Collapsing and expanding folds
A report form's input objects are grouped together into different fold sections. Each of these sections can be opened (expanded)
or closed (collapsed) by using the "plus" or "minus" icon on the left hand side of each fold section's title.
When a fold section is expanded or collapsed, its state is saved by the application server and the next time you come
back to the same report, the fold sections will appear in the same state you last left them.
Input fields let you specify the search criteria for the data you want to obtain from the report. You can enter values into one or
several fields using the search screens or just type them in directly.
In certain types of input fields you can also type the names of your Virtual Units.
Some types of input fields allow entering lists of values, separated by commas (e.g. "ALICE, AD-4" for experiments).
It is then possible to include Virtual Units among the values in the list (e.g. "CMS, MY_EXPERIMENTS", where
MY_EXPERIMENTS is your Virtual Unit).
Another set of fields accepts ranges of values, which are specified by giving the lower and the upper bounds separated by a colon
(e.g. "47111:47114" for budget codes). Ranges can be open-ended, in such case a default lower or upper bound
is used. For instance ":47114" results in the selection of all budget codes from the beginning of the scale
up to "47114". Specifying "47111:" is equivalent to selecting all the codes above "47111"
inclusively. Be aware that by using open-ended ranges you may select a wide set of data and in turn produce a resource-demanding
Ranges and lists of values may be used together by including the range in the list (e.g. "AD-4:ALICE, CMS"
for experiments). The last example matches all experiment names that when ordered alphabetically are between
"AD-4" and "ALICE" inclusively as well as the "CMS" name.
Several ranges can also be specified, provided that they are separated by commas. However, it is not possible to specify ranges of
virtual units, since such expressions do not have an interpretation in the general case.
Question mark: context specific help
On the right hand side of most input objects, there is a question mark icon which gives you access to short online help
concerning the associated input object. The help screen is opened as a popup in a separate window.
Some input objects have a clickable label. When clicking on such a label a screen similar to the one shown on the left
hand side of this text is shown. Such a screen (also called "list of value" (LOV) or search screen) offers the possibility
to search for the exact term (e.g. a person, an organic unit, a budget code, an experiment etc.) if you only know a part
In the search field, you are allowed to use wildcards (the asterisk sign "*") to match several characters.
The "Search" button launches the search and the "Insert"
button or a double click on a line in the results list send
a value from the search screen to the corresponding input
In some cases, it is allowed to select multiple values
and send them back to the demanding input field. In such a
case, multiple values can be selected from the search
screen's results list by using Ctrl/Click or Ctrl/Space.
Output format selection
In most reports, there is the possibility to select a specific output format. By default the output of a report
is generated as HTML. Other output formats that are widely available are Excel, XML and PDF. In some reports you may
find very specific output options, e.g. related to different chart types that may be offered.
To change the output format, select the desired format in the dropdown list at the left hand side of the
report controls section as shown on the left.
Borders and "No Form"
The "No Form" input field allows to choose between
showing or not showing the report form when the report
results are shown in the HTML format. If the checkbox is
checked, the report results will be shown directly below the
report header and the form will not be available on the
The "Borders" checkbox allows switching the display of
borders in the results table on or off. The selection is
applied to the HTML output format and in most cases also to
Excel. However, the rendering of other formats like e.g. PDF
or XML is completely independent from this setting.
By pressing the "Columns" button, it is possible to make the column
selector screen appear (illustrated in the above screenshot). There you
find a list of columns that are available for selection. Choose the
columns you would like to appear in the report results and close the
column selector popup window by pressing "Ok". In the case, you want to
cancel your column selection, either close the popup window or click on
the "Cancel" button. In order to return to the default column selection,
you can use the button "Default Columns" at the bottom left corner of
the column selector window.
When the button "Ordering" is clicked, a popup window
with a layout similar to the one shown above is opened. The numbered
parts of the screenshot are explained below. In short, this screen
allows you to move the columns you want to order by from the left hand
side list to the right hand side list - either by using drag/drop or the
green buttons in the middle.
1) The first list shows all columns that are available
for ordering. They can be dragged over to the right hand side list or
selected and moved by clicking on the button with the green arrow.
2) In the right hand side list, all the columns that
are currently used for ordering are listed. The order of the columns can
be modified by using drag/drop.
3) The little green arrow next to each ordering column
indicates whether the column is used for ordering in ascending or in
descending order. The order direction can be changed by clicking on the
text "ASC" or "DESC".
4) When pressing the green arrow button, all columns
that have been selected in the "Available Column" list are moved to the
"Order By Columns" list. In order to select a column, simply click on
it. It will then get a grey background to indicate its selected state.
5) The "dustbin" button removes any selected column from
the "Order By Columns" list and makes it available again in the list on
the left hand side.
6) Potential error messages will be
displayed here. An error message may be displayed if more columns than allowed
are selected or if the order the order by columns have been put into is
not acceptable for the report.
7) Once you are happy with your column selection, you
can commit your changes using the "Ok" button. To cancel all your
changes you can close the dialog by using the "Cancel" button.
In most non-pivot reports, it is also possible to influence the
ordering by using the context menu which is available when clicking at
the header of the report results table:
If you right-click a column header in the results
table, you are presented with a context menu. If the column you clicked
on is already used for ordering, you will see in which order position it
is used and whether the order direction is descending or ascending. Then
you also have the possibility to toggle between ascending and descending
Otherwise, if a column is allowed to be used for
ordering, you have the possibility to set it as order column ("Set to
Order By"). This will erase any existing order column selection and
choose the selected column as only order column. If you want to add the
column as an additional order column, you should select "Add to Order
In the case that a column is not allowed for ordering,
the two latter menu entries are disabled and cannot be selected.
In reports offering the possibility to group the results using
horizontal (row) and vertical (column) groupings, an additional button
labeled "Grouping Layout" is available. Using this button, you can open
the pivot selection screen which looks like in the screenshot just
1) In the list "Available Columns", all the columns that are
selectable as pivot columns are listed. From there they can be dragged
to the two other list boxes. Alternatively, you can select the columns
you are interested in moving to the two other list boxes and have them
moved to the two other list boxes by using the two green arrow buttons
on the right hand side of the list.
2) In the upper right list box, the columns, that are used for column
grouping (X-axis of the results table), are listed. Their order can be
changed by drag/drop.
3) The list box at the bottom (middle) contains all the columns that
are chosen to be used as column groupings (i.e. they appear on the
Y-axis of the results table).
4) The green arrow pointing to the right moves any selected column
from the "Available Columns" list box to the upper right list box that
contains the column (X) groupings. Columns are moved to the bottom list
box which lists the row (Y) groupings by using the button with the green
arrow pointing downwards. Any column that is selected in either of the
two right hand side list boxes can be moved back to the "Available
Columns" list box by using the "Bin" button.
5) In addition to the selection of grouping/pivot columns, it is also
possible to select the totals you would like to appear in the report
results. Depending on the current selection of pivot columns, severable
checkable options are available. The most common option is "Grand Total"
which displays one big total line at the bottom of the results. If you
have selected some column groupings, the option to show right hand side
totals is also available. Otherwise, depending on the number of row (Y)
grouping columns additional options to show sub-totals for the first or
second grouping criteria are also available. If you require a more
advanced set of sums, you can switch to the expert mode by clicking on
the blue link above the check boxes.
If you want to have more control over the displayed totals and have some
background knowledge about group by SQL queries, you may want to switch the
totals selector into expert mode.
Depending on the number of available groupings, a single pattern is
represented by a sequence of 'N' and 'Y' characters. In the given example, a
sequence of three 'Y' represents the grand total, meaning that the sum for
all three group criteria available in the pivot control's 'simple mode' should be shown. The pattern 'NYY' represents the
sub total for the first grouping criteria. It means, that for every value of
the first grouping criteria (N = no sum), the combined sum of the second and
third column shall be displayed. The pattern 'NNY' means that for every
combination of the first and second grouping criteria, a sum shall be shown.
The length of each pattern composed of 'Y' and 'N' characters must have
a length of as many characters as group by columns have been selected.
All chosen sums are separated by commas and in order to find the settings
that fully suit your purpose, it is advisable to play a bit with the
different combination possibilities.
7) Potential error messages will be displayed here. Errors
may occur if too many columns are selected or if there is not at least
one grouping along the Y axis (bottom list box).
8) The different settings you have made can be committed by clicking
the "Ok" button. By using "Cancel" all changes are lost and the pivoting
settings remain in the state they were before the pivot selection screen
1) The "Store Report" button opens a popup window that allows you to
save the criteria you have entered for the current report. This enables
you to re-execute the report with the same set of criteria at any moment
by launching the report from your report folder (the place where all
your stored reports are saved). Storing the search criteria is also
necessary in order to schedule a report for an automatic execution.
2) Resetting the report clears all search fields as well as possibly
shown results and reloads an empty report form.
3) In order to launch a report - so that some results are fetched - you
have to use the "Retrieve" button. When launching a report, a
performance analysis is executed first. You will only notice it, if the
analysis reveals potential problems. In that case a small screen is
If you see this screen, it means that HRT thinks that the query criteria
you have provided are not sufficient to execute the report guaranteeing
an acceptable performance. You should then consider specifying more
criteria and re-executing the report. If the report is in a state that
it exactly has all the criteria you want and you get the above warning,
you can always opt to execute the report anyway by clicking the "Execute
this query" button at the bottom of the warning message. Note that
in such cases report execution times could be extremely high!