FAQ/Introduction.md
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@@ -7,35 +7,36 @@ All training materials are available on the Izenda Reports site at no charge. Th
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The training walks through the features available in the various tabs of Izenda Reports in order to familiarize the users with the options available:
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* **Datasources tab:**
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Here you can select the data sources (tables and views) to use in your report. There are two ways to view this.
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- * Basic: The basic view of the data sources tab will let you choose from a list of recent data sources or choose one data source from a list.
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- * Advanced: This view will let you choose any number of data sources and define their relationships. This acts as an SQL join would.
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+ * **Basic:** The basic view of the data sources tab will let you choose from a list of recent data sources or choose one data source from a list.
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+ * **Advanced:** This view will let you choose any number of data sources and define their relationships. This acts as an SQL join would.
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* **Field tab:**
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Here you can select how many records to display, as well as define which data you wish to be included in your report. Here is a list of controls and their descriptions.
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- * Records: Defines the maximum amount of results to display.
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- * Field: Allows selection of the table columns from the data set(s) chosen in the previous tab.
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- * Description: A name for the data column. This is filled in with the column name by default.
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- * Sort: Allows sorting of the data in ascending order when the report is generated
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- * VG: With this selected, a grid will be created for each unique value in the chosen field when the report is generated
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- * A: Allows arithmetic operations to be performed (+,-,*,/). This is context sensitive to the function being performed
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- * Function: Specifies an aggregate or grouping function to be performed, such as COUNT, SUM, and AVG
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- * Format: Specifies the format to be used when displaying the data. Applies to dates and numeric data. This is also context sensitive.
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- * Delete: Removes the field from the report.
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- * Insert field above: Creates a new field above the current one.
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- * Insert field below: Creates a new field below the current one.
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- * Advanced Field Settings: Learn more about advanced field settings [[here]]
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- * Add Subtotals: Creates a total line between each report and highlights the value in bold
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+ * **Records:** Defines the maximum amount of results to display.
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+ * **Field:** Allows selection of the table columns from the data set(s) chosen in the previous tab.
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+ * **Description:** A name for the data column. This is filled in with the column name by default.
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+ * **Sort:** Allows sorting of the data in ascending order when the report is generated
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+ * **VG:** With this selected, a grid will be created for each unique value in the chosen field when the report is generated
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+ * **A:** Allows arithmetic operations to be performed (+,-,*,/). This is context sensitive to the function being performed
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+ * **Function:** Specifies an aggregate or grouping function to be performed, such as COUNT, SUM, and AVG
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+ * **Format:** Specifies the format to be used when displaying the data. Applies to dates and numeric data. This is also context sensitive.
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+ * **Delete:** Removes the field from the report.
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+ * **Insert field above:** Creates a new field above the current one.
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+ * **Insert field below:** Creates a new field below the current one.
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+ * **Advanced Field Settings:** Learn more about advanced field settings [[here]]
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+ * **Add Subtotals:** Creates a total line between each report and highlights the value in bold
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* **Summary tab:**
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Here you can define a new set of data separate from the field list you selected that can act as a synopsis of your data. It is displayed above the table you defined on the Fields tab on the report viewer. Identical to the fields tab with a few exceptions.
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* No visual grouping (VG checkbox)
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* No arithmetic checkbox
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- * Has the option to show the changes in your data (handy for quarterly report summaries)
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+ * **Show Deltas:** shows the changes in your data as a percentage (handy for quarterly report summaries)
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* **Chart tab:**
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- You can define a chart to use here from a list of Izenda-supported charts. Selecting a chart will update the settings form directly below, which can be filled out with labels and other options. The standard ones include:
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- *Title
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- *Records
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- *Target report
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-* **Gauge tab:**
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- *
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+ You can define a [chart](http://www.izenda.com/bi/ReportViewer.aspx?rn=Accounting) to use here from a list of Izenda-supported charts. Selecting a chart will update the settings form directly below, which can be filled out with labels and other options. The standard ones include:
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+ * **Title:** What the chart will be called. Displayed in bold above the chart
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+ * **Records:**
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+ * **Target report:**
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+* **Gauge tab:**
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+ Applies a gauge control to your report that can give useful information about min/average/max load capacity and other magnitude-based data [Example](http://www.izenda.com/bi/ReportViewer.aspx?rn=Human+Resources)
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+ *
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* **Misc tab:**
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*
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* **Style tab:**