The Published Report Window¶
A published report is made up of two main areas, the toolbar and the report body. The toolbar, describe below, is the horizontal blue bar at the top of the report and contains many of the functions you can use on reports. The report body is the section below where the report content renders for you to interact with.
Published Report Toolbar¶
The toolbar has three parts to it, the main user functions, highlighted in orange on the left side then admin only functions highlighted in red on the right and the and share menu highlighted in yellow on the very far right.
User and Share Functions¶
Update / Calculate¶
After you have made changes in your report, whether it is to change a selection, enter a comment or update some data you will need to select the update icon, to ensure that your new data is loaded or your changes are written back (depending on the action you performed).
If changes to data points are pending or there is pending commentary and you have not updated them you will not be able to alter selections or drop downs to alter the dimensions shown in your report.
Clear all pending write backs allows you to clear all pending (have not yet been updated, and therefore written back these changes appear highlighted green) changes you have made to the report.
This icon will only become available after you have made changes i.e. changed a data point in the report, written notes or commentary.
Spreading Hold Cells¶
Allows you to exclude a selected cell from being altered when spreading, altering the spread to remove the selected cell. For more information on spreading please visit Spreading. If you would like more information on spreading holds refer to Holding Cells Whilst Spreading
Clear All Spreading Holds¶
Clear all spreading holds, clears all held cells.
If you have not yet spread the cells, the cell will no longer be highlighted orange and no changes will have been made. If you have used the spread function and excluded cells by using the using the hold tool, selecting the clear all spreading holds will clear the spreading hold, however the previous spread will remain, requiring updating in order to write back. Clearing spreading holds allows you to complete further spreading whilst no longer maintaining previously held cell.
Drill To Transactions¶
Drill through to transactions allows you to gain access to more granular information about the selected data point. data that informed particular data points. Selecting this icon takes you to a separate tab with the breakdown of data contributing to the selected cell.
Drill To View¶
Drill to view allows you to select a cell on the report and drill out to a view of that datapoint for a starting point for further analysis.
Linked Analytics provides a means of navigation between documents via a customizable menu of links. Read more on Linked Analytics
Send To Excel¶
Send to excel allows you to send reports to excel for further analysis and distribution.
When selecting this icon you are offered two options, send to excel and send without formulas. Send to excel preserves the CALUMO formulas (unrecognisable in excel unless you have excel client, and thus the CALUMO ribbon) and therefore if you do not have excel client it is best to send without formulas. If you do have excel client, using send to excel allows the report to stay connected to the data held within CALUMO so that if you are doing further analysis using that data, you can refresh it without having to redo the send to excel from the web report. Staying connected also means that any updates performed on the data when it is in Excel are reflected in the web report. For more information on using the CALUMO excel client please visit CALUMO Excel Client
The default action for this button is to Send To Excel
Alike exporting to PDF in word Download as PDF allows you to save the report as a PDF. Once selected you will be offered options about orientation and size and an add info checkbox. Selecting add info provides information on the report such as the source, time stamping, the user that produced the report and the pagination information.
For reports you are viewing often, or would like to access quickly and easily, marking reports as a favourite allows for quick access. Once marked as a favourite, reports can be easily accessed from the ‘My’ Drawer under favourites. Once you have marked a report as a favourite you should receive a notification on the top right of your screen confirming the action. You can also toggle on and off to unmark and remark as a favourite for convenient access.
Open In New¶
Selecting Open in new tab allows you to view reports in isolation, in their own tab in your browser. This allows you to view reports independently with its own toolbar only, without the five drawers appearing above and without other reports in other tabs.
If your CALUMO administrator has chosen to create a help page for the report you are working with, selecting the help icon will automatically direct you to the page they have made to assist with the use, purpose and processes of the report. Alternatively if a help page has not been created you will be taken to the CALUMO help , which should hopefully give you the answers to the questions that you have about navigating reports and using the software.
The Share Menu expands on hover to give you options to share the URL for this report via copying it as a link or sending it as an email.
Admin Only Functions¶
This options are only available if you are a CALUMO Administrator or have the Publish Administrator role.
Download Original allows your to download the original Excel worksheet that was published to CALUMO from the Report Vault
Version History shows you the complete history of the current report in descending order. From this view you can see who published each version of the report, when it was published as well as being able to download or view a specific version.
Brings up a window where you can manage and in some cases edit the assets that are a part of this report.