Creating a Reporting Tree

1. In the Administration section , click on Reporting Trees in the left pane.
2. In the left-hand corner, click on Add New Reporting Tree.
   
   
3. In the Reporting Tree field, enter a name for the Reporting Tree.
4. In the Filter drop-down lists, select the Global Parameters you want to use as Filters.

5. Click on Confirm to finish.

Adding a Root Level Group and a Root Level Filter

At the group level, the filters you define are gathered on each level from the Root (Root Level Filter) into a group so that the hierarchy stays organized and easy to navigate. It is here that you create the Nodes that will compose your Reporting Tree.

1. In the Reporting Tree list, click on the wrench icon of the Reporting Tree you want to apply Filters to.
   
   
2. Click on Add Root Level Group to start defining the hierarchy of your Filters:
   
   

   1. In the Description field, enter a name for this group.

   2. In the second field, click on the paste icon to retrieve the value from the Description field or enter the name you want displayed in the tab of your Excel file.

   3. Tick the Distributable checkbox to make this Node and the Filters within this group available for the Distribution.

   4. Click on Save to finish the creation of your group.

   Note

   If needed, you can add a Group inside a Root Level Group by clicking on Add Group.

   

3. Click on Add filter to add Filters to the Group you have just created:
   
   
   
   
   1. In the Description field, enter a name for this Filter.
   2. In the second field, click on the paste icon to retrieve the value from the Description field or enter the name you want to be displayed in the tab of your Excel file.

   3. Use the prompt to select a value in the Global Parameters or enter your values. You can use wildcards to filter your values.

   4. Select the Distributable option to make this Node and the Filters within this group available for the Distribution.
   5. Click on Save to finish creating your Filter.
4. Click on Confirm to create your structure.

Editing Reporting Tree Filter Nodes

In the Reporting Tree window, click on Edit:

1. If needed, change the name of the Filter in the Description field.
2. In the second field, change the name that will be displayed in the tab (sheet) of your Excel file.
3. If needed, use the Prompt to select another value in the Global Parameters for the Filters.
4. If needed, tick or untick the Distributable checkbox to make this Filter Node available or unavailable to Distribution.
5. If needed, select the node and use the contextual menu to move Up, Down, Promote or Demote the node.
   
   
   Note

   ← Move up (up by one line within the node)

   → Move down (down by one line within the node)

   ↑ Promote (move to the parent)

   ↓ Demote (move to the child)

6. Click on Save to finish editing this Filter.
7. Click on Confirm to save your changes on the server.