Collated Header in Sigma

Canvas now allows you to collate the headers in a report created using Sigma. The headers can be collated as many times as possible.
For instance, a report with collated headers appears as shown below:

In order to generate the simple report as shown above, perform the following modification steps in Sigma:

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

The Information Reports workspace opens with Reports section on the left-hand side, which shows the list of reports created in Canvas Studio. In our example, we created the Account Statement report in Canvas Studio.

1. In the Reports section, click the report name.

The Customize tab for the selected report appears on the right-hand side.

1. Enter a name for the report in the Report Name field. For example, Account Statement (PDF).
2. Choose the report format from the drop-down. For example, PDF.

Note: The report formats in the drop-down are based on the formats chosen while creating the report in Canvas Studio. In our example, we selected CSV, DOCX, HTML, PDF, XLS, and XML formats for the Account Statement report in Canvas Studio.

1. Select the report size from the Select Paper Size drop-down list. By default, A4 Paper is displayed.
2. Select the layout for the report from the Select Layout drop-down list. By default, Landscape is displayed.
3. Specify the font size in the Font Size field. You can increase or decrease the font size by clicking the up or down arrows respectively.
4. If you want to include serial number for the records in the report, toggle on the Serial No field. By default, serial number option is selected.
5. Click the Select Columns drop-down and select the columns that need to be shown on the report.

Note: The columns in the Select Columns drop-down are based on the columns chosen while creating the report in Canvas Studio.
Warning: To quickly select all the columns for the report, click the Select All ( ) icon. To remove all the selected columns, click the Remove All ( ) icon. To select specific columns, select the checkbox adjacent to the column names as shown in the following screen shot:

1. Click column name to alter the settings of the column.

A window appears on the right-hand side of the page as shown below:

1. Click the Select Parent column drop-down and select the parent column.

1. Repeat steps 10 and 11 in order to choose the parent column for the other columns.

For example,

• Amount is chosen as the parent column for Credits column.

• Account Number is chosen as the parent column for Amount column.

1. Click the Group By drop-down and select the column(s) by which the report results are to be grouped.

1. Click the Sort By drop-down list and select the column(s) by which the report results are to be sorted.
2. Select the filter from Select Filter drop-down list in the Filter Criteria section if you want to filter the report results based on some parameters.
3. Perform any of the following:

• To execute the report, click Run. or
• To save the report, click Save.or
• To save and execute (generate) the report, click Save and Run.

1. A confirmation message appears.

1. Click OK for the confirmation message. If you have clicked Save and Run, the generated report appears on the Generated Reports tab.

1. Wait till the report is generated, i.e. you must see the status as Success under the Running column. If the status is Inprogress, click the Refresh ( ) icon to reload the generated report list. Hover on the generated report, the icons to download or execute the report appears.
2. To download the generated report, click the download ( ) icon.
3. To execute the report again, click the execute ( ) icon.

Warning: When you execute the report again, the report will be re-generated and the existing report file is updated.