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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

Creating Custom Reports

You can create new custom reports to supplement the existing reports using the Web Reports Wizard. You must be a Report Author or higher to create new reports. For more information, see Setting Security .

The Web Report Wizard consists of several pages. You do not have to access the pages in order. To access a specific page, select it on the list of pages on the left side of the Web Report Wizard

To access the Web Report Wizard
•
Select File | New | Custom Report.
- OR -
Right-click in the treeview and select New Custom Report.

For more information about creating custom reports, see the MessageStats Reports User Guide.

Creating Custom Graphs

You can use the Graph Wizard to create custom graphs to supplement the graphs and charts available in the existing reports.

The Graph Wizard allows you to create bar charts and stacked bar charts, pie charts, XY graphs, and XY stacked area graphs. You select the data source and choose the fields that are used for the statistical data values, the category labels, and the series labels.

Bar Charts

Bar charts are useful for comparing data. They are also used to compare values across categories or to compare the contribution of each value to a total across categories (for example, stacked bars).

Pie Charts

Pie charts are useful for viewing proportions or percentages. They visually represent the contribution of each value to a total sum of data, or the component parts of a whole. A pie chart is used to show how a part of something relates to the whole.

XY or Line Graphs

A line graph is used to show continuing data; how one thing is affected by another. This kind of graph is used to show the effect of an independent variable on a dependent variable. Line graphs are useful for determining trends.

Determining Which Data Sources You Want

If you are creating a graph that is similar to a graph in one of the standard reports, you can view the data sources for the standard report and incorporate them into your custom graph.

To view the data sources in a standard report
•
Display the report and click the Information button in the bottom right corner.
To access the Graph Wizard
•
Select File | New | Custom Graph.
- OR -
Right-click in the treeview and select New Custom Graph.

For more information about creating custom graphs, see the MessageStats Reports User Guide.

Editing Reports

You can modify both the configured the reports and any custom reports that you create using edit and grouping functionality.

You can edit reports in the following ways:

•
Using the Edit button on the report listview
•
Selecting filters before rendering a report
•
Using the Quick Filter Bar at the bottom of the report
•
Using Save Report Settings to retain the filters, sort and grouping options, and any other modifications that you have made to a report, to facilitate the creation of subsequent reports with the same settings.
•
Using the column headers on the reports to change grouping and sorting options
•
Using the Edit menu on the toolbar to launch the Reports Wizard

The following table describes the extent of editing for each type:

 
Table 6. Functions used to modify 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

Editing Reports

You can modify both the configured the reports and any custom reports that you create using edit and grouping functionality.

You can edit reports in the following ways:

•
Using the Edit button on the report listview
•
Selecting filters before rendering a report
•
Using the Quick Filter Bar at the bottom of the report
•
Using Save Report Settings to retain the filters, sort and grouping options, and any other modifications that you have made to a report, to facilitate the creation of subsequent reports with the same settings.
•
Using the column headers on the reports to change grouping and sorting options
•
Using the Edit menu on the toolbar to launch the Reports Wizard

The following table describes the extent of editing for each type:

 
Table 6. Functions used to modify 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.

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