Report Output Format: HTML

The HTML output format provides the ability to freely arrange and sort data columns as well as expand and contract data detail.

To generate a report in HTML format:

  1. Select the required data parameters for the report.

  2. On the upper-right of the report panel, select the dropdown arrow of Run Report.

  3. Select Export as HTML.

Nota

HTML output is not available for all reports.

Report: Output Formats: HTML Features

The HTML Output option has several viewing features such as:

HTML Output: Sort Data in Ascending or Descending Order

The HTML output format provides the ability to sort data columns.

  1. Hover the cursor over the desired column header to highlight it.

  2. Select the column header title to sort the data in either ascending or descending order.

  3. Select the column header title again to sort the data in the opposite order.

    • The column header of the selected column remains highlighted. and

    • The arrow next to the column title indicates if the column is sorted in ascending or descending order.

Alternatively, use the Column Options Menu to sort column data. For more information, see HTML Output: Column Options Menu.

HTML Output: Arrange Data Columns

The HTML output format provides the ability to hide data columns from view.

To arrange HTML data columns:

  1. Select the data column to reposition and hover the cursor over the column header.

  2. Select the column header and drag the column to a new position.

    • The universal "No" icon sort_do_not_enter_symbol.png indicates an ineligible column position.

    • Green arrows and a checkmark icon sort_check_mark_symbol.png indicate an eligible column position.

  3. Release the cursor when the selected data column is in the desired position.

HTML Output: Hide Data Columns

The HTML output format of a report provides the ability to hide data columns from view.

To hide HTML data columns:

  1. From the on-screen report, use the Column Options Menu of a data column.

    See HTML Output: Column Options Menu for more detailed information.

  2. Select Columns from the menu to expand the available options.

  3. Select the column(s) to hide/view from the report display.

    • A check mark next to a data column indicates it is viewable.

    • Removing the check mark from a data column hides it from view.

HTML Output: View Collapsed Line Detail

Reports generated in HTML format initially display report data with the details collapsed. This allows the report to display an overview of the requested data.

To expand collapsed data:

  1. Select the arrow to expand the data line for more detailed information.

    • An arrow next to a data line indicates that there is more information.

    • Data appears in a hierarchy format, with the largest entity at the head.

  2. Select the arrow again to collapse the data line.

HTML Output: Column Options Menu

The HTML Column Options Menu is available for all data columns of an HTML report.

The Column Options Menu provides the ability to:

  • Sort data columns in ascending or descending order.

  • Hide/Show selected data columns.

To use the HTML Column Options Menu:

  1. Hover the cursor over the desired column header to highlight it.

  2. Select the down arrow that appears directly under the highlighted column title.

  3. From the Column Options Menu, select the preferred sort option -OR- select the column menu and deselect the checkmark next to the data column(s) to hide the column(s) from view.