Grouping Reports in Sigma
Using Create New Group feature in Sigma, you can group different reports in several forms.
Perform the following steps to generate grouped reports:
- Log-in to the Sigma application and click Information Reports workspace. In Sigma application, Information Reports workspace is displayed by default after logging in.
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- Click Create New Group tab.
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The tab appears as shown in the following screen shot:
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- Enter the report group ID in the Report Group Id field.
- Enter the report group name in the Report Group Name field. For example, Summary Group.
Choose the report group format from the Report Group Format drop-down list. For example, PDF is chosen as the report group format.
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Info The Report Group Format varies based on the Generate Output As option selected.
- If you choose Individual File option, all the default formats are supported.
- If you choose Single File option, PDF and XLS formats only are supported.
- If you choose Multi Sheet option, XLS format only is supported.
- Select the reports/groups that are to be grouped from the Select Reports/Groups drop-down list.
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- If suppose you want to filter the report results based on some parameters, select the filter from the Select Filter drop-down list in the Filter Criteria section.
- Select the Generate Output As category. Here, Individual file is selected as the format to be generated as an output.
- Click the Compress option to generate the output file in a compressed (zip) manner if required.
- Perform any of the following:
- To execute the report, click Run.
- To save the report, click Save.
- To save and execute (generate) the report, click Save and Run.
A confirmation message appears.
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Click OK for the message.
If you have clicked Save and Run, the generated reports appear on the Generated Reports tab.
All the selected reports/groups are generated separately, since Individual File option is chosen for the Generate Output As field in this example.
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Info - If Single File is selected, all the selected reports/groups are generated separately and in addition, a single file combining all these reports/groups is generated.
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Info - If Multi Sheet is selected, all the selected reports/groups are generated separately and in addition, a Microsoft Excel file format (XLS) file is generated with multiple sheets.
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