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Creating Customized Report Outputs

How to:

In addition to the choice of HTML, Active Reports, Active Flex, PDF, Excel, and PowerPoint output formats, you can create the following custom report output formats:


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Procedure: How to Create OLAP Reports
  1. Select the Format tab in the Control Panel.
  2. Click Pivot in the Navigation menu.
  3. Run the report.

Selecting Pivot generates output with pivot table features which invokes OLAP processing. The following image shows an example of an OLAP report.


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Procedure: How to Create Table of Contents Reports
  1. Select the Format tab in the Control Panel.
  2. Click Table of Contents in the Navigation menu.
  3. Run the report.

    A table of contents icon is displayed in the top left corner of the report output, as shown in the following image.

  4. Double-click the icon to display the Table of Contents pop-up menu, which enables you to select and view individual values of the first sort (BY) field, one value at a time.

    Drag the Table of Contents pop-up menu in any direction to view the report output, which is displayed behind the menu by default. Select a sort field to view values for that field. In the following example, clicking Espresso displays the corresponding report output.

    You can also select options to view the entire report or remove the table of contents.


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Procedure: How to Freeze Column Titles in a Report
  1. Select the Format tab in the Control Panel.
  2. Click Freeze in the Navigation menu.
  3. Run the report.

Selecting Freeze generates output with column titles that freeze (remain in view) when scrolling through pages of the report output.


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Procedure: How to Create Pages on Demand Reports
  1. Select the Format tab in the Control Panel.
  2. Click Pages On Demand in the Navigation menu.
  3. Run the report.

Selecting Pages on Demand displays one page of output at a time and provides a menu bar at the bottom of the report output, as shown in the following image, where you can select to view additional pages of output.


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Procedure: How to Create Accordion Reports
  1. Select the Format tab in the Control Panel.
  2. Click Accordion in the Features menu.
  3. Run the report.

Selecting Accordion creates expandable views of data for each vertical sort field by displaying only data values for the first vertical sort field when first viewing the output. You can manually expand your view to expose the data values of lower-level sort fields, as shown in the following image.


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