Select Default Report Settings

The Reporting tab of the Options window is where the defaults for the worksheet settings are defined and which report template file to use when creating the report. These settings are applied to each new worksheet created.

You can set global worksheet settings or worksheet specific settings.

Instructions for the following are provided on this page:

Print, Preview, or Create a PDF of a Report

You will need to choose a template before printing your report. Agilent report template files have the file name extension .rdl.

To print, preview, or create a PDF for your worksheet:

  1. Save the worksheet.
  2. Click File > Report or the arrow below the Report icon on the toolbar.
  3. Choose one of the following:
    • Report to Printer
    • Report Preview
    • Report to PDF
  4. Navigate to the folder where your templates are saved when prompted. The default location is: C:\Users\(Username)\Documents\Agilent\ICP Expert\My ReportTemplates. The default location is displayed and edited in File > Options.
  5. Select the desired template and then click Open.
  6. Choose from one of the following:
    • If you chose Report to Printer, the standard Microsoft Windows printer dialog comes up.
    • If you chose Report Preview, the report is created and displayed in the Intelligent Reporting application. Scroll to view the entire report. Click the Save icon or Print icon in the top left of the Intelligent Report window.
    • If you chose Report to PDF, enter the file name, navigate to the appropriate location, and then click Save. A PDF of your report is created and then automatically opens up.

Specify a Default Report Template for all Worksheets

If all worksheets reports need to present the same information, you can select a report template that will be used by all worksheets when creating a report.

To do this:

  1. Click File > Options > Reporting.
  2. Select which data is to be reported.*
  3. Select 'Report visible columns' to report only the columns visible (hidden columns are not reported) on the Analysis page or 'Report all columns' to report all columns.*
  4. Select whether to report all data or only the highlighted values.*
  5. Select 'Column' to report all results in the sample column units, 'Standard' to report all results in the standard units or 'Both' to report results in the relevant standard or sample (column) units based on the solution type.*
  6. Click the More Items button and then navigate to the desired report template file.
  7. Select which report template file to use when creating all reports.
  8. Choose the default output format from the drop-down menu.
  9. Select or deselect to open the report automatically after it is generated.
  10. Click OK.

All new worksheet reports will be generated with this template and into the selected format.

When using 21 CFR Part 11 software, the selections indicated by the * above are only enabled if the user has the Report Generation privilege.

*Items indicated with an asterisk are the only ones available when using the Agilent 21 CFR Part 11 software in conjunction with the ICP Expert software.

Specify a Default Report Template for a Worksheet or Worksheet Template

This procedure will specify a default template for this worksheet. If this worksheet is then saved as a template, the default template is automatically assigned to the new worksheet created from this template.

  1. Save the worksheet.
  2. Click File > Report or the arrow below the Report icon on the toolbar.
  3. Select Report Preferences.
  4. Select which data is to be reported.*
  5. Select 'Report visible columns' to report only the columns visible (hidden columns are not reported) on the Analysis page or 'Report all columns' to report all columns.*
  6. Select whether to report all data or only the highlighted values.*
  7. Select 'Column' to report all results in the sample column units, 'Standard' to report all results in the standard units or 'Both' to report results in the relevant standard or sample (column) units based on the solution type.*
  8. Click the More Items button and then navigate to the desired report template file.
  9. Select which report template file to use when creating all reports.
  10. Choose the default output format from the drop-down menu.
  11. Select or deselect to open the report automatically after it is generated.
  12. Click OK.
  13. Save the worksheet or save the worksheet a template.

All new worksheet created from this template will use this assigned report template and the report will be generated into the selected format.

When using 21 CFR Part 11 software, the selections indicated by the * above are only enabled if the user has the Report Generation privilege.

*Items indicated with an asterisk are the only ones available when using the Agilent 21 CFR Part 11 software in conjunction with the ICP Expert software.

Create Custom Report Templates

Create custom templates for your report using the Intelligent Reporting application. See the Intelligent Reporting Help for detailed instructions on how to create a report template.

To access the Intelligent Reporting application:

  1. Open ICP Expert.
  2. Open a worksheet.
  3. Click File > Report > Report Designer.
  4. Once the Intelligent Reporting application opens, click File  and then choose between Create New Template or Open Template.

To access the Intelligent Reporting Help, press F1 with the Intelligent Reporting application open.

 

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