MessageStats 7.8.1 - Reports User Guide

Table 9. Editing Options for Reports.
Type	Description
Edit Button	Allows you to copy the report to a different destination folder, move the report to a different location, rename or delete the report, or edit the report description.
Filters	Allows you to restrict the report content to specific information before the report is rendered.
Quick Filter Bar	Allows you to change filter options and regenerate the report. For more information, see Using Quick Filters .
Column Header	Allows you to add or remove fields in the report, and change group and sort options. For more information, see Changing Grouping OptionsChanging Grouping Options .
Edit Menu	Opens the Web Report Wizard to allow you to customize or modify an existing report.

Using the Edit Button

An Edit button is located at the right side of each folder and report in the file-based model. The commands available on the Edit button differ depending on whether the Edit button is accessed from a folder or a report.

For folders, the following commands are available:

Table 10. Folder-Level Edit Options.
Command	Description
Copy To	Opens a dialog box for you to define the destination of the copied folder.
Move To	Opens a dialog box for you to define the destination of the moved folder. After the report is moved to the new location, the original is deleted.
Rename	Opens a dialog box for you to rename the selected folder.
Delete	Prompts you to verify that you want to delete the folder.
Edit Description	Opens a dialog box for you to edit the description of the folder.

For reports, the following commands are available:

Table 11. Report-Level Edit Options.
Command	Description
Copy To	Opens a dialog box for you to define the destination of the copied report.
Move To	Opens a dialog box for you to define the destination of the moved report. After the report is moved to the new location, the original is deleted.
Rename	Opens a dialog box for you to rename the selected report.
Delete	Prompts you to verify that you want to delete the report.
Modify Report	Opens the Web Report Wizard to allow you to make any changes to the selected report, and save your custom report.

Selecting Report Filters

When you select the report you want to view from the treeview, you can select filters before MessageStats renders the report. After the report is rendered, there are two ways to change the filter options:

•

Select the Show Filters bar at the beginning of the report to change multiple filters.

•

Use the Quick Filter bar at the bottom of the report to further select specific data within the resulting dataset.

If you want to save a report query with specific filters applied, select the Save Report Settings option.

To select filters for a report

Open the report you want to view.

Define a period for the report (if applicable).

Identify operands and criteria for the filters you want to use.

- OR -

Leave the default filter values.

Click Apply Filters.

To change filter settings

Click Show Filters at the beginning of the rendered report.

Delete the criteria from a filter option to remove the filter.

- OR -

Identify other operands and criteria for new filters you want to use.

Click Apply Filters.

Using Quick Filters

Each report can have a Quick Filter bar at the bottom of the page. This bar does not scroll with the report.

This section explains how to create a quick filter for a report. For details about the Information button, see Viewing Report Information .

When you are using the DateTime filters, time is based on UTC, not local time.

To use Quick Filters

Select a field from the list.

Select a parameter from the following list:

Table 12. Parameters available for the report quick filters.
Parameter	Available IN	Description
=	All	The field value equals the criteria value.
<>	All	The field value is not equal to the criteria value.
>	All	The field value is greater than the criteria value.
<	All	The field value is less than the criteria value.
<=	All	The field value is less than or equal to the criteria value.
>=	All	The field value is greater than or equal to the criteria value.
like	All	The field value is like the criteria value.
is NULL	All	There is no value for the criteria field.
is not NULL	All	There is any value except NULL for the criteria value.
between	All	The field value falls between the two criteria that you define.
is in	All	The field value is in the criteria that you define. When using the is in operator, you can multi-select in the Select a Value dialog box by holding down the CTRL key and clicking the items you want. The selected items appear in the edit box as a list separated by semi-colons.
not in	All	The field value is not in the criteria that you define.
last	Date, DateTime	This operator allows you to select a time interval in the form nn uu, where nn is a number and uu is a unit of time. (For example, Last 5 Weeks, Last 3 days, and so on). The time interval is based on the current time.
most recent	Date, DateTime	This operator queries the database for the most recent entry for the specified field and then uses that value to find all records with a matching value. The value depends on the content of the database and is independent of the current time. “Most recent” could potentially mean a time long past, and remain unchanged until the database is changed.
today	Date, DateTime	Today = from 12:00 AM to the current time.
yesterday	Date, DateTime	Yesterday = from 12:00 AM to 11:59 PM yesterday.
this week	Date, DateTime	Start = Sunday of current week, End = today.
last week	Date, DateTime	Start = Sunday of previous week, End = Saturday of previous week.
this month	Date, DateTime	Start = 1st day of current month, End = today.
last month	Date, DateTime	Start = 1st day of previous month, End = last day of previous month.
this quarter	Date, DateTime	Start = 1st day of current quarter, End = today.
last quarter	Date, DateTime	Start = 1st of previous quarter, End = last day of previous quarter.
Quarters start January 1, April 1, July 1, and October 1.
year to date	Date, DateTime	This operator selects records with dates from January 1 of the current year to the current date.
contains	Description	The field value contains the specified criteria.
does not contain	Description	The field value does not contain the specified criteria.
starts with	Description	The field value starts with the specified criteria.
ends with	Description	The field value ends with the specified criteria.
does not start with	Description	The field value does not start with the specified criteria.
does not end with	Description	The field value does not end with the specified criteria.