View Reports and Charts

You can open any report (list) and basic charts from Hub Search Facilities search results. Reports will be opened as shown below:

Report Filters

Users can click View Filters to view reports/charts and filters side-by-side:

The filter panel has two tabs:

• Current selection
• Manage user defined filter

A report can be run using the default filters, or you can set filters by accessing the Current selection tab.

In the panel you can see how the report is currently filtered and amend this as required (see Entering Report Filters below).

User Defined Filters can also be specified and saved so that they can be quickly re-applied to a report in future. See User Defined Filters. A Query by Example (QBE) facility is also available to filter report data.

To run or re-run a report after applying a new filter, click the Run button. Note that in the case of very large reports, the Run button displays a spinning green indicator to show that data is still being retrieved.

Entering Report Filters

The two types of filter fields available are “date picker” filters from which you can select a date, and “look-up” filters in which you can select a value or value(s) from a list. Where an icon is

displayed in a filter field, this identifies identify its type. For look-ups this icon looks like a flashlight, and for date pickers it looks like a calendar.

Filtering Using Look-up Fields

To select a value from a look-up field, click on the flashlight icon. A look-up editor pop-up is then displayed.

To find a value or values to add to the filter, start typing the code or description required item(s) in the Search field. As you type, those items whose code or description matches what you have entered are listed.

Both the codes and descriptions of the matching items are displayed. The more you type, the more refined the list of values will become (assuming there are any matches).

To add an item to the filter criteria, click on it. It (its code) is then added to the look-up field. Continue to search for and click on items until you have added all the required items to the filter criteria. Items are separated by commas:

Filtering Using Date Picker Fields

To select a date or dates from a date picker field, click on the calendar icon. a calendar pop-up is then displayed:

To specify the type of date criteria to filter by, open the drop-down list:

You can select Any (meaning no date filter will be applied for this attribute), a Single date, a Range of dates, all dates From a selected date (inclusive), or all dates To a selected date (inclusive).

Once you have made your selection, select the required date or dates from the calendar (unless you selected Any in which case there is no need).

Use the arrows next to the month and year to scroll to the next or the previous month. To select a different year and/or month without scrolling, click on the displayed month and year to open the following pop-up:

Use the arrows on either side of the year to scroll to a different year. Click on a month to select it. Once the required date criteria have been selected, it will be displayed in the date picker field.

Report Variable Filter Fields

If a filter field is not a “date picker” or “look-up” filter field (no icon in the field), then it is a “report variable” field into which text, a number, or a boolean expression may be entered, depending on its type (there are also date report variables - these will appear as “date picker” filter fields. Report variables are specially setup in Hubble Desktop to provide extra filtering functionality for a report.

For example, in the image below, TOP X is a numeric report variable. When the user inputs “2” and runs the report, it is coded to display only the top two AP supplier Vendors for the specified dates.

Checkbox Filters

Checkboxes may also be used when filtering a report.

In the example below, the Date As of field lets users choose a date. In conjunction with the Only Include Invoices Open On As of Date checkbox, this can be used to filter Inquires based on the selected Date As Of.

Filtering Using Expressions

After values are selected and added to the filter (as a comma separated list), you can manually modify the expression in the filter field to perform actions such as excluding a value or filtering a range between two values. The following expressions are supported:

• Include 1, 2
• Exclude 1, !=2 or 1, <>2
• Between 1, 2:5
• Before/Less Than 1, <5 or Including the Value 1, <=5

• After/Greater Than 1, >5 or including the Value 1, >=5

  You can enter any of these filters in both types of fields by simply typing in the required filter criteria using these expressions.

Filter Using Sub Total and Grand Total Options

The following two new checkboxes are added to Hubble Web on the filter panel of the report experience page:

• Grand Total
• Sub Total

The behavior of Grand Total and Sub Total options differs. Specifically, you must execute or run the report first. Only after that step, you can toggle the Total options to either display or hide the report totals.

Filter Using Date and Period Toggle Option

You can now select either Date or Period options using the GL Date toggle option. The default value for this toggle option is taken from the Hubble Desktop. You can modify it on the Hubble Web at any time and can generate PDF files accordingly.