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:
Select one or more pipeline segments in the Select ROWs window. Choose pipeline segment(s) with facilities you want to include in the report. Click Save to close the window (Figure 15-27).
Choose the report you want to work with in the Reports/Graphs menu. Click Reports/Graphs and then select a report to open the report options window (Figure 15-35).
For example, click Reports/Graphs > Test Point Inspection Report to open a report options window similar to the following example.
Figure 15-35. Report Options
Click the Customize tab then the Sorts button to open the Sorts page (Figure 15-36).
Figure 15-36. Sorts
Click Add to open the New Sort Layout dialog box (Figure 15-37).
Figure 15-37. New Sort Layout
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.
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.
Click OK to save changes and return to the Sorts page.
Click Add group to add a new group (Figure 15-38).
Note: Clicking the edit icon for an existing group (such as City) opens a group box with current settings you can edit if needed.
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 15-38).
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.
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.
Click Save and Close to save changes and return to the report options window.
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 15-38. Sort Theme Groups