Portfolio (IPS) - IPS Reports: Portfolio Report Builder
Portfolio Report Builder Overview
The purpose of this guide is to provide instructions on using the Portfolio Report Builder to customise and build IPS reports.
Portfolio Report Builder allows the user to amend certain portfolio reports. Access Portfolio Report Builder through Administrative Functions > Portfolio Report Builder.
Custom reports are created from one of the existing reports. The new custom report is therefore an exact copy of the base report, and can be customised as required.
Access Portfolio Report Builder
To access the Portfolio Report Builder:
- From the Title Bar at the top of the screen, click the XPLAN menu button then select Administrative Functions > Portfolio Report Builder.
Creating a New Portfolio Report
- Choose the report category from the Categories list.
- Select the Add button next to a report you wish to use as your base report.
Portfolio Report Details
Set the details of the report:
- Default Title - The name of the custom report displayed in the report builder list
- Report Title - Title text displayed on generated reports
- Page Layout - The orientation of pages, either Landscape or Portrait
- Category - The report category for the custom report.
Portfolio Report Setup
Bands
The report is made up of 3 bands: Title, Column and Footer bands.
Elements
Within each of these bands are elements that make up the columns of information in the report.
These ‘elements’ can be deleted through the use of the red Delete button. If an ‘element’ is deleted from one band, then generally any corresponding ‘elements’ within another band should also be deleted.
Elements within bands can be moved either to the left or right through the use of the arrow icons.
Elements can be added (thereby adding an extra column of information to the report) by either selecting the green Add icons within each band (to add individual ‘elements’ per band), or the green Add icon at the top right of the screen (to add ‘elements’ to all bands at once).
Each Element has attributes associated with it and which need to be defined. The attributes will be dependent upon the type of ‘element’ e.g. ‘elements’ within the Title band are labels and therefore their attributes are mainly of a formatting nature. Selecting the Edit icon gives access to the ‘elements’ attributes.
How to edit the Element Attributes:
- Selecting the Edit icon next to the relevant attribute allows it to be modified.
-
Red attributes are compulsory, and can be amended if an Edit icon is displayed. Blue attributes are optional.
-
Show unused attributes can be selected to display all unset optional attributes.
- Once the report has been amended it can be saved. Click on Save. You will be directed back to the main Report Builder screen, where you will be able to see the report you just created.
It will then appear in the list as a Custom Report. Custom reports can be amended and deleted as required.
- Within the Portfolios module / Report section when generating an IPS Report, the report will be listed along with the standard reports.
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