Configuring a Report Index

Available while in Report View, the Report Index displays a hierarchy of field values within one or more reports, thereby allowing you to quickly and easily explore a report and zero in on the information you are interested in. By exploring the tree, you can get a bird's eye view of your report data.  

Notes:

• The Report Index also becomes the basis for bookmarks when you export the report to PDF.

• Initially, the tree is empty. You configure the tree via the Report Index Dialog.

Steps:

1. Select the drop-down button for the Report Index tool on Report View ribbon and then click on Edit Report Index Fields. The Edit Report Index dialog displays.

2. From the Available Fields list, select a field that you want to add to the Index, then click the Add button. The field is added to the Selected Fields list.

3. Repeat Step 2 to add up to 4 more fields to the Report Index list (the maximum number of fields allowed in Tree view is 5).

Note: Although the fields are listed in alphabetical order in the Tree Fields list, their order in the actual tree view hierarchy will be determined by their order in the report data.

4. Click the OK button to close the Edit Report Index dialog.

5. To display Report Index, select the drop-down button for the Report Index tool on the Report View ribbon and then click on Open report index.

Monarch Classic displays the Report Index on the right side of the Report View.