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To execute or generate the pivot reports, perform the following steps:

  1. Log-in to the eMACH-Sigma application and click Information Reports workspace. In eMACH-Sigma application, The Information Reports workspace is displayed by default after logging on to the application.



    The Information Reports workspace opens with Reports section on the left-hand side, which shows the list of reports created in eMACH-Sigma Studio. In our example, we created the Summary Pivot Report in eMACH-Sigma Studio.



  2. In Reports section, click the report name. In this example, Summary Pivot Reportis chosen.The Customize tab for the selected report appears on the right side.



  3. Enter a name for the report in the Report Title field. For example: Summary Pivot Report.
  4. Choose the report format from the drop-down. For example: XLS.
  5. Click the Select Columns drop-down and select the column(s) that needs to be shown as the column level data on the report.
  6. Click the Group By drop-down and select the column(s) that needs to be shown as the row level data on the report.
  7. Click the Value Columns drop-down list and select the column(s) that needs to be shown as the value data on the report.
  8. If suppose you want to summarize a value column, click the selected value column. The Summarize value using group function pop-up appears where you can select any function as per the requirement. For this example, Sum is chosen as the group header for Available Balance column.

    Tip

    Refer Generating a Simple Report for more information on generating eMACH-Sigma reports.


  9. Now, perform any of the following:

    To execute the report, click Run.
    or
    Click Save As to create a new copy for the report. Click Save As Base to save the report as a base report.



  10. On clicking the Run option, a confirmation message appears.



  11. Click Ok for the confirmation message.
    The generated report appears on the Generated Reports tab.

  12. Click the download ( ) icon to download the report.

    The following screenshot shows the sample Summary Pivot Report in the XLS format:

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