CM4D Web Interface

There are six pages in CM4D Web that perform different functions in the application.

Buttons

User Profile Settings

User settings that are saved to the database are accessible via the Hello, User link in the top right corner of the user interface.

Customizing the Web Interface

The CM4D Web interface is set up to allow you to customize how the reports are structured, organized, and filtered so that you can see the reports that are important to you, the way that makes the most sense to you.

Some of the configuration of the interface that you customize will be saved for your user login and will be used the next time you open CM4D Web. The columns, grouping, and search results will remain the next time you log in to Web. However, if you turn on the Group Panel and the Search Panel in the Web or Scheduled Reports pages, the panels will only remain open during the current session.

Sort Reports by Column

Change the order that the Reports appear in the list by sorting them by one of the columns. To sort, click the column header once to sort Ascending. Click it again to sort Descending.

· Sort Ascending - orders the rows by the contents of the selected column alphabetically, in ascending order (A-Z).

· Sort Descending - orders the rows by the contents of the selected column alphabetically, in descending order (Z-A).

Alternatively, you can select a sorting option by right-clicking on a column header and select an option from the menu.

Group Reports by Column

Grouping refers to the organization of column headers. When grouped, the reports will be sorted within a grouped tree structure, allowing you to collapse or expand groups of reports to find the reports that you need quickly and efficiently based on relevant information.

When the Group Panel is enabled, you can drag and drop column headers into the grey region above the column headers. Each header that is placed in the grouping region of the grids will be designated as a level of grouping, with each subordinate column group added successively in order to form dynamic, multi-level sort groups by which data can be organized. As each column header is placed in the grouping region, you will be able to see the grid being formatted according to your grouping selections.

To enable Grouping, right-click on a column header and select Group Panel.

1. You can group by a column two ways:

· Click and drag a column to the Group Panel:

· Right-click on a column header and select Group by this Column:

2. The rows will be grouped according to the values in the selected column.

3. Expand a Group by clicking the arrow () for that row:

4. Add additional columns to the Group Panel to build a drill-down tree structure.

To remove a column header from the Grouping area, use one of the following two methods:

· Click and drag the header from the grouping area back onto the Column header area.

· Right-click on the Grouping header and select Ungroup from the menu. When the column header is dropped between two white arrows, it will return to a position within the standard column headers.

If you have multiple headers that are being used to group, you can remove all of them at once by right-clicking in the Group Panel bar (not on a column header that is grouped) and selecting Clear Grouping from the menu.

Right click in the Group Panel and select Expand All to expand all of the groups. Do the same with Collapse All to close all of the Groups down to the root group level.

Columns

The Column Headers are either default fields provided by CM4D Web, are Globally set at the Site level by a CM4D Administrator, or are custom columns programmed in to the reports by the Template Developer. All available columns will depend on your report setup, but all columns can be used to sort, search, group or filter data (other than # and Thumbnail).

To add additional columns (when more are available), right-click on a column header and select Choose Columns. Click, drag, and drop a column header from the Fields dialog onto either the Column Header area or the Grouping area to restore it in the interface. Two white arrows will appear when you hold the new column over an area where you can add the column. When you find the position you want to insert the column, release the mouse button.

The Column Chooser dialog can be moved around and left open while performing other tasks. Click the X in the Column Chooser dialog to close it.

Sometimes when you open the Column Chooser while the User Activity Log is open, the dialog may end up being hidden behind the log panel.

Search for Reports

You can search the entire list of reports by entering text into the Search Panel edit box.

To turn on the Search Panel, right click on any Column header and select Search Panel.

To turn off the Search Panel, right click on any Column header and select Search Panel.

Type text into the Search edit box to filter down the entire grid to only rows containing text matching the string entered. This filtering is dynamic and will update the grid as you type.

To search for something within a specific column, enter text into the Filter Row edit box.

Each column can be searched with different text, but keep in mind that this search is composite, so if you type text into more than one Column a report must match all search strings in order to appear in the list.

Filter Reports

Reports can be filtered by assigning Filters to any of the available Columns. Simple filters can be defined using the Filter Row, or you can use the Filter Builder for more complex filtering.

Filter Row

Type text into the Filter Row edit box to dynamically filter your reports. How the text is applied as a filter can be modified by selecting a different Filter operator from the Filter Row Menu.

To turn on the Filter Row edit box, right-click on any Column header and select Filter Row.

To turn off the Filter Row edit box, right-click on any Column header and select Filter Row.

Filter Row Menu

The Filter Row Menu allows you to select operators for any text you enter in the Filter Row edit box. The default operator is Contains.

To turn on the Filter Row Menu, right-click on any Column header and select Filter Row Menu.

To turn off the Filter Row Menu, right-click on any Column header and deselect the Filter Row Menu.

To open the Filter Row Menu, click the Filter () icon next to the Filter Row edit box.

The list of operators in this menu is limited to the basics, but more complex operators are available when you use the Filter Builder. The Filter builder is not available on the Web Reports and Scheduled Reports pages.

Filter Builder

On the Templates and Managed Reports pages, you can create and customize Filters using the Filter Builder.

The Filter Builder can be accessed by any of the following options:

· Right-click on any Column Header and select Filter Builder from the menu.

· At the bottom grid area of the page, click Create Filter.

· At the bottom of the page, click on the Filter () image.

1. In the Filter Builder window, click the plus sign () to add a new Condition.

2. A new default expression will be added.

3. Modify the Condition, Column, Operator and Condition Value.

a. Click on the red text to select a Condition operator, or to add a new Condition or Group.

b. Click on the blue text to choose the Column that you want to filter.

c. Click on the green text to choose the Operator.

d. Click on the gray text to type in the Value for the condition.

4. Click OK to apply the new Filter.

The filters created in the Filter Builder will be applied to the columns in the page once you click OK to finish building the filter. The Create Filter link will then be replaced by a Filter Expression Link, which you can click to reopen the Filter Builder and modify the filter.

· Filter Condition - select a Boolean operator to define the condition of the filter, or add/remove Conditions or Groups.

· Filter Column - select the operand of the condition. This list is the Columns currently enabled on the page. Other than the default columns Label and Report Depository Label, all additional options are completely dependant on how your reports were developed.

· Filter Operator - select an operator to apply to the Column and Condition Value.

· Filter Condition Value - enter the value for the Condition. Click

and type text. To discard changes to the value and close the active edit boy, press ESC.

· Remove Condition - click the x (

) to delete an expression within a Condition.

	And Returns reports that match the Filter Condition if and only if all conditions match.
	Or Returns reports that match the Filter Condition if any of the conditions match.
	Not And Returns reports that do not match the Filter Condition if and only if all conditions do not match.
	Not Or Returns reports that do not match the Filter Condition if any of the conditions do not match.
	Add Group Creates a new Condition nested within the selected Condition.
	Add Condition Creates a new filter expression within the selected group.
	Remove Deletes the Condition from the Filter.