Refresh Method, Preview Mode, and Actionboard
Applies to: Kyvos Reporting
Power Viewer enables dynamic operations on reports without returning to the Ad hoc Report Designer. This section describes key Power Viewer functionalities, including refresh methods, preview mode, Actionboard operations, and export options.
Changing the Refresh Method
Kyvos Reporting provides two refresh modes for report output:
Refresh Method | Description |
|---|---|
Immediate | Applies every change or action instantly. |
Delayed | Accumulates changes and applies them together using the Actionboard. |
To change the refresh method:
Right-click on an empty area of the report (excluding column headers).
Click Immediate Refresh to toggle the mode.
A check mark indicates Immediate mode is enabled.
Removing the check mark switches to Delayed mode.
Preview Mode
Use Preview Mode to quickly load and view a report with sample data. The report displays the first 200 records, reducing load time and enabling faster validations.
To run in Preview Mode:
Right-click anywhere on the report (excluding column headers).
Select Preview Mode.
Working with Actionboard
When using Delayed refresh mode, the Actionboard appears after any change (e.g., resizing columns, hiding fields).
Action | Description |
|---|---|
Apply | Applies all pending changes. |
Clear All | Cancels all queued changes. |
Cancel | Removes a specific change (using the cancel icon beside the entry). |
Click the down-arrow on the Actionboard title bar to collapse it. Click again to expand.
Export Options
You can export the report in various formats with options tailored to each format.
General Export Options
Option | Description |
|---|---|
Export | Export the report in any of the following formats:
Note |
Include Filter Info | Include applied filters (PDF only). |
Suffix Timestamp | Append timestamp to exported file name. |
Download as Zip | Download the exported file as a ZIP archive. |
Export Options: MS Excel
Option | Description |
|---|---|
Pagination | Choose whether to export all pages in a single sheet or across multiple sheets. |
Remove Blank Rows, Columns | Eliminate blank rows/columns from exported output. |
Repeat Page Header and Footer | Repeat headers/footers across multiple sheets. |
Export Options: CSV (Comma Separated)
Option | Description |
|---|---|
Separator | Choose or enter a custom column delimiter. |
Enclosure | Choose or enter a custom character to enclose field values. |
Template | Select an Excel template ( |
Include | Export specific report components: Grid, Chart, Matrix, or a combination. |
Publishing Reports
Publishing saves the report output in a selected format and location, making it accessible for future use.
Available formats:
HTML
PDF (Acrobat)
CSV (Comma Separated)
Text
iHTML
Smart
MS Word
MS Excel
MS PowerPoint
Additional options:
Property | Description |
|---|---|
Report Name & Location | Choose a report name and save location. |
Access Mode | Mark the report as Public or Private. |
Expiry Date | Set an expiration date for the published report. |
Add Comment | Add a note or description for future reference. |
Emailing Reports
You can email the report in various formats using any of the following delivery modes:
Attachment
Link (for saved reports)
Embed (within the email body)
Additional options:
Email as ZIP file by selecting Attach Zipped.
Uploading Reports
Upload the report to an FTP location or a shared folder. Kyvos Reporting supports:
Secure FTP
Passive FTP
Upload as ZIP (select Upload Zipped)
Printing Reports
Method | Description |
|---|---|
Locally | Download/view as PDF and print using a local printer. |
Direct | Print directly to the default printer. |
At Server | Print through the server's configured printer. |
Direct with Comments | Print including comments added to the report. |
Print behavior can be customized in:
Navigate > Personalization > Preferences > User Preferences