Presenter Structured reports
Important
Presenter Structured reports are not available for any Incentives customers after Release 162. For our most up-to-date reporting tool, see Presenter Adaptive. This documentation is preserved but no longer actively maintained.
In Varicent Incentives, use Presenter Structured reports to create reports to display your data and post on the Sales Portal for review.
Presenter Structured reports are configurable in terms of both design and content. Presenter Structured reports can also be configured for data submission. Report administrators can create editable fields so that web users can edit or add data through data grids to tables in Composer.
Presenter Structured reports consist of the following main components that are the building blocks for report creation:
Data components
Parameters
Values
Sources
Row form sources
Presentation components
Layout tables
Value displays
Grids
Images, charts, maps, and gauges
Controls and submit buttons
At a high level, the following steps describe how to create a Presenter Structured report:
Create parameters that restrict the results that are displayed.
Create values that are based on tables, calculations, and constant values, or computed from existing values.
Create a source.
Pull calculations, tables, parameters, and values into the Presenter Structured report source.
Define the report layout tables for all of the report components.
Add report components to the layout tables.
How the pieces fit together
At a high level, calculations, tables, values, and parameters provide the information that is needed to create a report. These pieces then get compiled into a Presenter Structured or Presenter Adaptive report source. After a source is created, it can be displayed visually on a report.
Presenter Structured or Presenter Adaptive report sources can be used as building blocks for other sources. The steps of gathering and compiling information into sources can be repeated several times before a source is displayed in a grid on a report, as shown in the following example:
Create source 1
Source 1 feeds source 2
Source 2 feeds source 3
Source 3 is displayed in a grid on a report
Presenter Structured or Presenter Adaptive naming conventions
Before you start to build a report in Varicent Incentives, develop standard naming conventions for your report components.
To save time in the future, it is a good idea to set up your naming conventions in advance. Your naming conventions must apply to all parameters, values, and sources for each report.
Important
The following naming convention rules are suggestions only. You can edit them to suit the needs of your organization.
For example, your naming conventions might consist of component type and component purpose.
The first part of the name might specify the type of component. For example:
Pa= parameterVa= valueSo= source
You might also add additional letters to indicate types of values and sources, such as table values. For example:
SoCc= source with a computed columnVaTa= table value
The last part of the name must clearly state the purpose of the component. For example, a parameter that is used to filter results by months might be called PaMonthlyDateFilter2013.
Adding Presenter Structured reports
To create a Presenter Structured report in Varicent Incentives, you must first add a Presenter Structured report object to Composer.
From the Composer module, navigate to the component where you want to add the Presenter Structured report.
From the Palette tab, drag the Presenter Report object into the component.
Type a name for the Presenter Structured report.
Click the Edit icon on the Presenter Structured report to begin creating the report.
Presenter Structured and Presenter Adaptive parameters
In Varicent Incentives, use parameters to place restrictions or rules on the results that are displayed in your Presenter Structured and Presenter Adaptive report.
Parameters are often used to ensure that report results are displayed only if the parameter is true. Multiple parameters can be included in sources, so you can compose the results in any way that you like. You can combine parameters to access the records that are useful and omit parameters that are irrelevant. The following parameters are examples that you can create in Presenter Structured or Presenter Adaptive reports:
Payee filterUsed to filter the report to include only results for a selected payee.
Date filterUsed to filter the report to include only results for a particular date or time period.
Threshold filterUsed to show results that exceed or fall below certain thresholds, for example, payees who surpassed their quota by more than 10 percent.
The default value of a parameter can be set to another parameter or a Value (stored, calculated, or constant) when the Value option is selected as the Value Type. The items that are displayed in the Default list include only the items that match the selected parameter type. When User Entered is selected as the Value Type, a user-determined value can be typed into the Default field.
Important
Null values can be default values, but keep in mind that if the parameter is a Required Parameter, the report cannot render with a null value. If a non-null value is the default for a required parameter and the user submits a blank value, the default value is used instead to render the report.
Adding parameters
In Incentives, you can add text, date, or numeric parameters to your Presenter Structured report to restrict and filter the results that are displayed in the report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Data tab, place your cursor over Parameters and click the More options
button.Select Add a Parameter.
Type a name for the parameter.
From the Type drop-down list, select the type of parameter that you want to create.
From the Value Type drop-down list, select one of the following options:
Value type
Description
User Entered
Select this option if you want to set a static value as the default value.
Value
Select this option if you want to choose another parameter or a stored, calculated, or constant value as the default value.
In the Default field, type a default value that populates the parameter when a web user opens the report.
Select the Required Parameter checkbox, to prevent the data in the report from rendering until the user enters a parameter.
Important
If you select the Required Parameter option, type a default value for a Value parameter.
Select the Use Current Web User checkbox, to populate any payee parameter with the Payee ID of the user who is logged in to the Sales Portal.
Click Create.
Parameters cannot function on their own. They must be joined into a Presenter Structured report source to function as intended. In the Presenter Structured report Source wizard, you can set restrictions on source fields or values to identify the data that must be restricted by the parameter.
Report parameter links
Parameters that are used in one Presenter Structured or Presenter Adaptive report in Varicent Incentives can be carried over into a linked report.
The following example explains how a linked report with linked parameters might work:
Filter Report 1 by payee and month
Create a link from Report 1 to Report 2
Display records in Report 1 for John Smith in Month 1
Select link to Report 2
Report 2 shows only records for John Smith in Month 1
When you link to another report, you do not need to carry over the parameters. If you choose to carry over parameters, you must map them from the current report to the corresponding parameters in the report that you are linking to.
Presenter Structured or Presenter Adaptive report link with parameters example
When you are planning links from your Presenter Structured or Presenter Adaptive report in Varicent Incentives, you might find it helpful to view an example.
In the following scenario, you have two Presenter Structured reports. One report contains a summary of each payee's total sales for each month, and the other contains detailed transactional information for each payee's sales for each month.
You want users to be able to view the first report for specific payees in specific months. Then, you want users to be able to link to the detailed report without having to reselect the appropriate payee and month.
At a high level, the following steps describe how to create the link:
Create Report 1, which contains a summary of each payee's total sales for each month.
Add two parameters to this report: a payee and a month filter.
Create Report 2, which contains detailed transactional information for each payee's sales for each month.
Add two parameters to this report: a payee filter and a month filter.
Add the following text to a cell in the first report: Link to detailed report. Create a link from that text.
Select Report 2 from the report selection menu.
Match the payee filter from Report 1 to the payee filter in Report 2, and match the month filter from Report 1 to the month filter in Report 2.
Note
Parameters are complimentary to pick lists where you can use one or the other or even combine both to impact the same object in Presenter Adaptive. To learn more about pick lists, click here.
Presenter Structured or Presenter Adaptive values
In Varicent Incentives, values are variables that you can apply to your Presenter Structured or Presenter Adaptive report to display additional data. Use values to scale back the results of a report or table to a single cell.
There are three types of values: stored, calculated, and constant.
Often values are used to feed other values. For example, different types of values can act as building blocks for other values to retrieve the information that must be displayed in a report cell or in a fixed grid.
Adding stored values
A stored value returns a single value from a table in Varicent Incentives.
The value can be retrieved from any table or calculation in the model.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Data tab, place your cursor over Values and click the More options
button.Select Add Value.
Type a name for the value.
On the Stored tab, choose a source for the stored value.
From the Value Column drop-down list, select the column to pull data from.
Click each ID column that contains the primary keys of the table and choose one of the following options:
The ID value is the value that must be inputted by the user to determine which row to pull data from.
Option
Description
Selected
Sets the ID value as a parameter. You must select the parameter from the drop-down list.
User Defined
Sets the ID value as a constant. You must type the value in the field.
Click Create.
Stored value examples
In Varicent Incentives, a stored value can be used to pull specific information from Composer and display it in a report.
If you have a table that contains payees and their commission rates, you might create a stored value that pulls a payee's commission rate from the table and displays it in the report.
Imagine that the following information is contained in your commission rate table:
PayeeID | Job Title | Commission Rate |
|---|---|---|
001 | Account Executive | 2% |
002 | Sales representative | 4% |
003 | Account Executive | 3% |
You might create a stored value using the commission rate table as your source.
Because the commission rate field contains the data that you want to display, the commission rate field is selected as the Value Column. The payee ID is the primary key in the table, so you might use a payee restricting parameter to pull the appropriate rate for the payee into the report. This value can then be pulled into a report. If payee 001 is selected on the report, the resulting value is displayed on the report.
Adding calculated values
In Varicent Incentives, you can use calculated values to perform calculations on other numeric values in a Presenter Structured report.
For example, if you have a numeric value that shows a payee's total sales and another value that displays monthly quota, you might pull these two values into a calculated value that shows the percentage of quota that was achieved.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Data tab, place your cursor over Values and click the More options
button.Click Add Value.
Type a name for the value.
On the Calculated tab, add a Formulas by using the available sources.
Click Create.
The result of the computed value can now be displayed on the report.
Presenter Structured or Presenter Adaptive report sources
You can use a source in Varicent Incentives to pull relevant information together into a single object that is well-structured for inclusion in a Presenter Structured or Presenter Adaptive report. Sources can include any combination of calculations, tables, parameters, and values.
Imagine that you have the following pieces:
A calculation that calculates total sales for each payee that is partitioned by payee, product, and month
A calculation that calculates total commission paid to each payee that is partitioned by payee, product, and month
A calculated value that will show the total commission paid for the year
A parameter that restricts by payee
A parameter that restricts by product
You can pull all these items together into a Presenter Structured or Presenter Adaptive report source. You can then add this source to a data grid on the layout tab to show a report that contains value columns from each calculation, filters for payee and product, and a computed cell that displays the sum of the values displayed.
Available data sources for Presenter Structured or Presenter Adaptive sources
In addition to tables, calculations, and data stores, Presenter Structured or Presenter Adaptive report sources can be created from Workflow Manager IDs, Portal Access inquiries, and Presenter Structured parameters.
Portal Access Inquiries source
In Varicent Incentives, the Portal Access Inquiries source contains inquiry information that can be reported on in a Presenter Structured report.
You can use the Portal Access Inquiries source to create a custom report on inquiries. You can report on the ID of the inquiry, the person who created the inquiry, the person who is assigned the inquiry, the date the inquiry was created, updated, and closed, and the category of the inquiry. You can also use this source to determine the age of an inquiry by using a computed column in a data grid and subtracting the Created date column from the Updated date column.
Adding data sources
In Varicent Incentives, any calculation, data store, or table from Composer , as well as Audit log information, can be used as sources in your Presenter Structured report.
You must be granted permission to access the Audit log in Presenter Structured before you can add it as a source.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Data tab, expand Sources and click the More options
button.Select Add Source.
Click the Name field in the header to rename the data source.
Click Save.
On the Data sources pane, drag and drop the Data sources that you want to use into the Added Data Sources pane.
Tip
You can use parameters that were created in Presenter Structured as additional data sources.
On the Restrictions tab, define Restrictions for the data sources.
Note
If you added a parameter as an additional source, you must define the parameter restriction. For example, if you created a parameter that requires users to select a payee to generate the report, the payee parameter must be linked to the payee ID in the source as follows:
Payee Parameter ID = Payee Source ID.On the Select columns tab, complete the following steps:
From the Data Source pane, drag and drop the columns that you want to display in the data source and place them in the Edit columns pane.
On the Edit columns pane, click the Edit icon
to rename it.This step is necessary if you have two columns with the same name. For example, if you joined two calculations that both contain a value column, you must give one of your value columns a new name.
Important
If you change the column name in this step, you do not change the display name of the column on the actual report. To change the display name of the column on the actual report, use the Data Grid wizard.
Click Create.
Transformations
In Varicent Incentives, after you create an initial data source in a Presenter Structured report, you can use it to create transformations that transform the appearance of your source to present the data in a different way.
The following transformations are available:
Aggregate transformation
Computed column
Transpose
Important
When you create a transformation based on a data source, you create a brand new source. The original source is not changed.
Adding aggregate transformations
In Varicent Incentives, use aggregate transformations to create a new source that performs a calculation on a set of data from the original source in a Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Data tab, expand Sources.
Place your cursor over the source that you want to use for the transformation, and click the More options
button.Select Add Aggregate.
Type a name for the aggregate transformation and click Save.
Select a numeric column within the source and apply a formula to it.
Click Next.
From the Data Source tab, drag the columns that you want to display as partitions to the Add columns pane.
Tip
Use aggregate transformations to redefine the partitions of the original source to completely change the rows and columns that are displayed. Values can then be applied to further refine the data.
Click Create.
The result is a new source with an aggregated results column.
Adding computed columns
In Varicent Incentives, you can add a computed column to a source to append a column to the source in a Presenter Structured report. The data in the computed column is the result of applying a formula to numeric columns in the original source. Numeric values can be pulled into the formula as well.
Note
Calculated columns in Presenter Adaptive are not exported to Excel due to certain design limitations.
The following example shows a scenario for which you might use a computed column:
- % Attainment Column
If your original source displays total sales for each payee, you might want to add a computed column that displays their quota attainment percentage. In this case, your computed column displays the results of a calculation that divides the sales amount by the quota amount.
Based on this example, your results might be comparable to the following computed column table:
Table 36. Original sourcePayee
Quota
Sales
1
2000
1000
2
3000
2000
3
1000
1500
Table 37. Computed columnPayee
Quota
Sales
% Quota Attainment
1
2000
1000
50%
2
3000
2000
67%
3
1000
1500
150%
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Data tab, expand Sources.
Place your cursor over the source that you want to use for the computed column and click the More options
button.Select Add Calculation.
In the New Column Name field, type a new column name.
Select a numeric column within the source and apply a formula to it.
NOTE: Presenter Structured reports require you to use the Cell(source.column) function when creating formulas.
Example:
SUM( Cell(Source.Q2 STD Attain %) + Cell(Source.Q4 STD Attain %) )
Click Create.
Place your cursor over the new computed column and click the Edit icon to rename it.
The result of a computed column transformation is a new source that displays the same information as the original source, along with an additional column that displays results of your computation.
Adding transposes
In Varicent Incentives, use a transpose to convert rows into columns to change the way your data is displayed in a Presenter Structured report.
Transposes can be helpful if the data that you want to present is displayed in a different format than the final source results. Consider the following examples of table data:
Payee | Month | Value |
|---|---|---|
John Smith | Month 1 | 10 |
John Smith | Month 2 | 20 |
John Smith | Month 3 | 30 |
John Smith | Month 4 | 40 |
Jennifer Williams | Month 1 | 15 |
Jennifer Williams | Month 2 | 25 |
Jennifer Williams | Month 3 | 35 |
Jennifer Williams | Month 4 | 90 |
Payee | Month 1 | Month 2 | Month 3 | Month 4 |
|---|---|---|---|---|
John Smith | 10 | 20 | 30 | 40 |
Jennifer Williams | 15 | 25 | 35 | 90 |
Before the transpose functionality can be available, it needs an explicit key structure to work with. Create an aggregated transformation of your source and partition by all of the columns. Then you can create a transposed source from the original source.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Data tab, expand Sources.
Place your cursor over the source that you want to use for the transpose and click the More options
button.Select Add Transpose.
In the header, click the Edit
icon and type a name for the transpose.From the Column to Transpose drop-down list, select the column that you want to convert.
In the New Column Name field, type the name for the new column.
From the Available Rows list, drag and drop the rows that you want to transpose into columns and place them in the New Columns pane.
Click Create.
Row form sources
In Varicent Incentives, use a row form source to create an input row form that can be used by web users to submit rows of data to a table from a Presenter Structured or Presenter Adaptive report.
You can create a row form source from tables only. You can then use this source to create a data grid. The data grid displays table data with an input row that is located before or after the data grid for web users to submit data.
Optionally, report administrators can choose to display only the input row and not the table data. Administrators can also choose whether to display this input row vertically or horizontally on the report.
Adding row form sources
In Varicent Incentives, add an input row form to a data grid to allow web users to submit data through the Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Data tab, place your cursor over Editable Sources and click the More options
button.Select Add Row Form Source.
Click on the name field to rename the row form source.
Click Save.
On the Data sources tab, drag and drop the Data sources that you want web users to submit data to.
On the Restrictions tab, create Restrictions to define the data that is visible to web users.
On the Select columns tab, complete the following steps :
From the Data Source pane, drag and drop the columns that you want users to be able to view and use to submit data and place them in the Add columns pane.
In the Add columns pane, click the column name to rename it.
Important
If you change the column name in this step, you do not change the display name of the column on the actual report. To change the display name of the column on the actual report, use the Data Grid wizard.
Click Create.
Presenter Structured or Presenter Adaptive report layout and display options
In Varicent Incentives, after you create parameters, sources, and values for your Presenter Structured or Presenter Adaptive report, you can add layout tables and report components.
Layout tables
In Varicent Incentives, after creating your Presenter Structured report building blocks, you are ready to start building the layout of your report. Layout tables help you to organize your report.
Although every report is different, you can use the following methodology as an example to lay out the rows and columns in your Presenter Structured report in a logical manner:
Create a layout table with three rows and three columns. You use only the middle cell for the report, so make the other cells as small as possible. The outside cells are used for padding.
Add a nested table with five rows and one column in the center column.
Add more nested tables to subdivide the rows as needed.
Adding layout tables
In Varicent Incentives, you must create layout tables to contain the components of your Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the report canvas or a cell in the layout table that you want to add the layout table to.
Important
You cannot merge cells and columns, but you can add nested tables into cells. You can also resize cells by selecting the cell border and dragging the grid lines.
Expand the Layout Dimensions section in the sidebar and select the number of rows and columns for your table.
Expand the Name section and type a name for the layout table.
Tip
Naming the layout tables is useful when you create workflows in the Workflow Manager module. As part of the workflow in Workflow Manager, you can select the layout tables in the report that you want to be viewable and editable by web users.
Expand the Layout section and select the type of alignment that you want to use in the layout table.
Presenter Structured component links
In Varicent Incentives, you can link a Presenter report to web forms, web pages, or other Presenter Structured reports by adding a link to a report component.
You can create a link from an image, text, or the contents of a report column. Links can be made to web forms, web pages, Presenter Structured reports, and parameters. You can set a link to a web form, web page, or other report by using parameters. This functionality is available for text, numeric, and date values, both directly in the layout and in a fixed grid.
When you link to another Presenter Structured report or web form, you can select an associated web tab. On the Sales Portal, when the user clicks the link to the web form or Presenter Structured report, the associated web tab opens. If no associated web tab is selected, then the Presenter Structured report or web form is displayed on the current web tab instead.
Linking a Presenter Structured component to another Presenter Structured report
In Varicent Incentives, you can link an image, text, or the contents of a report column to another Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
In the layout table, select a component to add a link to.
In the sidebar, expand the section name of the component you are modifying.
For example, expand the Text section.
Under the Link heading, click the Edit Link icon.
Click the Report tab.
From the Report drop-down list, select the report that you want to link to.
From the Web Tab drop-down list, select the web tab that should open when a user clicks the report link. Only web tabs that are associated with the selected report are displayed. If you want the report to display in the current web tab, leave the Web Tab drop-down list blank.
From the Parameters list, select the parameters that you want to carry over from the linked report and set the type of parameter and value for each parameter that you select.
Click Apply.
Linking a Presenter Structured component to a web page
In Varicent Incentives, you can link an image, text, or the contents of a column in a Presenter Structured report to any HTTP, HTTPS, FTP, or MAILTO location.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
In the layout table, select a component to add a link to.
In the sidebar, expand the section name of the component you are modifying.
For example, expand the Text section.
Under the Link heading, click the Edit Link icon.
Click the Web Address tab.
Type the URL that you are linking to.
To add values to the URL, place your cursor over the value and click the Add icon.
Select the Open in a new window checkbox to open the web page in a new tab.
Click Apply.
Presenter Structured data components
In Varicent Incentives, after you create the structure of your Presenter Structured report, you can add data components such as text, numeric, and date values, and data grids and fixed grids.
Adding numeric value displays
In Varicent Incentives, you can add a numeric value display to add a numeric value to a selected cell in your Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Data.
Drag the Numeric Value component and place it in a cell in a layout table.
Click the numeric value component in the layout table.
Expand the Name section in the left pane and give the numeric value component a name.
Expand the Numeric Value section.
From the Value Source drop-down list, select a source for the numeric value.
Any saved constant, calculated, or stored values based on a numeric column can be selected.
From the Type drop-down list, select the type of numeric value that you are creating.
From the Decimal Places drop-down list, select the number of decimal places that you want to display in the numeric value.
Click the Conditional Formatting icon to set the format conditions for the numeric value display.
Set the format for the numeric value display.
Adding data grids
In Varicent Incentives, you can use data grids to display the results of a single data source in a table in your Presenter Structured report.
Note
Data grid functionality is available exclusively for Presenter Structured reports, which is a legacy feature not available for new users.
You must create sources on the Data tab before you can add data grids.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Data.
Drag the Data Grid component and place it in a cell in a layout table.
Click the data grid component in the layout table.
Expand the Name section in the left pane and give the data grid a name.
Expand the Data Grid section.
From the Source drop-down list, select the Presenter Structured report source that you want to display in the data grid.
Tip
You can also drag the source from the Data tab and place it in the layout table to create the data grid.
In the Add section in the left pane, you can perform the following actions:
Sort the data in the data grid and create section breaks
Add validation rules for editable columns
In the Column Order section in the left pane, you can perform the following actions:
In the Formatting Options section, you can perform the following actions:
In the Advanced Options section in the left pane, you can select the following options:
Advanced Option
Description
Suppress Repeated Partitions
Deletes any repeated group partitions.
Show Section Headers
Displays the headers for each section.
Enable Export to Microsoft Excel
Enables web users to export the data grid to Microsoft Excel.
Freeze Header Row
Freezes the header row of the data grid so that it displays continuously while a web user scrolls down the report.
Enable Inquiry Copy
Enables Sales Portal users to copy a row of data from a data grid into an inquiry.
Paginated
Enables pagination for data grids on the Sales Portal. You can set the default number of rows that are visible on each page on the Sales Portal.
Enable Show/Hide Columns
You can enable a feature that allows web users to show or hide data grid columns in the Sales Portal. When web users export a data grid to a PDF file or Microsoft Excel, only columns that are visible at the time of export are included.
Adding a data grid with an input row form
In your Presenter Structured report in Varicent Incentives, you can add a row with data submission fields to a data grid. You can also display it alone so that web users can submit data to a table.
You must create row form sources on the Data tab before you can add this type of data grid.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the Displays tab and expand Data.
Drag the Data Grid component and place it in a cell in a layout table.
Click the data grid component in the layout table.
Expand the Name section in the left pane and give the data grid a name.
Expand the Data Grid section.
From the Source drop-down list, select the row form source that you want to display in the data grid.
Tip
You can also drag the row form source from the Data tab and place it in the layout table to create the data grid.
In the Add section, click the Settings icon.
Select the Display only input row checkbox, to display only the input row and not the entire data grid.
If you select the Display only input row checkbox, you can choose to display the input row vertically on the report by selecting the Show vertical checkbox.
Select the location of the input row.
Click the name of any column and from the Local drop-down list, select one of the following options:
Option
Description
Blank
The field is displayed as empty on the report. For each non-primary key column, you can select Blank or an existing parameter to fill the input field.
Auto-Generate
A new primary key is automatically created in the field.
Parameter
An existing parameter can be used in the field. For each non-primary key column, you can select Blank or an existing parameter to fill the input field.
If you have a pick list column, specify how a pick list input row is displayed by completing the following steps:
Select the Configure Pick List checkbox.
From the Description drop-down list, select the field that you want to display as the description.
From the Sort drop-down lists, select to sort the pick list by the ID or by the Description and select Ascending or Descending as the sort order.
Select the Hide ID Column if you do not want the ID to be displayed in the report.
Select the Hide Value for Export checkbox if you do not want the value to be displayed on a published report.
Click Next.
Click Add a Validation Rule to add validation rules to the editable fields.
In the Column drop-down list, select the value column that you want to make the validation rule for.
From the Operator drop-down list, select the operator for your validation rule.
To add the constraint, use the Value, Source, or Parameter tabs.
Click Save.
Continue to add validation rules or click Next.
To add filters to the pick list columns, complete the following steps:
Click Add a Pick List Filter.
From the Column to Filter drop-down list, select the pick list column that you want to filter.
Type a name for the filter.
Click Next.
Define the filter Restrictions.
Click Add.
Click Save.
Adding a workflow dashboard
In Varicent Incentives, you can include links to workflows that are created in the Workflow Manager module to your Presenter Structured report. When a web user clicks the workflow link in the Presenter Structured report, the workflow opens.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Data.
Drag the Workflow Dashboard component and place it in a cell in a layout table.
Click the workflow dashboard in the layout table.
Expand the Name section in the left pane and give the workflow dashboard component a name.
Expand the Workflow Dashboard section and from the Status drop-down list, select the status of the workflows that you want to display on the dashboard.
For example, if you want the dashboard to display links to pending workflows, select Pending from the drop-down list.
Select the checkboxes next to the column names that you want to add to the workflow dashboard.
Clear the Enable Headers checkbox, if you do not want to display headers on the workflow dashboard.
Data grid display options
You can use configurable display options for data grids in a Presenter Structured report in Varicent Incentives.
When you are adding a data grid, you can format the cells in the grid. Alternatively, you can select a column or row and set other options.
You can specify report formatting, set conditional formatting, set alternating row fonts, or set links in your data grid.
Expanding a data grid
In Varicent Incentives, you can fit a data grid to the Presenter Structured window to make it easier to view all the columns.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid that you want to expand.
In the right corner, click Fit Grid To Screen.
Selecting columns in data grids
In Varicent Incentives, when you set display options for a data grid in your Presenter Structured report, you can select one or more columns that you want to change.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Place your cursor over the header of the column that you want to select and click the arrow.
The selected column is highlighted.
Adding computed columns to data grids
In Varicent Incentives, you can add columns to a data grid to display the value of simple math functions in your Presenter Structured report. There is no limit to the number of computed columns that you can add to a single data grid.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Expand the Data Grid section in the left pane.
Under the Add heading, click the Add Computed Column icon.
In the data grid, place your cursor over the header of the new computed column and click the arrow to select the column.
Expand the Computed Column section in the left pane.
Under the Add heading, click the Edit Formula icon.
In the Write a Formula pane, create the formula for the column using the available sources.
Click Save.
Adding computed rows to data grids
In Varicent Incentives, you can add rows to a data grid to display the value of simple math functions in your Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Expand the Data Grid section in the left pane.
Under the Add heading, click the Add Computed Row icon.
To add text to a cell in the computed row, click the cell and complete the following steps:
Expand the Computed Row section in the left pane.
Under the Add heading, click the Edit Formula icon.
In the User Defined Value pane, type the text that you want to display in the cell.
Click Save.
To add a formula to a cell in the computed row, click the cell and complete the following steps:
Expand the Computed Row section in the left pane.
Under the Add heading, click the Edit Formula icon.
Click the Formula tab.
In the Write a Formula pane, create the formula using the available sources.
Click Save.
Setting the sort order for data grids
In Varicent Incentives, after you add a data grid to your Presenter report, you can select a source column to sort data by and set the sort type.
If a column is sorted at the time of data grid creation, it is not sortable in the Sales Portal. Columns must be sorted separately for each section of the grid. Sorting does not extend beyond section breaks.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Expand the Data Grid section in the left pane.
Under the Add heading, click Sort Selection.
Drag a column from the Available Sources pane to the Sort Order pane to sort the data.
You can select more than one column to sort by. Each column can only be used once.
In the Sort Order pane, change the order of the columns by dragging a column up or down the list.
The data is sorted by the column that is first in the list.
In the Sort Order pane, next to the column name, click the Edit icon.
From the Sort Order drop-down list, select either Ascending or Descending.
If you are sorting your data source by a date column from a table and you want to create section breaks by time, select a calendar from the Calendar drop-down list to associate with the date column.
Important
You must select a calendar only if you are sorting your grid by a date column that does not have a calendar that is associated with it. For example, you have a custom table with a date column and you want to create a section break by time period. If you are not sorting your data grid by a date column, you do not need to select a calendar. If you are sorting your data grid by a time partition, all potential section breaks are associated with the calendar that is tied to the data grid source, and the calendar menu is disabled.
Select the Add a Section Break checkbox to create a section break at the bottom of the data grid from the sorted column.
Click Done.
Click Save.
Adding section breaks to data grids
In Varicent Incentives, you can add a row based on a sorted column to the bottom of a data grid in your Presenter Structured report.
Section breaks can be made for any sorted column with these two exceptions:
No column sorted after a numeric or date column will be eligible for a section break
You cannot make a section break for a numeric type column
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Expand the Data Grid section in the left pane.
Under the Add heading, click Sort Selection.
Drag the column that you want to use as a section break from the Available Sources pane to the Sort Order pane.
In the Sort Order pane, click the Edit icon next to the column name.
Select the Add a Section Break checkbox.
Select a cell in the section break and choose a source for the column from the No Source drop-down list.
Repeat step 6 for each source you want to add to the section break.
Select a cell in the section break and use the toolbar to format, align, and select the shading for the section break.
Click Done.
In the Sort Order pane, drag the section breaks to change their order.
Important
Section breaks display in the order that they appear in the window.
Click Save.
Adding editable columns to data grids
In Varicent Incentives, you can allow web users to edit existing data in Composer tables by adding editable columns in Presenter Structured data grids.
Note
Data grid functionality is available exclusively for Presenter Structured reports, which is a legacy feature not available for new users.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Place your cursor over the header of the column that you want to make editable and click the arrow to select the column.
In the Column section in the left pane, under the Formatting Options heading, select the Toggle Editable checkbox.
Add validation rules for the editable column.
After you add an editable column to a data grid, you must add a submit button to the report.
Adding validation rules for editable data grid columns
In Varicent Incentives, you can create a rule that validates the data that web users submit through an editable column in a data grid or row form.
Validation rules are used to validate an aggregation of data for the whole data grid, such as a maximum or minimum, average, or sum of all the data. If a web user enters data that does not follow the validation rule, a user-defined error message displays when the user tries to submit the data.
For example, a regional sales manager might have a discretionary bonus of $1000 that he can distribute among the members of his team as a reward for high performance. You can create a computed row in the data grid to calculate the total amount of the bonuses that he distributes. Then, you can add a validation rule to ensure that the total amount does not exceed $1000 before the regional sales manager can submit the data.
The validation feature does not validate individual rows of data that a user enters into the data grid.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
In the data grid, place your cursor over the header of column that you want to add validation rules for and click the arrow to select the column.
Expand the Column section in the left pane.
Under the Add heading, click the Validation Rules icon.
Click Add a Validation Rule.
In the Error Message field, type the message that you want web users to receive if they try to submit invalid data.
Create a formula for the validation rule using the available sources.
Click Save.
Add any additional validation rules.
Click Save.
You must add a submit button to reports with editable data grid columns.
Formatting data grid rows
In Varicent Incentives, you can edit the format of the rows in the data grid of your Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the rows in the data grid in the layout table.
Expand the Data Grid section in the left pane.
Under the Formatting Options heading, clear the Alternating Rows checkbox.
Expand the Rows section in the left pane.
Under the Font heading, set the format for the rows.
Formatting data grid columns
In Varicent Incentives, you can format headers and set the numeric format of values in a data grid in your Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
To format the header of a column, complete the following steps:
In the data grid, click the header of the column that you want to format.
In the Header section in the left pane, under the Font heading, set the format for the column header.
Select the Apply to all headers checkbox to apply the format to the other column headers in the data grid as well.
To edit a numeric column, complete the following steps:
In the data grid, place your cursor over the header of the numeric column and click the arrow to select the column.
In the Column section in the left pane, from the Type drop-down list, select the type of numeric column that you want to display.
In the Decimal Places field, set the number of decimal places that you want to display.
Freezing the data grid header row
You can choose to lock the header row of a data grid so that it displays continuously as you scroll down the Presenter Structured report in the Varicent Incentives Sales Portal.
You can set this feature independently for different data grids. The menu in the header remains frozen along with the header if you select this feature. If you choose to suppress data grid headers, then the freeze header row option is disabled.
This feature does not work when you preview a report in the editor, or when a web user accesses the Sales Portal with Internet Explorer 7 and 8.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Expand the Data Grid section in the left pane.
Expand the Advanced Options section, and select the Freeze Header Row checkbox.
Showing or hiding data grid columns
In Varicent Incentives, you can enable a feature that allows web users to show or hide data grid columns in Presenter Structured reports. When web users export a data grid to a PDF file or Excel, only columns that are visible at the time of export are included.
Showing or hiding columns doesn't change the order of columns.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Expand the Data Grid section in the left pane.
To hide the column so that it does not display in the data grid, in the Column Order section in the left pane, click the More options
button next to the column that you want to hide.Click the Hide Column icon.
To initially hide the column when the user loads the report in the Sales Portal, but give the user the option to show the column, perform the following steps:
Place your cursor over the header of the column and click the arrow to select the column.
Expand the Column section in the left pane, under the Formatting Options heading, select the Initially Hide checkbox.
Setting the width of a column
In Varicent Incentives, you can change the width of data grid columns in your Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
In the data grid, click the header of the column that you want to format.
Drag the border of the column until you have reached your desired cell width.
Adding pagination to data grids
In Varicent Incentives, you can enable pagination for data grids in your Presenter Structured report.
When you enable pagination for data grids, you can set the default number of rows that are visible on each page on the Sales Portal. This feature is useful if you have a data grid with many rows.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
Expand the Data Grid section in the left pane.
Expand the Advanced Options section, and select the Paginated checkbox.
From the drop-down list, select the number of rows that you want to display on each page on the Sales Portal.
Setting conditional formatting
You can specify different text and numeric formatting for values in a data grid column of your Presenter Structured report in Varicent Incentives when certain conditions are true. For example, when a value in the results column is lower than a certain amount, you might want to display that value in red.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
In the data grid, place your cursor over the header of column that you want to add conditional formatting and click the arrow to select the column.
Note
Conditional formatting can only be applied to numeric columns.
In the Column section in the left pane, under the Add heading, click the Conditional Formatting icon.
Click Add a Condition.
Create a condition by dragging available columns from the Available Sources pane.
Tip
To define multiple conditions, type AND(<condition1>,<condition2>). For example, type AND(Source.YTDSales>= 0,Source.YTDCommission< 0).
Use the toolbar to indicate the formatting that you want to apply to values that meet the condition.
Tip
To make sure that the conditional formatting does not interfere with the alternate row formatting of the data grid, set the cell shading color to transparent.
Click Add.
Repeat the preceding steps to add as many conditions as necessary. You can add multiple conditions to a column.
Drag the conditions to arrange them in the order that you prefer. Formatting is applied in the order that the conditions are listed.
When you finish adding conditional formatting, click Save.
Showing the date and time in data grid columns
Users can display either date only or date and time for a date column in a data grid in your Presenter Structured report in Varicent Incentives.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
In the data grid, place your cursor over the header of the date column and click the arrow to select the column.
In the Column section in the left pane, from the Date drop-down list, select Date or Date Time.
When the date and time format is applied to the Audit.Time column, the recorded time is added to the end of the date.
If the Date and Time option is selected for a date column that does not have a time, 12:00AM is appended to each date.
Data grid templates
In Varicent Incentives, templates are used to apply formatting to selected data grids in Presenter Structured reports.
Note
Data grid functionality is available exclusively for Presenter Structured reports, which is a legacy feature not available for new users. To enable related data grid features, please contact our support team.
You can select a template as the default template for all data grids. When a data grid is created, it has the same formatting as the default template. You can choose to apply a different template to a data grid after it is created. The format that is set in the template does not affect any date, numeric, or conditional formatting set in the data grid. If you have sections added in the data grid, you can edit styling of the objects and display section headers for each record.
You can view the data grid templates saved on your model in the admin panel.
Adding data grid templates
In Varicent Incentives, you can add a template that can be used to format data grids in your Presenter Structured report.
Note
Data grid functionality is available exclusively for Presenter Structured reports, which is a legacy feature not available for new users.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
Click the data grid in the layout table.
In the Data Grid section in the left pane, under the Add heading, click the Manage Templates icon.
Click Create a New Template.
In the Name field, type a name for the template.
Template names must be unique, cannot contain more than 100 characters, cannot have leading or trailing white space, and cannot contain special characters.
From the Style Properties drop-down list, select the row type that you want to format.
For example, select Header to set the format for the header row.
Use the toolbar to set the format for the selected rows.
From the Formatting Options list, select the options and type of formatting that you want to apply.
Click Create.
Presenter Structured or Presenter Adaptive chart components
In Varicent Incentives, you can add different types of charts to display data in your Presenter Structured or Presenter Adaptive reports.
Adding single series charts
In Varicent Incentives, you can add a single series chart to display the results of one source in a Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Controls.
Drag the Chart component and place it in a cell in a layout table.
Select Single Series.
Select a chart type and click Next.
Select the source that you want your chart to represent by completing the following steps:
From the Source drop-down list, select the Presenter Structured source that you want to display in the chart.
In the Display Name field, type the name of the source.
From the Display Column drop-down list, select the column from the source that you want to display on the x-axis.
From the Value Column drop-down list, select the column from the source that you want to display on the y-axis.
Click Add.
If you want to create a link in the chart, place your cursor over the source and click the Edit Link icon.
Click Next.
Click Chart Title and complete the following steps:
Clear the Show Title checkbox if you do not want to display a title.
In the Chart Title field, type the title for the chart.
Set the format for the chart title.
Click Axis Title and complete the following steps:
Type the title for the x-axis.
Set the format for the x-axis title.
Click the y-axis tab.
Type the title for the y-axis.
Set the format for the y-axis title.
Click Axis Labels and complete the following steps:
Set the format for the x-axis values.
Select the Sort X-axis check checkbox to sort the X-axis and select either Ascending or Descending as the sort order.
Click the Y-Axis tab.
Clear the Hide Value Labels checkbox to display values on the chart.
Select the Min/Max checkbox to set the minimum and maximum values for the y-axis.
Set the format for the y-axis.
If the single series chart you choose contains multiple colors, click the Colors tab and select the Custom Color Scheme check box to add custom colors for the chart.
Click the Advanced tab.
In the Prefix and Suffix fields, type a character that you want to display before or after the value.
Typical examples include $ or %.
From the Decimal Separator drop-down list, select a decimal or comma for the displayed values.
From the Thousand Separator drop-down list, select a decimal or comma for the displayed results.
From the Decimal Places drop-down list, select the amount of numbers that you want to display after the decimal in the results.
Select the Number Scaling checkbox to shorten larger values by adding K or M to the values (for example, 50K instead of 50,013). If you do not select the Number Scaling checkbox, the full value is displayed.
Select the Percentage checkbox to multiply the values by 100.
A percentage sign is not added to the value. If you want a percentage sign to be displayed, add the sign to the Suffix field.
Click Next.
Click Create.
Expand the Chart section in the left pane to set the width and height in pixels for the chart.
Adding multi series charts
In Varicent Incentives, you can add a multi series chart to display the results of more than one source in a Presenter Structured report.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Charts.
Drag the Chart component and place it in a cell in a layout table.
Select Multi Series.
Select a chart type and click Next.
Select the sources that you want your chart to represent by completing the following steps:
From the Source menu, select the Presenter Structured source that you want to display in the chart.
In the Display Name field, type the name of the source.
From the Color menu, select the color that you want to represent this source in the chart.
From the Display Column menu, select the column from the source that you want to display on the x-axis.
From the Value Column menu, select the column from the source that you want to display on the y-axis.
Click Add.
Click Add a Source to add another source for the chart and repeat steps 5a-e.
If you want to create a link in the chart, place your cursor over the source and click the Edit Link icon.
When you are done adding sources, click Next.
Click Chart Title and complete the following steps:
Clear the Show Title checkbox to not display the title.
In the Chart Title field, type the title for the chart.
Set the format for the chart title.
Click Axis Title and complete the following steps:
Type the title for the x-axis.
Set the format for the x-axis title.
Click the Y-Axis tab.
Type the title for the y-axis.
Set the format for the y-axis title.
Click On the Displays tab, expand Controls.Axis Labels and complete the following steps:
From the Orientation menu, select the way that you want the labels to display on the x-axis.
Select the Sort X-axis check checkbox to sort the X-axis and select either Ascending or Descending as the sort order.
Set the format for the x-axis values.
Click the Y-Axis tab.
Clear the Hide Value Labels checkbox to display values on the chart.
Select the Min/Max checkbox to set the minimum and maximum values for the y-axis.
Set the format for the y-axis.
Click the Advanced tab.
In the Prefix and Suffix fields, type a character that you want to display before or after the value.
Typical examples include $ or %.
From the Decimal Separator menu, select a decimal or comma for the displayed values.
From the Thousand Separator menu, select a comma or period for the displayed results.
From the Decimal Places menu, select the amount of numbers that you want to display after the decimal in the results.
Select the Number Scaling checkbox to shorten larger values by adding K or M to the values (for example, 50 K instead of 50,013). If you do not select the Number Scaling checkbox, the full value is displayed.
Select the Percentage checkbox to multiply the values by 100.
A percentage sign is not added to the value. If you want a percentage sign to be displayed, add the sign to the Suffix field.
Click Legend and complete the following steps:
Select the Show Legend checkbox to display a legend on the chart.
Set the format for the legend.
Click Next.
Click Create.
Expand the Chart section in the left pane to set the width and height in pixels for the chart.
Adding gauges
In Varicent Incentives, you can create gauges to represent calculations that do not contain partitions in a Presenter Structured report. Gauges show the result of a calculation.
Gauges can be useful when you want to look at a total value. You need at least three numeric values to create any gauge, including minimum, maximum, and current values.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Charts.
Drag the Gauge component and place it in a cell in a layout table.
Select a gauge type.
Click Next.
From the Min Value Source drop-down list, select the source that contains the minimum values for the gauge.
From the Max Value Source drop-down list, select the source that contains the maximum values for the gauge.
From Current Value Source drop-down list, select the source that contains the current values for the gauge.
Select the Show Trendpoint checkbox, and select a trend value source.
Click Next.
Click Ranges and complete the following steps:
Tip
Create three ranges such as weak, average, and strong. You must have a minimum of two ranges.
In the Label field, type a name for the range.
In the Minimum and Maximum fields, set the minimum and maximum number for the range.
From the Color drop-down list, select a color for the range.
Click the second color in the range to define its settings.
Click the Add icon to add an additional range.
Click Labels and complete the following steps:
Set the format for the ticks.
Click the Limits tab.
In the Lower Limit field type the minimum value for the gauge.
In the Upper Limit field type the maximum value for the gauge.
Set the format for the limits.
Click the Advanced tab.
In the Prefix and Suffix fields, type a character that you want to display before or after the value.
Typical examples include $ or %.
From the Decimal Separator drop-down list, select a decimal or comma for the displayed values.
From the Thousand Separator drop-down list, select a decimal or comma for the displayed results.
From the Decimal Places drop-down list, select the amount of numbers that you want to display after the decimal in the results.
Select the Number Scaling checkbox to shorten larger values by adding K or M to the values (for example, 50K instead of 50,013). If you do not select the Number Scaling checkbox, the full value is displayed.
Select the Percentage checkbox to multiply the values by 100.
A percentage sign is not added to the value. If you want a percentage sign to be displayed, add the sign to the Suffix field.
If you chose to add a trendpoint, click Trendpoint, and complete the following steps:
In the Label field, type a name for the trendpoint.
From the Color drop-down list, select a color for the trendpoint.
Set the format for the trendpoint.
Click Create.
Expand the Chart section in the left to set the width and height in pixels for the gauge.
Click the Link icon if you want the gauge to act as a link to another report, web form, or web page.
Presenter Structured control components
In Varicent Incentives, you can add pick lists, text, and signature controls to filter data displayed in your Presenter Structured reports. You must add submit buttons to your report if you add one or more of these control components.
Adding submit buttons
In Varicent Incentives, you must add submit buttons for selecting parameters in a Presenter Structured report. Pick list and text controls require submit buttons for the selected or entered parameters to populate.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Controls.
Drag the Submit Button component and place it in a cell in a layout table.
Click the submit button in the layout table.
Type the text that you want to display on the button.
Expand the Submit Button section in the left pane.
Under the Font heading, set the format for the submit button.
Adding a pick list control
In Varicent Incentives, you can create a pick list control to create a drop-down menu in a Presenter Structured report based on a source table. The item that the user selects from the list is used to fill the selected parameter.
For example, if you add a pick list control based on the Payee table that fills a parameter based on payee ID, the user selects the payee ID to render report information. You can configure pick lists to display ID, description, or both in the drop-down menu. You can also set up the pick list to sort by either the description or ID field in ascending or descending order.
Pick lists are complimentary to parameters where you can use one or the other or even combine both to impact the same object in Presenter Adaptive. To learn more about parameters, click here.
You can filter pick list controls based on parameters selected in another pick list control.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Controls.
Drag the Pick List component and place it in a cell in a layout table.
Click the Pick List component in the layout table.
Expand the Pick List section in the left pane.
From the Source drop-down list, select the Presenter source that you want to use to populate the pick list.
From the Description drop-down list, select the column from the source to display in the pick list.
From the Parameter drop-down list, select a parameter that this pick list fills.
From the Sort drop down lists, select either ID or Description to sort the data in the pick list by, and select either Ascending or Descending for the sort order.
In the Font section, set the format for the pick list.
Select the Hide ID Column checkbox to show only the Description column in the pick list.
Select the Hide Value For Export checkbox to make sure that the pick list control is not displayed on published reports.
Adding signature controls
In Varicent Incentives, you can add a signature control to add agreement text and accept or reject options to a Presenter Structured report.
Note
Signature control functionality is available exclusively for Presenter Structured reports, which is a legacy feature not available for new users.
Payees who access the report can either accept or reject the agreement text in the signature control. Their responses are recorded in the Audit log. Each report can have many signature controls, which are identified by their Signature ID. Reports with signature controls must also contain a submit button.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Controls.
Drag the Signature component and place it in a cell in a layout table.
Click the signature component in the layout table.
Type the agreement text that you want to display on the report. There is a 4300 character limit to this field.
Expand the Signature section in the left pane.
In the Font section in the left pane, set the format for the signature control.
Adding text controls
In Varicent Incentives, you can add a text box in which a user can enter information for a selected parameter in a Presenter Structured report.
If you add a parameter to your Presenter Structured report source, you must create a place on the report for the user to select the parameter. You can do so by creating either a text control or a pick list control. For example, if you add a text control that fills a parameter based on payee ID, the user can type the payee ID into the box to render report information.
If you want web users to be able to perform a wildcard search of a data source for the value to enter in the text control, you can set up the search in Presenter Structured. To use a text control, you must have a submit button on the form.
You can also validate and restrict the entries that web users can submit. If you select both the Restrict Value and Enable Wild Card Search checkboxes, Restrict Value will take precedence. For example, if you have a table with an Account ID column and you restrict the valid values to this column, the web user won't be able to enter and submit a value from payeeID even with a wildcard search. To enable Restrict Value, please contact Support.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
On the Displays tab, expand Controls.
Drag the Text Control component and place it in a cell in a layout table.
Click the text control component in the layout table.
Expand the Text Control section in the left pane.
From the Fill Parameter drop-down list, select a parameter that is related to the text control.
Select the Hide Value For Export checkbox to make sure that the value is not displayed on a published report.
To allow web users to type the exact value or use an asterisk to perform a wildcard search for a value to enter in the text control, complete the following steps:
Select the Enable Wild Card Search checkbox.
Select the data source that contains the values that you want to search for in the text control.
Select the column of the data source that contains the values that you want to search for in the text control.
To restrict the values web users can enter, complete the following steps:
Select the Restrict Value checkbox.
Select the data source that contains the valid values.
Select the column of the data source that contains the valid values.
Presenter Structured Next styles
Use the Next style option to apply new styles to data grids, pick list controls, and buttons.
You can apply these styles to any new or existing Presenter report.
Important
These styles apply to web view only. Publishing to a PDF file uses the default styles.
Enabling Next styles
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
In the Presenter Structured editor, click the Preferences icon.
Select the Use "Next" style checkbox.
Click Save to apply your changes.
Click Preview to confirm the new styles.
Summary of changes
After you apply Next style, these displays change in the report:
Data grid cell size increases.
Data grid rows highlight when hovered over.
If grid lines are turned off for a data grid, light gray horizontal lines appear.
New icons for copy to inquiry, menu, and calendar.
New look for buttons.
New look for controls.
Tips
After you apply these styles to an existing report, you might need to review the alignment of data grids, text, buttons, and controls. The new styles add more padding around objects for improved readability, but it might shift the placement of displays in your report.
If your report uses a data grid to display simple text, numeric, or date information, it now has a border around it and will highlight when hovered over. You can disable borders by selecting the data grid and then in the sidebar, select Hide Row Borders and Disable Row Highlighting in the Data Grid tab.
By default, data grids in the Next style have gray horizontal dividing lines. If you want vertical lines in your data grid, select the Grid Lines checkbox. If you are happy with the default style, clear the Grid Lines checkbox.
Additional settings
With the Next style option selected in Presenter, there some other settings that you can apply to your report.
You can remove borders from data grids and disable row highlighting. To enable these features, select the data grid in the report. In the sidebar, under Data Grid, check Hide Row Borders and Disable Row Highlighting.
You can make data grids, or specific sections of a grid, transparent. To enable this option, select the section of the grid that you would like to be transparent (either the headers, odd rows, or even rows), and in the sidebar, under Layout change the color to no option with the red line through it.
Previewing a Presenter report
In Varicent Incentives, after you create a Presenter Structured report, you can preview the report to make sure that it will be displayed correctly in the Sales Portal.
From the Reports module, click the Reports tab.
Click a Presenter Structured report to open it.
in the toolbar, click Preview.
From the Current Web User drop-down menu, select the web user whose information you would like to preview.
Select any parameters required for the report.
Click Save.