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MessageStats 7.8 - Report Pack for Lotus & IBM Notes User Guide

About the Lotus and IBM Notes Report Pack Preparing for Installation Configuring the Report Pack Database Management Setting Task Default Properties Creating Gathering Tasks Using the Reports Console Lotus and IBM Notes Report Descriptions Report Filter Definitions

Using the Treeview

MessageStats Reports use a treeview as the main navigational tool. The treeview contains folders that expand to reveal subfolders and reports.

When you select a folder from the treeview, the contents of the folder are displayed in the right pane in a file-based format. You can also select a report directly from the treeview.

The illustration to the left is an example of what the treeview may look like. Folders indicate a grouping of report information. Folders may contain subfolders or reports.

When you click on a report, the contents appear in the right pane.

Depending on your security role, you may not be able to see some of the branches of the treeview.

Using the Listview

MessageStats Reports use a listview model to display the available reports. When you select a folder from the treeview, the contents of the folder are displayed in the right pane in a file-based format.

 

The following table describes the interface elements of the file-based format:

 
Table 5. Information on the file-based report listing.
Element
Description

Folder Icon

Reveals the subfolders and files contained within the folder.

Report Icon

Displays the report in the right pane.

Name

Displays the title of the report. The title is also a hyperlink that you can click to display the report in the right pane.

Last Modified

Displays the date stamp of the last time the report was modified.

Author

Displays the name of the report author. For reports that are supplied with the application, the Author is blank. For Custom reports that you create, the report author is displayed.

Report Description

Displays a description of the report, if applicable.

n reports, n folders.

Indicates the number of reports and subfolders in the main folder.

Edit

Displays the Edit menu. For information, see Editing Reports .

Configuring Report Parts

Parts are report components that contain either text-based tabular information or graphs that can be included in certain reports. You can select the parts you want to include in a report, and the order in which they appear in the report.

To configure report parts
1
Select the My Reports node in the treeview, and click Configure Parts.
2
Select the report parts you want in the Part Library pane and click Add.
When you select a report part, the part definition is displayed below the Part Library pane. The parts you add are displayed in the Configured Part pane. You can rearrange the parts in the Configured Parts pane by selecting a part and clicking the Up or Down button.
3
Select a part in the Configured Parts pane and click Configure to select the settings for each part.
If you select the Show Part Header option, all parts are separated by a blue header line containing the Part name and description.
4
Enter the settings for the part and click OK.
5
Click OK to generate your report.
To remove report parts
1
Select the My Reports node from the treeview, and click Configure Parts.
2
Select the report part in the Configured Parts pane and click Remove.
3
Click OK to generate your report.

Viewing Report Information

Located at the lower-right of each report, there is an Information button that you can use to view the report options and notes for a selected report.

The following illustration shows an example of report information:

The following information is available:

•
Report Options include default filters and sort keys, as well as any quick filters and sort keys you selected using the Quick Filter options.
•
Report Details include a list of the report parts (tables and graphs) that comprise the report. This section also shows a list of the data sources and all the fields (and the field descriptions) that are used.

By determining the parts and data sources that comprise a standard report, you can use the information to create custom reports or custom graphs that show similar information, but with changes or additions to meet your own needs.

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