Using Reports and Graphs : Working with Report Themes and Filter Groups : Adding a Report Sort Theme
   
Adding a Report Sort Theme
A sort theme determines how PCS Axis sorts and groups records in the report. Adding a sort theme allows you to choose which field(s) to sort and group records by, such as sorting by name or ROW code. A sort theme also allows you to set options for sorting records alphanumerically in either ascending or descending order. Including a group filter in the sorting theme allows you to organize records in a group for easier analysis.
To add a report sort theme, follow these steps:
1 Select one or more pipeline segments in the Select ROWs window (Figure 16-38). Choose pipeline segment(s) with facilities you want to include in the report. Click Save to close the window.
Figure 16-38. Select ROWs
2 Choose the report you want to work with in the Reports/Graphs menu. Click Reports/Graphs and then select a report, such as Test Point Inspection Report, to open the report options window (Figure 16-39).
Figure 16-39. Report Options
3 Click the Customize tab then the Sorts button to open the Sorts page (Figure 16-40).
Figure 16-40. Sorts
4 Click Add to open the New Sort Layout dialog box (Figure 16-41).
Figure 16-41. New Sort Layout
5 Type a name for the sorting theme in the field Enter Theme Name. If you want to create a public theme, click the Public check box to place a check mark inside the check box. When the check box is empty, the layout saves as a private theme.
Note: Themes are either public or private. A public theme is available for use by all PCS Axis users. A private theme is available only to the user who creates it.
6 Select a theme with fields you want to copy to the new theme. Click the Copy Content check box and then click the down arrow in Copy Fields From Theme and select a theme in the selection list.
7 Click OK to save changes and return to the Sorts page.
8 To choose one or more fields for sorting records in the report, follow these steps:
a Click the toggle arrow for a field category in the left pane of the window to view a list of fields available for selection. For example, click All Fields.
b Double-click a field listed in the left pane to move it to the right pane. Repeat this step as needed. The sorting theme includes all fields listed in the right pane.
c If you want to remove a field in the sorting theme, double-click a field listed in the right pane to move it to the left pane. Repeat this step as needed.
9 Select a sorting method for each field listed in the right pane. To sort grid records in ascending order, click the toggle button to select ASC . To sort in descending order, click the toggle button to select DESC .
10 To change the order of fields listed in the right pane and subsequently in the grid, click and drag a field to a new position in the list. Or, select a field and then click the up or down button.
11 Complete the following steps to add a new group with one or more fields that determine how records sort in the report:
a Click Add group to add a new group (Figure 16-42).
Note: Clicking the edit icon for an existing group (such as City) opens a group box with current settings you can edit if needed.
b Select which PCS Axis field starts the new group when that field’s value changes. Click the down arrow in the field Start a new group when this value changes and select a field in the list.
c If you want to add another field in the group, click Add Additional Field. Then click the down arrow and select a field in the selection list. The title bar of group includes the name of each field (Figure 16-42).
d Choose a sorting method for the new group. To sort the group in ascending order, click the toggle button to select ASC . To sort in descending order, click the toggle button to select DESC .
e To change the position of the new group within the set of other groups in the theme, click the up or down button. PCS Axis processes groups in descending order beginning with the group at the top of the set.
f To apply optional settings to the new group, click the check box for the following options as needed:
• Click the check box Print group field in group header to have the group name print as a heading at the beginning of each group.
• Click the check box New page for each group to have each group print on a new page.
• Click the check box Print sums in group footer to have the total number of records in a group print at the end of each group.
g Choose which fields to include in the new group. Click the toggle arrow for a field category in the left pane of the window to view fields available for selection. For example, click All Fields.
h Double-click a field listed in the left pane to move it to the right pane, such as Facility ID shown in the next figure. Repeat this step as needed. The theme includes all fields listed in the right pane.
i Choose a sorting method for each field added in the new group. To sort fields in ascending order, click the toggle button to select ASC . To sort in descending order, click the toggle button to select DESC .
j To change the position of fields in the new group, click the up or down button.
12 Click Save and Close to save changes and return to the report options window.
13 To apply the sorting theme to a report, click the down arrow in Select Sort Theme and select the sorting theme in the selection list.
Figure 16-42. Sort Theme Groups