Customizing a Report Template
Managing a Report Snapshot
Report snapshot creation is available for reports based on macros as well as for reports based on Report Data View(s).
Report snapshot creation is useful for a fast Report Chapter display and is also used for export operations.
When the report snapshot creation is not activated the report chapter display is fully recalculated at each refresh, which can be time consuming.
For each Report Chapter, you can activate or deactivate the report snapshot creation and define its type.
To manage a report snapshot:
1. Access the Report Chapter properties: Characteristics.
To access the Report Chapter properties, see Accessing the Report Templates and their Constituents.2. In the Snapshot section, from the Report Snapshots drop-down list select:
• "Yes" to activate the report snapshot creation.
• "By Format" to activate a report snapshot creation. In this case a report snapshot for each format is created (html, pdf, excel).
• "No" to deactivate the report snapshot creation.
3. In the Snapshot section, from the Report Snapshot type drop-down list select:
• "Global Snapshot" to define a single snapshot for all the users.
• "Snapshot by profile" to define a single snapshot by profile.
• "Snapshot by user" to define a single snapshot by user.
Organizing the Report Chapters
You can sort the Report Chapters of a Report Template:
• manually according to your needs, or
• automatically in alphabetical order.
To organize the Report Chapters of a Report Template:
1. Access the Report Template properties: Chapters.
2. In Available Report Chapters, click Reorganize.
3. To:
• customize the Report Chapter order: drag and drop the chapters to their required position.
• sort the Report Chapters in alphabetical order: click Alphabetical order.
4. Click OK.
Customizing the Report Chapter Export Format
You need to define the available report export formats according to the report specific purpose. For reports intended to:
• produce documents that need to be printed entirely (more than one chapter) and should fit in a printable format (A4, letter), the RTF export format must be available.
• produce dashboards or to be consulted online, the RTF export format should not be available.
Depending on the report purpose and use, you must define its Report Chapter export formats.
To define the available export format for a Report Chapter:
1. Access the Report Chapter properties: Characteristics.
2. According to the report specific purpose, modify the default export formats available for the Report Chapter:
• (selected by default) Is compatible with Excel
• (selected by default) Is compatible with RTF
3. Click OK.
According to the export format selected, the Excel 
and 
RTF corresponding buttons are available in the report result.
and RTF corresponding buttons are available in the report result.Note that the Print Report 
button is always available on the reports and enables to print (or print in a PDF file) the report.Customizing Parameter Display
Grouping parameters (order field)
You can group the display of report parameters. A group of parameters corresponds to a MetaAttributeValue that is defined on the "Report Parameter" MetaClass and then connected to the parameters of report templates concerned.
Consider a Report Template "Org-Unit Characteristics", which contains three parameters:
"Status",
"Street Number", which can include one or no value, with a multiplicity of "0..1".
"City", which should display a mandatory value, with a multiplicity of "1".
For consistency and visibility, the following procedures detail how to display "Street Number" and "City" parameters in an "Address" group.
To create the "Address group":
1. Access the Report Parameter MetaClass properties.
2. In the MetaAttribute page, open the Displayed in Group MetaAttribute properties
3. Select Characteristics - Standard page.
4. In the MetaAttributeValues for enumerated MetaAttribute only section, click Add 
and create the MetaAttribute Value "Address".
and create the MetaAttribute Value "Address". 5. Specify an Internal Value as well as values in each data language.
6. Exit HOPEX and compile the metamodel to take account of modifications.
To connect the "Address" group to the parameters of the "Org-Unit Characteristics" Report Template:
1. In the "Org-Unit Characteristics" Report Template, select the "Street Number" parameter and open its properties.
2. Select Characteristics.
3. In the Displayed in Group field, select the "Address" MetaAttributeValue.
4. Carry out the same procedure for the "City" parameter.
Note that if both parameters have the same order number, the "City" parameter appears in the report before the "Street Number" parameter, the multiplicity "1" being positioned before the multiplicity "0..1". For more details, see Defining object display order in generated reports.To position "Street Number" before "City", modify the MEGA order number of the "Street Number" parameter:
1. In the "Street Number" properties, select General > Administration page.
2. In the Order field, enter an order number lower than that of the "City" parameter.
3. Click OK.
Defining object display order in generated reports
Parameters without groups
For parameters not containing groups, display order depends on:
• MEGA order number: objects of a list have an order number taking value "9999" by default. You can modify this value for each object (from the object properties, General > Administration page).
• Multiplicity: for parameters with the same MEGA order number, display order depends on multiplicity:
• 1. Multiplicity 1
• 2. Multiplicity 0..1
• 3. Multiplicity 1..*
• 4. Multiplicity * and NONE (the two are equivalent)
• Alphabetical order: for the same multiplicity, it is alphabetical order that is taken into account.
Parameters with groups
The parameter group display order depends on group alphabetical order.
In each group, parameters are displayed in MEGA order.
If parameters of the group have the same order number, their display order depends on their multiplicity:
• 1. Multiplicity 1
• 2. Multiplicity 0..1
• 3. Multiplicity 1..*
• 4. Multiplicity * and NONE (both are equivalent)
For the same parameter multiplicity, it is alphabetical order that is taken into account.
Parameters with and without group
Parameters that are not in groups appear in first position. They are followed by groups.