What do the different tabs mean in the Report Wizard?
The Report Wizard is designed to walk you through the report creation process step by step. Each step is represented by a tab that performs a specific function like adding columns, creating a group or adding a chart. You may not use every tab for every report, but learning how each tab works is key to using the Report Wizard to its fullest potential! This article describes each of the different tabs in the Report Wizard.
1. The Report Wizard Tabs
Type: This tab is used to identify what kind of report you want to create by selecting a category and type of report. Once selected you can read a description of the report to be created and see an example layout of the report.
Definition: This tab is used to identify where the data for your report will come from in PowerSteering. Examples of this including a specific portfolio, a location in the work tree or a specific set of work types. You can also identify whether or not you want archived work to appear in your report.
Columns: This tab is used to identify what data will appear in your report. You can also add a calculated field, Gantt chart and currency conversion on this tab's page.
Filter: This tab is used to set filters that can be used to limit information that is included in your report. These filters can be created so that the end user of the report can set them when they run the report, or they can be set so the report only includes certain information without any intervention by the end user.
Group / Sort: This tab is used to apply additional formatting to display like items together such as everything in a certain status or having a specific owner. You can also select sorting options such as ascending, descending or a custom sort that can use tag sequences.
Summary: This tab is used to add summary totals to a group or a column.
Layout: This tab is used to update the layout of the report to rename column headings, add color, change column widths and reformat dates.
Chart: This tab is used to add bar, line and pie charts to your reports. The chart will appear at the top of your report.
Details & Schedule: This tab is used to add a name to your report, set the location where it will be stored and set a schedule for the report to automatically create and send on a daily, weekly or monthly frequency.