WinCross Executive Help

Reports

Reports is a third step of creating crosstabs and running reports and lets you create, edit, rename, run and delete reports as well as link and unlink datasets.

 

Filter to associated dataset

  • Choose the dataset for use with Reports from the dropdown list. To show all reports owned by or shared to the current user, choose None (show all reports) as your filter.
  • There must be at least one associated dataset to run or edit reports.
  • If there is only one dataset associated with the selected report, that dataset will be automatically selected for you if you choose Run Report or Edit Report.

 

Reports

The Reports list provides the Name and Owner for each Report owned by or shared to the current user.

  • Enable the Reports list check box for a single report or click anywhere on a report in the Reports list to highlight a single report to display Report Information or make changes to the selected/highlighted report.
  • Only one report can be highlighted at a time and the Report Information panel displays information about the highlighted report.
  • If you enable the check box for more than one report in the Report list, the Report Information for the highlighted report will display whether its check box is enabled or not. If no Report Information is displayed, a report in the Report list has not been highlighted.
  • A report becomes highlighted when either the check box for a single report is checked or you click anywhere on a single report in the Reports list.

 

Report Information

Report Information includes the name, description, number of crosstabs, title, subtitle, footer, run filter logic and status, last modified date and time, owner, crosstab count, linked datasets and sharing details for the selected Report.

 

Auto generate Excel file

  • The Auto generate Excel file check box provides a way to choose between generating an Excel report at run time or not.
  • The Auto generate Excel file check box is enabled as the WinCross Executive default.
  • If the Auto generate Excel file check box is enabled, the Save Excel to My Drive and Download to Excel options are presented with the WinCross Executive report results.
  • If the Auto generate Excel file check box is disabled, the Save Excel to My Drive and Download to Excel options are not presented with the WinCross Executive report results and the report cannot be saved as an Excel file without enabling this check box and rerunning the report.
  • Reports are generated more quickly when the Auto generate Excel file option is disabled.

 

Run Report

 

Edit Report

 

Edit Name/Description

  • Enable the Reports list check box for a single report or click anywhere on a report in the Reports list to highlight a single report.
  • Select Edit Name/Description at the top of the Report Information panel for the selected report.
  • Enter a new Name and/or Description.
  • Choose Save.
  • You cannot rename a report that is shared to you unless you were given Rename privileges by the Owner of the selected report.

 

Create Private Link

 

Linked datasets

The Linked Datasets list provides a list of datasets currently linked to the selected report.

 

Sharing Details

Sharing Details provides a list of other WinCross Executive users who have been shared to this Report and what privileges this user has to this Report.

  • You can assign or remove privileges for a report that is shared to another user by enabling/disabling the Read, Write, Delete, Export (Download) and Rename and then choosing Apply.
  • You can remove sharing privileges by choosing the Unshare Report option next to the user that is currently shared to this report.

 

Associates

Provides a list of users that you have added as your Associates.

  • You can share selected Reports to your associates, by choosing the desired Associate from the list and selecting Share to Associate.
  • You can share selected reports to all of the Associates in the list by choosing Select all. Only those associates that are confirmed users of WinCross Executive will be assigned sharing privileges to the selected report.
  • The newly shared report will now appear in the Sharing details list with Read privileges only, as the default.
  • Manage Associates will take you to My Associates where you can review, add or remove associates. Alternatively, you can select the My Associates option from the Account dropdown menu to review, add or remove associates.

 

New Report

  • Enter the report Name.
  • Enter the Description (optional) for the new report.
  • Select Create Report to create the new report and move directly to Edit Report where your report is built from one or more Crosstabs.

 

Delete

  • Choose Delete to delete the selected report. Use caution when deleting reports; the delete operation cannot be undone.
  • You cannot delete a report that is shared to you unless you were given Delete privileges by the Owner of this report.

 

Link Datasets

  • Allows you to link the selected report(s) to one or more datasets.
  • Select the check box for the desired report(s) from the list of reports.
  • Choose Link Datasets to display a list of datasets eligible for linking.
  • Select the check box for each dataset that will be linked with the selected report(s).
  • Choose Link Datasets to link the selected report(s) to the checked datasets.

 

Unlink Datasets

  • Allows you to unlink the selected report(s) from one or more datasets.
  • Select the check box for the desired report(s) from the list of reports.
  • Choose Unlink Datasets to display a list of datasets for unlinking.
  • Select the check box for the desired datasets(s) from the list of datasets.
  • Choose Unlink Datasets to unlink the selected report(s) from the checked datasets.

Related topics:

Tabulation Menu