Running Pivot Reports

Running Pivot Reports

Pivot reports and Table reports are run in exactly the same way.  The following examples may show pivot-reports, table-reports, or a mixture - it doesn’t matter.

Reports are run in one of two ways.

  1. From scratch: select the report, specify the parameter values (if any are required), and click Run. Details below.
  2. From a Favorite: a Favorite runs a report using parameter values you’ve specified previously and also incorporates any layout or customizations you had made. Refer to Favorites for more information.

From Scratch:

  1. Select the report from the list on the left side of Mercury’ main window.

    The parameters needed by the report (if any) appear in an area below the main list.                                                                       

  2. If necessary, specify the parameter values.

    Each required setting is marked with the  icon. These must be provided before the report can be run.

    In this example, there are three required parameters.

The method for specifying a report's parameters varies based on the type of parameter and the design of the report. In some cases, you may simply enter a value. In others, you may be presented with a list of values from which you can choose (a "lookup-list").

  • Lookup-lists can be multi-select or single-select. Multi-select lists have checkboxes so you can choose more than one value.

    In either case you can search for items using the built-in search-box at the top of the list.                                              

  • Dates can be hand-entered, or you can click the drop-down icon (the downward-pointing triangle at the right of the date’s entry-box) to open a calendar date-picker.                                                                                                           

For more information on the parameters used by a particular report, contact the report's designer or your database administrator.

  1. Some reports may allow you to specify “comparison operators” in addition to parameter values. (For example, you could say that you want transaction dates “less than” a date you specify.) See Parameter comparison operators for details.

  2. Click the Run button below the Report settings area.

  3. You can also click the Run button in the Home ribbon tab at the top of the window.

  4. The Run buttons are only available once all required report settings have been defined. Otherwise, they are grayed-out and the report cannot be run.
    The report is displayed on a tab on the right side of the interface using its default layout.
    To run the report with different parameter values, change them as you wish and click Run again. Every run shows its results in a new tab, so you won’t lose anything.

    To close a report result, click on the "x" close-box in the report’s result-tab.
    For information on the types of analysis and customization available from the report’s result-tab, see additional topics under the report-type’s Help menu.

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