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'''<code>pointer to a column of another table</code>''' | '''<code>pointer to a column of another table</code>''' | ||
:Used to display a column from a referenced table (either another self-generated table or another table created using a ginstr app) in the current table | :Used to display a column from a referenced table (either another self-generated table or another table created using a ginstr app) in the current table | ||
− | ::'''Note:''' see also <code>[[# | + | ::'''Note:''' see also <code>[[#Supported_datatypes|assignment]]</code> |
:{| class="wikitable mw-collapsible mw-collapsed" style="width:750px" | :{| class="wikitable mw-collapsible mw-collapsed" style="width:750px" |
Revision as of 21:05, 12 July 2017
Contents
- 1 Creating workspaces
- 2 Deleting workspaces
- 3 Specifying the content of individual portlets
- 4 Special portlet content
- 5 Changing the size of portlets
- 6 General portlet features
- 7 Reports
- 8 Editing features for tables
- 8.1 Creating a new data set
- 8.2 Editing a data set
- 8.3 Actions
- 8.4 Moving columns
- 8.5 Adjusting the column width
- 8.6 Automatically adjusting the column width
- 8.7 Automatically adjust columns when changing portlet size
- 8.8 Hiding columns
- 8.9 Searching in tables
- 8.10 Sorting tables
- 8.11 Linking tables
Creating workspaces
As soon as ginstr web is fully loaded, you will see the first workspace.
Along the bottom edge of the screen, you will find a row containing all the available workspaces:
Click on the +
to create another workspace.
The following screen opens:
Here you can specify a name for the new workspace and the layout for it.
The name of the workspace subsequently joins the list of workspaces along the bottom edge of the screen.
Once you have made all the desired settings, save the new workspace by clicking on the
button.
Deleting workspaces
If you have made a mistake when creating a new workspace, or if the workspace is no longer required, you can irrevocably delete workspaces simply by clicking on the ×
next to the name in the row for selecting the workspaces:
The data displayed in the workspace is not deleted as a result. It can be displayed again at any time in another workspace.
Specifying the content of individual portlets
Each workspace is made up of between one and four portlets. Portlets are windows in which different information can be displayed.
For the workspace that has just been newly created, you can now define what information is to be displayed in the relevant portlet.
To this end, you are shown in each portlet the following list of available information:
You can filter this selection by entering all or part of the table name in the ‘quick search’ field.
For each portlet, select from the list of available information the information you would like to display or edit in the relevant portlet of the current workspace.
It is useful to group together in the individual workspaces the information that is often needed. This makes later work with the data more effective.
It is also useful to base the name of the relevant workspace on the subsequent activity in this workspace, e.g. ‘Settlement’, ‘Accounting’, ‘Team management’, etc.
Each item of information can be simultaneously displayed in the different portlets, both within the same workspace and within different workspaces. If data in a table is changed, the same data displayed in other portlets is automatically changed as well.
As soon as you have selected the information to be displayed for one portlet, you are shown the column headings and some of the saved data, if available.
Here is an example of a workspace with four portlets, each filled with a table which already contains data:
Special portlet content
In addition to the usual tables, ginstr web also offers the following special content for each portlet:
Editing page for an individual data record
In addition to the option of editing a data record directly in the relevant row of a table, you can also conveniently edit an individual data record from any table in a separate portlet.
To do so, please select ‘edit record details’ for the portlet content of any portlet:
Once the user clicks on a data record of any table in the same workspace, this record’s data is then displayed in the ‘edit record details’ portlet and can be easily edited there.
To edit the data, double-click on the data to be changed. Now the data can be edited as desired.
Data that has been changed is automatically saved as soon as one of the following events occurs:
- the user clicks on another record in a table
- another portlet is activated
- another workspace is activated
- the portlet content is removed
- the user returns to the lobby
At the top of this portlet, there is a button which can assign this portlet to a table in the same workspace. When enabled, no other data from another table will be shown in this portlet, even if the user clicks on a data record in another table.
If multiple portlets in a workspace are open for editing data records, another table for editing data can be assigned to each of these portlets.
Map
A map can be displayed in one or more portlets per workspace. These maps can show different regions and zoom levels in the different portlets.
If one or more of the currently selected table data records in the same workspace has GPS coordinates, these will be automatically shown on all maps in the same workspace when the data record is selected.
System tables
There are currently four system tables on ginstr web.
- system:automated reports
- shows a list of all automated report jobs.
- system:automated reports errors
- contains a list of all automated report executions that failed, along with the associated information detailing why the execution did not work.
- system:data imports
- shows a list of all successful data imports. The table also contains the original data that was imported.
- system:data import errors
- contains a list of all data imports that failed, along with the associated information detailing why the import did not work. If the import of individual data records fails, it will display information on why the import failed for each data record.
Creating tables independent of a ginstr app
ginstr customers usually use table templates in conjunction with smartphone apps. However, there is sometimes the need to create additional tables which have little or nothing to do with the ginstr app table templates.
To do this, you can use the ‘add table not belonging to a ginstr app’ portlet content.
The following portlet content is shown after selecting this option:
First, a table name must be entered.
Clicking on one of the +
buttons allows you to add another table column in the relevant place.
After this, the details for the individual table columns must be specified:
- Each column must have a header
- Each column must have a data type:
Further details will be required depending on the selected data type. For example, these are the settings required for a number column:
A table will be created after all of the required information has been entered and the
button has been clicked.
This table can then be immediately populated with data either manually or via a data imports.
All of the table features from ginstr apps are also available for self-generated tables.
Supported datatypes
The following datatypes are supported:
assignment
- Used to display a column from a referenced table (either another self-generated table or another table created using a ginstr app) in the current table.
- This datatype also allows you to assign a column from the current table to be displayed in the referenced table.
- Note: see also
pointer to a column of another table
if the latter aspect is not required
- Note: see also
assignment
datatype optionsdata of referenced table to be shown in this table - table name
- defines name of table which contains column to be referenced
- column name
- defines column in the referenced table which should be shown in this table
data of this table to be shown in the referenced table
- column of this table
- defines column of current table which should be shown in the referenced table defined above
- headline of new column in referenced table
- defines headline to be used for new column (defined by 'column of this table') in the referenced table
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
audio
- Used for storing audio files
audio
datatype optionsFor this datatype no settings options exist
date
- Used for date values (
yyyy-mm-dd
)
date
datatype optionsunique
- if this option is ticked, each cell in table column must have a unique value, i.e. no duplicate entries
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
allow entering date
- date from
- defines earliest allowed date that can be entered into cell
- date to
- defines latest allowed date that can be entered into cell
- preset date
- defines date value which is entered by default when editing cell
this date is not editable
- if this option is ticked, the value defined as preset date cannot be changed
- default filter
- contains several filter options to restrict which date values are allowed in column
dateTime
- Used for date & time values (
yyyy-mm-dd hh:mm:ss
)
dateTime
datatype optionsunique
- if this option is ticked, each cell in table column must have a unique value, i.e. no duplicate entries
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
allow entering date
- date from
- defines earliest allowed date that can be entered into cell
- date to
- defines latest allowed date that can be entered into cell
allow entering time
- time from
- defines earliest allowed time that can be entered into cell
- time to
- defines latest allowed time that can be entered into cell
- preset date & time
- defines date & time values which is entered by default when editing cell
date/time is not editable
- if this option is ticked, the value defined as preset date & time cannot be changed
- default filter
- contains several filter options to restrict which date & time values are allowed in column
dateTimeDiff
- Used to display the difference between values from two
dateTime
columns- Note: current table must contain at least two
dateTime
columns before using this datatype
- Note: current table must contain at least two
dateTimeDiff
datatype optionscolumn of start datetime - defines datetime column containing earliest datetime values
- column of end datetime
- defines datetime column containing latest
dateTime
values
document
- Used for storing document files
document
datatype optionsallow uploading of data
- enables selection of individual document file formats that are permitted for upload
email
- Used for e-mail addresses
email
datatype optionsunique
- if this option is ticked, each cell in table column must have a unique value, i.e. no duplicate entries
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
- max. number of e-mail addresses allowed
- defines maximum number of e-mail addresses per cell
- default e-mail address
- defines e-mail address which is entered by default when editing cell
GPS
- Used for GPS data
GPS
datatype optionsrequired
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
iBeacon
- Used for Apple iBeacon protocol
iBeacon
datatype optionsunique
- if this option is ticked, each cell in table column must have a unique value, i.e. no duplicate entries
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
listOfDates
- Used when each cell should contain a list of dates
listOfDates
datatype optionsFor this datatype no settings options exist
listOfDateTimes
- Used when each cell should contain a list of dates and times
listOfDateTimes
datatype optionsFor this datatype no settings options exist
listOfTimes
- Used when each cell should contain a list of times
listOfTimes
datatype optionsFor this datatype no settings options exist
number
- Used for number values
number
datatype optionsunique
- if this option is ticked, each cell in table column must have a unique value, i.e. no duplicate entries
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
- decimal places
- defines the number of digits that are displayed after the decimal point
% (percentage)
- if this option is ticked, column cell format is set to percentage, i.e. 123 is stored as 123%
not negative
- if this option is ticked, each cell in table column must have a value greater than or equal to 0, i.e. no negative values
- list of allowed values
- defines specific number values allowed in column cells
phoneNumber
- Used for storing phone number values (name + info + phone number)
phoneNumber
datatype optionsunique
- if this option is ticked, each cell in table column must have a unique value, i.e. no duplicate entries
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
picture
- Used for storing image files
picture
datatype optionsallowed types - defines which image file formats are allowed
pointer to a column of another table
- Used to display a column from a referenced table (either another self-generated table or another table created using a ginstr app) in the current table
- Note: see also
assignment
- Note: see also
pointer to a column of another table
datatype optionstable name - defines name of table which contains column to be referenced
- column name
- defines column in the referenced table which should be shown in this table
filter this table depending on selection of pointed table
- if this option is ticked, current table is filtered based on selection of table defined above
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
signature
- Used for signature captures
signature
datatype optionsFor this datatype no settings options exist
status
- Used for to store whether something is in 1 of 2 states (i.e. TRUE or FALSE, FINISHED or NOT FINISHED, ON or OFF etc.)
status
datatype optionsunique
- if this option is ticked, it is possible to store only two records in the table: one that has TRUE status and another that has FALSE status
text
- Used for text entries
text
datatype optionsunique
- if this option is ticked, each cell in table column must have a unique value, i.e. no duplicate entries
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
- max. length
- defines maximum number of characters per cell
multiline
- if this option is ticked, multiline text is enabled for each column cell
- align text
- defines horizontal alignment of text within column cells
- list of allowed values
- defines specific text values allowed in column cells
time
- Used for time values (
hh:mm:ss
)
time
datatype optionsunique
- if this option is ticked, each cell in table column must have a unique value, i.e. no duplicate entries
required
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
allow entering time
- time from
- defines earliest allowed time that can be entered into cell
- time to
- defines latest allowed time that can be entered into cell
- preset time
- defines time value which is entered by default when editing cell
the time is not editable
- if this option is ticked, the value defined as preset time cannot be changed
video
- Used for storing video files
video
datatype optionsFor this datatype no settings options exist
weekday
- Used for days of the week (i.e. Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday)
weekday
datatype optionsrequired
- if this option is ticked, each cell in table column must have some value, i.e. no empty entries
Changing the size of portlets
Both the vertical separating line and the horizontal separating line between the portlets can be moved with the mouse.
In this way you can adapt the size of the portlets to the relevant content:
General portlet features
Each portlet shows the following icons in top-right corner:
Filtering tables
Each table in each portlet allows you to filter the content to be displayed.
The filter settings can be accessed using the icon in the top right-hand corner of the portlet.
Depending on the data types used in the relevant table, different filter options are displayed in the window that opens once you click on the filter icon:
With the following buttons in the top right-hand corner of the filter window you can adopt the filter settings or clear all of the filters:
- reset to default
- allows resetting the filters to predefined default filter settings; it is not possible to define such default values individually
- clear filters
- clicking on the clear filtersbutton clears all filters including the default filter settings
- clicking on the
- apply
- clicking on the applybutton filters the data sets in the current table by the specifications you defined in the filters
- clicking on the
×
- clicking on the
×
button closes the filter settings popup menu and discards modified but not yet applied filter settings; at any time you can re-open the filter settings popup screen for continuing to edit / apply / discard filter settings
- clicking on the
- clear
- for each individual filter a clearbutton exists which allows you to comfortably remove an individual filter setting
- for each individual filter a
Note:
- If you would like to export only the filtered records from a table with the download data feature, please select the visible rows option to ensure that only the records currently shown on the screen (as a result of the applied filter settings) will be downloaded.
Swap the content of two portlets
The content of two portlets can be swapped with the button.
To swap the content, click on this symbol, press and hold the left mouse button and drag the mouse over the portlet with the content you want to swap with the current portlet content.
Close portlet
In the right-hand corner of the top-most row of a portlet, you can close the current portlet content by clicking on the button to then be able to select new content to be displayed in this portlet.
No data is deleted by closing the portlet’s content. However, the settings for this portlet (column order, reports, etc.) will be lost.
Online help
Clicking on the button brings up a help text that describes frequently used features:
Reports
Data saved in ginstr web tables can be grouped and formatted in a variety of ways to create user-friendly reports.
- Up to 20 different Basic Reports can be configured for each individual ginstr web table.
- Table data can be grouped by column values and basic calculations such as subtotals, sum totals, mean values, percentage values and checkbox counts can be performed on each data set.
- Basic Reports can be scheduled to be automatically generated and sent as an e-mail attachment to predefined recipients at predefined intervals (daily, weekly, monthly etc.) See here for more information.
- Basic Reports can be exported in CSV or Excel format.
- Advanced Reports can contain graphs & charts, photo attachments, company logos, text formatting, advanced data calculation and complex aggregation & examination of multiple tables.
- Advanced Reports require ginstr report templates which are customised by ginstr to the customer's specification so that the information is presented in the style best suited to the reader.
- Advanced Reports can be scheduled to be automatically generated and sent as an e-mail attachment to predefined recipients at predefined intervals (daily, weekly, monthly etc.) See here for more information.
- Advanced Reports can be exported in CSV, Excel, PDF or RTF format.
Basic Reports
Each table displayed in a portlet can be configured to show up to 20 different basic reports.
Above each table you will see a ‘default’ tab on the left-hand side. In this tab you are shown the table’s raw data without any calculations.
Clicking on the +
symbol to the right of the default tab creates a new report of the table.
You can configure basic reports in any number of ways, for example group the data in the current table, create subtotals and sum totals, calculate mean values, count data sets and instances of particular data, etc.
You can edit existing reports at any time by clicking on the pencil symbol.
The order of the report tabs can be changed at any time by clicking on the tab and dragging it to the left or right. The tab with the original data always remains pinned to the far left.
Once you have clicked on the +
or pencil symbol, you will see a list of all the columns in the current table.
Right at the top, you can enter and/or edit the name of the report:
The report name can consist of several words.
This report name will later be shown on the report tabs above the table:
Below the report name entry field, the screen is split into two key chapters:
- Specifications for grouping data sets
- Specifications for calculations
The screen content depends on the table’s columns.
All changes are immediately applied to the report after changes have been saved.
Each line in the ‘Grouped columns’ and ‘Ungrouped columns’ chapters represents a column in the report.
Individual rows can be dragged with the mouse from the ‘Grouped columns’ to the ‘Ungrouped columns’ chapters and vice versa.
It is also possible to move a row up or down within a chapter. This enables you to specify the order of columns in the report.
Grouping data sets
‘Grouped columns’ chapter
The columns in the ‘Grouped columns’ chapter are displayed on the left half of the report in the defined order from left to right.
The report is arranged according to all the columns that are part of the ‘Grouped columns’ chapter. The sorting order is defined by the order of the columns from left to right.
Clicking on a black triangle in the chapter reverses the column sorting order.
For every column within the ‘Grouped columns’ chapter in the report, a row with sub-totals is displayed for each different content.
‘Ungrouped columns’ chapter
This chapter defines the order of ungrouped columns. These are displayed in the right half of the report in the defined order from left to right.
Clicking on a black triangle in the chapter reverses the column sorting order.
The set sort order of the ‘Grouped columns’ chapter has priority over the sorting settings of the ‘Ungrouped columns’ chapter.
Calculations
In the lower part of the screen, the following settings can be defined separated for
- a) display on the screen (defined in the ‘web’ column) and for
- b) data export in .csv files or .xlsx Excel files (defined in the ‘export’ column):
- Display interim results for each grouping
- Display overall results at the end of the report
- Display percentages / averages for each grouping
- Display percentage / averages at the end of the report
- Count miscellaneous content
- Count checkboxes
Each option can be activated/deactivated by clicking on the relevant icon.
The settings made here then generate the following report in our sample table.
Grouped by the values from the ‘room’ column with subtotals, totals, average values and count values for all columns:
Buttons
At the top of the screen, there are the following buttons:
- apply
- saves all settings and immediately applies them to the report concerned; the report will be created if it has not already
- cancel
- discards all changes and reverts to previous settings
- delete
- deletes the selected report; deleting a report does not delete data, nor does it affect other reports; this button is only displayed if the report already exists
Automated Reports
Both Basic and Advanced Reports can be scheduled to be automatically generated and sent as an e-mail attachment to predefined recipients at predefined intervals (daily, weekly, monthly etc.).
Automated reports are generated based on a snapshot of the currently applied filter settings, with the exception of the date
and dateTime
attributes which are replaced depending on the selected frequency.
- Note:
- The filter settings can be accessed using the
icon in the top right-hand corner of the portlet.
- To remove filter options applied previously, click the clear filtersbutton at the top of the
filter settings window to clear all applied filter options.
- To remove filter options applied previously, click the
- There is also a clearbutton at the top right of each section to remove all filter settings related to that section only.
- The filter settings can be accessed using the
To create an automated report from a Basic Report, right-click on any record in a report and select the automated reports option from the context menu which appears. This will open the create automated report window consisting of the following fields:
- report name
- defines the name of the report (obligatory)
- to
- defines the primary recipient(s) of the report (obligatory)
- cc
- defines the 'carbon copy' recipient(s) of the report (optional)
- bcc
- defines the 'blind carbon copy' recipient(s) of the report (optional)
- subject
- defines the email subject (obligatory)
usable variables $reportType
$dateFrom
$dateTo
$requestingUserAccount
- body
- defines the content of the email body (optional)
usable variables $reportType
$dateFrom
$dateTo
$requestingUserAccount
- frequency
- this is a dropdown which is used to define at which regular interval the report should be generated
frequency interval for report creation daily yesterday weekly last week (Monday-Sunday) monthly last month weekend last weekend (Saturday-Sunday)
- If daily frequency is selected, only records created on the previous day will be included in the daily automated report.
- Similarly, if weekly frequency is selected, only records created in the previous week between Monday & Sunday will be included in the weekly automated report.
- status
- defines whether an automated report job is active or inactive.
- If an automated report is created with inactive status (
checkbox not checked), the report will not be generated nor sent until the status is changed to
active.
- scheduled date
- defines the date of the first desired instance of report generation
- type
- defines the output type or file format of the automated report
type Description CSV creates Comma-separated value files with .csv extension. EXCEL creates Microsoft Excel 2007+ format files with .xlsx file extension. XML creates Extensible Markup Language files with .xml file extension.
- language
- defines in which language the report should be displayed.
- date format
- defines in which date format the data should be displayed.
- time format
- defines in which time format the data should be displayed.
- time zone
- defines which time zone data should be adopted.
- show thousands delimiters
- defines whether the thousands delimiter should be displayed for numbers.
- international call prefix
- defines whether the + delimiter should be displayed for phone numbers.
- include attachments
- If the yes option is selected here, the report will be attached to the email as a .zip file which contains:
- the .csv, .xlsx or .xml report file depending on the export format selected as type.
- all media files (e.g. .png image files, .wav sound files etc.)
- include dependencies
- If the yes option is selected here, the report will also include records from tables connected through
pointer
and/orassignment
datatype. - column filter
- selecting the all columns option generates the report using all records of a table independent of currently applied column visibility settings.
- In case you have hidden some columns to be shown on your screen and you choose the visible columns option, then only the columns currently shown on the screen will be included in the automated report.
- A snapshot of actual visible column setting is saved in the report setting.
- If you later change the visible columns for the table this does not affect the automated report.
Advanced Reports
In addition to the basic reports feature in ginstr web, the advanced reports feature offers advanced options for presenting information contained in ginstr web tables in a report format which can be easily exported in CSV, Excel, PDF or RTF format.
As with Excel or Powerpoint, advanced reports bring your data to life with graphs & charts, photo attachments, company logos, text formatting, data calculation and complex aggregation & examination of multiple tables.
ginstr report templates are customised by ginstr to the customer's specification so that the information is presented in the style best suited to the reader.
Please contact ginstr if you are interested in setting up a bespoke report template to use the advanced reports feature with your ginstr web account.

Viewing advanced reports within a portlet
A workspace with multiple portlets should be used in order to select between different records to be displayed in the advanced reports portlet.
Individual ginstr report templates set up for your ginstr web account appear under the reports and statistics heading when specifying the content of individual portlets.
The advanced reports portlet displays a preview of the report populated with information from a record selected in another portlet.
If more than one record is selected, the advanced reports portlet will contain multiple reports - scroll down below the first report to view all reports generated from the selected records.
The following buttons appear at the top of the advanced reports portlet:
- refresh report(s)
- Reloads information from selected record(s) and refreshes the reports displayed in the advanced reports portlet.
- CSV export
- Exports the report(s) displayed in the advanced reports portlet to a .csv file (Comma-separated values).
- Depending on your system settings, the exported file will either be downloaded by your browser's download folder automatically, or you will be asked to select a location in which to save the exported file.
- XLS export
- Exports the report(s) displayed in the advanced reports portlet to an .xlsx file (Microsoft Excel 2007+ format).
- Depending on your system settings, the exported file will either be downloaded by your browser's download folder automatically, or you will be asked to select a location in which to save the exported file.
- PDF export
- Exports the report(s) displayed in the advanced reports portlet to a .pdf file (Portable Document Format).
- Depending on your system settings, the exported file will either be downloaded by your browser's download folder automatically, or you will be asked to select a location in which to save the exported file.
- Word export
- Exports the report(s) displayed in the advanced reports portlet to an .rtf file (Rich Text Format).
- Depending on your system settings, the exported file will either be downloaded by your browser's download folder automatically, or you will be asked to select a location in which to save the exported file.
- separate file per report
- If multiple reports are displayed in the advanced reports portlet, setting this option on (
) will ensure that each report is saved to a separate file when either of the
exportbuttons are clicked. - The exported file will therefore be a .zip file containing multiple files (one for each report) in the specified format.
- If multiple reports are displayed in the advanced reports portlet, setting this option on (
- pin this portlet to table
- This option ensures that the advanced reports portlet is pinned to the currently selected table.
- automated reports
- This button opens the formatted automatic report window which can be used to create automated reports which are generated and sent as an e-mail attachment to predefined recipients at predefined intervals (daily, weekly, monthly etc.)
Formatted Automatic Reports
The formatted automatic report window which appears upon clicking the
button at the top of the advanced reports portlet consists of the following fields:
- report name
- defines the name of the report (obligatory)
- to
- defines the primary recipient(s) of the report (obligatory)
- cc
- defines the 'carbon copy' recipient(s) of the report (optional)
- bcc
- defines the 'blind carbon copy' recipient(s) of the report (optional)
- subject
- defines the email subject (obligatory)
usable variables $reportType
$dateFrom
$dateTo
$requestingUserAccount
- body
- defines the content of the email body (optional)
usable variables $reportType
$dateFrom
$dateTo
$requestingUserAccount
- frequency
- this is a dropdown which is used to define at which regular interval the report should be generated
frequency interval for report creation daily yesterday weekly last week monthly last month weekend last weekend
- status
- defines whether an automated report job is active or inactive.
- If an automated report is created with inactive status (
checkbox not checked), the report will not be generated nor sent until the status is changed to
active.
- scheduled date
- defines the date of the first desired instance of report generation
- type
- defines the output type or file format of the automated report
type Description RTF creates Rich Text Format files with .rtf file extension. EXCEL creates Microsoft Excel 2007+ format files with .xlsx file extension. PDF creates Portable Document Format files with .pdf file extension. CSV creates Comma-separated value files with .csv extension.
- language
- defines in which language the report should be displayed.
- date format
- defines in which date format the data should be displayed.
- time format
- defines in which time format the data should be displayed.
- time zone
- defines which time zone data should be adopted.
- show thousands delimiters
- defines whether the thousands delimiter should be displayed for numbers.
- international call prefix
- defines whether the + delimiter should be displayed for phone numbers.
Filtering advanced reports
As with other portlets, clicking the filter icon in the top right-hand corner of the advanced reports portlet opens the filter settings window. Different filter options can be combined as necessary, giving you full control over which records are included in the report(s) for display/export.
When you have finished defining the desired filters, click the
button at the top right corner of the filter settings window to filter the displayed reports accordingly.
- Note:
- Filter settings applied to the advanced reports portlet are retained between sessions on ginstr web.
- To remove filter options applied previously, click the clear filtersbutton at the top of the
filter settings window to clear all applied filter options.
- To remove filter options applied previously, click the
- There is also a clearbutton at the top right of each section to remove all filter settings related to that section only.
- Filter settings applied to the advanced reports portlet are retained between sessions on ginstr web.
Editing features for tables
The following chapter provides a description of the features for adapting the tables in ginstr web is provided. These features can be used on all tables as long as the user has appropriate user rights.
Creating a new data set
To create a new data set in a table, please click on the
button above the table. A new row automatically appears in the current table.
If you would like to create new data sets which are to be allocated to a data set in an existing table, you can automate the allocation process by selecting the existing data set in advance.
If you select a property in the ‘Properties’ table, for example, and then click on the
button in the ‘Zones’ table, the link to the ‘Property name’ column is then automatically set to that zone.
Editing a data set
If you would like to edit data in an existing data set, then double-click in the cell to be edited. Depending on the data type of the current cell, the appropriate window opens to allow you to edit the cell content.
Stop the entry of new data by confirming with the Enter
button or by clicking in an empty area of one of the workspaces. In both cases, the entered data is automatically saved and immediately transmitted to other users, other portlets and all the users of the associated ginstr app.
If you have edited the content of a cell and would like to edit other cells in this row, you can jump directly to the next cell to the right by pressing the Tab ↹
button on your keyboard and to the next cell to the left by pressing ⇧ Shift
+ Tab ↹
together.
Alternatively, you can also move between the individual cells in a row using the arrow keys on your keyboard ( ←
/ →
) and edit the content of the activated cell by pressing the Enter
button.
To delete an incomplete record (as indicated whereby any required cells left empty are shown red), first select the incomplete record with the cursor or arrow keys and press the Delete
button on your keyboard to remove the highlighted record.
Actions
In the first column of each table, you can delete the relevant data set by clicking on the icon in case you have the appropriate user rights. Once deleted, data sets cannot be restored.
Using the icon, you can allocate a colour to the relevant data set.
Data sets marked in colour can be filtered at any time by clicking on the relevant colour above the table.
Moving columns
If you would like to rearrange the sequence of individual columns in a table, left-click on the column heading, press and hold the left mouse button, and drag the column to any place you like in the table.
Once you release the mouse button, the column is moved to the desired location.
These settings only affect the table in the relevant portlet. The same table in another portlet is not affected. This allows for the display of various views of the same table, which can be very useful, particularly for tables with many columns.
This option is not available for reports. The column order in reports is determined by the settings of the respective report (see here)
Adjusting the column width
Column widths can be adjusted continuously by clicking on the separating line between two column headings, pressing and holding the left mouse button, and moving the mouse to the left or right.
Once you release the mouse button, the column width is adjusted automatically.
Automatically adjusting the column width
The columns widths of a table can be adjusted automatically. To do this, right-click anywhere you like in the table. Now you have the following options:
- force fit
- automatically adjusts the column widths to the size of the portlet in which the table is displayed.
- Adapt columns widths to match column titles
- ensures that all headers are displayed in full, however, the content of the individual table cells will be cut off if necessary.
- Adapt columns widths to match column contents
- ensures that all headers and all table contents are displayed in full. If necessary, a horizontal scroll bar will be shown if there is not enough space in the portlet to show all the data.
Automatically adjust columns when changing portlet size
By default, column widths are not changed when editing the portlet width by dragging the vertical line between the portlets. If you wish to activate the automatic adjustment of a table to the portlet width, right-click anywhere in the table and activate the ‘Resize columns while dragging’ option. Now the column width will automatically adjust when you change the width of a portlet.
Hiding columns
You can hide individual columns in a table by right-clicking anywhere you like in the table.
Using the ‘hide/show columns’ menu item, you can now select which column(s) you would like to show / hide in the current table.
Searching in tables
You will find the search field in the top left-hand corner of each table.
As soon as you enter something here, the current table is immediately shortened to those rows containing the character string entered in the search field anywhere in any column.
This search refers to all the columns in the current table.
The string you are searching for does not have to be at the start of a string. In the example below, the search string 'mit' returns both 'Smith' and 'Mitchell'.
Detailed filter settings are possible in the filter settings (see here for more details)
Sorting tables
You can activate table sorting by column content by left-clicking on the heading of the column by which you would like to sort the table.
The small triangle next to the column name represents the direction in which and the column by which the current table is sorted. You can reverse the sorting order by clicking again on the same column heading.
You can find more information on complex sorting features in the online help chapter by clicking on the button in the upper left corner of the portlet.
Linking tables
In ginstr web you can link individual tables with one another. So, for example, tables with columns which refer to other tables are automatically filtered as soon as you select one or more data sets in the table referred to by another table.
- Example
- Unfiltered tables: The table with the ‘Public Holidays’ (right) refers to the table with the ‘Public Holidays Categories’ (left):
- Now select a Public Holidays Category in the left-hand table by clicking on a row. This causes the right-hand table with the Public Holidays to automatically shorten and to show only those Public Holidays which belong to the selected category.
If you would like to filter the second table by several values, you can select the data sets to filter by as follows:
- Multiple selection of individual data sets:
- by holding the
Ctrl
key and clicking on any data sets in any order one after the other in the left table
- by holding the
- Selection of several consecutive data sets:
- by holding the
⇧ Shift
key and, at the same time, clicking on two data sets in any order in the left table
- by holding the
You can combine the two methods for selecting data sets in whatever way you like.
Please note that, due to the links between the tables, under certain circumstances you may no longer be able to see a newly created data set in the ‘Public Holidays’ table once it has been saved. This may be because you clicked on one or more Public Holidays Categories and the ‘Public Holidays’ table was therefore automatically filtered by the category or categories selected; on the other side, the newly entered Public Holiday does not correspond to these filter criteria and therefore the newly added record is saved but not shown on the screen. You can clear this filter by clicking on the
button in the ‘Public Holidays Categories’ table.
If data sets disappear after being entered, they have not been deleted; rather, they have indeed been saved but are not visible at the present time.