledger
Human Capital Management
Payroll
Designer Express
Designer Express for Viewer
Reporting User Guide
Page 14 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview InsightUnlimited adopts the Windows style interface, using a Ribbon Toolbar which is organized into
tabs by common functionality.
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:
New
Open
Open Form (for Budgeting)
Save
Close Inquiry
Import Inquiry
Export Inquiry
Output to PDF
Output to Excel
Output to Word
Permissions
Show Properties
About
User Preferences (set your defaults here):
o Run Inquiries Automatically
o Paper size and orientation
o Excel file format
o Color for piano lines
o Warning Settings
User Interface Overview - 101.2
Reporting User Guide
Page 15 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
o Localization Settings
o Change password
Exiting Backstage View - Once in the Backstage View, you can quickly return to your
InsightUnlimited product by clicking the arrow in the upper left corner or pressing ESC on your
keyboard.
Creating a New Report To create a new report, follow these steps:
1) Click on File to go to the Backstage View.
2) Under New Inquiry, highlight the appropriate module.
3) In the column to the right of the module list, select the template belonging to that module.
This is the template your report will be based on.
4) In the right-most column, you can see the description of the template you’ve selected. Select
it here one more time if this is the one you wish to base your report on. Your new report will
then open.
Reporting User Guide
Page 16 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Menus (Ribbons)
Common sets of features are available through the menus (ribbons). Click the tab to select the
correct menu, then the button within a section for specific functionality.
(Configurator, Console, Restatement and Budgeting appear only if you have a license.)
Quick Access Toolbar
The Quick Access Toolbar allows you to quickly access the operations you access most frequently,
such as Run and Save. Customize your Quick Access Toolbar by completing the following steps:
1. Click the small drop-down arrow next to the Quick Access Toolbar.
2. Optionally you can place the Quick Access Toolbar above or below the menus.
3. 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
Reporting User Guide
Page 17 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Filters
Filters provide a means to enter selection criteria to limit the data to be returned in the result set.
Invalid selections are displayed in red.
Show/Hide Filter Selections The Hide/Unhide the filter section button to allow for more/less data on the screen.
Query by Example (QBE) The query by example (QBE) line allows for further data selection.
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.
Reporting User Guide
Page 18 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Introduction/ Overview
Each template has relevant filters used for data selection. Items matching the filter criteria are
returned as a result set.
Standard Filters A standard edit filter allows you to input/select values for a data element. Use the following options
in any combination by separating each value with a comma.
Note: Filter fields
used to define the
amount columns
(e.g. Period, Ledger
& Year on the
Balances template)
can only use single
values or lists.
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.
NULL: To include NULLS as part of a filter selection, the filter must be designated via Configurator;
the show zeroes option on the Design menu must be activated to include null rows in the result set.
Option Example Description
Item A Items equal to the one item listed in the
filter.
List of Items A,B,C Items equal to the list of items in the filter.
Range A:C Items in the range of values in the filter.
Greater Than >C Items greater than the value specified in the
filter.
Greater Than
or Equal To >=C
Items greater than or equal to the value
specified in the filter.
Less Than <C Items less than the value specified in the
filter.
Less Than or
Equal To <=C
Items 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.
Data Selection: Filters - 102.1
Reporting User Guide
Page 19 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
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.
Visual Assist Input (key) data directly into a filter or use the Visual Assist (flashlight).
1. Click in the filter field to display the flashlight.
2. Click the flashlight (torch) to display the Visual Assist window.
3. Click the magnifying glass in 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.
Single item: Double-click or use arrows in center of the screen to move selections to the
Current Selections (right) panel.
Select all: Use the double-headed arrow in the center of the screen to move selections to
the Current Selections (right) panel.
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 (right) panel.
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 values into the filter:
Right-click in the filter to select from these options:
Show Description in Filter:
Displays the descriptions in the filter for the selected values in lieu of codes.
Displays the descriptions in the Visual Assist in lieu of the codes.
Default can be set to ‘descriptions’ via Configurator for selected filters.
Show Description in Grid:
Displays the descriptions in the grid in lieu of codes.
May be overridden by right-clicking the column.
Reporting User Guide
Page 20 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Group Filters Some JDE templates 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
respective 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.
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.
Note: The first time you click the checkbox for a date field, the date defaults to today’s date. To set a
specific date, you can either type the date or use the Visual Assist. 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).
Reporting User Guide
Page 21 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Include Null Values Filter properties can be changed via Configurator to always include nulls (Configurator>Filter Layout,
right-click on the desired filter.
When enabled, the cell will default with the word ‘NULL’; this can be modified in Inquiry Options
(Home>Inquiry Options>General).
Hierarchy Filter Filter hierarchies are used for grouping complex data combinations in a single filter field for easy
selection.
Reporting User Guide
Page 22 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
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 =
Combined with other options, this will return all
values equal to the selection. If not specified
otherwise, an equal sign is assumed.
Not Equal <>
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 equal to the one item listed.
List of
Items A,B,C Items equal to the list of items.
Range A:C Items 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 represents blank values in the QBE line.
Query by Example (QBE) - 102.2
Reporting User Guide
Page 23 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Use with Text (Label) Columns
Option Example Description
Greater >C Items greater than the value specified in the
filter.
Greater
Than or
Equal To
>=C Items greater than or equal to the value
specified in the filter.
Less Than <C Items less than the value specified in the filter.
Less Than
or
Equal To
<=C Items less than or equal to the value specified in
the filter.
Reporting User Guide
Page 24 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Use with Numeric (Value) Columns
Option Example Description
>10 >C Items greater than the value specified in the
filter.
>=10 >=C Items greater than or equal to the value
specified in the filter.
<10 <C Items less than the value specified in the filter.
<=10 <=C Items less than or equal to the value specified in
the filter.
>+10 >10
When a number is entered, it is treated as an
absolute value. Therefore, items greater than
10 or less than -10 will be returned.
>=+10 >=10
When a number is entered, it is treated as an
absolute value. Therefore, items greater than or
equal to 10 or less than or equal to -10 will be
returned.
<+10 <10
When a number is entered, it is treated as an
absolute value. Therefore, items less than 10
and greater than -10 will be returned.
>10 <=10
When a number is entered, it is treated as an
absolute value. Therefore, items less than or
equal to 10 and greater than or equal to -10 will
be returned.
>=10 >+10
When a specific sign (‘+’ or ‘-‘) is used, only values
greater than +10 will be returned. The same
logic can be used for negative values with a ‘-‘
symbol.
<10 >=+10
When a specific sign (‘+’ or ‘-‘) is used, only values
greater than or equal to +10 will be returned.
The same logic can be used for negative values
with a ‘-‘ symbol.
<=10 <+10
When a specific sign (‘+’ or ‘-‘) is used, only values
less than +10 will be returned. The same logic
can be used for negative values with a ‘-‘ symbol.
Reporting User Guide
Page 25 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
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.
You can apply the filter set to: a specific report; all open reports; a report pack; and/or specify one of
your definitions to use as a default. A default set automatically populates the filters when you open
a report or create a new one.
Note that this capability is also available for Console Users. Also, User Defined Filter Sets are only
applied to filters that are visible in the main layout of the inquiry.
Create User Defined Filters
Create User Defined Filters by completing the following steps:
Ribbon: Console>UDF
1. Click the User Defined Filters button.
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 add all filter values from the on screen report.
9. Click OK to return to the User Defined Filters dialog.
10. Click OK.
User Defined Filters - 102.3
Reporting User Guide
Page 26 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
User Defined Filter Options 1. Highlight a filter set name and click the Apply UDF’s 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
Select and apply a UDF set to a single on-screen inquiry by completing the following steps:
Ribbon: Console>UDF
1. Click the User Defined Filters drop-down arrow next to the button
2. Click the filter set to apply the selections to the on-screen inquiry.
Reporting User Guide
Page 27 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Apply User Defined Filter Set to All Open Inquiries and/or a Report Pack
A User Defined Filter set can be applied to an on-screen report pack (see QRA 108.3 for more
information on creating Report Packs).
Apply a UDF to a report pack or all open inquiries by completing complete the following steps:
Ribbon: Console>UDF
1. Click the User Defined Filters button.
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 visible in the main layout of the inquiry.
Tips
The capability for User Defined Filters must be set in InsightUnlimited Administrator for the
button to be available for use.
User Defined Filters are associated with a user, NOT with an inquiry/ report; you cannot
create them for someone else to use. They can, however, be copied from one user to
another via InsightUnlimited Administrator.
You can have as many filter sets as needed.
Name the filter set to be meaningful.
Reporting User Guide
Page 28 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview There are two types of columns: value columns such as quantities, amounts or units; and label
columns such as company, department, account, or customer. Refer to QRA 103.2 for information
on Comment Columns.
Value Columns Value columns (i.e. quantities and amounts) in templates that provide balances are dynamically
created by the combination of selections in the filters. For example, when 2 periods (months) and 2
years are selected, the result is 4 columns - one for each unique combination.
Any transaction-based template, such as the Accounts Receivable Invoices, has an Amounts (or
Values) filter with corresponding Visual Assist functionality for selection. Calculations, time series
and aging categories also create value columns.
Separate values with commas. Other selection options such as wildcards, ranges or greater than are
not valid.
To add or remove value columns, change the filter selections or de/activate calculations (time series
and aging categories are calculations).
Column Design Options – 103.1
Reporting User Guide
Page 29 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Label Columns
Add/remove label columns by completing the following steps:
Ribbon: Design> Layout
1. Click the Columns Sorting & Grouping button.
2. Click the Consolidation tab.
The Consolidation Tab in the Columns, Sorting and Grouping Dialog displays the columns currently
in the report on the right-hand side of the window. Label columns are indicated with the button
and value columns with the button.
Additional columns available for display appear in the left pane. Use the arrows (or double-click), to
de/select label columns. The display sequence of the columns can be modified by moving them up
and down in the list. You can also modify the column width, un/hide columns, and change column
headings from this dialog.
Column Options
Several column design options are available from the report grid.
Resequence Columns - You can drag and drop columns by selecting near the column header and
moving it to another place. You will see the symbol change, depending on where you are trying to
drop it:
Swaps the column with the column you are hovering.
Inserts the column to the left of the column you are hovering
over.
Inserts the column to the right of the column you are hovering
over.
Reporting User Guide
Page 30 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Column Options - access the format dialog by completing the following steps:
1. Right-click in the column heading.
2. Select from the drop-down menu to:
Format Column (QRA 107.1)
Format Column Header (QRA 107.1)
Add Comment Column (QRA 103.2)
Remove Column
Hide Column
Un/Freeze Column
Hover over Description to display Code,
Description, or Code and Description
(also available from the menus).
Change Column Heading
Note: You can use the space bar and
enter a couple of spaces for a blank
heading.
Access the What’s This feature to display
table and column name from your ERP system (also works when right-clicking a filter).
Reporting User Guide
Page 31 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview You can add any number of Comment Columns to any report. Comment columns:
Are optionally associated with selected columns.
Are stored in the InsightUnlimited Repository and saved with the report.
Allow for input by reporting and console users with appropriate permissions (QRA 108.2).
Cannot be shared with other report.
Create Column Column(s)
Create Comment Columns by completing the following steps:
Ribbon: Design>Comments
1. Click the Add Comment Column button. (Optionally, right-click any column to insert a Comment
Column to the right).
2. Choose Associated Columns.
Note: By default, all columns are checked, even if hidden.
2. Click OK.
3. Optionally change the column heading.
Edit Associated Columns
Edit associated column selection by completing the following steps:
Ribbon: Design>Comments
1. Click the Custom Column.
2. Click Choose Associated Columns. (Optionally, right-click on the Custom Column to edit
and select Choose Associated Column).
3. Un/check columns to associate.
4. Click OK.
Comment Columns – 103.2
Reporting User Guide
Page 32 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
5. Review the warning message.
6. Click Yes or No.
Note: If you click Yes, any comments entered prior to changing associations are no longer
available.
Enter Comments
Add comments by completing the following steps:
Ribbon: Home>Comments
1. Click Enter Comments. (Optionally, double-click in any cell in the Comment Column.)
Note: You must first save your report before you can enter in any comments. The first time you
try to enter in a comment column, you will be prompted to save the report if you have not done
so already.
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 associated with Order Number (e.g. 30667) 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.
Reporting User Guide
Page 33 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Save, Cancel, Finish, Permissions
Comment buttons are available from the ribbon as soon as you access comment entry mode. Click
the appropriate button 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.
Permissions - Can be defined at various levels (QRA 108.2).
Reporting User Guide
Page 34 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Sorting on Label column allows you to designate how columns within the report result set are
grouped and organized. Additionally you can specify headers, totals and subtotals within your
selected groupings.
Sorting on Labels
Sort on label column(s) by completing the following steps:
Ribbon: Design > Layout
1. Click the Columns, Sorting & Grouping button.
2. Click the Sorting & Grouping menu.
3. Select the Labels radio button in the top-left corner.
4. The top Label Column is the primary sort sequence. The order of the remaining Label Columns
in the list dictates the subsequent sequencing.
5. Highlight the column and choose the radio button to indicate to sort Ascending, Descending or
None.
6. Click OK.
Note: If a label doesn’t have any sorting specified (sorting is set to none), the label column moves to
the bottom of the list when you click OK and exit the screen. This is because it no longer affects the
sequencing.
Displaying Data: Sorting and Grouping on Labels –
104.1
Reporting User Guide
Page 35 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Grouping Columns
Specify sorting elements to group the data, such as Headers, Totals and Grand Totals by completing
the following steps:
Ribbon: Design > Layout
1. Click the Columns, Sorting & Grouping button.
2. Click the Sorting & Grouping menu.
3. Highlight the column and click the grouping option to include a header and/or sum.
4. By default, the heading/sum description displays in the column where the aggregation is
performed. If you wish to display the data in a different column, highlight the label column, and
use the drop-down to select the column for the display.
5. To see a grand total, click the check box in Grand Total to include it in your inquiry.
Additional Features Display Text - Allows you to edit the description of the caption that is displayed in the report result
set.
Formatting - Aggregation rows can be separately formatted. Click the formatting button to access
options for the specific aggregation (header, subtotal, average, grand total, etc.).
Formatting Positioning - By default, the heading/sum description (text) displays in the column
where the aggregation is performed. To display the description in a different column, click the drop-
down and choose the appropriate column.
Reporting User Guide
Page 36 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview A title can be added and formatted for each inquiry. Titles can contain static text and dynamic
selections. Once a title has been created, the font, font color and alignment can be formatted. Titles
can optionally be displayed/not displayed on-screen, when exported to Excel or a pdf.
Inquiry Title
Add a title to a report by completing the following steps:
Ribbon: Design > Setup
1. Click the Inquiry Title button.
Note: The Inquiry Title window includes two sections – Title and Preview. Create the title using
the top portion and view the result in the Preview window at the bottom section of the dialog.
2. Click in the Title window and position the cursor where appropriate.
Text typed in the Title window is static and is not dependent on data in the inquiry filters.
Use the Dynamic Selections drop-down to add data to the title dependent on information
input in the inquiry filters.
Click the link button to include a hyperlink.
Override default date formats from the drop-down list.
Include Special selections:
o Saved Named of the Report
o Run Date
o Aging Start Date (for reports with date categorization/aging)
o Additional options are available in Real Estate Management for some templates,
such as Rent Roll
3. Click Add.
4. Review the appearance of the title in the Preview window.
5. Click the Show Title checkbox to display the title in the inquiry.
6. Click OK. (Note: Double-click in the title to redisplay this dialog).
Displaying Data: Adding & Formatting Titles –
104.2
Reporting User Guide
Page 37 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Dynamic Title Options Dynamic selections in a title are identified by the syntax symbols < and > (less than and greater
than). By using the appropriate syntax, you can control the display of text and code data. Use this
option to control what is included when you have elements such as a time series or calculations.
Option Syntax Description Example
Show
Default <Department>
Displays
descriptions for all
values in the filter.
Mountain Branch,
Coastal Branch
Show
Label <Department:L>
Displays
descriptions for all
values in the filter.
Mountain Branch
Coastal Branch
Show
Code <Department:N>
Displays the codes
for all values in the
filter.
61,63
Show
First
Position
<Department:L:1>
Displays the
description for the
first value in the
filter. Adding a
number to the filter
is position-based
(1=first filter
position, 2=second
filter position, etc.).
Mountain Branch
Note: Positional logic
can only be used in
conjunction with
Label or Code
options
Show
Label
and
Code
<Department:N:1>
<Department:L:1>
<Department:N:2>
<Department:L:2>
Displays the value
and description for
the first position in
the filter, the same
for the second
position, etc..
61 Mountain Branch
63 Coastal Branch
Reporting User Guide
Page 38 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Sorting on a Value column allows you arrange value data in either ascending or descending order.
Once Value columns are sorted, you can use the ranking functionality to create reports such as Top
10 Suppliers or Top 25 Customers.
Sorting on Values Sort on a Value column by completing the following steps:
Ribbon: Design > Layout
1. Click the Columns, Sorting & Grouping button.
2. Click the Sorting & Grouping tab.
3. Click the Sort by: Values radio button.
4. Click the Value column to be sorted.
5. Click the appropriate Sorting radio button: Ascending or Descending.
Descending = High to Low Ascending = Low to High
6. Click OK (if you do not want to rank values in your report).
Structuring Data: Sorting on Values/Ranking –
105.1
Reporting User Guide
Page 39 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Ranking Data
To rank report data by values, complete the following steps:
1. Click the Ranking . . . button on the Sorting & Grouping tab.
2. Click the checkbox next to “Show only the” in the Ranking dialog.
3. Fill in the number of rows to rank.
4. Click the drop-down to display the Highest or Lowest rows.
5. Click OK.
6. Click OK.
The result in this example displays the top ten customers:
Reporting User Guide
Page 40 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Use the Pivot Inquiry feature to modify the structure of your report by changing rows (down) to
columns (across) and/or columns to rows. Additionally you can use this feature to dynamically
change the sequence of line items of the headers for value (amount) columns.
Following are requirements and limitations regarding pivoting:
Any item can be added or removed from the pivot across except the Period in any of the
balances (summary) template.
When moving an item to be a column (across) you need to select values in the filter other
than *, a wildcard expressions or ranges.
Requirements/Limitations Pivot the structure of the data by completing the following steps:
Ribbon: Design > Layout
1. Enter selections into the filter you want to change it to a column (Across) or row. (Note: To
change to Across, you must have a filter selection other than *, wildcard expression or ranges).
2. Click Pivot Inquiry.
3. Click the item to move to/from left panel to/from right panel.
4. Optionally move to the top of the list to make this the first line in the header.
5. Click OK.
Each Company is now a Column:
Structuring Data: Pivoting Data – 105.2
Reporting User Guide
Page 41 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Sequence Header Lines for Value Columns Move the selections up/down in the right panel to re-sequence the header lines for value columns:
Ribbon: Design
1. Click Pivot Inquiry.
2. Re-sequence the items on the right (across) panel.
3. Click OK.
Before changing the sequence:
After changing the sequence (period, year, ledger):
To remove text display for some headings, change it to a row (down):
Reporting User Guide
Page 42 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview A User Defined Caption allows you to define a custom caption for a field. Examples of typical User
Defined Captions would be as follows:
Field Item New Caption
Period 1,2,3 January
Period CE1, CE2, CE3 Cumulative January
Period ITD1, ITD2, ITD3 January YTD
Create User Defined Captions Create User Defined Caption definitions by completing the following steps:
Ribbon: Inquiry Objects>Inquiry Objects
1. Click the User Defined Captions button.
2. Click New on either Items or Fields tab.
3. Select Field from the drop-down list (in this example, Period).
4. Enter the current value by either typing or using the visual assist.
5. Enter the new caption.
6. Click OK.
User Defined Captions – 106.1
Reporting User Guide
Page 43 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
The new User Defined Captions will appear throughout your report and in various dialogs such as:
Calculations
Column headings
Columns, Sorting & Grouping Dialog
Descriptions Dialog
Dynamic title selections
Filter name
Filter selections
Pivot Report Dialog
Selectors
The results in this example display User Defined Captions:
Reporting User Guide
Page 44 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview There are multiple options available on the Formatting ribbon to create/edit format styles and
establish format priorities for: default styles, headers, totals and subtotals and columns. Refer to
QRA 107.2 and 107.3 for formatting hierarchies and conditional formatting respectively.
Format Options You are presented with three tabs to make selections to define the format style. All formatting is
reflected both on-screen and in any output (PDF, Microsoft Excel or Microsoft Word®).
Ribbon: Formatting> Format Type
Make the appropriate selection for format type.
General tab:
Allows you to define a prefix/ suffix from a drop-down list
or type a custom entry; select the number of decimal
places; or un/click the check box to de/activate features
such as show negatives in red, a thousands separator, or
reverse the signs (display only).
Additionally, cell alignment and a divisor can be set on
this tab. To display amounts in thousands, check the
Divisor box and enter 1000 in the field.
Appearance tab:
Select revised colors for font and background from this
tab. You can also select a different font (font type, style,
size, script, underline and strikeout)
Click the Suppress Data checkbox to prevent the display
of certain data, such as when doing a conditional format.
This leaves a blank area on the report
Use the preview window in the lower left corner to review
the results of your selections as you make them.
Formatting – 107.1
Reporting User Guide
Page 45 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Borders tab:
Use the drop-down menus to select line type and
color for your borders.
Use row spacing to add white space before or after a
row. This is often used to provide space between
different groups defined within the Columns, Sorting
and Grouping Dialog such as before/after
headers/totals.
Use the preview window in the lower left corner to
review the results of your selections as you make
them.
Default Format Modify the default format styles to change the display of the report results. For example, you may
want to display all values in thousands or with a certain number of decimals.
You can modify the default definitions for:
Default – All report results
Default Column Headers – column headings styles
Default (Numbers) – Values only
Additional default cell styles – available only with the budgeting module
Reporting User Guide
Page 46 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Format Headings, Totals, Additional Aggregations Some aggregations have predefined default formats. Highlight the aggregation and click edit to
change; if no predefined format, click New to create.
Optionally, headings, totals, and additional aggregations can be individually formatted from within
the Column, Sorting & Grouping dialog. The formatting button is available for each grouping level
from either the sorting tab or when Advanced is selected.
Format Columns Option 1: From the Ribbon
Ribbon: Formatting> Format Type
1. Click the Columns tab.
2. Click New to create a new style definition (there are no predefined styles).
3. Highlight the column.
4. Click OK.
5. Define format style.
6. On the General Tab, click override if this is to override defaults.
Reporting User Guide
Page 47 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Option 2: From drop-down menu
1. Right-click on a specific column.
2. Click Format Column.
3. Define format style.
4. On the General Tab, click override if this is to override the default.
Option 3: From the ribbon
Ribbon: Formatting> Column Formatting
1. Click the column in the data results (left click).
2. Click the button on the ribbon to apply the format or remove formatting.
Piano Lines and Grid Lines Activate piano lines to highlight alternating rows in the report by completing the following steps
(color can be modified via User Preferences):
Ribbon: View>Show/Hide
1. Click/Unclick the Piano Lines option to turn on and off the display of the piano lines.
2. Click/Unclick the Grid Lines option to turn on or off the display of the grid lines.
3. Piano and/or grid lines are displayed in any output plus on screen.
To change the default color for piano lines:
Backstage View > User Preferences > General (See QRA 101.2)
Reporting User Guide
Page 48 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Missing Text Sometimes there are blanks in your data as the result is non-applicable. To fill in the blanks with
zeroes, N/A, a dash or some other character(s), complete the following steps:
Ribbon: Home>Options
1. Select the Inquiry Options menu.
2. Enter the characters in the Missing Text field on the General tab.
3. Click OK.
This example shows ‘n/a’ for missing text (piano lines are also activated):
Priority The order in which formatting is applied is controlled through the use of priorities. This allows
control of format styles where there are conflicts such as when a column intersects with a row. The
format at the top of the list is the one with the greatest precedence. Change the sequence by
completing the following steps:
Ribbon: Formatting> Format Types
1. Click Priority.
2. Click on the appropriate format style.
3. Use the top/bottom/up/down arrow keys to re-order the selected style.
4. When the correct priority has been established, click OK to return to the report.
Tip Any format style can be saved as a Reusable Inquiry Object (RIO). For example, you can save your
style for Column Headers and subscribe to the object to apply that style to an on-screen report (QRA
117.2).
Reporting User Guide
Page 49 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Within the Manage Folders window you are able to perform the following functions (can also be
completed from the Open dialog):
Create shortcuts.
Rename folders, reports/inquiries and report packs.
Delete folders, reports/inquiries and report packs.
Assign Permissions for folders, reports/inquiries and report packs.
Create folders.
Create report packs.
Make copies of reports/inquiries and report packs.
View the properties of reports/inquiries and report packs.
Open Reports Open reports by completing the following steps:
Option 1
Ribbon: Home > Documents
1. Click Open.
2. Navigate to the desired report.
3. Double-click to open.
Option 2
1. Go to the Backstage View.
2. Click Open.
3. Select from displayed recent items in the right column.
Close Reports Close reports by completing the following steps:
Option 1
Ribbon: Home > Documents
1. Click Close Inquiry.
2. Respond Yes to the prompt to verify you wish to close.
Option 2
1. Go to the Backstage View.
2. Click Close.
3. Respond Yes to the prompt to confirm you wish to close.
Report Management: Manage Folders and Reports
– 108.1
Reporting User Guide
Page 50 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Save Reports Save reports by completing the following steps:
Ribbon: Home > Documents
1. Click the Save button (or the drop-down to select Save As):
2. Navigate to the folder where you wish to save the report.
3. Enter a name.
4. Click OK.
Folder Management Features Add Descriptions
Ribbon: Home> Documents
1. Click Folder Management (or access the Open Dialog).
2. Right-click a report or report pack and select Properties.
3. Add Description – can be export as a CSV file and viewed in Excel format.
4. Click OK.
Choose Details
Ribbon: Home> Documents
1. Click Manage Folders (or access the Open Dialog).
2. Right-click in the right panel of the Manage Folders 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
5. Right-click and select Save As List to create a CSV file that opens in Excel.
View Properties
From Open, Save or Manage Folders dialog
1. Right-click the inquiry.
2. Click View Properties.
3. Click OK.
Reporting User Guide
Page 51 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Favorites Add to favorites by completing the following steps:
Ribbon: Home > Documents
1. Click Favorites.
2. Navigate to the folder where you want to save the favorite.
3. Click OK.
Reporting User Guide
Page 52 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview
Use Permissions to allow other users to access reports you create. Permissions can be granted to:
A specific user
A group of users (or users associated with a specific role)
Everyone
A user must have permission to a folder to access reports in that folder; report packs require
permission grated to the report pack and each associated reports.
Apply Permissions Apply Permissions by completing the following steps:
Ribbon: Home > Documents (or Manage Folders)
1. Click Permissions (also available via the Backstage View).
2. Click the User or Group in the left window of the Permissions dialog.
3. Double-click the corresponding Permission in the right window of the Permissions dialog to
change the Permission status.
Note: When granting Permission to a folder, you are prompted to apply the same Permissions
to every subfolder and document within this folder. Also, when additional reports are added to a
folder, use Permission to grant permissions. New reports do not automatically get the
permissions that are in place for other reports in that folder.
Green Check = Granted Red X = Denied
Permission Types Read - User has Permission to see and run the report/ view a folder. The User may do a ‘Save as’,
but cannot save over the original report with the edited report.
Update - User has Permission to make edits to a report/ add to a folder.
Control - User has Permission to move the original report to another folder.
Report Management: Permissions – 108.2
Reporting User Guide
Page 53 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Permissions for Comment Columns You can define permissions to Comment Columns to read only or to be able to enter and edit
comment.
Permission Setting(s) Result
Read: Grant
Comment: Deny
Can read the report and the Comments
Cannot enter or edit Comments for this report.
Read: Grant
Comment: Grant
Update: Grant
Can read and enter into Comment Entry Mode
Update allows user to save changes to the report
including changes to Comments.
Remove any access to
Comments
Done via InsightUnlimited Administrator
capabilities. Comments are enabled for all users
by default.
Reporting User Guide
Page 54 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Create a Report Pack to group reports from one or more module. Any report to which you have
permission can be included in a Report Pack.
With a Report Pack, several reports can be opened, generated and output to single or multiple .pdfs
or Excel workbooks. Combine the Report Packs with the ability to create User Defined Filters to
update filter selections for all reports contained in the pack in a single step (refer to QRA 102.3).
Create Report Pack Create a Report Pack by completing the following steps. Ribbon: Home > Documents
1. Click Manage Folders (optionally use Open).
2. Navigate to the folder in which you want the Report Pack to reside.
3. Right-click the folder or in the white area of the Manage Folder dialog.
4. Click New, Report Pack.
5. Fill-in the name of the Report Pack in the Name field.
6. In the Description field, briefly describe the purpose of the Report Pack if applicable.
7. Click Add.
8. Note: This opens a folder dialog. Locate the reports.
9. Click the Report(s) to include in the Report Pack.
10. Note: You can select multiple reports by Shift + Click or Ctrl + Click.
11. Click Open.
12. Click OK in the Create Report Pack dialog.
13. Note: In this dialog, you have the option to Add, Remove, Move Up or Move Down the reports in
the Report Pack.
The new Report Pack displays with a
book icon in the Manage Folders or Open
dialogs.
Report Management: Report Packs – 108.3
Reporting User Guide
Page 55 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
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 Manage Folders dialog.
2. Click Properties.
3. Click the Associations tab.
4. Click OK.
5. Click Close.
Accessing a Report Pack Access a report pack by clicking Open from the Home > Documents ribbon. Reports that make up
the Report Pack open on separate tabs that appear at the bottom of the screen.
Edit Report Pack Edit a Report Pack by completing the following steps.
Ribbon: Home > Documents
1. Click Manage Folders (optionally use Open).
2. Navigate to the Report Pack.
3. Right-click.
4. Click Edit and make changes.
Reporting User Guide
Page 56 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
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 Print or Excel button.
2. Select to either export to single or multiple files.
Tips:
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
on-screen report and it will be refreshed.
You can update the filters for all reports in the pack by applying User Defined Filters. See
QRA 102.3.
Reporting User Guide
Page 57 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview There are two options on the Home ribbon that are associated with Printing:
PDF Options – Sets the .pdf attributes that are subsequently used in the printing to .pdf.
PDF – Allows you to export 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 selection has four tabs. After making your selections, save your report to enable
these same options the next time you print.
Ribbon: Home > Output
General 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.
Output: Printing – 109.1
Reporting User Guide
Page 58 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Cover Page tab:
Allows you to define whether or not you want to include a
cover page with your .pdf and the information you want to
include.
The option to select to display the ‘Role’ as shown for JDE
reads ‘Responsibility’ for Oracle EBS.
Report tab:
Allows you to include selected options
in your report’s .pdf including:
The 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
Reporting User Guide
Page 59 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Breaks tab:
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.
Print to PDF There are three options associated with the PDF selection:
Export to PDF
Export All – Multiple PDFs
Export All – Single PDF
Note: You can use the Export 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.
Reporting User Guide
Page 60 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview There are two selections on the Home ribbon associated with Excel:
Excel Options – Use to set your output options.
Excel – Exports to a spreadsheet (QRA 102.1 to set default format).
Excel Options The Excel Options selection has five tabs for selection.
General:
Define Overwrite Workbook options.
Identify naming convention.
Specify a worksheet name pattern.
Output: Excel – 109.2
Reporting User Guide
Page 61 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Options:
Define where you wish to save the exported Excel
File.
Enable workbook protection.
Cover Sheet:
Include cover with selected content.
Report:
Select items to display in the report body.
Reporting User Guide
Page 62 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Breaks:
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 workbooks or into worksheets.
Define the name pattern for the worksheets
and/or workbooks when using the split feature.
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 selection), does not
automatically refresh. Click any other tab in your Report Pack, then go back to the on-screen report
to refresh it.
Reporting User Guide
Page 63 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview
As part of Executive Grade Reporting, you can export the report grid data to Microsoft Word (2007+)
using pre-defined style sheets. Customize the default style sheet per your specifications, upload it
into the InsightUnlimited Repository and subsequently apply to your report output.
There are two selections on the Home ribbon associated with exporting to Word:
Word Options – Use to set your output options.
Word drop-down - provides selections to:
o Export to Word (style sheet does not apply).
o Export using a selected style sheet.
o Upload your customized style sheets.
o Download a style sheet for customization.
Note: A default style sheet can be defined as a capability in Administrator at either a group or user
level.
Create Customized Style Sheets
Create a custom style sheet(s) by starting with the sample style sheet (it contains required hidden
text needed for this process to work). You will:
1. Download the sample style sheet.
2. Customize and save on your workstation (standard Word functionality applies).
3. Upload the customized sheet(s) into the InsightUnlimited 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.
Create style sheets by completing complete the following steps:
Ribbon: Home>Output
1. Click the drop-down next to the Word button.
2. Select Download style sheet.
Output: Export to Word – 109.3
Reporting User Guide
Page 64 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
3. Navigate to locate the style sheet to customize (sample is available by default and initially you
will use this one).
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 display as a completely blank document. Click the paragraph
marker button in Word (Home>Paragraph>Paragraph Marker selection).
8. The Word document will look like this:
Reporting User Guide
Page 65 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
9. Customize the downloaded style sheet:
Header and/or footer
Logo
Watermark
Pagination
Size and placement of charts
10. Save the customized style sheet and optionally exit Word.
11. Upload the customized style sheet(s):
a. Ribbon: Home>Output
b. Click the arrow next to the Word button to display the drop-down menu.
c. Select Upload style sheets.
12. Navigate to your saved style sheet.
13. Highlight and click Open.
Reporting User Guide
Page 66 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
14. Navigate to the folder to save the style sheet in the InsightUnlimited Repository (where all your
reports are saved).
15. Click Save.
Note: Your style sheet is now available for selection to apply to a report when you to export to
Word.
Export Using a Style Sheet
Export to Word using a style sheet previously saved in the InsightUnlimited Repository by
completing complete the following steps (all cells are protected in Word):
Ribbon: Home>Output
1. Click the drop-down next to the Word button.
2. Select Export using Style sheet.
3. Navigate to the uploaded style sheet in your InsightUnlimited Repository.
4. Highlight and click Open.
5. The reports export into Word using the selected style sheet.
Reporting User Guide
Page 67 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
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 button.
2. Select Export to Word.
3. Export contains the formatting used in the report without any additional parameters.
Word Options
The Word Options dialog has four tabs. After making your
selections, save your report to enable these same options the
next time you export to Word.
Ribbon: Home > Output
General 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:
Allows you to include selected options when you export to
Word:
Grid Lines
Title
Reporting User Guide
Page 68 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Cover Page tab:
Allows you to include a cover page for your report with
selected content.
Breaks tab:
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.
Reporting User Guide
Page 69 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Aging functionality allows you to organize your data in date-based categories.
Use aging on any template with a date field as in AP, AR, SOP, INV.
User series settings to define days, weeks, months and year for date-based reports to show
historical trends over specific date ranges (i.e. quarterly sales per customer).
Use any date field and/or any value field available in the report (not necessary to be included
as a column) for aging categories.
Some templates have default aging categories defined.
Link to other reports that share common aging categories.
Note: Use Configurator or Console to add a filter for the Aging Start, End or As-Of Date. This is
found on the left side of the screen in Variables.
De/Activate Default Aging Categories De/activate default aging categories by completing the following steps:
Ribbon: Inquiry Objects>Inquiry Objects
1. Click the Aging Categories button.
2. Default aging definitions are active by default; click the box next to ‘Aged’ to deactivate the aging.
(this can also be done by removing the aging definition elements from the values filter).
3. To activate all aging categories in the series, click the box next to the name of the aging
definition.
4. Expand by using the plus at the top level to see each category included in the series; click the
individual check box to include only specific categories in your report.
5. Click OK.
6. Active categories appear in the values filter:
Note: The values filter can never be blank; where there are calculations (and aging categories are
calculations), you can optionally delete any other value from the filter.
Aging – 110.1
Reporting User Guide
Page 70 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Define Aging Categories
Create aging category definitions by completing the following steps:
Ribbon: Inquiry Objects>Inquiry Objects
1. Click Aging Categories.
2. Click New.
3. Make selections:
General
Name – name of Aging Category
Short Code - a unique identifier for the Aging Category
Caption – caption to be used in the column header of the date range categories
Date Field – date (field) on which to base the categories
Element to Age– select either a specific value field or unique count to age
Series Settings
Days/Weeks/Months/Years – defines how to categorize the dates
Depending on the setting you choose here, the settings to the right change accordingly. You
will define more information about the date ranges, such as start and end dates if using a
series other than days.
Select a Start Date (options vary depending on the series setting selected).
Note: This date (Start Date) can be added as a filter to allow a Console user to select (Console
Filter Layout) or to the filter section of your report (Configurator).
Custom Ranges
If using Days, you can base the series on a custom range. Each custom range is separated by a
semicolon (;). Using the less than symbol (<) at the beginning and greater than (>) at the end
will include data to any date.
Preview
4. Click the preview button to review the categories.
5. Click OK.
6. Click the checkbox next to the category name to make it active in your report or optionally, click
the plus sign to expand and click only the check boxes for the date ranges you want to include in
your report.
7. Click OK.
Reporting User Guide
Page 71 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Example:
Quarterly sales built using aging with the Sales Order Detail template:
Reporting User Guide
Page 72 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Linking, also known as drilldown or drilling, is a way to connect one or more reports together to
provide a more detailed view of a record, a summary view of a record, or an alternate view of the
same information.
You can cross modules (e.g. Accounts Payable to Purchasing) or stay within the same module. Links
can connect to existing reports or they can connect to standard or custom Templates. The report
you link from is the source report; the report you link to is the destination or target report.
Some Templates have pre-set default links or you can create your own custom links.
Execute Default Links Both Reporting and Console users execute a link in one of these ways:
1. Right-click on a cell, hover over Follow Links and select the link.
2. Double-click on a cell to use the active link (the last link executed will have a checkmark next to
it).
Create Custom Links
Create a custom link by completing the following steps:
Ribbon: Design>Setup
1. Click Linked Inquiries.
2. Click New.
Other Options
Edit – edit an existing link
Remove – delete an existing link
OK – return to your report
Cancel – return to your report without saving any changes/additions
3. In the Create a New Link Dialog, enter a Name descriptive of the link.
4. Click Select Target.
5. Navigate to the saved report or template to link to and highlight to select it.
Creating and Using Links/Drilldowns – 111.1
Reporting User Guide
Page 73 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
6. Click OK.
7. Select elements within the Define Link Inquiry Pass Values dialog by clicking the element from
the left (source) and right (target) panels.
Note: Available columns in the source report are listed in the left panel and the columns in the
target report are listed in the right panel.
8. Optionally click any column heading to sort by that column.
9. Click Add.
10. Optionally tick the check box for any elements displayed at the bottom of the dialog to append
(add to) the filter value(s) to the filter values in the target report. By default (unchecked), the
filter values in the source report will replace any existing filter values in the target.
11. Click OK to return to the Create a New Link Dialog.
12. Select a Special Link if required (refer to the next topic).
13. Click OK to return to the Linked Inquiries Dialog.
14. Click OK to return to your report.
15. Save/resave your report to include added/changed links.
Reporting User Guide
Page 74 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Special Links in Balances Templates Click the box next to the description to enable a special link:
Convert Time Series Values – passes only the specific Time Series column you are drilling from into
the target inquiry. If you have periods 1-3 in the source inquiry but you click on period 2, it only
brings up period 2 in the target inquiry. The target inquiry is not required to include the same Time
Series as the source inquiry. You must include the period and year as pass values.
Transfer Time Series Point – passes the item you drilled on as well as the other items in the Time
Series to the target inquiry. With this option, the target inquiry is required to include the same Time
Series as the source inquiry. The dimensions of the Time Series should not be passed when linking.
Grid Hierarchy Transition - transfers the grid hierarchy selections to the target inquiry. The inquiry
is required to include the same grid hierarchy. Additionally, the dimensions of the hierarchy will be
passed by the grid hierarchy transition function and therefore should be removed from the list of
selected pass values.
Project Business Unit – used when linking to the Job Cost Module, transfers the Business Unit
value(s) to Project Business Unit in the target inquiry.
Note: If required to have a Time Series or hierarchy object in both the source and target reports, it is
especially helpful to have the object(s) in RIO so you don’t have to create it in both reports. Any
changes to the object are automatically updated in both places.
Execute Links Reporting and Console users execute a link in one of these ways:
1. Right-click on a cell and go to Follow Links to choose the link you wish to use.
2. Double-click on a cell to use the active link (the last link executed will have a checkmark next to
it).
Reporting User Guide
Page 75 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Calculations can be used to provide variances, aggregations or Key Performance Indicators that are
not directly available in your ERP system data. Some templates include predefined calculations
which can be activated and used.
When a predefined calculation is used, it appears as a column as does any other calculation. Each
calculation can be manipulated just like any other report item: you can move it, format it and even
base other calculated items on it.
Activate Predefined Calculations
Access predefined calculations by completing the following steps:
Ribbon: Inquiry Objects > Inquiry Objects
1. Click on Calculations.
2. Click the checkbox in front of the calculation to add.
3. Click OK.
4. View the added columns in the report data set:
Note: Not all templates have predefined calculations.
Predefined Calculations – 112.1
Reporting User Guide
Page 76 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview
Calculations can be used to provide variances, aggregations or Key Performance Indicators that are
not directly available in your ERP system data. In addition to calculations, you can also create custom
columns (refer to QRA 112.3)
There are four types of user defined calculations:
Static Calculations
Dynamic Calculations
Cross-Dimensional Calculations
Conditional Calculations
Each active calculation appears as a column and can be manipulated like any other report object:
you can move it, format it and even base other calculated items on it.
Static Calculations A static calculation is based on specific data regardless of filter selections. Create a static calculation
by completing the following steps:
Ribbon: Inquiry Objects> Inquiry Objects
1. Click Calculations.
2. Click New.
3. Enter a Name – use a unique name to identify the calculation; this also serves as an identifying
‘short code’ that you can type directly into a filter.
4. Enter a Caption – this is the column heading.
Note: Use \n to indicate a new line to split the heading into two (or more) lines (that’s backslash
and lower case n).
5. Category - the tab under which the calculation will be stored; by default calculations are in the
category ‘User Defined’.
6. Click Define.
7. Un/tick the checkbox to not/always perform this calculation:
User Defined Calculations – 112.2
Reporting User Guide
Page 77 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
8. Click the drop-down and select an element (filter).
9. Double-click to select an item.
Note: Within the field click the Search tab to select from a list of items not displayed in your on-
screen report.
10. Click or type the operator.
11. Repeat as necessary to build the calculation (screen shot on next page):
12. Click OK, OK and click the checkbox to activate the calculations. Click OK.
Reporting User Guide
Page 78 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Dynamic Calculations
A dynamic calculation is based on filter selections so that when the filter selections change, the
calculation updates dynamically. Create a dynamic calculation by completing the following steps:
Ribbon: Inquiry Objects> Inquiry Objects
Note: in this example, we’re going to subtract year: year in position 2 in the filter minus year in
position 1 in the filter:
1. Click on Calculations.
2. Click New.
3. Enter a Name – use a unique name to identify the calculation; this also serves as an identifying
‘short code’ that you can type directly into a filter.
4. Enter a Caption – this is the column heading.
Note: Use \n to indicate a new line to split the heading into two (or more) lines (that’s backslash
and lower case n).
5. Category - the tab under which the
calculation will be stored; by default
calculations are in the category ‘User
Defined’.
6. Click Define.
7. Click Functions (fn(x).
8. Click the element (Year):
9. Replace the ellipsis - type the number that
depicts the position in the filter.
10. Click the operator.
11. Repeat steps 7-10 for the other side of the
expression:
12. Click OK.
13. Click OK.
14. Click the checkbox in front of the calculation to activate it:
15. Click OK.
Reporting User Guide
Page 79 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Cross Dimensional Calculations
A cross-dimensional calculation is based on two or more fields, such as a period number and a
ledger type and appears in each of the filter used. Create a cross dimensional calculation by
completing the following steps:
Ribbon: Inquiry Objects> Inquiry Objects
Note: in this example, we’re going to subtract Actual amount from the Budget when the period is
year-to-date for period 12.
1. Click on Calculations.
2. Click New.
3. Enter a Name.
4. Enter a Caption – this is the column heading.
5. Category - the tab under which the calculation will be stored.
6. Click Define.
7. Click the element Ledger and select Actual.
8. Click the element Period and select YT12 (year-to-date for the last period of the year).
9. Click the operator minus (-).
10. Click the element Ledger and select Budget.
11. Click the element Period and select YT12.
12. Click the operator minus (-).
13. The resulting calculation looks like this:
14. Click OK, OK; click the checkbox to activate the calculation:
15. Click OK.
Reporting User Guide
Page 80 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Conditional Calculations
Conditional calculations allow you to define formulas based on specific conditions. You can base the
condition for the calculation on items such as date range, specific accounts, ledgers or currency.
Create a conditional calculation by completing the following steps:
Ribbon: Inquiry Objects> Inquiry Objects
Note: This example steps through creating calculations to increase amounts based on account
numbers to be used for next year’s budget.
1. Click on Calculations and click New.
2. Enter a Name – use a unique name to identify the calculation.
3. Enter a Caption – this is the column heading.
4. Category - the tab under which the calculation will be stored.
5. The default will be the amount with no increase:
a. Click Define.
b. Select the element Ledger.
c. Double-click the ledger value to select.
d. Click OK.
6. Create conditional overrides:
a. Click New to definite the first condition.
b. Click Sections option.
Simple Condition (i.e. Account 6001)
Value List Condition (i.e. Accounts 6001,6002,6060)
Range Condition (i.e. Accounts 6002:6004)
c. Select element from drop-down (i.e. Object Account).
d. Select from options:
e. Use And/Or logic when there are multiple conditions:
f. Click OK after the conditions are specified.
7. Click OK, Activate the calculation and click OK.
Reporting User Guide
Page 81 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Consolidate Conditions You can create conditions at a detail level based on a column that isn’t included in your report.
Example: the condition is based on the account number, but the report is displayed at the
department level, which requires that you remove Object Account as a column.
Accomplish this by completing the following steps:
Ribbon: Inquiry Objects> Inquiry Objects
1. Click Calculations.
2. Create the conditional calculations.
3. Click the option to Consolidate Conditions.
4. Remove object account as a column for this result:
Execute Calculations for Percentages or Averages For percentage or average columns, select to Execute Calculation for row.
Reporting User Guide
Page 82 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Calculation Precedence
The order in which calculations are performed is listed within the Calculation Precedence dialog.
Since you can create row-based (refer to QRA 113, 2) and columnar calculations, it is sometimes
necessary to specify the precedence when these intersect.
Change the execution sequence by completing the following steps:
Ribbon: Inquiry Objects> Inquiry Objects
1. Click Calculations.
2. Click the Precedence button.
3. Uncheck Automatic.
4. Use the arrows at the bottom of the screen to correctly sequence the execution of the
calculations:
5. Click OK.
Reporting User Guide
Page 83 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Custom columns allow you to perform calculation functions using label columns, numeric columns
(such as Lead Time) and dates (such as Requested Date). Custom columns can be combined with
other calculations or based on conditions: e.g. print the text ‘requires attention’ when the number
of days late is greater than 2.
Custom Column Types
Fixed Value Functions:
Date (Fixed): create a column that shows a specific date in all rows.
Date (Today): create a column that displays the current local system date.
Numeric (Single): create a column that shows a specific value.
String (Single): create a column with text.
Date-based Calculations:
Days Back: count back from a given date by a specified number contained in another
column.
Days Between: display the difference between any two given date columns.
Days Forward: count forward from a given date by a specified number that is contained
in another column.
Date (Maximum): returns the maximum date from a list of dates.
Date (Minimum): returns the minimum date from a list of dates.
Aggregation Functions
Average: returns the average value of a numeric column.
o Average - excludes null values
o Average (Including Nulls)
Count: returns the number of values in the selected column.
o Count (excludes null values)
o Count (Including Nulls)
o Count (Unique) counts only unique values
o Count (Unique) (Including Nulls)
Maximum: return the highest numeric value in the selected column.
Minimum: return the lowest numeric value in the selected column.
Total: return the sum of the selected column.
Calculations: Custom Columns – 112.3
Reporting User Guide
Page 84 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Create Custom Columns
Create a custom column by completing the following steps:
Ribbon: Inquiry Objects> Inquiry Objects
1. Click Calculations.
2. Click New.
3. Enter a Name – use a unique name to identify the calculation.
4. Enter a Caption – this is the column heading.
5. Category - the tab under which the calculation will be stored; by default calculations are in the
category ‘User Defined’.
6. Click Define.
7. Click fn(x), MoreFunctions:
8. Click the drop-down to select Type (in this example, select Days Between).
9. Click the drop-down and select from available items.
10. Click OK.
11. Click OK.
12. Click OK.
Reporting User Guide
Page 85 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
13. Click the checkbox in front of the calculation to activate it.
Reporting User Guide
Page 86 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview A hierarchy enables you to define and customize the row structure of a report by grouping data. You
can also create row-based calculations within the hierarchical structure either to display or use for
other calculations.
You can utilize existing hierarchical structures already defined within your ERP system by importing
them or you can create a user-defined hierarchy (QRA 113.2). Either can be used as a grid hierarchy
or a filter hierarchy (QRA 113.2).
ERP Hierarchies Available for Import The following predefined hierarchy structures are available to import from your ERP system:
Module Template Standard Hierarchies
JDE - General
Ledger
Balances Account Level of Detail (F0901)
BU Structure (F0050)
BU Style (F0006)
JDE - Fixed
Assets
Balances Account Level of Detail (F0901)
Asset Parent Child (F1201)
BU Structure (F0050)
JDE - Job Cost Balances Account Level of Detail (F0901)
BU Structure (F0050)
BU Style (F0006)
JDE – CAM,
Manufacturing
BOM Item Number/Parent Child (F3002)
EBS - General
Ledger
Balances FSG (Financial Statement Generator)
Account Hierarchy
Company Hierarchy
Department Hierarchy
Product Hierarchy
Sub-Account Hierarchy
Hierarchies: Import a Hierarchy – 113.1
Reporting User Guide
Page 87 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Import Grid Hierarchy Import a grid hierarchy from your ERP system by completing the following steps:
Ribbon: Inquiry Objects > Inquiry Objects
1. Click Hierarchies.
2. Click Import.
3. Choose the standard structure to import.
4. Make selections appropriate for the hierarchy structure.
Hierarchy Additional Selections/Information
JDE Account
Level of
Detail
a) Choose a business unit on which to base the chart
of account structure for aggregation purposes.
b) Click the Retrieve button to update the available
list. Specify which business unit you wish to use.
c) Default is the Model Chart of Accounts as
identified in InsightUnlimited Administrator.
JDE Business
Unit
Structure
a) Organization type
b) Click the Retrieve button to update the available
list.
c) Specify the structure to use.
JDE BOM a) Branch
b) Parent Item Number
c) Type
EBS Financial
System
Generator
(FSG)
a) InsightUnlimited validates the row set and displays
an error message depicting the type of error in the
EBS FSG. Errors must be corrected within EBS prior
to importing.
b) By default the row set formats import as defined
in EBS; uncheck to remove predefined formats.
5. Optionally, set the hierarchy to be dynamic.
Note: Dynamic hierarchies cannot be edited since they must be the same as the structure in the
ERP system.
Reporting User Guide
Page 88 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
6. If you choose dynamic, select dynamic parameters: Update After Load or Update Before Run.
7. Click Next.
8. Click Finish.
Reporting User Guide
Page 89 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview A hierarchy enables you to define and customize the row structure of a report by grouping data. You
can also create row-based calculations within the hierarchical structure either to display or use in
other calculations.
You can create user-defined hierarchies or import (QRA 113.1) and then edit the structure. Any
hierarchy can be used as a grid hierarchy or as a filter hierarchy.
Create User Defined Hierarchy Create a User Defined Hierarchy by completing the following steps:
Ribbon: Inquiry Objects>Inquiry Objects
1. Click Hierarchies.
From the Hierarchies dialog, you can:
Create New hierarchical structures based on a user defined specification.
Import hierarchical structures based on predefined data structures.
Edit existing hierarchical structures.
Export Excel exports the hierarchical structure and properties to Excel (after
created/imported).
Rename an existing hierarchical structure.
Remove an existing hierarchical structure.
Set hierarchy indentation, Expand/Collapse, and Zero Header display using the Grid
Options button.
Establish Calculation Precedence for any calculations within an existing hierarchy:
2. Click New to create a custom user-defined hierarchy.
3. Enter unique name.
Hierarchies: User Defined Hierarchies – 113.2
Reporting User Guide
Page 90 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
4. Select field(s):
5. Click OK.
6. Manually Create New/Edit Existing Entry (Right-click or use icons available in upper left):
Choose Type from drop-down:
o Label (define headings and rollup for totals)
o Normal (enter specific values)
o Calculations (create conditional or default calculations)
Name/Description Override
o Each entry must have a unique name
o Optionally override description for display
Display
o Always – e.g. a heading
o When Balance
o Never – e.g. a calculations used to develop a secondary calculation
Reverse signs
o Un/Check to de/select
o Reverses mathematical value and display
Roll values up into this one
o Un/Check to de/select
o Rollup to creates subtotal levels
7. Click OK for each entry.
8. Click OK when complete.
9. Click OK.
Reporting User Guide
Page 91 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Copy an Existing Hierarchy To copy an existing hierarchy, complete the following steps:
1. From the Inquiry Objects menu, select Hierarchies.
2. Select the Hierarchy you want to copy and select Copy.
3. Assign this copied hierarchy a new name.
4. A copied Hierarchy can also be used in RIO (Reusable Inquiry Objects).
Note: Calculated amounts and calculated columns associated with the original Hierarchy are
NOT copied to the new Hierarchy. They continue to be associated with the original
Hierarchy. Also, you can copy a Hierarchy across modules as long as the inquiry in the other
module has the same table/fields that are used in the original Hierarchy.
Search Functionality Use search functionality by completing the following steps:
1. Access the edit hierarchy dialog.
2. Type text or numbers in the search field.
3. The hierarchy nodes expand and the search results highlight in gray:
Reporting User Guide
Page 92 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Activate Grid Hierarchy
Activate the grid hierarchy by completing the following steps:
1. Click drop-down and select hierarchy from the Grid Hierarchy Filter:
2. Respond to the prompt to disable any active totals:
3. Click the green button on the right to turn off the hierarchy or select Off from the drop-down
list:
4. Click in the filter with the green button to get to the Visual Assist where you can filter the
hierarchy.
5. Three tabs are available:
Search - display items and select specific
Levels - display levels and select
Hierarchy - select and choose from drop-down
Reporting User Guide
Page 93 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Additional Hierarchy Options Activate grid options by completing the following steps:
1. Click the Grid Options button.
Modify the indentation for entire hierarchy.
Display header records with zero balances.
Enable the Allow Expand/Collapse setting to dynamically change the displayed results from a
summary view to a detailed view. This feature only has an impact if you have created
indented nodes in your hierarchy.
2. Check the Parent First check box will display the hierarchy the same way it appears in the Edit
Hierarchy dialog. This only has an impact if you have created indented nodes in your hierarchy.
Filter Hierarchies Filter Hierarchy fields can be used to filter data inquiry. By default, filter hierarchies are not
displayed in the selection area. Use Configurator (QRA 117.1) to add to the selection (filter) area.
Create a filter hierarchy by completing the following steps:
1. Create a single or multi-element hierarchy.
2. Click the State drop-down list.
3. Select Active Filter Hierarchy.
4. Use Configurator or Console filter layout to add to the filter section.
Drop the CONTROL: Drop Down Filter
Drop the Filter Hierarchy
Reporting User Guide
Page 94 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview There are two tabs available from the Format Hierarchy button to create/edit format styles for
Hierarchies and/or Hierarchy Levels. Build the complete hierarchy before formatting for best results.
Format Hierarchy Levels Define format styles at a hierarchy level so all nodes at that level are formatted a certain way by
completing the following steps:
Ribbon: Formatting> Format Types
1. Click Hierarchies.
2. Click the Hierarchy Levels tab.
3. Highlight the level you wish to format.
4. Click Edit to launch the Define Formatting Style Dialog where you can set the format style.
5. Refer to QRA 107.1 for more information about format options.
Format Hierarchies Define format styles for nodes in the hierarchy by completing the following steps:
Ribbon: Formatting> Format Types
1. Click Hierarchies.
2. Click the Hierarchies tab.
3. Use Windows options such as click, shift-click or ctrl-click to highlight multiple nodes to create
and apply a new format style.
4. Click New to launch the Define Formatting Style dialog.
Hierarchies: Formatting Hierarchies – 113.3
Reporting User Guide
Page 95 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
5. Refer to QRA 107.1 for more information about format options.
6. There are two formatting options that are specific to hierarchy nodes:
Label Indent – apply a row indentation separate from the hierarchy indentation.
Values Only – applies a border to the top or bottom of the value columns (so there is no need to
use conditional formatting to select values only)
Reporting User Guide
Page 96 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview A selector enables you to select a filter value via a drop-down list. It can be used instead of a
standard filter selection to create a column in your report. Some templates contain predefined
default selectors such as Current, Next, Last (with JDE); Currency and Set of Books are examples (with
Oracle EBS).
Benefit There are several benefits when using selectors:
Avoid unwanted column expansion.
Retain formatting when changing filter selections such as period/year.
Automatically change value columns related to the current selection(s).
Make calculations more dynamic.
Share between reports via RIO.
Naming Conventions Define naming conventions for your selectors as part of your Best Practices. Use the first two
positions to identify the relevant module and add consistent text to easily identify the use of the
selector. Selectors can be used throughout for drop-down filters, but most commonly used for
Period and Year.
Suggested Naming Conventions for JDE:
GLMTDPRDFXD – GL Month to Date Period Fixed
GLYTDPRDREL – GL Year to Date Period Relative
GLCUMPRDREL – GL Cumulative Period Relative
GLCUMPRFXD – GL Cumulative Period Fixed
GLITDPRDFXD – GL Inception to Date Period Fixed
GLYRFXD – GL Year Fixed
GLYRPR1REL – GL Year Prior 1 Relative
GLYRPR2REL – GL Year Prior 2 Relative
Suggested Naming Conventions for EBS:
GLPRDFXD – GL Period Fixed
GLYRFXD – GL Year Fixed
GLYRPR1REL – GL Year Prior 1 Relative
GLYRPR2REL – GL Year Prior 2 Relative
Selectors – 114.1
Reporting User Guide
Page 97 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
The following sections walk through creating selectors from scratch. If you subscribe to selectors via
Reusable Inquiry Objects (RIO), skip to the topic: Add Selectors to Filters.
Fixed Selectors Create a new fixed selector by completing the following steps:
Ribbon: Inquiry Objects> Inquiry Objects
1) Click the drop-down arrow on the Selectors icon.
2) Click Setup Selectors:
3) Click New.
4) Enter information into the New Selector dialog:
Field – the field on which the selector will be based
Name – a unique name for the selector (e.g. GLYRFXD)
Caption – the name displayed in the column header for the column created by the
selector
Note: <<CODE>> and <<CAPTION>> can be used to dynamically apply code/description
when used on the column:
5) Click Add to select values.
6) Click Fixed. (Note: Fixed Values are specific values, i.e. January, February, March;
Department 301, 302, 303; Year 2016, 2015, 2014, 2013, 2012.)
7) Manually enter values or use the Visual Assist to select them. (Note that this field does not
support calculated items, ranges, wildcards, etc.
8) Click OK.
Reporting User Guide
Page 98 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
9) Review the result:
10) Click OK.
11) Click Apply (only necessary to create the selector relative to this one).
Imported Value A selector based on an Imported Value gets data directly from your ERP system. Add an Imported
Value by completing the following steps (e.g. import Current Year):
Continuing from step 11 above
12) Click Edit (example is adding the value Current Year to the fixed selector).
13) Choose the Imported Value Type to import values from your ERP system.
14) Choose the item to import from your ERP system (in this example Year):
15) Click OK.
16) For ease of selection, move the imported current year to the top of the list.
17) Click OK.
Relative Selectors A relative selector is linked to an underlying fixed selector; when the current value of the underlying
selector changes, the relative selector is updated as well.
Create a relative selector that relates the prior year to the current year by completing the following
steps:
Continuing from Step 17 above:
18) Click New.
19) Complete field, name and caption.
20) Click Add.
21) Click Relative Value.
22) Click the drop-down and enter the Relation (e.g. last Year).
Reporting User Guide
Page 99 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
23) Select the underlying selector (i.e. GLYRFXD).
24) Click OK.
25) Click OK.
Add Selectors to Filters Once a selector is created or imported from RIO (Reusable Inquiry Objects), add it to the filter for the
relevant field by completing either of the following steps:
1. Type in the name manually into the filter (this is the only option in the case of JDE group
filters).
2. Use the Visual Assist:
Remove any unwanted selections from the filter
Click the Selectors tab
Click Find
Double-click to add the user-defined selector(s) to the panel on the right (no need to add
the ones that were originally available)
Click OK
Reporting User Guide
Page 100 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Change Selector Values There are several ways to change the value of the fixed selector. If there is a relative selector, the
related value is dynamically updated.
Change the value by completing the steps using one of the following options:
Option 1:
Ribbon: Inquiry Objects> Inquiry Objects
1) Click the drop-down arrow next to the Selectors icon.
2) Click Setup Selectors.
3) Highlight the selector.
4) Click the drop-down and select the new value.
5) Click Apply; the related value also updates.
Option 2:
Ribbon: Inquiry Objects> Inquiry Objects
1) Click the drop-down arrow next to the Selectors icon.
2) Click Choose Selectors.
3) Click the drop-down.
4) Select the value.
5) Click OK.
6) Both the value for the current year and related prior year are dynamically updated.
Option 3: (preferred)
Use Configurator functionality to add the drop-down selector as a filter on your report. Note that
you can also add selectors as drop-down filters for Console users.
RIO Options Complete the following steps to prevent recurrence of the message to update/not update RIO when
subscribing to these objects:
Ribbon: Inquiry Objects> Inquiry Objects
1) Click the drop-down arrow on the Selectors icon.
2) Click Setup Selectors.
3) Highlight the subscribed object:
4) Click RIO Options.
5) Select from the drop-down menu.
a. Available Values Only (does not update reusable object).
Reporting User Guide
Page 101 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
b. Available Values and Current Value (updates the reusable object).
Use in Calculations Selectors can be used as elements to create calculations. For example, the following selectors have
been added to the appropriate filter:
GLCUMPRFXD – GL Cumulative Period Fixed
GLYRFXD – GL Year Fixed
GLYRPR1REL – GL Year Prior 1 Relative
Create a calculation that compares current year to prior year for the selected cumulative (YTD)
period by completing the following steps.
Ribbon: Inquiry Objects > Inquiry Objects
1) Click the Calculations icon.
2) Click New.
3) Enter name (Example: YTDVARIANCE).
4) Enter Caption (Example: Year Variance).
5) Click Define.
6) Selectors are saved in the element (field) they were based on. Click the Period element from
the drop-down.
7) Double-click GLCUMPRFXD (if not displayed, click search):
8) Click the year element from the drop-down.
9) Double-click GLYRFXD.
10) Click or type minus (-) (be sure you’re outside the field name).
11) Click the period element from the drop-down.
12) Double-click GLCUMPRFXD.
13) Click the year element from the drop-down.
14) Double-click GLYRPR1REL.
Reporting User Guide
Page 102 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
15) Review the calculation in the top window.
16) Click OK.
17) Activate the calculation.
18) Click OK.
Reporting User Guide
Page 103 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview A Time Series provides the means to group data into multidimensional relationships based on any
combination of the across pivoted fields, e.g. Period, Ledger and Year. Use a Time Series to define a
time span and create time-based columns. This column set can be rolled forwards or backwards
within the defined time span.
Think of a Time Series like a ruler – with ticks on the ruler corresponding to Time Series elements.
This allows you to write Time Series reports such as:
Rolling period report such as a rolling 12 months
Rolling averages report
12 month report with (for example) 3 months actuals, 9 months budget
Summing reports – Sum from start, Sum to end
Create Time Series Create a Time Series by completing the following steps:
Ribbon: Inquiry Objects > Inquiry Objects
1. Click Time Series.
2. Click New Time Series.
3. Click Next.
4. Fill in:
a) Series Name – a descriptive unique name which becomes part of each named item in the
series
b) Caption – displays in the Time Series dialog
5. Click Next.
6. Double-click the Dimensions to be used in the Time Series.
a) Period and Year are the most commonly used.
b) Place the more frequently changed item above the less frequently changed item.
c) The Time Series creates calculations based on the defined time span.
7. Click Next.
8. Choose the Members to include for the selected Dimensions. Example: If Period is one of the
Dimensions, the members will be Period 1, Period 2, Period 3, etc.; if Year is a Dimension, 2012,
2013, 2014, etc.
9. Click Next.
10. Choose from the available default common calculations to be used in the time Series.
11. Click next and finish to complete the process.
Time Series – 115.1
Reporting User Guide
Page 104 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Common Calculations
Type Description
Current Item Creates a Time Series calculation that will display the current
position (starting point).
Next Item
Creates a Times Series calculation that displays the next
points on the Time Series from the Current Item.
Example: If the Next Items Steps = 3, three additional
columns are created denoting the next three periods.
Current= May 2013, 3 Steps = Jun 2013, Jul 2013, Aug 2013
Previous Item
Creates a Time Series calculation that displays the previous
points on the Time Series from the Current Item.
Example: If the Previous Items Steps = 3, three additional
columns are created denoting the previous three periods.
Current =May 2013, Steps 3 = Apr 2013, Mar 2013, Feb 2013
Prior Item
Creates a Time Series calculation that displays a point in
time that is X number of steps before the Current Item.
Example: If the Prior Item Steps is 12, then one column is
created that denotes a value 12 periods prior.
Current is May 2013, Steps 12= May 2011
Sum From
Start
Creates a Time Series calculation that sums all the values
from the start of the year.
Example: Current is May 2013, Level Year, YTD = Jan-May
Sum to End
Creates a Time Series calculation that sums all the values
from after the Current Item to the end of the year.
Example: Current is May 2013, Level Year, ROY = May-Dec
Rolling
Average
Creates a Time Series Calculation that averages the Current
Item and the number of steps back.
Example: A three month rolling average.
Current is May 2013, Steps 2 = Rolling Average for May, Apr and
Mar
Reporting User Guide
Page 105 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Using the Time Series After the Time Series is created, a toggle button will appear next to the Dimension filter in the
report. Clicking the button allows you to toggle between the standard filter and the Time Series
drop-down:
Use the drop-down list to choose the current item (starting point) for the Time Series. Changing this
point changes the content of your report and allows you to move your report window through
historical or future (e.g. forecast) data.
Revise a Time Series Revise a Time Series by completing the following steps: Ribbon: Inquiry Objects > Inquiry Objects
1. Click Time Series.
Note: The Overview tab shows the number of items named items and calculations contained in
the Time Series.
2. Highlight the Time Series (there can be more than one included in a report).
3. Click Edit Series to open the Time Series wizard and click Next.
4. Click Next.
Note: The Series Name and Series Caption fields can be updated from the Choose the Time
Series Name dialog.
5. Click Next.
Note: Delete and recreate the Time Series to add/remove dimensions.
6. Click Next and Finish.
To Revise Named Items in the Series:
1. Click the Named Items tab, click Edit, click Next.
2. Click either the Absolute or Relative radio button.
Note: Relative is the most likely choice.
3. Click Next.
4. Choose the Item from the Item drop-down list and revise No. of Steps.
5. Click Next and Finish to exit the wizard.
6. Click Finish to exit the wizard.
To Revise Series Calculations:
1. Click the Series Calculations tab.
2. Click the calculation to be revised.
3. Click Edit.
4. In the Edit Calculation dialog, revise the Caption and/or Steps field.
5. Click OK, OK.
Note: Un/check a Series Calculation to de/activate it.
Reporting User Guide
Page 106 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Use a Time Series in a Calculation Create a total for (as an example) a rolling 12 month report.
Ribbon: Inquiry Objects > Inquiry Objects
1. Click Calculations.
2. Click New.
3. Enter name (Example: Total).
4. Enter Caption (Example: Total).
5. Click Define.
6. Since a Timer Series is a set of calculations, select Calculations from the drop-down.
7. Highlight the items to include in the calculation (Click, Shift+Click).
8. Right-click and select Add.
9. Review the calculation in the top window.
10. Click OK.
11. Activate the calculation.
12. Click OK.
Result:
Note: Regardless of starting month/year selection, the total will always reflect the total of the 12
months.
Reporting User Guide
Page 107 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Charting and Graphing functionality is available in all 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, by Console users or by exporting to a .pdf.
Creating a Chart or Graph Add a chart or graph to a report by completing the following steps:
Ribbon: View > Chart Options
1. Click Show Chart.
2. Choose either Data & Chart or Chart Only. Note: The chart will display as a default vertical bar
chart.
3. Modify the chart as preferred by utilizing the other Chart Options button.
Charts & Graph Functions – 116.1
Reporting User Guide
Page 108 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Revising a Chart or Graph Chart Options
Click Chart Options to modify the chart using four tabs:
Chart Type
o Vertical Bar with Overlays
o Horizontal Bar
o Area line with Overlays
o Pie
o Donut
Appearance
o Chart Title (Text & Appearance)
o Axis Control
o Default Palette
o Display Units on Axis
o Show Legend
Series Options
o Plot Columns as Series (Rows on X Axis)
o Plot Rows as Series (Columns on X Axis)
o Display Values with Line Markers
Data Options
o Display all values as they are signed
o Show all values as positive
o Reverse the signs of all values
o Setup individual Divisors
Reporting User Guide
Page 109 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Standard templates are provided within each module. You can customize templates to address
unique business and user preferences. It’s easier to modify an existing template than to create a
new one from scratch. To have access to this functionality, you must have specific licensing for the
Configurator Module and also have capability assignments designated to customize templates via
InsightUnlimited Administrator.
De/Activate Columns Insert additional fields from available tables or remove fields from the available column list by
completing the following steps:
Option 1: From the Configurator Ribbon
Ribbon: Configurator> Configurator
1. Click the De/Activate button.
2. Click the plus (+) to expand the desired table.
3. Un/Check to De/Activate specific fields.
4. Click OK.
Note: Orange dot indicates field can be used as both a filter and a column; blue dot indicates the
field can only be used as a column and data limited by using the QBE line.
Option 2: From the Configurator Ribbon Ribbon: Configurator> Configurator
1. Click Filter Layout.
2. Click the More Filters button in the lower left corner of the screen.
3. Click the plus (+) to expand the desired table.
4. Check to add specific fields.
Note: Only fields that can be added as filters are displayed; those that can only be added as a
column are excluded from this list.
5. Click OK.
Configurator: Customize Templates – 117.1
Reporting User Guide
Page 110 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Option 3: From the Design Ribbon
Ribbon: Design> Layout
1. Click the Columns, Sorting and Grouping button.
2. Click More Columns.
3. Click the plus (+) to expand the desired table.
4. Check the field(s) to include (fields already in the template are not displayed).
5. Click OK.
Filter Layout Make changes to the filter layout by completing the following steps:
Ribbon: Configurator> Configurator
1. Click Filter Layout.
2. Add/Remove rows (left plus and eraser) or cells (right plus and minus) for up to 8 rows and 4
cells per row.
3. Add Controls (first drop the control, then the filter).
Drop Down Filter - to present the items in a drop-down list.
Hierarchy Filter – reserved for selecting hierarchies used in the report.
Information Filter – the filter is displayed on screen, but cannot be changed.
4. Right-click a cell for available options:
Remove - Removes the current cell.
Rename - Renames the label that will display with the filter.
Always Include Null Values – Includes all rows where the value is null; the word NULL
displays in the cells which can be modified in Inquiry Options.
Show Description Only - Available for drop-down filters. Shows only the description for
values.
Show Code & Description - Available for drop-down filters. Shows code and description for
values.
Show All (*) Member - Available for drop-down filters. Allows user to select all drop down
values.
Read Only - Allows the user to view the values in the filter, but the field is grayed out and
not input capable.
No Visual Assist - User can type in a value but there is no Visual Assist where the user can
select a value.
Lock Visual Assist - Locks the Visual Assist so that it only shows the values that have been
defined in the filter.
Reporting User Guide
Page 111 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Works with Groups (JDE) Create a separate cell for a single item from a group.
1. Expand the particular group in the selections area.
2. Drag and drop the selected item from the group onto a cell in the right-hand panel (example:
select Division and drop onto a cell).
3. Edit the group (next topic) to remove this item from the original group.
Edit existing group
1. Click the Groups button in the lower left-hand corner.
2. Select the group.
3. Remove the item used as a separate cell from the grouped field.
4. Click OK.
Reporting User Guide
Page 112 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Save as Template Save as a template by completing the following steps:
Backstage View: Save
1. Click the Save As Template selection.
2. Save the template in the relevant templates folder.
3. Click Save.
Grant Permissions to Template Grant Permissions to a template by completing the following steps:
Ribbon: Home>Documents
1. Click Manage Folders.
2. Right-click on the new template name.
3. Click Permissions:
Reporting User Guide
Page 113 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
4. Grant Permissions (refer to QRA 108.2):
5. Click OK.
Reporting User Guide
Page 114 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview Reusable Inquiry Objects (also known as RIO) is a repository within InsightUnlimited that allows you
to share elements (also referred to as objects) between reports.
Any change made to the element in RIO will be reflected in all reports that subscribed to it the next
time those reports are run. Objects that can be added to RIO are:
User Defined Captions
Format Styles
Calculations
Hierarchies
Selectors
Time Series
Working with Reusable Inquiry Objects (RIO) –
117.2
Reporting User Guide
Page 115 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Add an Object to RIO
To add an object(s) to RIO, they must first be available in the on-screen report. Add object to RIO by
completing the following steps:
Ribbon: Inquiry Objects >Inquiry Objects
1. Click Reusable Inquiry Objects.
2. Highlight Global in the right panel to add elements to be available regardless of environment;
highlight the specific environment (i.e. Test Environment) to limit accessibility to a single
environment.
3. Click New Folder to create a folder to organize the objects to allow for easy selection of all
multiple related items.
4. Highlight the folder where the objects will be stored.
5. Double-click each object in the left window to be moved to the right.
6. Click either Apply to apply the item or OK to apply the item and exit the dialog at the same time.
Note: A copied Hierarchy can be used in RIO.
Reporting User Guide
Page 116 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Subscribe to an Object in RIO You can select any available object from RIO to add to a new report or an existing report. Subscribe
to the object from RIO by completing the following steps:
Ribbon: Inquiry Objects >Inquiry Objects
1. Open the report in which you want to describe to the item.
2. Click Reusable Inquiry Objects.
3. If you have appropriate capabilities and permissions, you see both windows in the dialog;
otherwise, you see only the right window.
4. Click the folder to select all items within or click individual items for selection:
5. Click either Apply to apply the item or OK to apply the item and exit the dialog at the same time.
Modify RIOs Modify RIOs by completing the following steps:
Access the object in the same manner in which it was originally created.
1. Make the change.
2. Click OK.
3. Select appropriate radio button.
4. Click OK.
Cancel - Reverts to original as it exists in RIO.
Unsubscribe - Edit applies to the on-screen report only.
Keep Subscription - Option is displayed only if you are authorized to modify the User Defined
Captions in RIO; changes will be reflected in reports run subsequent to the change where this is
a subscribed element.
Reporting User Guide
Page 117 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Overview InsightUnlimited Console is an end-user tool to view reports as created by report writers or Designer
Express Developers. Console users can run inquiries/reports; execute links; print and export while
honoring security setup in your ERP system.
By default, a Console user does not have access to any filters or the QBE (Query by Example) line to
specify data selections. The report designer decides whether these capabilities should be given to
end users of the report. In addition to ERP security, the report designer can also limit the available
selections by using functionality such as drop-down lists and selectors.
Console Preview Mode
Preview how the report will look and work as if provided to a console user by completing the
following steps:
Ribbon: Console> Console
1. Un/Click the Console Preview button to toggle on/off.
2. Select Options:
QBE line – Same functionality as for a report developer (QRA 102.2)
Additional Selections – Selection Options (JDE Reconciler only)
Default Drill Link – As saved with report (QRA 111.1)
3. Report in console preview mode looks like this:
Designing for Console Users – 118.1
Reporting User Guide
Page 118 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
4. Re-click (toggle) the Console Preview button to return to designer mode.
Note: By default Console Users have options to:
Sort on a selected column (not available with ranking or hierarchies).
Hide/Show details (must have subtotals).
Filters and Controls Select filters and controls for Console users by completing the following steps:
Ribbon: Home>Options
1. Click Inquiry Options.
2. Click Filter Layout (you must be in Console Preview Mode).
3. Add controls (if used, first drop the control, then the filter).
Drop-Down Filter - to present the items in a drop-down list.
Hierarchy Filter – reserved for selecting hierarchies used in the report.
Information Filter – the filter is displayed on screen, but cannot be changed.
4. Select cell options:
Remove - remove the current cell.
Rename - rename the label.
Always include Null Values – Includes all rows where the value is null; the default displays
the word NULL (can be changed in Inquiry Options).
Show Description Only - available for drop-down filters.
Show Code & Description - available for drop-down filters.
Show All (*) Member - available for drop-down filters to select all items listed in the drop-
down filter.
Read Only - view the values in the filter but the field is grayed out and not input capable.
No Visual Assist – can type in a value but there is no Visual Assist to select a value.
Lock Visual Assist - locks the Visual Assist so that it only shows the values that have been
defined in the filter.
5. Add/Remove rows – left side plus sign to add; eraser to delete an entire row.
Note: new rows are added below the current row.
Reporting User Guide
Page 119 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
6. Add/remove cells – right plus and minus.
Note: you can have up to 8 rows, 4 cells per row for a maximum of 28 cells.
Tip: Add and remove cells for a more balanced appearance.
Work with Groups (JDE) Make a separate cell for a single item from a group.
1. Expand the particular group in the selections area.
2. Drag and drop the selected item from the group onto a cell in the right-hand panel (example:
select Division and drop onto a cell).
Define Loading Behavior The loading behavior is a way to communicate with Console users when their filters may have been
affected by the ERP security settings. Optionally define loading behavior by completing the following
steps:
Ribbon: Home>Options
1. Click Inquiry Options.
2. Click the General tab.
3. Select from the drop-down to provide a warning message:
4. Click OK.
Reporting User Guide
Page 120 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Design Considerations Define Consolidation Level and Structure:
Column Consolidation - Remove all the label columns you don't need and optionally include new
columns and totals that make sense.
Inquiry Structure - Define the way the value columns are created.
Filters/QBE - Limit the results of the inquiry by using the filters, the Visual Assist screens and the
QBE line.
Use Hierarchies and Calculations:
Hierarchies - Create a new hierarchy or import a hierarchical structure.
Calculations - Include calculations to represent variances, business ratios, proportions, and
many more functions needed by Console Users.
Dynamic Titles and User Defined Captions:
Dynamic Title - Create a static or dynamic title to reflect the inquiry’s contents. Remember that
the Console Users can’t choose to show or hide the titles, so you must do this for them.
User Defined Captions - Create meaningful User Defined Captions.
Column Headings – Customize column headings to best reflect the content.
Time Series, Selectors Filter Layout, and Linking:
Time Series and Selectors - Console Users have no access to format the report. Time Series and
Selectors prove to be extremely useful to maintain formatting.
Filter Layout - Use the Console Filter Layout tool to customize the number, type, style and
description of the filters available to Console User.
Links - Create custom links to give Console Users the option to drill down or across in the
reports.
Formatting and Charting:
Formatting - Create itemized formatting styles for your totals, headers and hierarchy entries to
achieve a finished appearance. Use conditional formatting and stop lighting to highlight critical
amounts.
Chart Configurator – Create meaningful graphs that add value to the final reports for Console
Users; when rolling out, show Console users how to create their own charts and graphs or
customize the ones you have created.
Reporting User Guide
Page 121 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Organization and Permissions Help your Console users by organizing reports into meaningful groupings:
Folders - Use folders to organize inquiries for Console Users.
Report Packs - Power Users can create report packs to group together all the reports that a
Console User needs for a given time period/task, even if the reports come from different
modules.
Permissions - Permissions (QRA 108.2) must be granted separately to folders, report packs and
inquiries to be accessed by Console Users.
Example:
Console users all have the Home tab and Quick Access Tool Bar. Filters, QBE line, drilldowns/links
etc. are available as defined by the report writer. Restatement and Budgeting tabs only display for
JDE users with the corresponding license:
Reporting User Guide
Page 122 of 122
©2011-2014 InsightSoftware.com International. All Rights Reserved.
Contacts
For more information regarding our products, please contact us at:
Email [email protected]
Web www.insightsoftware.com
Customer Support
For product support, please create a case with our Customer Support Department.
Support Portal http://supportportal.insightsoftware.com/
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.
Further Information