Report common items

Report common items

Most reports from whooing are organized in the format below. Knowing the common aspects of managing reports can help you use them faster and more usefully.

Report title

The most important part of the top left is the title of this report. Clicking on this report title automatically takes you to the settings area for this report in Preferences. There, you can set the basic inquiry period of the report.

Share the report

Top right of each report> Click Share button> Click Create Share Link

You can create a sharing link for the currently displayed report and period (including conditions). The creation of a sharing link alone does not make it public, and people who know the link can access it from the moment the user directly shares the link.

As the currently displayed data is fixed as soon as the sharing link is created, the data that is modified in the future is not automatically reflected.

The management page for the created shared link is not exposed in a separate navigation, and can be accessed by clicking Share> Manage Shared Documents in any report.

report scrap

The current report and period (including conditions) are scrapped. You can think of it as a function like a bookmark. By default, the current period is entered as a fixed value, but it can be scraped with a relative value (last 1 month). You can access the scraped report by pressing the button to the right of the scrap button of each report, or you can use the scrap button in the main navigation.

Report search condition

This is the area to adjust the period to be displayed and the conditions that can be set for each report.

Manual period

Depending on the characteristics of the report,'Year-Month' or'Year-Month-Day' is displayed. Using the keyboard and , you can adjust the period slightly from before or after, or you can use the date picker by clicking with the mouse. And if you click'~' between the date fields, the two periods are matched.

Is it a little more convenient to select a preset period

You can also specify the date directly on the left side of the query condition, but this process is more cumbersome than you think. In that case, you can search with one click using the preset period on the right. In the rightmost column, you can search for relative dates based on the present. To explain the symbol, indicates the current, the arrow indicates the direction of time, and the number indicates the number of months. In other words, the period indicated by 1←ㅇ means to search the past 1 month from the present.

Move before/after

When you approach the inquiry condition area with the mouse, the quick inquiry button at both ends is activated. Pressing the left searches the previous period as much as the currently searched period, and pressing the right searches the period after the current search period.

Report body toolbar

In the main text of the report, there is a small toolbar in the upper right corner for each meaningful block (chart or table) unit. Each button provides the following useful functions for that block.

View as popup

Pop up the area as a mini popup. When similar but different information is needed, pop-up fragments can be popped up in this way, positioned and compared while analyzing.

excel save

This is a function to save the data of the relevant area to Excel. Excel is saved as standard Excel 97, so compatibility is good.

print

A window to print the data of the area is displayed. Instead of printing as it is on the screen, it is converted to a form that fits the document and printed.