tologo Dynamic reports

The 3D tab gives access to a number of dynamic reports: sets of fields that can be dragged and dropped onto a special "Pivot Grid" to quickly create an exportable report table.

 

 

Prefilter

Use the prefilter to decide which information to include in the report to begin with. Click the Prefilter button to bring up the Filter Builder.

 

Pivot Grid

The pivot grid is the framework into which the fields can be dragged to customize the table.

Click the down arrow button in a field to select the entries which will factor into the report by the values of that field.

 

 

 

The grid consists of five areas:

 

 

Sorting

By default, the table is sorted by the fields in the Row and Column Areas. Click the fields to switch between ascending and descending sorting.

You can also sort the table by the value of a specific row or column by right-clicking  the column's header and selecting Sort... by This Row/Column.

Select Remove All Sorting to return to the default sorting method.

 

 

 

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See also: 

Static Reports

Reports Icons