Output Settings for Grid Reports — Enhanced Reporting - PremiumTier

The Output Settings dialog includes several options for setting up the reports that print from list windows — grid reports. In addition, the premium tier of enhanced reporting includes options for setting up export files and charts.

Using the premium tier of enhanced reporting, you can export the data itself to an Excel file — not just replicate the report format in Excel, as with using the grid report export to Excel.

You can also create pie and donut charts to analyze the data in graphic formats.

Designate output settings — enhanced reporting premium tier

1. To open the Output Settings window, hover over the in the upper right-hand toolbar. The Grid Settings menu opens. Note: The Employee Jobs grid used in the example has two system default settings, but some windows have none.

2. Click Output Settings, and that window opens. Note: You don't have to complete all fields in this window if you just want to generate a report.

3. Complete the Report Options fields as described.

   • Title: Enter the title you want to print under the organization name on the report.

   • Show Filter Details On Report: Checking this box causes the description of the filter to print just under the title.

   • Show Divider Between Rows: Check this box if you want the report to print with lines drawn between each detail line.

   • Show AptaFund Version: Check this box to print the software version in the report footer. This information can be very helpful if you need to talk with Harris Support about the report.

   • Paper Size: Select from letter or legal.

   • Page Orientation: Select from portrait or landscape.

   • Top, Bottom, Left, and Right Margin: Enter positive or negative numbers to adjust the top, bottom, left, and right margins of the printed report.

4. Complete the Export Options fields as described, if you want to export the data instead of, or in addition, to generating reports. Click here for instructions on generating the export file.

   • File Name: Enter the name for the export file.

   • Include Column Headers: Check this box to include column headers in the export file.

   • Delimiter: Select from comma, semicolon, colon, vertical pipe, tab, or custom. Note: If you select custom, you must then complete the Custom Delimiter field.

5. Complete the Default Field Formatting field as described.

   • Date Format: Select the date format you want to be used in the export file. Note: This selection doesn't affect the date format in reports, just in the export file.

6. Complete the Chart Options - Setup fields as described. Click here for more information on completing these fields.

   • Chart Title: Enter the title. If you leave this field blank, the default title will be in the following format:
     [Window Title] [Chart Data Aggregate] of [Data Field] by [Grouping Field].

   • Chart Type: Select from pie chart or donut chart.

   • Grouping Field: Select the field by which you want to sort the data. All columns in this window are included in this list.

   • Data Field: Select the field containing the data you want to show on the chart. The list contains applicable fields from this window.

7. Complete the Chart Options - Display fields as described. Click here for more information on completing these fields.

   • Chart Title Position: Select from top or bottom.

   • Chart Title Alignment: Select from center, left, or right.

   • Show Legend: Check this box to include the legend in the chart viewer and the PDF or image generated. The legend displays the grouping field items and the colors used for them in the chart. The legend is interactive in the chart viewer, allowing you to click on an item to hide and re-display slices.

   • Chart Legend Position: Select from top or bottom.

   • Chart Legend Alignment: Select from center, left, or right.

   • Show Slice Labels: Check this box to include the labels for the slices. If you check this box, complete the next two fields.

   • Pie Labels Position: Select from center, inside end, or outside end. We recommend outside end for readability if the chart will have small slices.

   • Pie Labels Alignment: If you've chosen to position the pie labels on the outside end, select from circle or column.

   • Show Slice Percentage: Check this box to show the percentage of the chart taken by each slice.

   • Chart Data Aggregate: Select from sum or count. For example, you'd likely want to use sum if you're charting salaries for different job classifications, whereas you'd likely want to use count if you're charting the FTE of positions for different job classifications.

   • Chart Data Sort: Select from

   • alphabetical — ascending or descending,

   • pie slice size — ascending or descending,

   • or pie slice value — negative to positive or positive to negative.

8. Click Save, and you're returned to the list window.

You're now ready to export the report to PDF or Excel, export the data to an Excel file, or generate a chart.

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