Navigating HART's InfoView

HART reports are located in Public Folders. The folders and reports you are able to view and run are dependent upon your access rights.

To access a report:

1. Select Document List on the left side of HART's home page at the top or middle of screen. 
   
   Figure 1: HART home page. Click image to enlarge.
   
   The document List page will open. See figure 2 below.
   
   Figure 2: Document List. Click image to enlarge.
   
   
2. Click + next to the desired folder to expand and view sub-folders. See figure 2 above.
3. Click on the folder name to view the reports contained in the folder.
4. The Report list will open. See figure 3 below.
   
   Figure 3: Document List, Reports. Click image to enlarge.

Pre-Defined Reports

Within HART there are Pre-Defined Reports which pull specific information from different data sources to create a single report. Using these reports is a quick and simple way to obtain the information you need from HART. 
To access a Pre-Defined Report you will need to understand the following areas:

• Selecting a Pre-Defined Report.
• Using the Prompts Dialog.

Running a Pre-Defined Reports

To access a report:

1. From InfoView (Document List), select the folder that contains the appropriate Pre- Defined Report. See figure 10 above.
   
   
2. Reports will display in the workspace panel on the right. See figure 9 above.
   
3. Double-click on the report name.
   1. The selected report will automatically retrieve data.
   2. The selected report will display a prompts pop-up. See figure 10 below.
   
   Figure 10: Prompt Panel. Click image to enlarge.

Using the Prompts Dialog

The HART application has built-in flexibility to allow you to select the criteria you want to use to access your report. The criterion you may select is dependent upon the report. You make these selections using the Prompts Panel. See figure 10 above.
The Prompts Panel is divided into two main sections. The upper section displays a Prompts List. This list contains the prompts that are used in accessing the selected report. One or more prompts may be listed.

The lower section of the Prompts Panel contains a Values List. This list contains the select-able values for the available prompts in the Prompts List. All Prompts must be completed before a Query can be run.

1. Click on the prompt you wish to modify from the Prompts List.
2. The values for the prompt will display in the Values List. If no values are displayed, click on the prompt to refresh the Values list.
3. Double-click on the desired value; or single-click and then click on the right arrow to add as a prompt.
4. Repeat steps 1 & 2 for each prompt on the Prompts List.
5. Click Run Query. The Query will display in a new Internet browser window.

Pre-defined Report Overview

Figure 11: Pre-Defined Report Overview. Click image to enlarge.

Tool Bar

The Tool Bar features include:

• Document – access to download document into an Excel, PDF, or CSV file.
• View – view document in Page, Draft, or PDF mode as a well as turn on/off Left Panel and Status bar.
• Print – exports document to PDF for printing.
• Binoculars – search.
• Undo/Redo.
• Minimize/Maximize.
• Page toggle – move from page to page or from first to last page.
• Refresh All – refreshes data.
• Query view.
• Drilling Indicator – base licenses do not have drilling capability and will not have drilling indicator on toolbar.
• Snapshot – captures a snapshot of each level of report, as indicated, for download.

Task Panel

The Task Panel will vary based on the type of report and can be toggled on and off. The Task Panel houses multiple features which are explained in detail in section: Navigating Task Panel. The Task Panel may or may not be visible when first accessing report.

Report Results

This area displays the Query or report, based on the Prompts indicated.

Perform Data Drilling

If you have purchased one of the advanced license levels for HART, you can use HART to view the data for your organization at different levels of detail. This capability is called drilling. 
There are several different Drill indicators as shown in figure 11 above and figure 12 below. Drilling down allows you to view your organization's data at a more granular level or you can drill up to see the big picture. The drilling feature allows the flexibility to view the data at just the level you require. Generally, the reports have been set up with the drill mode feature automatically turned on. While you are working with a report you may drill either up or down at any time.
If the drill mode is not turned on, click the magnifying glass icon in the upper right corner to turn it on.

Data Drilling

Figure 12: Drill Indicator on Report. Click image to enlarge.

Drilling allows you to display the next level of data in the report. 
To drill down:

 Click on the hyperlinked (underlined) data to drill down one level.

To drill up:

 Click the up arrow to drill up.

Navigating the Task Panel

The Task Panel is on the left side of a Pre-Defined report. The Task Panel offers additional functionality and navigation with the report. The Task Panel is not always displayed; click the arrow on the center of the right-hand side of the Task Panel to toggle on/off. See figure 18 above.
The Task Panel options vary depending on the report and license level. Below are the different features available through the Task Pane:

• Document Summary
• Data Summary
• Chart and Table Types
• Available Objects
• Document Structure and Filters
• Navigation Map
• User Prompt Input
• Find

Document Summary

The Document Summary describes information about the report's creation. The information contained here can not be dragged onto the report. See figure 13 below.

Figure 13: Document Summary. Click image to enlarge.

Data Summary

The Data Summary lists the sources, objects found in the report, and formulas used. The information contained here can not be dragged onto the report. See figure 14 below.

Figure 14: Data Summary. 

Chart and Table Types

Chart and Table Types gives you different views and options that you can drag and drop onto the report to create charts or new tables to highlight specific information within the report. See figure 15 below.

Figure 15: Chart and Table Types. Click image to enlarge.

Available Objects

Available Objects lists the objects available within the report which you can drag and drop into the tables you've just created by using Chart and Table Types. Using Available Objects allows you to create a new, customized view of your information. See figure 16 below.

Figure 16: Available Objects. 

Document Structure and Filters

Document Structure and Filters describes the structure of the report and lists any filters applied to the information. This area is important to look at when working with filters. See figure 17 below. 

Figure 17: Document and Structures.

Navigation Map

The Navigation Map shows which report you are in. You can navigate to specific areas within the report by clicking on the desired area in the Navigation Map. See figure 18 below.

Figure 18: Navigation Map Task Pane. Click image to enlarge.

User Prompt Input

The User Prompt Input allows you to select a new prompt to re-run a query. Use the User Prompt Input only when a specific criterion is known. No values are listed in the User Prompt Input. See figure 19 below.

Figure 19: User Prompt Input Task Pane. Click image to enlarge.

Find

Find allows you to find information within a report. To select any of these areas:

1. Click on the binoculars to open the Find function.
2. Type in your search criteria and click Find Next.
   See figure 20 below.
   
   Figure 20: Find Function. Click image to enlarge.

Snapshot

A snapshot, or a picture, may be taken of report data at multiple levels. This feature is useful when drilling to different levels of a report; you can capture a Snapshot at each or all applicable levels. Once you are ready to download the report data into another application (see Export Data below), you will be able to download all Snapshots in one step.
In order to use the Snapshot feature you must:

• Have the appropriate license with Drilling access.
• Work in a Drillable report.
• Turn on the Drilling mode.

To take a snapshot:

1. Run a report.
2. Drill to the report detail you desire.
3. Click on the camera icon in the upper right corner. See figure 13 above.
   
4. A new tab containing the data snapshot will be created at the bottom of the report.
   The snapshot tabs, and any tab for that matter, can be renamed. 
5. To rename, right-click the tab and select Rename. 

Export Data

HART report data may be exported to other popular applications such as Excel and Adobe Acrobat.
You may export one or multiple report views. This is dependent upon the number of snapshots you have taken at the time you export.

Export to Excel

To export to Excel:

1. Run a report.
2. Click on Document, select Save to my computer as, and select Excel. See figure 21 below.
   
   Figure 21: Mapping for "How to Save." Click image to enlarge.
   
   
3. A File Download dialog box will display. You may either Open or Save the Excel file. See figure 22 below.

Figure 22: File Download Dialog Box. Click image to enlarge.

Export as a PDF

To export as a PDF file:

1. Run a report.
2. Click on Document, select Save to my computer as, and select PDF.
3. A File Download dialog box will display. You may either Open or Save the PDF file.

Modify Report Layout

There may be times when the layout of a report does not suit your needs. HART provides the flexibility to modify the way your report data is displayed. You can even graph report data by creating charts.
To modify a report layout:

1. Run the report.
2. Drill to the desired level of the report.

3. Right-click and select Turn table to… . See figure 23 below. 

   Right-click options will vary depending on the report and HART license.

   

   Figure 23: Modifying a Report. Click image to enlarge.
   
   
4. On the Turn To panel you can select different chart and table types.

Chart and Table types

The available table formats are; Horizontal, Vertical, Crosstab, and Form. The available charts are; Bar, Line, Area, Pie, and Radar. See figure 24 below.

Figure 24: Available Chart and Table Types. Click image to enlarge.

Using Data Filters

Once you run a report you may only want to view a sub-set of the data. Filters are used to restrict the report data you want to retrieve and see. Filter options are based on your HART license. You can set a Quick Filter to define the data you want to use.

Set Filter

How to set a filter:

1. Run a report.
2. Right-click and select Filter, Add Filter.
   
3. The Filter dialog box will display. Select the value you want to use for the filter. See figure 25 below.
   
   Figure 25: Filter Dialog Box. Click image to enlarge.
   
   
4. Click OK.

Remove Filter

How to remove a filter:

1. Right-click and select Filter, then Remove Filter.
   
2. At the prompt "Are you sure you want to delete this filter?", select Yes.