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Gloview Online Report Viewer - Release Notes

    Creating New Data Set

  1. Upload Data in Comma Separated, Tab Separated, Space Separated, | Separated or ~ Separated Fields
  2. Data should not be quoted
  3. First row of data file should contain columns and second row data types
  4. Date format can be selected while uploading - default is Date/Month/Year. You can select Month/Date/Year OR Year/Month/Date formats also
  5. User has option to enter name of Data Set to be created failing which name of file being uploaded will be used as Data Set name

    Updating a Data Set

  1. From Manage Reports page, choose Upload Data Set to add/replace data in the corresponding Data Set
  2. File should have the same data format as the original used for creating Data Set. Second row should not have Data Type
  3. Structure of file to be uploaded is given in the page for reference
  4. Set Field Delimiter and Date Format in More Options

    Manage Reports Page

  1. Click on Data Set name to go to Manage Reports page
  2. From Manage Reports page, choose New Report to create a new report in Edit page
  3. Click on Clone against an existing report to create a report as copy. Newly created report format can be edited by choosing Edit option as above.
  4. Date and Time of last update of Data Set is displayed in this page
  5. From Manage Reports page, choose New Report to create a new report in Edit page
  6. Choose Edit against an existing report to make changes using Edit page
  7. Click on Clone against an existing report to create a report as copy. Newly created report format can be edited by choosing Edit option as above.
  8. Date and Time of last update of Data Set is displayed in this page
  9. Newly created report is displayed on the left menu
.

    Edit Report Page

  1. Enter / Change report name and type
  2. In Reports Columns Selection tab all available columns for the Data Set for the user is displayed on left
  3. Columns can be moved to Selected Columns on right and back using Left/Right arrow combinations.
  4. Columns in Avaliable/Selected columns pane can be sorted alphabetically using sort button.
  5. Display order of columns can be set using Up/Down arrow of Selected Columns pane
  6. Choose Edit against an existing report to make changes using Edit page
  7. Display name, Alignment, Group/Sort option for the columns can be set for one or more Selected columns. Click on a column name to set these values
  8. Date format can be set for columns of Data Type date
  9. Decimal places and Display Summary can be enabled for columns of Data Type numeric
  10. Report Filters Selection tab shows Available Filters, Selected Filters and Filter Values
  11. Moving a Filter to Selected Filters enables it in Change Conditions
  12. Selected a filter in Selected Filter pane will display all possible values of the filter in Default Value pane. Selecting one or more values will filter the report with selected values.
  13. Filter conditions can be set for one or more filters
  15. Cross Tab tab lets you choose list of columns for which data is to be displayed in columns, List of columns which are to be shown under each of the Group Column.
  16. Select one or more columns in Group Column pane. Report will have columns from values of selected Group columns.
  17. Select one or more columns in Sum Column pane. Report will have values of these columns under each of Group Column values

    Viewing a Report

  1. Click on a Report name in the Left Menu or in Manage Reports Page
  2. Show Applied Conditions shows details of filters, grouping and sorting applied
  3. When Show Applied Conditions is clicked Hide Applied Conditions link is displayed
  4. Click on Show Filters to enable filter menu for each of text columns
  5. When filters are active Hide Filters link is displayed
  6. Click on Summary Report link to view only Grouped Columns with totals of summary columns. Detailed Report link is displayed
  7. Change Conditions link takes to a page to Change filter conditions, Grouping, Date Condition and Number Condition

    Exporting Data as PDF, Printable Html, Spreadsheet or CSV

  1. Click on Printer icon to view html page suitable for printing
  2. Click on pie-chart icon and fill necessary details to create graphs
  3. Click on Excel icon to export data to spreadsheet format
  4. Click on pdf icon and fill necessay details to export report to PDF format
  5. Click on a, icon to export report to Comma Separated Values format

    Change report conditions and view result

  1. From Report viewing page Change Conditions to change text fields, date fields and number fields filters and grouping options
  2. Report Filter Conditions shows list of filters enabled for the report. Selecting one or more values from one or more filters will apply the filters to corresponding fields
  3. Group Options shows list of columns which can be grouped in report. Move columns to be grouped to Selected Columns tab. For more than one group columns set display order as desired.
  4. Select date field name (all fields with data type date are displayed), From date and To date for applying filter to report
  5. Select number field name (all fields with data type numeric are displayed), lower range and upper range for applying filter to report
  6. For owner of report, option to Save changes permanently.
  7. Otherwise, filters and groupings are applied and results are displayed in the Report View Page

    User Management

  1. Click Add User link - enter Login Name, Password (twice) in Login Info and Name, Company Name, Primary Email, Alternate Email in Commercial Info tab
  2. Click on Login Name to view information about user
  3. Click on Edit to change Login and Commercial Information
  4. Click on Delete to delete the user
  5. Click on Permissions to enable/disable access to reports to the user

    Editing Reports Access to a User

  1. Data Sets are listed on the page
  2. If atleast one report is enable in a Data Set, it is selected
  3. Check box before each report name to enable access and Uncheck to disable access
  4. Save will store all access information for the user.

    Utilities

  1. Click on Letter icon on top right corner to compose emails to any address. Message will be sent to email mentioned in To address. No copy will be retained.
  2. Click on Calculator icon to access a calculator tool
  3. Click on ? icon to download Gloview user manual
  4. Click on x to log out of Gloview

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