{"id":21987,"date":"2024-02-15T14:48:40","date_gmt":"2024-02-15T22:48:40","guid":{"rendered":"https:\/\/docs.extraview.com\/v22\/book\/treegrid-reports\/"},"modified":"2024-02-15T14:48:40","modified_gmt":"2024-02-15T22:48:40","slug":"treegrid-reports","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v22\/treegrid-reports\/","title":{"rendered":"Treegrid Reports"},"content":{"rendered":"<p>Treegrid reports are similar in nature to column reports, but they are specifically designed to be used with hierarchical reports.&nbsp; The basic principles are:<\/p>\n<ul>\n<li>\n\t\tThe issues within each level of the hierarchy will appear as different rows within the report output<\/li>\n<li>\n\t\tThe issues are contained within expandable \/ collapsible sections within the report.&nbsp; Each level may be opened or closed with a single mouse click<\/li>\n<li>\n\t\tThe levels of the hierarchy are highlighted with indentations and background shading to aid the user in navigating over many issues<\/li>\n<li>\n\t\tThere is an option on whether the report output repeats the column headings at each level of the report, or only display the titles as a single row at the head of the report.<\/li>\n<\/ul>\n<p><img decoding=\"async\" alt=\"\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/treegrid-editor.png\" style=\"width: 90%;\" \/><\/p>\n<p>The selections within the report editor are similar to those within the Column report editor.&nbsp; The principal differences are:<\/p>\n<ul>\n<li>\n\t\tThe report option titled <strong>Display Titles at Each Hierarchy Level<\/strong>\u200b implements a distinct difference in the appearance of the report results.&nbsp; Without this option selected the report output may look like the following.&nbsp; When the same fields from each level of the report are displayed, they are consolidated into the same column of the report, and only one title row is displayed:<\/p>\n<p>\t\t<img decoding=\"async\" alt=\"\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/treegrid-no-titles.png\" style=\"width: 100%;\" \/><br \/>\n\t\t\u200bWith the report titles being repeated, the output will look like the following with titles appearing before each set of child issues.&nbsp; Each set of fields from each level of the report is displayed independently:<\/p>\n<p>\t\t<img decoding=\"async\" alt=\"\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/treegrid-titles.png\" style=\"width: 100%;\" \/><\/li>\n<li>\n\t\tWhen you have selected buttons (View, Edit, Quickedit, History or Delete) at any level of the report, they are consolidated and placed at the left-hand edge of the fields<\/li>\n<li>\n\t\tIt is recommended that you make use of the width option for each field to better present the fields across the report.&nbsp; This is accessed for each field by right-clicking the red button by each field within the report editor.&nbsp; Without choosing&nbsp;<strong>Display Titles at Each Hierarchy Level<\/strong>\u200b, only the widths at the parent level are recognized.&nbsp; When choosing this option, you may vary the field width for each field, at each level of the hierarchy:<\/p>\n<p>\t\t<img decoding=\"async\" alt=\"\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/field-popup.png\" style=\"width: 320px; height: 165px;\" \/><\/li>\n<\/ul>\n<h3>\n\tOutput to Adobe PDF, Microsoft Word, Microsoft Excel &amp; Text<\/h3>\n<p>There is a subtle, but useful difference when outputting a Treegrid report to these formats.&nbsp; First, reports are always output in Expanded mode as there is no equivalent to clicking on sections of the report to expand and shrink the sections of the report.&nbsp; Instead, ExtraView places a numerical outline at the beginning of the report rows, allowing the user to easily view the levels in the hierarchy.&nbsp; An example in Excel is:<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/treegrid-excel.png\" style=\"width: 90%;\" \/><\/p>\n<h3>\n\tAttachments on Treegrid Reports<\/h3>\n<p>Within the field list, there is an entry titled <strong>Attachments<\/strong>,&nbsp; When this is selected for output, you will see all the attachment metadata fields on the report output for each issue that has attachments.&nbsp; If this is too much data, you may select from the individual entries Attachment Name, Attachment Thumbnail and Attachment Description to output these individually.<\/p>\n<h3>\n\tSorting Fields on Child Levels<\/h3>\n<p>The sorting of fields at the base level of a hierarchical report is straightforward, and identical to the sorting of non-hierarchical reports, using the field selector where up to eight fields may be sorted.&nbsp; It is sometimes desirable to sort fields on the child levels of hierarchical reports.&nbsp; Consider the following output, where the&nbsp;<strong>Document #<\/strong> field exists at two child levels in a 3-level hierarchy.&nbsp; It should be clear why it is important to sort the&nbsp;<strong>Document #<\/strong> field at all levels of the report.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/hierarchical-report-sort-output.png\" style=\"width: 90%;\" \/><\/p>\n<p>This configuration is achieved through the field selector at the parent level of the report editor.&nbsp; You must place the ID # (ID) field as the primary sort order, and the field you want to sort on &#8211; D<strong>ocument #<\/strong> in this case &#8211; as the second sort field.&nbsp; Then you right-click on the red button of both sort fields and set the&nbsp;<strong>Hierarchy Level<\/strong> to a value of&nbsp;<strong> * All Levels *.<\/strong><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/hierarchical-sorting.png\" style=\"width: 60%;\" \/><\/p>\n<h3>\n\tFormatting of Fields on the Output<\/h3>\n<p>If the administrator has specified a specific style or format for a field, this will be utilized on the report output.<\/p>\n<h3>\n\tLog Area Fields on the Output<\/h3>\n<p>Log Area fields, such as a Comments field, have an additional option.&nbsp; This is a checkbox with the title <strong>Display Most Recent Entry Only<\/strong>. When this is checked, only the most recent entry in the Log Area field is displayed.&nbsp; You may want to provide an <strong>Alternate Field Title<\/strong> for the field to indicate that it&#8217;s only the most recent entry being displayed on the report.<\/p>\n<h3>\n\tMass Updates from Treegrid Reports<\/h3>\n<p>With permission, you may perform mass updates from Treegrid Reports.&nbsp; You will select one or more records from the output on the Treegrid Report and then click the <strong>Mass Update<\/strong> button.&nbsp; When you enter the mass update utility, you can select the column(s) you wish to update.&nbsp; However if your administrator has configured the option, you can select a saved set of Mass Update options within the Treegrid Report editor for use with the report.&nbsp; When a saved mass update filter set is selected, clicking the <strong>Mass Update<\/strong> button will then present the saved filters, preset on the <strong>Mass Update<\/strong> screen.<\/p>\n<h3>\n\tAdding New Child Issues from a Treegrid Report<\/h3>\n<p>To enable the addition of new issues at a child level within any Treegrid report, follow this sequence:<\/p>\n<ul>\n<li>\n\t\tUtilize a button that has been created by your administrator &#8211; for this example we will assume the administrator has created a button named <strong>ADD_CHILD<\/strong> within the data dictionary.&nbsp; We assume here this has a title of <strong>Add a Child Issue<\/strong>.&nbsp; This is created on the <strong>Labels \/ Buttons<\/strong> tab and has a display type of <strong>Button<\/strong>.&nbsp; Further, if the requirement is to pass down field values from the parent issue to the child being created, the administrator will use the<strong> RID BUTTON ACTION <\/strong>global attribute to specify which fields should be prepopulated on the child issue<\/li>\n<li>\n\t\tThis <strong>ADD_CHILD<\/strong> button will appear within the list of buttons in the report editor.&nbsp; Add this button to the report at the <em>child<\/em> level of the report hierarchy.&nbsp; This is the level at which the new child issue will be created<\/li>\n<li>\n\t\tWhen you run the report, there will be a new option at the <em>parent <\/em>level of each row on the report.&nbsp; This is seen by right-clicking the button on the mouse.&nbsp; There is a new option &#8211; <strong>Add a Child Issue<\/strong><\/li>\n<li>\n\t\tWhen this option is chosen, a window will popup to allow a new child issue to be added<\/li>\n<li>\n\t\tThe Treegrid report will be refreshed when you insert your new issue.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Treegrid reports are similar in nature to column reports, but they are specifically designed to be used with hierarchical reports.&nbsp; The basic principles are: The issues within each level of the hierarchy will appear as different rows within the report output The issues are contained within expandable \/ collapsible sections within the report.&nbsp; Each level&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-21987","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Treegrid Reports - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v22\/treegrid-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Treegrid Reports - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"Treegrid reports are similar in nature to column reports, but they are specifically designed to be used with hierarchical reports.&nbsp; 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