Let us discuss the various operations on the main menu of the Smart View.
The various actions that can be performed at the report level under 
are given in the table underneath:
Action Buttons:
| Button | Comments | ||||||||||||||||||||||||||||||||
| New | This helps to create a new report.
It takes you to the ‘Select Data Source’ screen to select a Query Object for your report |
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| Open | Opens previously saved smart report for editing.
An ‘Open Report Layout’ dialog will prompt for selecting the folder and report |
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| Save | Saves the settings of this report – data source, fields, groupings etc.
A ‘Save Layout’ dialog will prompt for report name and folder location (You can also see this option at the bottom-right of the report) |
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| Save As | Saves the settings of this report with a different name.
A ‘Save Layout’ dialog will prompt for report name and folder location (You can also see this option at the bottom-right of the report) Note: The report saved in Smart View is referred as “SMART” format in Intellicus. |
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| Data Source | Displays the Query Object used in this report | ||||||||||||||||||||||||||||||||
| Change Data Source | This enables you to choose another Query Object
(You can also see this option on the down arrow next to the Data Source name at the bottom of the report) |
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| Edit Data Source | Opens Query Object screen where you can edit the Query Object
(You can also see this option on the down arrow next to the Data Source name at the bottom of the report) |
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| Formula Fields | You can add a formula field to specify a formula expression that can use existing fields.
Properties like the formula field name, caption for the formula field to appear on the report, its return type, etc. can also be specified. This formula field can be treated like any other field on grid, chart or matrix in the report |
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| Refresh Data | Refreshes data under all views (reruns query to fetch data from server) | ||||||||||||||||||||||||||||||||
| Set Template | Shows predefined templates to apply to smart view. In Intellicus you can create your own template by adding your template code in JSON file that you will find in the below path:<Intellicus installation folder>ReportEnginetemplateschartscommon
Using templates, you can give different patterns to different values on X-Axis. For instance, you can show a pattern of cars for an X country, in the same chart a pattern of bikes for a different country. The images you add must be in SVG format.
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| Advanced Properties | Advanced Properties can be set at the report level to control the behavior of the reports each time they are executed. Advanced properties is enabled once a report is saved.
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| Export | You can export your report in MS EXCEL, ACROBAT PDF, COMMA SEPARATED, TEXT, MS WORD and MS POWERPOINT (license-governed) formats. Reports are exported in their respective native formats so that you can perform various operations supported in the above-mentioned tools.
The grid in our reports is exported as its equivalent table in Excel, Word, PowerPoint and PDF. The matrix is exported as a Pivot table in Excel and as a table in Word, PowerPoint and PDF. The chart is exported as a chart in Excel, Word, PowerPoint, and as an image in PDF Note: The chart types that are not supported in MS Office (Gauge, Counter, Tree Map, and Packed Circle) would be exported as images only. Currently, the threshold and negative color values (if applied) in our charts cannot be exported. Note: You cannot export maps in the current version of Intellicus. |
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| MS EXCEL, TEXT Options | General | Download Zipped File | Check/Uncheck | Check = Zip the file and download | |||||||||||||||||||||||||||||
| ACROBAT PDF, MS WORD, MS POWERPOINT | General | Download Zipped File | Check/Uncheck | Check = Zip the file and download | |||||||||||||||||||||||||||||
| Page Settings | Orientation | Select from options | Select either Portrait or Landscape.
Default: Portrait |
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| Paper Size | Select from options | Select from the list of standard paper sizes. Default: Letter | |||||||||||||||||||||||||||||||
| Height | Specify a value | Default: 11” | |||||||||||||||||||||||||||||||
| Width | Specify a value | Default: 8.5” | |||||||||||||||||||||||||||||||
| Margins | Specify values for Top, Bottom, Right and Left margins | Default: 0.3” | |||||||||||||||||||||||||||||||
| COMMA SEPARATED Options | Separator | Select (under Predefined) or Type yourself (under Custom) | Select the separator character to be inserted between columns in the CSV output | ||||||||||||||||||||||||||||||
| Enclosure | Select (under Predefined) or Type yourself (under Custom) | Select the enclosure character to be used to enclose each column value in the CSV output | |||||||||||||||||||||||||||||||
| Template | Select from list | Select an Excel template (from Intellicus>ReportEngine
>templates>excel location) to export report data to the first sheet of excel file. |
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| Include | Check/Uncheck | Select to export grid, chart, matrix or their combination data to CSV | |||||||||||||||||||||||||||||||
| Download Zipped File | Check/Uncheck | Check = Zip the file and download | |||||||||||||||||||||||||||||||
| Publish
(option is available in case of a saved report) |
When you publish a saved report, its output is generated and saved which can be opened and viewed in the future for a faster response.
You can publish a report in any of the available Report formats from under Report Format dropdown (HTML, ACROBAT PDF, COMMA SEPARATED, TEXT, iHTML, SMART, MS WORD, MS EXCEL and MS POWERPOINT). You can specify report location, name, access mode as Public or Private and date of expiry. Add Comment helps you add descriptive comments to your published report |
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| You can select to email your report as attachment or link (for saved report) or embed (in the email message body) in various formats. The different options available for each report format are as mentioned above under Export. Also, the report can be emailed as a zipped file if you check ‘Attach Zipped’ option under Options | |||||||||||||||||||||||||||||||||
| Upload | You can upload your report in various formats over FTP or Shared Folder. The different options available for each report format are as mentioned above under Export. Also, the report can be uploaded as a zipped file if you check ‘Upload Zipped option under Options. Intellicus supports both secure and passive modes of FTP | ||||||||||||||||||||||||||||||||
| Generate Link (you need to have system privileges for this feature) | Intellicus user can share the saved report to the non-Intellicus user by generating a link enabling a non-Intellicus user to view the Intellicus reports.
Select the output format in which the report will be available to the user under View Output in. The default value of output format is HTML. Other available formats are ACROBAT PDF, COMMA SEPARATED, TEXT, iHTML, SMART, MS WORD, MS EXCEL and MS POWERPOINT. You can optionally mention access code while creating a link. The access code must be provided to the user who accesses the link. You also have the expiry date of the saved report |
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| Locally: You can view or download the PDF depending on the Default Print Option (Navigate > Personalization > Preferences > User Preferences). The PDF can then be printed upon selecting a printer and printing options in your local network
Direct: You can directly print on the default set printer At Server: The portal can send request to the server for printing (on a configured printer at server) Direct with Comments: You can directly print on the default printer along with the comments added to your report |
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