Dynamic View Report

The Dynamic View presents a report based on premined table data. The structure of dynamic table data is derived from the Monarch data model, assigned to the document type. The data is put into the DS database during the indexing (filing) process.

On the Dynamic View Report page, you can modify the fields hierarchy, display and hide fields, apply dynamic filters, add calculated fields, joined fields and statistic fields. The resulting view definition can be saved to the DS database for reusing.

To display the Dynamic View Report, on the Document List or Report List page, click clip0017 on the Views toolbar, in the upper left corner of the page.

NOTE: The Dynamic View Report is available only under the Report Writing license.

The Dynamic View Report page is displayed. It contains the following items:

  • Views toolbar in the upper left corner of the Dynamic View Report page is the same as the one available on the Document List or Report List page. It contains the following icons:
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  • The toolbar in the upper right corner of the page:
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Use this toolbar to perform the following actions.

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Filter View Data

Click to open the Dynamic Filters dialog box, allowing you to specify additional search criteria, including several conditions.

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Calculated Fields

Click to add a calculated field.

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Join Data

Click to add a joined field.

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View Definition List

Click to load previously saved View Definitions and apply them to the current reports you are viewing.

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Save View Definition

Click to save the current View Definition, to load in the next session and apply it to different reports or allow other users to use it.

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Download current view data in CSV format

Click to export the Dynamic View Report to CSV.

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Export to PDF

Click to export the Dynamic View Report to PDF.

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Save

The Save dialog box allows you to save the current search to the database. If you save a search from the Document List page, the results of this search will be displayed only on the Document List page.

NOTE: You can use this option, if you have the Save Search privilege. Otherwise this button is not displayed on the screen.

 

  • Hierarchy Levels: The placement of column titles above the table represents the levels of fields' hierarchy. You can modify the hierarchy of fields, by dragging column headers to the space above the table. Data will be grouped by these columns. You can drag any number of column headers to any level. This allows creating different groupings of fields, to obtain the desired view of the report data. Use arrows to expand or collapse rows with data.

  • Statistic fields: After you assign a column heading to a  hierarchy level, you can add an aggregation field to the Dynamic View Report. Point to a column heading on any hierarchy level, and click the plus sign that will appear on the right of its name, to open the Aggregation dialog box.

  • View Report: Click this button to view a report in a new window.

 

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