Double-click to view and other new report tricks.

Home Page Report Sample

Double click on a line in a report on the Home or Query pages and you will see the View Page with full details of the record.

View Page

A new Metrics display engine was added to allow charts to be displayed without requiring any browser add-ons or plug-ins. It automatically adjusts the chart layout based on the data at run time. For example, it will add a legend, if needed.

Chart with Legend

You can click on an item in the legend to hide or show it. The data for Developer One is hidden in the chart below.

Chart with Hidden Item

Or, a donut chart will be displayed instead of a pie chart when the calculation is being broken down by an additional parameter.

Donut Chart

These features are available in Version 7.0 or newer. Upgrade information can be found on the downloads page.

Find records where a value has not been entered into a field.

Perhaps you'd like to see action items that don't yet have a deadline or other key information. You can search for empty Date, Text, TextArea or Url fields using an advanced query.

Advanced Query Criteria

The Online Help Guide provides steps for adding an advanced query.

Learn a trick or two about the Search Page.

Save a Default

When you click on the Search icon, your favorite report can be at the ready. Just click Run to see the results. Do this by saving a default report.

Set as Default

To set your default query:

  1. Click on the Search icon.
  2. In the Saved Queries pulldown, select the desired report.
  3. Click on the Set as Default button to the right of the pulldown.

To run your default report, click on the Run button to the right of the pulldown.

Did You Know???

Did you know that when you select a report in the Saved Queries pulldown that the report layout it uses will automatically be selected in the Report Layouts pulldown below it? This makes it easy to identify which report layout to edit should you need to make any changes to the fields displayed in the report results.

Associated Report Layout

Copy a Report

You can copy the criteria from one report to create another one:

  1. Click on the Search icon.
  2. In the Saved Queries pulldown, select the report you want to copy.
  3. Click on the Add button to the right of the pulldown.
  4. Enter a name and make other selections for the new report, then click Next.
  5. The criteria from the report you copied will be displayed. Make any adjustments, then click Add to save the new report.

Copy a Saved Query

Check out the Saved Queries & Reports section of the Online Help Guide for more information.

Create your own reports or use group reports as a starting point and save them on your Home Page.

Save Your Own Version

Perhaps you want to see different fields in the results or you'd like to add one more piece of criteria. It's easy to add your own twist to a group query:

  1. Login to Tracker.
  2. Click on the Search icon.
  3. Select the report you wish to copy in the "Saved Queries" pulldown at the top, then click on the Add button to the right of the pulldown.
  4. Enter a name for your report, select "Personal" for Query Type, choose the Query Format and click Next.
  5. The criteria from the report you selected in step 3 will be available. Make any desired changes. To change which fields are displayed, change the Report Layout at the top.
  6. Click Add to save the new report.

Add Report

Create New Reports

The Online Help Guide has detailed information for creating saved queries and metrics.

Include the Reports on Your Home Page

Select which reports are available on your Home Page:

  1. Login to Tracker.
  2. Click on the Preferences link in the upper right.
  3. Make selections for the Home Page Reports.
  4. Click OK to save the changes.

Report Preferences

Take advantage of options available for using terminology specific to your process or project.

Login Page

The first page end users see can have your logo and some instructions. You can also customize the Page Title displayed in the browser tab.

Login Page

Login Page Settings

Custom text can also be included on other external facing pages such as the Submit Page and Knowledge Base.

To set the Login Page settings:

  1. Login as Admin and click on the Admin icon.
  2. Click on the Login Options link.
  3. Make the desired changes and click OK to save them.

Home Page Message

Enter a Home Page message for your end users. You can show a different message for Standard and Restricted users.

Home Page Message

Home Page Message Options

To set the Home Page message:

  1. Login as Admin and click on the Admin icon.
  2. Click on the General Preferences link.
  3. Scroll down to the Home Page Options section.
  4. Enter the Home Page messages for Standard and/or Restricted users. You can use format tags such as bold, italics, etc. to enhance your messages.
  5. Click OK to save them.

Add & Edit Page Instructions

You can include some instructions at the top of the Add & Edit pages.

Add Page Message

Each form can have its own set of instructions.

Form Properties

To add instructions to the top of the Add & Edit pages:

  1. Login as Admin and click on the Admin icon.
  2. Click on the Projects link.
  3. Locate the Forms section and expand the desired form.
  4. Find the entry called Other Properties and click on the Edit link to the right.
  5. Enter the instructions. You can use format tags such as bold, italics, etc. to enhance the text.
  6. Click OK to save the changes.

Workflow

You can use your own wording for the tool tip for the Task icon. The tool tip can be different for Standard and Restricted users.

Tool Tip Options

To change the tool tip:

  1. Login as Admin and click on the Admin icon.
  2. Click on the General Preferences link.
  3. Scroll to the Help Options section.
  4. Set the tool tip for Standard and/or Restricted users.
  5. Click OK to save the changes.

Instructions can be displayed above the transition list for each state in a workflow. Customize the name and descriptions of the transitions presented to the user when selecting a transition.

Task Instructions

Each transition can have instructions in addition to the help description available for each task field.

Transition Instructions

To set the instructions for a state:

  1. Login as Admin and click on the Admin icon.
  2. Click on the Workflows link.
  3. Click on the Global States button at the top.
  4. Click on the Edit button to the left of a state.
  5. Enter your text into the Instruction Message box. You can use format tags such as bold, italics, etc. to enhance the text.
  6. Click OK to save the changes.

To set the name and descriptions of a transition:

  1. Login as Admin and click on the Admin icon.
  2. Click on the Workflows link.
  3. Click on the Manage link to the right of States.
  4. Click on the state that contains the transition you want to modify, then click on the Transitions button.
  5. Click Edit to the left of the transition you want to change.
  6. Make changes to the Name, Help Description or Task Page Instruction Message. You can use format tags such as bold, italics, etc. to enhance the text.
  7. Click OK to save the changes.

To set the Help Description for a field:

  1. Login as Admin and click on the Admin icon.
  2. Click on the Fields link.
  3. Click on the Edit button to the left of the field.
  4. Make changes to the Help Description. You can use format tags such as bold, italics, etc. to enhance the text.
  5. Click OK to save the changes.

Email Rules

Tailor the text in your email rules to suit the recipients.

Sample Email

Email Rules

To set the Greeting, Introduction and Signature included in email notifications:

  1. Login as Admin and click on the Admin icon.
  2. Click on the Workflows link.
  3. Locate the Forms section and expand the desired form.
  4. Click on the Manage link to the right of Email Common Content.
  5. Make any desired changes and click OK to save them.

To customize the subject and body included in an email rule:

  1. Login as Admin and click on the Admin icon.
  2. Click on the Workflows link.
  3. Click on the Manage link to the right of Outgoing Email Rules.
  4. Double-click on a rule in the Notification Rule List.
  5. Make changes to the Subject and Operation Description (included in body of message). You can include variables or field values.
  6. Click on the Update Notification button to save the rule.
  7. Repeat steps 4-6 to modify any other rules.
  8. Click OK to apply all of the changes.