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Pentaho Documentation

Interactive Reporting Quick Reference

General

Action Description
To hide tips on startup... Disable Show tips on startup in Preferences on the General tab.
To show tips on startup... Enable Show tips on startup in Preferences on the General tab.
To hide tips altogether... Click Hide Tips in Preferences on the General tab.
To disable menu buttons... Disable Enable menu buttons in Preferences on the General tab.
To enable menu buttons (down arrow next to a report column)... Click Enable menu buttons in Preferences on the General tab.
To enable Select Distinct... Click the Query Setup icon in the Data tab to prevent the report from displaying duplicate values in columns. Enabling this option will list different (distinct) values in a table.
To export a report... Click Export and choose your export file type: PDF, Excel, CSV or HTML. You can save exported files on your computer.

Fields and Columns

Action Description
To place a field on the report canvas... Click and drag a field from the right pane to the report canvas. Alternatively, double-click a field name to place it on the report canvas.

For quick placement, click Layout in the toolbar and drag the fields into the Columns area. Alternatively, right-click a field name and choose Column.

To place multiple fields on the report canvas... Press the <CTRL> key and choose multiple fields in the right pane, then drag the fields onto the report canvas. The fields will become columns in the report in the order in which they were selected.
To move columns left or right... Click the report header and move the column to the desired location. Right-click the column header and choose Move > Right (or Left).

You can also move columns as needed by clicking the Layout button in the toolbar and dragging the columns to the desired position.

To adjust column width... Click the column header to choose it. Move your cursor to the right or left until a small horizontal line appears. Drag the line to the desired width.
To assign column width (percentage) Enter a value in the Column Width text box on the Formatting tab.
To change the column name... Double-click the column name and enter the new name in the available text box.
To remove a column... Click and drag the column header to the right and place the column into the trash can.

Grouping

Action Description
To add a group to a report... Click and drag a group field from the right pane up above the column headers in the report. Release the mouse button when the green horizontal line appears.

If the group field you want is a column in the report, drag the column name above the column headers in the report. Release the mouse button when the green horizontal line appears.

For quick placement, click the Layout button and drag the fields into the Groups area. Alternatively, right-click the field name you want as your group and choose Group.

To add more than one group to a report... Click another group field from the right pane and drag it above or below the previously placed group.
To change the sort order of a group... Click the small arrow to the right of the group name to change the sort order. Assign the sort order under Group Sorting in the right pane

Filtering

Action Description
To add a filter... Click Filters in the toolbar, then drag a field into the Filter area. Right-click the field name you want to filter on (on the Data tab), and choose Filter. Select column name, click to open the context menu, and choose Filter.
To edit a filter... Click the Edit icon next to the filter name to open the Filter dialog box. Make your changes and click OK. Or you can choose a column name, click to open the context menu, and choose Filter.
To delete a filter... Click Filters in the toolbar, then click the Delete icon next to the filter name.
To choose a filter value from a list... Click Select from list in the Filter dialog box.
To find a filter value in a list... Enter the first few characters of the value and click Find. Entries are case-sensitive.
To include or exclude a filter value from a list... Click either the Includes or Excludes link next to Select from list.

Alternatively, make a selection next to Currently in the Filter dialog box.

To specify a specific filter value... Click Match a specific value, then choose a constraint from the list.
To create an advanced query ... Within the Filter Pane, click the Advanced Filter button in the bottom-right corner. Enter an MQL query.

Formatting

Action Description
To undo or redo previous actions... Within the toolbar, click the green left-pointing arrow to Undo, or the green right-pointing arrow to Redo.
To change the font type a column header... Select the column header. Under the Formatting tab, choose font type from the available list.
To change font type the column details... Select the column details. Under the Formatting tab, choose font type from the available list.
To change font color in a column header... Select column header. Under the Formatting tab, click the text color icon to choose font color from the available list.
To change the font color in column details Select column details. Under the Formatting tab, click (icon here) to choose font color from the available list.
To change the column header background color... Select the column header. Under the Formatting tab, click the Background Color bucket icon. Select a color from the color picker, or create your own custom color.
To change the column details background color... Select column details. Under the Formatting tab, click the Background Color bucket icon. Select a color from the color picker, or create your own custom color.
To apply text justification... Select the report element column header or column details. Under the Formatting tab, click the appropriate text alignment option. Column headers can be formatted separately from column details.