Layout Editor

The following are the steps to edit/modify an existing report layout:

  1. Create a Repeating section as shown below:
    Insert a Repeating Section dialog box
  2. Select a valid Group Name that is, Element from the element drop-down list.
    Insert a Repeating Section dialog box
  3. A Repeating section is created.
  4. Add columns in the Repeating section. For example, click Case Number and drag it to the Report Layout section.
    Layout Grid Cell screen
  5. Drag Case Level columns only in the above Repeating section. Columns from other groups, such as Product or Event should not be included here.
  6. Add a child Repeating section for the Product.
    Add a child Repeating section screen
  7. In the Repeating section, you can add Layout Grid with as many required columns as you want to include in the report.
    Insert a Layout Grid pop-up
  8. Add Repeating section for child group Event Assessment. Once added, save the report and click Return.
    Insert a Repeating Section dialog box
  9. The Report is displayed as shown below:
    Report Output screen
  10. Click View a list to select Default Format, Default Report and etc.
    View List screen
  11. To add more columns in a Repeating section, go to Data Source panel and select the required column from the appropriate group. Drag the selected column into the Repeating section.
    Repeating Section screen
  12. The column Event Causality is added in the Event Assessment section.
    Event Assessment screen
  13. To execute the report, click Report Link or Open the report. The following screen displays:
    Execute a report drop-down menu
  14. Enter the appropriate parameters.
    Enter filter parameters screen
  15. Select a report output type, like PDF.
    Select Report Output drop-down menu
  16. The report is generated in PDF format.
    Report Output in PDF format