Evolve User Manual - Report Configuration
Evolve User Manual - Report Configuration
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How to View Report on FastReact Evolve
Main Report
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Report Group
Variant Reports
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Report Name
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Report Configuration is used for data sorting, subtotal, page break and filtering. This can be used to insert page header and report de-
scription as well.
Column data
type
Report Configuration—Type & Sorting
This column shows types of data contains within selected data fields. These
data types are:
T = Text (T15 means data type is text and field length is 15)
dd/MM/yyyy = Date (Date format depends on user PC’s date format)
N = Number (examples are order quantity, financial values etc.)
This column is used to apply data sorting. Ascending and descending both are
available. First click will set ascending sorting. Second click will set descending
sorting. Third click will remove soring.
Sorting can be applied on multiple columns. In that case soring priority need to
set by placing column sequentially as per priority.
Sorting must use to apply subtotal. Multiple columns can have subtotal at the same time. There are 5 types of subtotal. These are:
Subtotal: This subtotal is used most widely. Subtotal row is showed on report after details.
Split Subtotal: All details will be shown first, then all subtotal values will be shown together.
Weekly Subtotal: This can be applied only on date. When used, dates will be grouped by week then show subtotal.
Monthly Subtotal: This can be applied only on date. When used, dates will be grouped by month then show subtotal.
Subtotal
Split Subtotal
Report Configuration—Subtotal
Weekly Subtotal
Report Configuration—Subtotal
Monthly Subtotal
Report Configuration—Subtotal
Monthly Subtotal
Report Configuration—Page Break
This is page break. In order to use this, sorting and subtotal must apply. Page break can be used on multiple columns.
Examples:
Page 1
Page 2
All products are starting with new page as shown on above examples.
Report Configuration—Filter
Type Column: This is used in conjunction with “filter from” and “filter to” columns. Multiple data can be filtered or excluded by using this.
Please note that order code has multiple parts separated by :: i.e. P-101::Black::UK. Here P-101 is “Base Code”, Black is “Code Part 2” and UK is “Code
Part 3”.
Report Configuration—Filter
ABC ABC
Rows where the field value is in the ‘Filter from’ – ‘Filter to’ range, or where the field value matches the
Exclude
‘Filter from’ (including wild-cards) will be excluded from the report.
Multiple In-
Only rows where the field value is in the list in ‘Filter from’ will be included in the report.
clude
Multiple Ex- Rows where the field value is in the list in ‘Filter from’ will be excluded in the report. Such as shirts* pants,
clude this is limited to 15 characters.
Ability to show exact data from the multi select filter. Along with the Exact Include icon, ‘[*]’ square brackets
Exact In- are used to define the data included in the filter. For example, Filtering for “Bobbie”will also show “Bob”,
clude however using the filter, Exact Include, the user can filter for [Bobbie] and have only Bobbie displayed in the
report.
Report Configuration—Filter
OR
Note: With single exclude filter type, wild cards can be used.
Report Configuration—Filter
Above filter will only show P1000R and P10001B products on report.
Above filter will show all product except P1000R and P10001B products on report.
Report Configuration—Filter
Sometimes filter is used for a data, but result shows few more data which is very similar to filtered data just like below example.
In that case, Exact include filter will only show data which matches 100% with filtered data. See below example
Report Configuration—Filter
Number Filtering
Date Filtering
Below filter methods can be used as well with Date columns only
This will show order with delivery from last week to next week.
This will show order with delivery for current month only.
Preview First Page Only: When selected, will show only first page regardless of how many pages are there.
Skip Pages with no Valid Data: This works when include date range is used. When selected, any pages with no data will be re-
moved from report. i.e. planned output report. See below example.
When “Skip pages with no valid data” is selected, page 2 will be removed from report as this page does not have any data.
Suppress Zero: 0 values will be replaced with - or space. 0 replace value is defined on setup.
Before
After
Report Configuration—Options
Before “Hide Subtotal if only one item” Ticked After “Hide Subtotal if only one item” Ticked
Report Configuration—Options
Grand Totals
This works as filter ONLY for repeating cell used on reports. Means when dates are showing on columns and under those column
numeric values are displayed. See below example.
When “Skip report lines where no data appears in data range” is ticked, any row that does not have value on date columns, will be
removed from report.
Report Configuration—Headers & Description
Report Configuration—Save As
Save As
Any report can be saved by variant name with different filter and layouts. In order to save any report by another name, type desired report name on
Save As field then click on Preview/Print . See Below Example:
Printer Setup
Orientation
Printer
Setup
Default Printer
Report Configuration—Preview
Preview / Print
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1 Keep the report on the top of other window When enabled, multiple reports can be minimized and reopen at any time
4 Zoom from drop down list Zoom in or out by predefined zoom percentage
10 Page Left When columns can not accommodate on same page, date is moved to right is with
11 Page Right When columns can not accommodate on same page, date is moved to right is with
13 Build All Pages Show all pages on reports. This is useful when “Preview first page only” is selected.
Report Configuration—Preview
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Default printer selected on report configuration window will be used for printing. If print
15 Print Report
is required from other printer, right printer need to select from report configuration.
Green = Print
Red = Skip Print
Grey = No Page
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16 Cancel Print In the middle of report preview/print processing, this will cancel report preview/print.
17 Save Report Report can be saved on locked pdf or csv format. Csv will directly open on excel but
Report Configuration—Preview
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No. Icon Name Description
18 E-mail This Report Send report to other user. If report need to sent to someone but user name does not
Once click on
“Send Report”
below status will
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Select appear
User Preparing Report
Sending Mail
Report Sent
Write Subject
(Optional)
Write Message
(Optional)
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