Creating and Editing Reports      Back to Previous

Vector Securities provides a set of predefined reports for each module based on the most commonly requested analysis. The application allows you to customize existing reports or create your own custom reports. As noted previously, a report definition is comprised of two components:

·        Report Filter - conditions applied to the source data to determine the records eligible for the output results.

·        Report Template - the set of attributes and metrics defined for the output dataset along with the layout of the output (i.e., placement of the data elements as rows, columns or page by for a grid view or as series, categories or page by for a graph view).

When creating or customizing a report, you must have at least one filter condition and whatever data elements you need in the output to perform your analysis. The option to create a new report presents a blank report layout in design mode for you to work with. You simply drag and drop the data elements you wish to include in the output onto the template and define the conditions for the report filter.

·        Create a new grid report

·        Create a new graph report

·        Customize existing report

Create a Grid Report from Blank Definition      Back to Previous

Vector Securities includes a Advanced User Build Report Create Report option that provides access to design mode for a blank grid report definition. This option allows you to build your own custom report by defining the filter conditions and the data elements you wish to include on the report.

As noted in the Report Terminology topic, a report is comprised of a set of report filter conditions and a report definition which specifies the attributes and metrics included in the output and the layout (or presentation) of those data elements. When you access the Advanced User Build Report option, the following report design page is presented:

Create a New Graph Report from a Blank Report Definition      Back to Previous

Vector Securities includes a an Advanced User Build Report a Create Report option that provides access to design mode for a blank graph report definition. This option allows you to build your own custom report by defining the filter conditions and the data elements you wish to include on the report.

As noted in the Report Terminology topic, a report is comprised of a set of report filter conditions and a report definition which specifies the attributes and metrics included in the output and the layout (or presentation) of those data elements. When you access the Advanced User Build Report option, the following report design page is presented:

Customize an Existing Report      Back to Previous

When you run a standard predefined report from Shared Reports, the output is placed in your History List once it is completed. When you view the results from the Report Output page, you may customize the report as needed. You may add or remove data elements and modify the layout; you may also change the presentation to display the output in grid, graph or map view. You may apply these customizations directly from the Report Output page or by viewing the report definition from the Design mode.

When customizing a report from the Report Output page, you are working with live data and any modifications you make to add or remove attributes and/or metrics will regenerate a new output dataset as you do the customization. This is not an optimal utilization of the report resources.

Once you have customized the report to suit your business requirements, you may save the customized report to My Reports (for your own use) or your company shared folder in Shared Reports (to share with individuals in your workgroup). Once saved, the customized report is available to you as another report option within the application.