Specifications

Analyzing Trends Customizing a Template
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 If you specify a From and To relative monthly date range of 0, the report is generated from the first
of the current month to the current day.
 If you specify a From relative monthly date range of 1, and a To range of 0, the report is generated
from the first of the previous month to the current day.
 If you specify a From relative monthly date range of 5, and a To range of 5, the report is generated
for the entire month that was five months prior. So a report with these parameters, generated on
February 17, 2010, displays data for the month of September, 2009.
Customizing a Template
Templates can be customized by performing any of the following procedures:
 Adding and Deleting Data Fields
 Creating a Formula Field
 Rearranging Data Fields
 Adjusting the Width of a Field
 Filtering Fields
 Sorting Fields
 Editing Text
 Modifying Text Font
 Specifying Text Color
 Changing the Visual Frame around Parameters
 Identifying the Number of Rows for Field Titles
 Specifying Tabular or Graphic Display
Adding and Deleting Data Fields
Templates can contain commonly used data fields. However, you may want to change the data fields
by adding and deleting fields.
Before deleting a field, or adding a field you may not need, check the description of the field. Field
descriptions are available from both an open template, and when adding a field from the Add New
Column window.
To view field descriptions in an open template, point your cursor on the field title. A tooltip appears with
details on the field, including it’s formula if applicable. To view field descriptions from the Add New
Column window, select a field that you may want to add to the template. A description of the selected
field is shown in the Description area of the window.