Creating and Managing Report Pages One-click access to the most important displays and messages

Any combination of views, settings, filters, titles and annotations can be saved as a persistent Report Page. A single Report Page can be the opening view (Standard Edtion), or multiple Report Pages can be configured (Professional & Enterprise Editions) each with its own tab across the top of the Main Toolbar. Report Pages can also be displayed as buttons from the Side Bar Reports panel. If you are using Professional or Enterprise Editions, any number of different Report Pages can be configured, with individual or groups of Report Pages addressing the needs of different audiences among the users of your files.

If you close and save an Omniscope file displaying a configured Reports Page, this file will open next time in Reports Mode displaying the same Report Page. Users of the file simply page through the interactive Report Pages just as they would a presentation slide show. They can also use the forward and back screen arrows in the lower left corner Reports Navigator, or the right and left keyboard arrow keys (e.g. for live presentations) to page through their Report Pages.

Below is a high-level introduction to Report Pages; how they are created, modified and navigated. More detailed documentation of the commands related to creating and managing Report Pages is available under the Main Toolbar Reports and Page menu commands.

Creating Reports Pages

To create a Reports Page, click on Reports on the Main Toolbar and choose one of the three options available under the Create Page heading:

If you choose to create the new page from the current Omniscope configuration, the Create New Page wizard will display like this:

Page name: this name appears on a report tab at the top of the display, or a button on the Side Bar Reports Panel if you provide access to Report Pages there. Query State- preserves all filter settings and exclusions as persistent settings for the page View and layout configuration- preserves the open views and layout Variable states- if you have defined one or more assumption variables as part of formulae, this preserves the current value(s) of those variables as the opening value(s) for the page. Title: the title text that will appear at the top of the page...you can edit this at any time Annotation: explanatory text you enter that can be edited on the page at any time. Header or Background Image- enables you to add logos and image backgrounds

Apply default report layout: If you leave this box ticked, Omniscope will hide the View Toolbars and increase the margins around the views for a cleaner display. If you wish to preserve the existing settings, untick this box.

Once configured and named, each pre-defined, persistent Report Page appears anytime the user clicks on the top report tab, or the button next to the Report Page name in the Side Bar Reports Panel, or uses the Reports Navigator menu, which appears faintly in the bottom left corner of the display in Reports Mode (see Using the Reports Navigator below).

Configure Report Pages

The Main Toolbar Page menu commands provide many options useful for creating self-explanatory Report Pages. The commands on this menu can be used to configure many aspects of the current display, whether that display will eventually be converted to a persistent Report Page or not. If you make changes to the current view using Page menu commands, then close and save the file, it will next open with those changes preserved in the current display.

Page menu commands apply to each Report Page individually, and any changes must be Committed to become a persistent change, or Reverted to return the Report Page to its default configuration/layout. For options covering aspects of the look and feel of Report Pages that apply to more then one page, see the introduction to the Appearance command menu.

Using the Reports Navigator

The Reports Navigator menu appears in the lower left-hand corner of the display whenever Omniscope is in Reports Mode, meaning displaying a persistent Report Page. The Reports Navigator is faint until you mouse over it, at which point it appears clearly, with forward and back arrows pointing to either side of a reports document icon. Clicking on the forward or back arrows cycles through all the Report Pages already configured in the file. The same list as can be seen in the Side Bar Reports (or some other name if you have renamed the Reports heading) panel and under the Main Toolbar Reports Navigation section.

Clicking on the Reports Navigator document icon at lower left reveals a menu listing a number of report navigation, creation, layout and reset options.

Start; Next; Previous; Go to page...used to cycle through the Reports Pages already configured in the file. Administer all pages sub-menu: Commit all modified pages- makes all changes which you have made to your Report Pages persistent Revert all modified pages- returns all Reports Pages to their last persistent configuration Delete all pages- deletes all Report Pages currently configured

If the Commit and Revert modifications commands are solid, rather than greyed-out, it means that you have modified the current Report Page and must now either overwrite the previous settings with the new ones (Commit) or return the report to its original look, leaving the original settings unchanged (Revert). If the name of the Report Page is showing in red on the top report tab, this also means that you should either Commit or Revert your changes. If you have chosen to show the Side Bar Reports panel, these buttons also show in the Side Bar under the current Report Page whenever changes have been made to the current page, and the report titles will show in red until changes are either Committed or Reverted.

Reset Layout- returns the layout of the current Report Page to the default, with all the optional Show/Hide settings set to Show

Save file as...opens the Export file wizard with the tab set to .IOK/.IOM files.

Exit Report: Exits from Reports Mode and the Report Navigator menu disappears. Remember that it is usually better to Exit Reports Mode if not modifying existing Reports Pages. You can also Exit Reports Mode from the Main Toolbar Reports menu (see below) or from the Side Bar Reports Panel if you are displaying reports there.

Managing Report Pages

Commands required to manage all configured Report Pages are available from the Main Toolbar Reports menu. In addition to many of the same commands as are available on the Reports Navigator menu, the Main Toolbar Reports menu includes commands such as Commit and Revert all modified pages that operate on all Report Pages simultaneously. When the Reports menu is opened, the title of the current Report Page is shown at the top in bold italics.

For more detail, see the sections documenting the Main Toolbar Reports and Page command menus

Organising Report Pages

This refers to the functionality allowing Report Pages to be organised into named sections (or "groups"). To date, Report Page organisation has been implemented only in the Side Bar Reports Panel. To show the Reports panel, the right-hand Side Bar must be showing. However, the Side Bar Reports Panel is not displayed by default.

Use the Side bar button on the Main Toolbar to change this. Then, ensure the Reports Panel is ticked for display using the Devices drop-down on the Side Bar toolbar. When the Reports Panel is displayed, the Report Page tabs across the top of the display will disappear unless they have been explicitly shown. You can explicitly hide/show the Report Page tabs using the Appearance > Misc > Show report tabs option available from the Main Toolbar. For more information, see the Appearance menu commands..

Adding and administering report sections

The Side Bar Reports Panel must be expanded to show the Create new button at the bottom of the panel. Expand/collapse each device by clicking its title. Click Create new, choose Section and enter the section name when prompted. Drag the sections and Report Page titles around to achieve the desired structure.

To manage existing section titles, click the black triangle on the right to show a drop-down menu, allowing you to rename or delete each section grouping.

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