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InsightUnlimited Version: 2014.1 and above
Document Version: 6.3 | Last Updated: July 29, 2014
InsightUnlimited
Console™ User Guide June 2014
Console User Guide
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©2011-2014 InsightSoftware.com International. All Rights Reserved.
Introduction ............................................................................................................................ 5
Getting Started - 501.1 ........................................................................................................... 6
Overview .......................................................................................................................................................................... 6
Single Sign-On (SSO) ..................................................................................................................................................... 6
User Types ....................................................................................................................................................................... 6
Modules ........................................................................................................................................................................... 7
User Interface Overview – 501.2 ........................................................................................... 8
Overview .......................................................................................................................................................................... 8
Backstage View ............................................................................................................................................................... 8
Ribbons (Menus) ............................................................................................................................................................ 9
Quick Access Toolbar .................................................................................................................................................. 11
Filters .............................................................................................................................................................................. 11
Show/Hide Filter Selections ....................................................................................................................................... 12
Query by Example (QBE) ............................................................................................................................................ 12
Inquiry Result Set ......................................................................................................................................................... 13
Zoom Slider ................................................................................................................................................................... 13
Filters – 502.1 ......................................................................................................................... 14
Overview ........................................................................................................................................................................ 14
Standard Filters ............................................................................................................................................................ 14
Special Text in Filter Field........................................................................................................................................... 15
Equal/Not Equal Option ............................................................................................................................................. 15
Drop-Down Filters ....................................................................................................................................................... 15
Visual Assist ................................................................................................................................................................... 15
Visual Assist with Specific Values ............................................................................................................................. 16
Group Filters (JDE only) ............................................................................................................................................... 16
Date Filters .................................................................................................................................................................... 17
Hierarchy Filters ........................................................................................................................................................... 17
Query by Example (QBE) – 502.2 ......................................................................................... 18
Overview ........................................................................................................................................................................ 18
Use with text (label) or numeric (value/amount) columns ................................................................................. 18
Use with text (label) columns .................................................................................................................................... 19
Use with numeric (value) columns ........................................................................................................................... 19
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Other Data Selection Options – 502.3 ................................................................................ 21
Overview ........................................................................................................................................................................ 21
View all Selection Values ............................................................................................................................................ 21
Choose Selector Values.............................................................................................................................................. 22
User Defined Filters – 502.4 ................................................................................................. 23
Overview ........................................................................................................................................................................ 23
Create User Defined Filters ....................................................................................................................................... 23
User Defined Filter Options ...................................................................................................................................... 24
Apply User Defined Filters ......................................................................................................................................... 24
Apply User Defined Filter to a Report Pack ........................................................................................................... 25
Tips .................................................................................................................................................................................. 25
Data Display Options – 503.1 ............................................................................................... 26
Overview ........................................................................................................................................................................ 26
Column Sorting ............................................................................................................................................................ 26
Subtotals/Headers ....................................................................................................................................................... 27
Hide Detail ..................................................................................................................................................................... 27
Comment Columns – 503.2 .................................................................................................. 28
Overview ........................................................................................................................................................................ 28
Enter Comments .......................................................................................................................................................... 28
Save, Cancel and Finish .............................................................................................................................................. 29
Working with Reports – 504.1 .............................................................................................. 30
Overview ........................................................................................................................................................................ 30
Open Reports ............................................................................................................................................................... 30
Close Reports ............................................................................................................................................................... 31
Folder/Report Management Features .................................................................................................................... 31
Favorites ........................................................................................................................................................................ 32
Working with Report Packs – 504.2 .................................................................................... 33
Overview ........................................................................................................................................................................ 33
Access a Report Pack .................................................................................................................................................. 33
Associations .................................................................................................................................................................. 34
Generate All Reports in a Report Pack ................................................................................................................... 34
Apply User-Defined Filter to a Report Pack ........................................................................................................... 35
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Working with Links – 505.1 .................................................................................................. 36
Overview ........................................................................................................................................................................ 36
Execute Available Links .............................................................................................................................................. 36
View Target Report ...................................................................................................................................................... 37
Troubleshoot Link ........................................................................................................................................................ 37
Chart & Graph Functions – 506.1 ........................................................................................ 38
Overview ........................................................................................................................................................................ 38
View Available Chart or Graph .................................................................................................................................. 38
Output: Printing – 507.1 ....................................................................................................... 39
Overview ........................................................................................................................................................................ 39
PDF Options .................................................................................................................................................................. 39
Print to PDF ................................................................................................................................................................... 41
Output: Excel – 507.2 ............................................................................................................ 42
Overview ........................................................................................................................................................................ 42
Excel Options ................................................................................................................................................................ 42
Export to Excel ............................................................................................................................................................. 45
Output: Export to Word – 507.3 ........................................................................................... 46
Overview ........................................................................................................................................................................ 46
Create Customized Style Sheets .............................................................................................................................. 46
Export Using a Style Sheet ........................................................................................................................................ 49
Export to Word ............................................................................................................................................................. 49
Word Options ............................................................................................................................................................... 50
Further Information ............................................................................................................. 52
Contacts ......................................................................................................................................................................... 52
Customer Support ....................................................................................................................................................... 52
Notices and Disclaimer............................................................................................................................................... 52
Console User Guide
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©2011-2014 InsightSoftware.com International. All Rights Reserved.
InsightSoftware.com is an enterprise information company, providing software for Reporting,
Planning and Business Performance Management. Our solutions cover:
Enterprise Reporting/Inquiry, Analytics (Understand the Business)
Financial Consolidation, Management Reporting, Dashboards, KPIs (Manage the Business)
Forecasting, Planning, Budgeting, Strategy Management (Predict the Business)
Our software provides real-time access to your ERP data. InsightUnlimited Console™ provides access
to online inquiries and reports created via InsightUnlimited Reporting™ and InsightUnlimited
Designer Express™. Console is designed to provide a streamlined interface for users who wish to
view previously designed inquiries. For more information on designing inquiries, please refer to the
InsightUnlimited Reporting Training Reference Guide or see your report writer.
Introduction
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Overview
In order to sign in to Console, use your user ID and password, select your role/responsibility and
environment, for example Production, Test, or QA. InsightUnlimited authenticates you as a user and
honors security as specified in your ERP system.
Single Sign-On (SSO)
Single Sign-on requires the entry of your user ID and password at the first sign on. After this initial
sign-on event, the system authenticates users without your needing to enter your user ID or
password again. SSO must be turned on via InsightUnlimited Administrator™ at the repository level
as well as the user level. Contact your administrator for assistance with this process.
User Types
Functionality is available based on your user type and licensing as defined within InsightUnlimited
Administrator. Although this document addresses Console functionality, the following information
will assist you in understanding the InsightUnlimited user types.
InsightUnlimited Reporting Users:
Able to create ad hoc inquiries and reports using all features related to the report building.
Able to publish inquiries to Console users.
InsightUnlimited Console Users:
Able to access published reports and inquiries through a controlled interface.
Able to drill down through the data and can make selections as published by a Reporting
user.
May have capability of working with budgeting data.
InsightUnlimited Designer Users:
Able to create custom templates.
Must have in-depth knowledge of table structures, table joins and data in addition to
advanced knowledge of InsightUnlimited.
Able to access templates created by the designer.
Getting Started - 501.1
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©2011-2014 InsightSoftware.com International. All Rights Reserved.
Modules The following are the modules that are available for JD Edwards, Oracle EBS, and PeopleSoft. Keep in
mind that InsightUnlimited Reporting and Designer users can develop reports using any available
licensed modules. Once developed and permissions applied, the reports are available to you as a
Console user. In addition to permissions, note that InsightUnlimited™ honors the security of your
ERP system.
JD Edwards (JDE)
Accounts Payable
Accounts Receivable
Advanced Cost Accounting
Budgeting and Forecasting
Capital Asset Management
Contract Service Billing
Currency Restatement
Fixed Assets
General Ledger
Growers
Homebuilder
Human Resources
Inventory Management
Job Cost
Manufacturing
Manufacturing Resource
Planning
Master Data
Payroll
Property Management
Purchase Order Processing
Real Estate Management
Sales Order Processing
Tax
Timesheet
Oracle e-Business Suite (EBS)
Accounts Payable
Accounts Receivable
Fixed Assets
General Ledger
Inventory
Lease Management
Project Costing and Billing
Purchase Order Processing
PeopleSoft (PSFT)
General Ledger
Payroll
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Overview
The Console interface is designed for end users who want to gain real-time access to previously
published reports. You have a controlled interface to drill down through the data and make certain
report selections as dictated by the InsightUnlimited Reporting user. No knowledge of your ERP
system is required.
Backstage View The Backstage view within InsightUnlimited includes the set of commands you use to do things to a
document. Within this view, you manage your documents and see related data about them; you can
create a new inquiry, open and close inquiries, export to PDF and Microsoft Excel®, view
permissions, and more.
To access the Backstage view, click on File:
Commands available within the Backstage View include:
Open
Open Form (for Budgeting)
Close Inquiry
Output to PDF
Output to Excel
Show Properties
About (displays product information, role/responsibility)
User preferences (set defaults)
o Excel format
o Color for Piano Lines
o Localization Settings date and number format to override the
Windows regional settings; JDE language setting
o Change password
User Interface Overview – 501.2
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©2011-2014 InsightSoftware.com International. All Rights Reserved.
Exiting Backstage View - To quickly return to your inquiry from the Backstage view, click the arrow
in the upper left corner or press ESC on your keyboard.
Ribbons (Menus)
All the inquiries opened via Console have a common set of features that are made available through
the Ribbon at the top of the main screen. There are currently three main menus: Home,
Restatement and Budgeting (Restatement and Budgeting appear only if you have a license to those
modules).
Home Menu
Run - Executes an inquiry based on the currently selected filters and returns a result set.
Open - Opens an available inquiry from the Repository.
Close Inquiry – Closes the currently active inquiry.
Favorites – Adds an inquiry as a favorite for easy retrieval, manages favorites or retrieves
previously.
PDF – Allows user to specify multiple reports to print and outputs the current result set to Adobe
Acrobat for printing.
Excel – Exports single or multiple workbooks to Excel.
Word – Export to word.
PDF Options – Sets the page layout attributes subsequently used in the PDF.
Excel Options – Sets the workbook attributes subsequently used in the export to Excel.
Word Options – Set the attributes that are subsequently used in the Export to Word.
Enter Comments – Enables you to enter comments associated with a specific row; also available in
Budgeting.
Filter Selections – Displays filter selections and QBE selections, even if those filters and QBE aren’t
shown onscreen.
Use Defined Filters – Groups selected filter criteria into meaningful sets of filters.
Choose Selectors – Select from available selectors.
Sort Ascending/Sort Descending/Restore Sort – Options rerun report sorted ascending or
descending for a selected column; restores the sort order of the report columns to the way they.
Subtotals/Headers – Toggles on/off the display of all subtotals and headers. Automatically turned
off when the sort.
Hide Details – Toggles hiding or showing details; must have Subtotals active.
Show Chart – Use the arrow to select Data Only, Data & Chart or Chart Only to display.
Default Drill Link – An inquiry can be linked to other inquiries. Use this menu to execute an
available link /drilldown.
Community Portal – Toggles on/off the display of the InsightUnlimited Console splash screen.
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Restatement Menu (JDE Only)
Exchange Rate - Displays all exchange rates used in the current report, given the current filter
settings.
Budgeting Menu (JDE Only)
(Based on licensing and capabilities defined within InsightUnlimited Administrator)
Activities – Enables you to view the budget activities dialog.
Insight Ledgers – Access to view the ledger setup dialog used in budgeting or forecasting.
Forms – Enables you to view the forms dialog.
Open Form – Enables you to open a form for use in budgeting or forecasting.
Enter Budget – Enables you to enter budgeting or forecasting data into the form defined.
Enter Comments – Enables you to enter comments associated with a specific row; also available via
the Home tab.
Finalize – Allows you to finalize your budgeting submissions for approval.
Cycle Status – Opens the Cycle Status Dialog.
Upload – Enables the user to upload their Excel workbook back into InsightUnlimited.
Download – Downloads Excel workbook from repository to local workstation.
Create – Create an Excel export in order to use the budgeting form as a reusable model.
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©2011-2014 InsightSoftware.com International. All Rights Reserved.
Quick Access Toolbar
This toolbar allows you to quickly access the operations you use most frequently, such as Run and
Close. Customize your Quick Access Toolbar by completing the following steps:
Click the small drop-down arrow next to the Quick Access Toolbar.
Optionally you can place the Quick Access Toolbar above or below the menus.
Click More Commands to add and/or remove selections by moving them between the left to
the right panel. From here you can also Reset to the default and choose to show the Quick
Access Toolbar below the Ribbon:
Optionally:
Right-click on any selection to add to or remove from the Quick Access Toolbar.
Double-clicking any ribbon tab also un/minimizes the ribbon.
Press the Alt key to access keyboard shortcuts:
Filters
Filters allow you to enter selection criteria to limit the data being returned in the result set.
Selections are validated and displayed in red for invalid selections.
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Show/Hide Filter Selections Use the Hide/Unhide the filter section button to allow for more/less data on the screen. Click the (+)
/ (-) icon located in the top left corner of the filter section. By clicking on the minus sign (-) icon, the
filter selection is hidden and a small box containing a plus sign appears. Click the (+) icon to display
the filter section again.
Query by Example (QBE)
The query by example (QBE) line allows for further data selection. The QBE line is optionally included
for Console users.
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©2011-2014 InsightSoftware.com International. All Rights Reserved.
Inquiry Result Set
When you click the Run icon or press F5 (shortcut), InsightUnlimited displays the result set which
consists of items matching the filter and Query by Example (QBE) criteria.
Zoom Slider
The zoom slider located in the lower right corner of the screen magnifies/reduces the display of the
data set when the horizontal bar is moved to the left or right.
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Overview
Not all inquiries available through Console include filter selections. The Reporting user who created
the report adds relevant filters, defines the type and set controls. Data meeting the filter criteria are
returned as a result set.
Standard Filters
Standard filter allows you to input/select values for a data element. You may optionally right-click in
the filter to display the values in the grid as descriptions.
Use the following options in any combination by separating each value with a comma:
Option Example Description
Item A Items that are equal to the one item listed in the filter.
List of Items A,B,C Items that are equal to the list of items in the filter.
Range A:C Items that are in the range of values in the filter.
Greater Than >C Items that are greater than the value specified in the filter.
Greater Than or
Equal To >=C
Items that are greater than or equal to the value specified in
the filter.
Less Than <C Items that are less than the value specified in the filter.
Less Than or Equal
To <=C
Items that are less than or equal to the value specified in the
filter.
Wildcard C*
The wildcard is positional and brings back all items that start,
end or contain a specific value. This example will return all
values that start with the letter C.
Example Description
Note: Filter fields that are used to define the amount columns (e.g. Period, Ledger & Year on the
Balances template) can only use single values or lists.
Filters – 502.1
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©2011-2014 InsightSoftware.com International. All Rights Reserved.
Special Text in Filter Field
The following special text can be used in filter fields:
BLK: BLK is the default setting for BLANK. The text can be used as a single value or as part of a list of
values. This special text is configurable in the Inquiry Options.
Equal/Not Equal Option
By default, all filter criteria is applied with ‘Equal To’ logic. To change a value to ‘Not Equal To’, click
the equal sign on the filter field. This changes the not equal to exclude the selected values.
Equal to Not Equal to
Drop-Down Filters
A filter may be presented as a drop-down list where you can select a single value; optionally the list
may include the ‘all’ member which would result in a report that includes all values in the list.
Example of a filter to select one value or all available values:
Visual Assist Filters may/not include Visual Assist (flashlight) to search for available values.
1. Click in the filter field to display the flashlight.
2. Click the flashlight to display the Visual Assist window.
3. Click the magnifying glass above the left panel to display available values.
4. Use the QBE (Query by Example) line to limit the selection.
5. Select from the left panel and move to the right panel using standard Windows functionality.
o To select a single item, double-click or user arrows in center of the screen to move
selections to the Current Selections panel (right side of the window).
o To select all, use the double-headed arrow in the center of the screen to move
selections to the Current Selections panel (right side of the window).
o To select values in a range, hold down the SHIFT key and click on the first and last
value in the range: use the arrow button to move selections to the Current Selections
panel (right side of the window).
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o To select non-consecutive values, hold down the CTRL key and click on each value to
be included. Click on the single arrow to move selections to the Current Selections
panel (right side of the window).
6. Click OK to populate the filter, or cancel to exit without selections.
Visual Assist with Specific Values The report writer may provide the visual assist functionality but limit the results to only those values
that would be relevant to you or the specific report you’re running. Access and make selections
using the Visual Assist in the same manner as above.
Group Filters (JDE only) JD Edwards inquiries may contain group filters. A group filter allows you to input/select values for
multiple data elements. Right-click in the filter field to display a list of available category codes and
their associated descriptions:
Once a data element is selected, a column will automatically be displayed in the results window, and
the data element can be used for heading, subtotals, and pivoting.
Note: Your report writer may optionally set these up as individual filters.
Options:
Right-click and select - Syntax is created for the field with a wildcard to show all values. Use
the Visual Assist to select specific values:
and/or - When multiple fields are included in the filter, it is possible to toggle between
AND/OR logic.
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Date Filters Date filters are used to define a date range for the inquiry. Initially the dates are grayed out
indicating all dates are included. To limit data to a specific date range click the checkbox in front of
one or both of the date filters.
The first time you click the checkbox for a date field, the date defaults to today’s date. To set a
specific date, either type the date or use the Visual Assist by clicking the drop-down arrow. To clear
the date filter and restore the wildcard values, uncheck the box in front of either or both date filters.
Even though your last selection displays, it’s grayed out and functions as a wildcard (inclusive of all
dates).
Hierarchy Filters Filter hierarchies are used for grouping complex data combinations in a single drop-down filter field
for easy selection. You may see a drop-down filter such as the one shown below:
Console User Guide
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Overview Use the Query by Example (QBE) line in conjunction with or in addition to filters. Use any
combination by separating each value with a comma.
Use with text (label) or numeric (value/amount) columns
Option Example Description
Equal =
Combined with other options, this will return all
values equal to the selection. If not specified
otherwise, an equal sign is assumed.
Not Equal <>
Combined with other options, this will return all
values not equal to the selection. For a list of
values, enter <> before each value. For example:
<>301, <>302,<>303 will exclude these three
values from your selection.
Item A Item that is equal to the one item listed.
List of Items A,B,C Items that are equal to the list of items.
Range A:C Items that are in the range of values.
Wildcard C*
The wildcard is positional and will bring back all
the items that start, end or contain a specific
value. This example will return all values that
start with the letter C.
Blank <space> A space will represent blank values in the QBE
line.
Query by Example (QBE) – 502.2
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©2011-2014 InsightSoftware.com International. All Rights Reserved.
Use with text (label) columns Option Example Description
Option Example Description
Greater >C Items that are greater than the value specified
in the filter.
Greater Than or Equal To >=C Items that are greater than or equal to the value
specified in the filter.
Less Than <C Items that are less than the value specified in
the filter.
Less Than or
Equal To <=C
Items that are less than or equal to the value
specified in the filter.
Use with numeric (value) columns Option Example
Option Example Description
Greater Than >10
When a number is entered, it is treated as an
absolute value. Therefore, items that are
greater than 10 or less than -10 will be returned.
Greater Than or Equal To >=10
When a number is entered, it is treated as an
absolute value. Therefore, items that are
greater than or equal to 10 or less than or equal
to -10 will be returned.
Less Than <10
When a number is entered, it is treated as an
absolute value. Therefore, items that are less
than 10 and greater than -10 will be returned.
Less Than or Equal To Number <=10
When a number is entered, it is treated as an
absolute value. Therefore, items that are less
than or equal to 10 and greater than or equal to
-10 will be returned.
Greater Than Signed Number >+10
When a specific sign (‘+’ or ‘-‘) is used, only values
that are greater than +10 will be returned. The
same logic can be used for negative values with
a ‘-‘ symbol.
Greater Than or Equal To
Signed Number >=+10
When a specific sign (‘+’ or ‘-‘) is used, only values
that are greater than or equal to +10 will be
returned. The same logic can be used for
negative values with a ‘-‘ symbol.
Less Than Signed Number <+10 When a specific sign (‘+’ or ‘-‘) is used, only values
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that are less than +10 will be returned. The
same logic can be used for negative values with
a ‘-‘ symbol.
Console User Guide
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Overview The following selections may be found under the Filters section of the Home:
Filter Selections
Choose Selectors
View all Selection Values The report writer may or may not display all filters included in the saved report or may not have
included the Query by Example (QBE) line to view as a Console User.
Access filter and QBE all selections by completing the following steps:
Ribbon: Home>Filters
1. Click the Filters Selection icon.
2. Click on each of the tabs to display all Filter Selections and QBE Selections.
Other Data Selection Options – 502.3
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Choose Selector Values Selectors may be available for your report via the menu or the report writer may have placed
Selectors directly in the filter section.
Choose Selector values via the menu completing the following steps:
Ribbon: Home>Filters
1. Click the Choose Selectors icon.
2. Click on each of the tabs to display all Filter Selections and QBE Selections.
Console User Guide
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Overview
User Defined Filters (UDFs) allow you to create and save pre-set filter criteria that is specific to a
department and/or job for running inquiries, or can be used just as a convenience. You can create
and save multiple UDFs and then choose the appropriate filter set prior to running an inquiry.
This functionality saves time when preparing to run an inquiry since you do not have to populate
individual filters. You can apply the filter set to: a specific report; all open reports; a report pack;
and/or specify one of your definitions as a default. If used as a default, your filters automatically
populate at the time you open a report.
Note: User Defined Filter sets apply only to displayed/available filters. Also they do not apply to a
Time Series.
Create User Defined Filters Create User Defined Filters by completing the following steps:
Ribbon: Console>UDF
1. Click the User Defined Filters icon.
2. Click New to create a filter set.
3. Enter a name for the filter set.
4. Click Add.
5. Select the field name of the filter from the drop-down list (defaults to the first filter from the on
screen report).
6. Enter filter selections by keying or using the visual assist; the default is any values currently in
the filter for on screen report.
7. Click OK.
8. Repeat for each filter.
Shortcut: Click Capture to automatically add all filter values from the on screen report.
9. Click OK to return to the User Defined Filters dialog.
10. Click OK.
User Defined Filters – 502.4
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User Defined Filter Options To access User Defiled Filter options:
1. Highlight a filter set name and click the Apply UDFs checkbox in the lower left hand
corner to apply this set to all open reports.
2. Highlight a filter set name and click the Default button on the right to make this the
default UDF.
Apply User Defined Filters You can have different user defined (personal) filter sets and have them available for selection to a
single inquiry or all open inquiries. From the User Defined Filters dialog above, you can highlight
and apply a UDF to all open inquiries.
To select a UDF from a drop-down list in order to apply it to your inquiry, complete the below steps.
Ribbon: Console>UDF
1. Click the User Defined Filters drop-down arrow next to the icon.
2. Click the filter set to apply the selections to the on-screen inquiry.
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Apply User Defined Filter to a Report Pack A user defined filter set can be applied to a report pack. Open the report pack and
apply a UDF by completing the following steps:
Ribbon: Console>UDF
1. Click the User Defined Filters icon.
2. Add/modify a UDF as you prefer to updated all reports; include only filter selections that you
want to change.
3. Highlight the filter set.
4. Check the button Apply to All Open Inquiries.
5. Click Apply UDF.
Note: User Defined Filter Sets are only applied to filters that are visible.
Tips User Defined Filters are associated with a user, NOT with an inquiry/ report; you cannot
create them for someone else to use.
You can have as many filter sets as needed.
Name the filter set to be meaningful.
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Overview There are several options available in the Display section of the Home Menu:
Sort Ascending
Sort Descending
Restore Sort
Display/not display Subtotals/Headers
Hide Detail
Console, Budgeting Lite and Reconciler users have the ability to sort columns as ascending or
descending within inquiry results. Users can also show/hide details and/or subtotals on any report.
Column Sorting Sort columns ascending or descending within the inquiry results by completing the following steps:
1. Run the report.
2. Click the column heading to highlight the entire row to be sorted and activate the Display
options.
3. Click Sort Ascending or Sort Descending.
4. Data sorts as requested.
5. Subtotals/Headers toggle is deactivated.
6. Click Restore Sort to revert to the original sort order.
Data Display Options – 503.1
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7. Subtotals/Header display is reactivated if previously checked.
Sorting considerations:
Not available if Ranking is enabled (e.g., show top 10).
Not available if a grid hierarchy is enabled.
Comment columns cannot be sorted.
Columns configured to show ‘descriptions only’ are still sorted by the underlying codes.
Subtotals/Headers
Check the box to toggle the display to show/not show Subtotals/Headers. Data is still sorted exactly
the same regardless of the display of Subtotals/Headers.
Hide Detail Hide report details within the inquiry results by completing the following steps (either before or
after running the report):
1. The Subtotals/Header option must be checked.
2. Check Hide Detail.
3. Uncheck Hide Details to restore.
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Overview Your report may have Comment Columns available for your input. These columns:
May be associated with selected columns.
Are stored in the repository and saved with the report.
Require that appropriate permissions have been applied to allow you to enter comments.
Enter Comments Add comments by completing the following steps:
Ribbon: Home>Comments
1. Click the Enter Comments icon. Optionally, double-click in any cell in the Comment Column.
Note: You will not be able to enter comments if your report writer has not applied the proper
permissions.
2. Enter comments.
The background color for the input cells changes when you are in Comment Entry mode.
Comments are populated identically where the values are identical for the Associated
Column set. For example, if a comment column is associated with Order Number (e.g.
30667) and Item Number (e.g.3020) and you enter a comment, all lines with that same
combination of values result in the same comment and cannot be overridden.
You can enter comments for header, subtotal and total rows if available.
Comment text wraps based on the width of the column.
You can copy text from any grid column (cell or entire column).
The Query by Example (QBE) line is grayed out for Comment Columns; you cannot enter
selection criteria for comment columns to limit the resulting data.
Comment Columns – 503.2
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Save, Cancel and Finish
Comment icons are available from the ribbon as soon as you access comment entry mode. Click the
appropriate icon to:
Save - Saves comments and remains in comment entry mode.
Cancel - Cancels changes to comments since your last save and exits comment entry mode.
Finish - Saves comments and exits comment entry mode.
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Overview Reports are organized into a folder structure within InsightUnlimited. Access to a report requires
that you have permission to access the folder and then the specific reports.
Note: InsightUnlimited always honors the security as defined in your ERP system.
Open Reports Open reports by completing the following steps:
Option 1
Ribbon: Home > Documents
1. Click the Open icon.
2. Navigate to the desired report.
3. Double-click to open.
Option 2
Ribbon: Home > Documents
1. Click the drop-down arrow next to the Open icon.
2. Select from displayed recent items.
Option 3
1. Click File
2. Click Open.
3. Select the report you would like to open.
Working with Reports – 504.1
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Close Reports Close reports by completing the following steps:
Option 1
Ribbon: Home > Documents
1. Click the Close Inquiry icon.
2. Respond Yes to the prompt to verify you wish to close.
Option 2
1. Click File.
2. Click Close Inquiry.
3. Respond Yes to the prompt to verify you wish to close.
Folder/Report Management Features You can add or view descriptions or choose details for your report by doing the following:
Add/View descriptions:
Ribbon: Home> Documents
1. Click the Open icon.
2. Right-click a folder, report or report pack.
3. Add Description. (This can be exported as a CSV file and viewed in Excel format.)
4. Click OK.
Choose Details:
Ribbon: Home> Documents
1. Click the Open icon.
2. Right-click in the right panel of the dialog.
3. Click Choose Details.
4. Un/check selections to in/exclude from as a displayed column.
Name
Type
Modified
Attributes
Accessed
Description
Created
Last Modified By
Created By
Permissions
Stored Size
Check sum
Profile
Module
Report Type
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5. Right-click and select Save As List to create a CSV file that opens in Excel.
View Properties:
From the Open dialog:
1. Right-click the folder, report or report pack.
2. Click View Properties.
3. Click OK.
Favorites
Add to favorites by completing the following steps:
Ribbon: Home > Documents
1. Click the Favorites icon.
2. Navigate to the folder where you want to save the favorite.
3. Click OK.
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Overview Reports can be organized into Report Packs for convenience. A report pack consists of a group of
inquiries (from one or more modules). Once opened, a report pack will have a multi-colored icon in
InsightUnlimited and will be displayed as a separate tab.
Access a Report Pack Access a Report Pack by clicking Open from the Home > Documents ribbon. Navigate to your report
pack and click Open:
Working with Report Packs – 504.2
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In the following example, the reports comprising the Report Pack are opened on separate tabs that
appear at the bottom of the screen. There is a multi-colored icon on the tab indicating that this is a
Report pack.
Associations Verify which reports are included in a Report Pack, or which Report Packs are associated with a
report, by completing the following steps:
1. Right-click on a Report Pack or a report in the Open dialog.
2. Click Properties.
3. Click the Associations tab.
4. Click OK.
5. Click Close.
Generate All Reports in a Report Pack
Generate all report in a Report Pack by completing the following steps:
Ribbon: Home > Documents
1. Click the drop-down next to either the PDF or Excel icon
2. Select to either export to single or multiple files
Note: The on-screen report (the one shown when you make the selection to print or export to
Excel), does not automatically refresh. Click any tab in your Report Pack, then go back to the on-
screen report and it will be refreshed.
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Apply User-Defined Filter to a Report Pack A user defined filter set can be applied to a report pack. Open the report pack and
apply a UDF by completing the following steps:
Ribbon: Console>UDF
1. Click the User Defined Filters icon.
2. Add/modify a UDF as you prefer to update all reports; include only filter selections that you want
to change.
3. Highlight the filter set.
4. Check the button. Apply to All Open Inquiries.
5. Click Apply UDF.
Note: User Defined Filter Sets are only applied to filters that are visible in the main layout of the
inquiry.
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Overview
Commonly referred to as drilling, linking is a way of connecting one or more inquiries together.
Linked inquiries may provide a more detailed view of a record, a summary view of a record, or an
alternate view of the same information. Links can cross modules (e.g. General Ledger to Accounts
Receivable) or stay within the same module The report you link from is the referred to as the source report and the report you are linking to is
referred to as the destination or target report.
The links you can access as a Console user are the ones that were either default links, or custom
links created by the report writer.
Note: Not all reports have links available – see your report writer to provide appropriate links.
Execute Available Links Execute a link in one of these ways:
1. Ribbon: Home > Drilling
If a link is available, double-click the appropriate cell to execute the link shown as the Default
Drill Link.
Optionally click the drop-down to select from the list of available links.
The last link executed becomes the default until you close this report.
2. Right-click on a cell and go to Follow Links to choose the link you wish to use.
3. Double-click on a cell to use the active link (the last link executed will have a checkmark next to
it).
Note: The status bar at the bottom of the screen shows rows returned, elapsed and database time
that it took to run this report plus the currently active link.
Working with Links – 505.1
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View Target Report Each time you execute a link:
InsightUnlimited opens the report on an additional tab.
Click Run or press F5 to product the result set.
Example: Execute Link: Revenues by Department
InsightUnlimited creates a separate tab with the target report.
Run the report to produce the result set.
Additional links may be available from within the target report.
Troubleshoot Link InsightUnlimited knows how to find the target report by saving the path to it. Sometimes the target
report gets moved to a different location, and the path is broken. If this occurs, you see the
following message: Error: This link cannot be executed. The target report failed to load.
If this happens, contact your report writer or administrator to re-establish the link.
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Overview Your report writer may configure charts and graphs which are accessible to you as a Console user.
You may optionally customize charts and graphs via Chart Options.
Chart and Graph functionality is available in all InsightUnlimited modules.
All report dimensions are displayed in the chart.
Reports can be displayed in the following modes:
o Chart Only
o Data & Chart
o Data Only
Charts and Graphs are highly customizable and can take the form of bars, lines, curves, pies or
donuts.
A chart can have its own main title which can have a combination of static dynamic text.
Label titles can be added to the X and Y axes separately.
Use the chart and graph functionality to create ‘value over time’ graphs by moving the time
columns (Period, Year, Aging Categories) to the X axis.
Charts and Graphs can be viewed online or by exporting to a .pdf.
View Available Chart or Graph View available chart or graph in a report by completing the following steps:
Ribbon: Home > Charting
1. Click the drop-down arrow next to the Show Chart icon.
2. Choose either Data & Chart or Chart Only.
Note: Contact your report writer to configure the chart.
Chart & Graph Functions – 506.1
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Overview There are two icons on the Home ribbon that are associated with printing:
PDF Options icon – sets the .pdf attributes that are subsequently used in the exporting to a .pdf.
PDF icon – allows you to print the report to .pdf. Additionally, if multiple inquiries are open, you
have the option to Print All by printing multiple reports to a single, multi-tabbed .pdf or printing
multiple separate .pdfs.
PDF Options
The PDF Options icon has four tabs. Discuss your preferred default options with your report writer
to enable these same options the next time you print.
Ribbon: Home > Output:
General tab: This tab allows you to customize the paper shape,
layout scaling and protection.
Note: The default password is “password.” To change the default
password, type a new word in the Password field and re-enter in the
Confirm password field.
Cover Page tab: This tab allows you to define whether or
not you want to include a cover page with your .pdf as well
as the information you would like to include in the .pdf. The
option to select Role as shown for JDE reads ‘Responsibility’
for EBS.
Output: Printing – 507.1
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Report tab: This tab allows you to Include selected options in your report’s .pdf including:
Report title
Your company’s logo (use the … to select
a different file than the default)
Any privacy messages
Gridlines
Date & time
Page Numbers
Location and profile used for this report
Breaks tab : This tab allows you to:
Define to break into separate files or separate pages
within a single file.
Break on any sorted column in the grid, even if it’s
not subtotaled, and even if the filter is a wildcard. The
column can be hidden.
Break on a filter which is not in the grid, provided
the filter contains a list of selections (i.e. not a wildcard)
If breaking into files, use the dropdown to designate
content to include in the file name (e.g. Report Name, Run
Date).
Optionally include pages with no data rows.
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Print to PDF There are three options associated with the PDF icon:
Print All – Single Workbook
Print All – Multiple Workbooks
Note: You can use the Print All with a Report Pack to generate the .pdf AND run all the reports in the
pack. The on-screen report (the one shown when you make the selection), does not automatically
refresh. Click any tab in your Report Pack, then go back to the on-screen report to refresh it.
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Overview There are two icons on the Home ribbon that are associated with Excel:
Excel Options icon – Use to set your output options.
Excel icon – Exports to a spreadsheet.
Excel Options
The Excel Options icon has five tabs for selection.
General tab – This tab allows you to:
Define Overwrite Workbook options.
Identify naming convention.
Specify a worksheet name pattern.
Output: Excel – 507.2
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Options tab – This tab allows you to:
Define where you wish to save the exported Excel
file.
Enable workbook protection.
Cover Sheet tab – This tab allows you to:
Include a cover with selected content.
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Report tab – This tab allows you to:
Select items to display in the report body.
Breaks tab – this tab allows you to:
Optionally select to break the report after totals, filter
selection(s), or by a sorted column. The column can be
hidden.
When breaks are activated, optionally split the report
into either workbooks or worksheets.
Define the name pattern for the worksheets and/or
workbooks when using the spit feature.
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Export to Excel There are three options associated with the Excel icon:
Export
Export All – Single Workbook
Export All – Multiple Workbooks
Note: You can use the Export All with a Report Pack to generate the workbook(s) and run all the
reports in the pack. The on-screen report (the one shown when you make the Excel selection), does
not automatically refresh. Click any tab in your Report Pack, then go back to the on-screen report
and it will be refreshed.
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Overview As part of Executive Grade Reporting, you can export the report grid data to Microsoft Word®
(2007+) using pre-defined style sheets. You will most likely customize our default style sheet per
your specifications, upload it into the InsightUnlimited repository and subsequently apply it to your
report output.
There are two icons on the Home ribbon that are associated with exporting to Word:
Word Options icon – use to set your output options.
Word icon provides selections to
- Export to Word (style sheet does not apply).
- Export using a selected style sheet.
- Upload your customized style sheets.
- Download a style sheet for customization.
Create Customized Style Sheets Create a customized style sheet by starting with the sample style sheet, which contains required
hidden text needed for this process to work. To create a custom style sheet:
1. Download the sample style sheet (found in the folder Style Sheets).
2. Customize and save on your workstation.
3. Upload the customized sheet(s) into the Insight Repository.
4. Select a style sheet to apply when you export your report to Word.
5. Optionally specify the default style sheet in Word Options for the on-screen report.
Note: You must have ‘read’ and ‘create’ permissions to the Style Sheet folder. Contact your report
writer or administrator to obtain the appropriate permissions.
Create style sheets by completing complete the following steps:
Ribbon: Home>Output
1. Click the drop-down next to the Word icon.
2. Select Download style sheet.
Output: Export to Word – 507.3
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3. Navigate to locate the style sheet to customize (Sample is available by default).
4. Select and click Open.
5. Save the style sheet (your documents, desktop, etc.).
6. Reply to the prompt to open the Word style sheet.
7. When you open in Word, it may appear to be a blank document. Click the paragraph marker icon
to display: Home>Paragraph>Paragraph Marker icon. 8. The Word document looks like this:
9. Customize the downloaded style sheet as preferred:
Header and/or footer
Logo
Watermark
Note: All report formatting is imported into Word and used including:
o Table Formatting
o Title Formatting
o Chart Formatting
Note: All cells imported from the report are protected in the Word Style Sheet including:
o Table Data
o Title
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o Chart
10. Save the customized style sheet, close and optionally exit Word.
11. Upload the customized style sheet(s): Ribbon: Home>Output and click the Word icon.
12. Click the arrow next to the icon to display the drop-down menu.
13. Select Upload style sheets.
14. Navigate to your saved style sheet.
15. Highlight and click Open.
16. Navigate to the folder to save the style sheet in the repository (that’s where all your reports are
saved).
17. Click Save.
Note: Your style sheet is now available for selection to apply to a report when you to export to
Word.
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Export Using a Style Sheet
Export to Word using a style sheet previously saved in the Insight Repository by completing the
following steps (all cells are protected in Word):
Ribbon: Home>Output
1. Click the drop-down next to the Word icon.
2. Select Export using Style sheet…
3. Navigate to the uploaded style sheet in your Insight Repository.
4. Highlight and click Open.
5. The reports exports into Word using the selected style sheet.
Export to Word
Export to Word without using a predefined style sheet by completing complete the following steps
(all cells are protected in Word).
Ribbon: Home>Output
1. Click the drop-down next to the Word icon.
2. Select Export to Word.
3. Export contains the formatting used in the report without any additional parameters.
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Word Options The Word Options dialog has four tabs.
Ribbon: Home > Output
General tab - This tab allows you to customize the paper size,
orientation, horizontal alignment and select the style sheet you
want to use as the default for your on-screen report.
Report tab - This tab allows you to include selected options
when you export to Word:
Grid Lines
Title
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Cover Page tab – This tab allows you to include a cover page
for your report with selected content.
Breaks tab – This tab allows you to:
Define to break into separate files or separate pages
within a single file.
Break on any sorted column in the grid, even if it’s not
subtotaled, and even if the filter is a wildcard. The
column can be hidden.
Break on a filter which is not in the grid, provided the
filter contains a list of selections (i.e. not a wildcard).
If breaking into files, use the drop-down to designate
content to include in the file name (e.g. Report Name,
Run Date).
Optionally include pages with no data rows.
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Contacts
For more information regarding our products, please contact us at:
Email [email protected]
Web www.insightsoftware.com
Customer Support
For product support, please create a case with our Customer Support Department.
Support Portal http://supportportal.insightsoftware.com/
Notices and Disclaimer
InsightUnlimited Reporting, InsightUnlimited Reconciler, InsightUnlimited Scheduler,
InsightUnlimited Budgeting, InsightUnlimited Budgeting Lite, InsightUnlimited Designer,
InsightUnlimited Console, InsightUnlimited Administrator and InsightUnlimited Personal Edition, are
brand names of the InsightSoftware.com Group. InsightSoftware.com is a registered trademark of
InsightSoftware.com Limited.
Other product and company names mentioned herein may be the trademarks of their respective
owners. The InsightSoftware.com Group is the owner or licensee of all intellectual property rights in
this document, which are protected by copyright laws around the world. All such rights are
reserved.
The information contained in this document represents the current view of InsightSoftware.com on
the issues discussed as of the date of publication. This document is for informational purposes only.
InsightSoftware.com makes no representation, guarantee or warranty, expressed or implied, that
the content of this document is accurate, complete or up to date.
Further Information