Common Features: Report Table

Once all the filters are set, you can generate a report by clicking the Generate Report button.

Figure 1

You can use the offered report features to

View the report in a full-screen mode;
Format cells and apply conditional formatting;
Change the table layout;
Select and arrange fields (table columns) and add new fields with calculated values;
Download the report for further thorough analysis.

Note

Flexmonster is embedded into Cargoo for data visualization purposes. This article aims to help you get acquainted with the interface and set the basic preferences.

Note

All report categories along with their special features are described in separate articles. For detailed information please check the respective articles.

View the Generated Report in Full-Screen Mode

To view the report in full-screen mode

Click the Full-screen icon.

Figure 2

Format Cells

To format cells

Select Format>Format cells.
On the pop-up window, from CHOOSE VALUE drop-down list select the columns you want to format.
You can select multiple columns if you want them to share the same formatting settings.
Click Apply/Cancel to confirm or cancel the changes.

Figure 3

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Apply Conditional Formatting

To apply conditional formatting

Select Format>Conditional formatting.
Select the + icon or + Add condition.
1. Set the desired condition for numeric values.
2. Using the drop-down menus, change the font type, size, and color.
3. Click Apply/Cancel to confirm or cancel the changes.

Note

Value formatting is only applicable to numeric values, yet font formatting is applicable to all value types.

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Change Table Layout

To change table layout

Select the Options icon.
Choose the desired layout format and set the preferences for GRAND TOTALS and SUBTOTALS.
Click Apply/Cancel to confirm or cancel the changes.

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Arrange Fields (Table Columns) and Add Calculated Fields

Select the fields you want to be included in the generated table or add new calculated fields.

Select Fields.
Choose the fields you want to be included in the generated report and select Add Calculated Field to add a new field.
In the Value Name field type in a new field name and select the formula you want to add.
Modify the formula using the Select Aggregation drop-down menu on the right side of the chosen option.
Drag and drop the chosen option to the formula section. Use the provided operators and functions to modify the formula or add more complex formulas.
To calculate only individual values, select Calculate individual values.
Click Apply/Cancel to confirm or cancel the changes.