Product Documentation

Double group by layouts are prepared by first designing a summary field, with two fields selected as the object of the summary list. For example, you may prepare a Summary report using the Assigned to and the Product fields. Any filters may be applied to this report.

To prepare a Double Group By layout report, choose the Create layouts for existing reports from the Query / Report Options list and press the GO button. After pressing the radio button Double Group By Report at the top of the screen, you will see the following:

Preparing a double group by report

To prepare the report:

• Decide whether the titles for are to be rendered are in the columns or rows of the report. If you alter this value, then it has the effect of swapping the rows and columns on the final report. Notice that the image that portrays the style of the report changes to represent your choice
• Within the field Select report to run, you will see a list of all the Summary reports that are possible to select. These will all be Summary reports that have two fields selected for the summary. The report for your layout must exist before you create the layout
• Enter the text for the report header and for the legend to appear under the header
• For each of the report header, the legend, the column header and the data display, you can set the style of the output by using the button. When you hold your mouse over the button, you will see a summary of the style that is set. When you click on this button, you will see a pop up window where you can set the style


Setting the style of an element on a PDF report

• There are options in the form of checkboxes that allow you to suppress empty columns and empty rows on the report output
• Next there is an option that you can check to automatically compute totals for the report. If you turn this on, then totals for both the rows and the columns of the report will be generated
• You are able to create complex, multi-line headers above the columns of data, using the capability in the Optional Report Headers section. You define the number of header rows, and then for each row you can define how many individual headers you require, and how many columns each of these will span. Please be careful to calculate these numbers accurately, as ExtraView does no checking and incorrect calculations will lead to strange-looking results. The diagram on the screen shows how the optional headers will appear
• When you have completed the screen, Save the report. Note that you cannot run the report directly; it must first be placed in a container report before you can run it and output it to a PDF.

Example Double Group By Report

First create and save a summary report. For our example, we create a Summary report with both Assigned To and Status selected.

Now we will place this report onto the layout:

Sample Double Group By Report

Notice how we supplied the report to run as Assigned To by Status as the report to group the results in a matrix form. If we add total, and some style information, then save the report, then include into a container report, and run the container report, we will see results similar to this:

Sample Double Group By Report