1 | Adding Report Views

This article is a step-by-step guide to adding Views in BackOffice. Views are the type of information displayed on the screen that can be used for Reports and other operational activities.

This article is a step-by-step guide to adding Views in BackOffice.

Views are the type of information displayed on the screen that can be used for Reports and other operational activities.

Prerequisites

To add and/or edit Views, Operators must have access to the Adding & Editing Views Functions
For this, open the Operator Maintenance window for the desired Operator and head to the Reporting tab
The Views section contains a variety of privilege flags which control whether or not the Operator can Add, Edit, Delete, etc.
The last flag, "Maintain My Views Only", can be ticked on to limit the Operator from changing the Views that another Operator created

Adding Views

Once the Operator has the proper permissions to update Views, they can access Views from within any Report or BackOffice component where Views can be edited by clicking on the View icon

A pop-up window called Views will then open where individual Views can be Added, Edited, Deleted, etc.

To Add a View, click on the Add View button which will open up a View Maintenance window

Fill in the Name of the View, Description, and select the Operators that will be allowed to use or update the View from the drop-down
The View Maintainance window is split into two sections
The left column consists of all the possible data columns that can be added to the View and the right side lists all the columns that have been already added to the View
To add a column to the View, either double-click the column, highlight the column and click the Add button or right click and drag the column to the right
To remove a column from the list, highlight the line and click the Remove button

If the Protected flag is ticked on, it will only allow the Operator who created the View to edit it
If the Do Not Autosize flag is enabled, the column width will be prevented from auto-sizing while displaying all the information in the screen

Additional Features

Option	Description
Totals	This means that the Totals row will appear at the top of the column
Sort	This will allow sorting the column in either Ascending or Descending order
Hide	A column marked with 'Hide' will be hidden within the Report View but can be used in Formulas
Chart	This determines the information that will appear on Charts for the Report View
Pinned	This means that the column will always display on the far left even when scrolling across the Report
Override Text	This will override the name of the column to a new given name
Add % of Total	It will show the percentage of a certain column
Add Formula	It will add formulas for the calculation