Reporting
User Guide
Running Reports from outside of the Reporting
: Search Results Grid - Quick Reports
Search Results Grid - Quick Reports
The results of a search may be sent from the Search Results grid to the reporting tool for formatting. Where you want to use a frequently used Saved Search as the basis for a Quick Report you may save and re-use the Report Layout you design for use with this Saved Search.
To use the Quick Reports feature, activate the right-click menu available from any column heading in the Search Results grid, and select Quick Report.
The Report Manager will open. Select a Layout Template to use for the quick report. If you are using a Saved Search as the basis for the quick report and you have already designed a layout template for use with this Saved Search, then select that Layout Template.
Note:
Group sorting applied to search results (using the Enable Group Sorting menu option and associated functionality) will not be applied to Quick Reports generated from the search results.
After you have selected the layout template you want to use for your Quick Report, you will be asked if you want a default layout to be applied.
If you select Yes, the Reporting Tool will automatically place the fields in your Search Results grid into a system generated table placed directly in your Quick Report. Select this option when your search results grid contains a small number of fields.
If you are using a Saved Search and have selected a Layout Template which you have already designed for use with this Search then do not select Yes, as the Default Layout will overwrite your Layout Template layout.
If you would like more control over the placement of your search results grid fields in your quick report, then do not select the Default Layout.
If you selected the Default layout option, the columns displayed in your Search Results grid will be automatically placed in a system generated table on the report.
If you did not select the default layout option, you will be able to drag and drop the fields from your saved search from the Field List onto your Report Layout.
The Preview shown in a Quick Report includes all data supplied by the Search Results grid. Data Source, Scope and Run buttons are disabled in a Quick Report preview. Datasource is not required as the source of data for a Quick Report is the Search Results Grid. Scope is defined in the Search. Run is not required, as a Quick Report can be exported from the Preview, which in a Quick Report contains all of the data from the Search Results grid.
You may only save a Quick Report as a Layout Template, as there is no binding to a Datasource. Save your Quick Report layout so you may use it again for any Search Results grid where the Column Headings match, as the Column Heading is used to identify where to place Search Results on a Report Layout.
For example, the Search Results Column OWNER…
Will be placed in the Layout Template label mapped to the Field OWNER:
1974 to current year.
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