R-10 : Advanced Reporting - Report Setup And Summary Reports

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| By Brad Squires
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Brad Squires
Community Contributor
Quizzes Created: 36 | Total Attempts: 20,823
Questions: 11 | Attempts: 361

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R-10 : Advanced Reporting - Report Setup And Summary Reports - Quiz

Questions and Answers
  • 1. 

    When would you use a summary report?

    • A.

      When pigs fly

    • B.

      When wanting to show aggregations of data

    • C.

      When a summary of the main report is needed

    • D.

      When all other reports do not work

    Correct Answer
    B. When wanting to show aggregations of data
    Explanation
    A summary report is used when wanting to show aggregations of data. This type of report provides a condensed overview of the main report, highlighting key information and presenting it in a concise format. It allows users to quickly understand and analyze the summarized data without going into the details of the main report. By using a summary report, users can easily identify trends, patterns, and insights from the aggregated data, making it a useful tool for decision-making and reporting purposes.

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  • 2. 

    Smart Actions allow users to do many unique things within a Report, including? (Select all that apply) 

    • A.

      To click a row for a defined action to occur

    • B.

      Snap your fingers and the work be done

    • C.

      To click a column for a defined action to occur

    • D.

      To open a selected record

    Correct Answer(s)
    A. To click a row for a defined action to occur
    C. To click a column for a defined action to occur
    D. To open a selected record
    Explanation
    Smart Actions in a Report allow users to perform specific actions by clicking on a row or column. By clicking on a row or column, users can trigger a defined action to occur, such as opening a selected record or performing a specific action related to that row or column. This feature provides users with the ability to interact with the data in a report and perform actions based on their needs and preferences.

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  • 3. 

    What is the purpose of a summary report?

    • A.

      To view data in a simpler to read and understand format

    • B.

      To summarize a report

    • C.

      To confuse you

    • D.

      All of the above

    • E.

      None of the above

    Correct Answer
    A. To view data in a simpler to read and understand format
    Explanation
    The purpose of a summary report is to present data in a simplified and easily comprehensible format. It allows users to quickly grasp the key information and insights without having to go through the entire report. By condensing the information and presenting it in a concise manner, a summary report facilitates better decision-making and understanding of the data.

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  • 4. 

    The Smart Edit Action is one of the more complex Smart Actions, and allows for editing of fields from within the Report, including updating statuses of records.

    • A.

      True

    • B.

      False

    Correct Answer
    A. True
    Explanation
    The Smart Edit Action is indeed one of the more complex Smart Actions as it enables users to edit fields directly within the Report. This feature also allows for updating the statuses of records, making it a powerful tool for managing and manipulating data within the Report. Therefore, the statement that the Smart Edit Action is one of the more complex Smart Actions and allows for editing of fields and updating statuses of records in the Report is true.

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  • 5. 

    When creating a report with the Smart buttons Approve and Deny, which modules reports can these options only be used in? (Select all that apply)

    • A.

      Asset

    • B.

      Purchase Order

    • C.

      Labor

    • D.

      Work Order

    Correct Answer(s)
    B. Purchase Order
    D. Work Order
    Explanation
    The options "Approve" and "Deny" smart buttons can only be used in the Purchase Order and Work Order modules. These buttons are typically used for the approval process of purchase orders and work orders, allowing users to either approve or deny the requests. They may not be applicable or available in other modules such as Asset or Labor, as those modules may not require the same approval process.

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  • 6. 

    You can combine specific detail and summary data on the same Report.

    • A.

      True

    • B.

      False

    Correct Answer
    B. False
    Explanation
    The statement is false because in a report, specific detail and summary data cannot be combined. The purpose of summary data is to provide an overview or aggregated information, while specific detail data provides more specific and individualized information. Combining these two types of data in the same report would lead to confusion and a lack of clarity in the report's presentation. Therefore, it is not possible to combine specific detail and summary data on the same report.

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  • 7. 

    What are Pivot Reports? 

    • A.

      Reports that show extensive details

    • B.

      Reports that allow you to view two separate reports

    • C.

      Reports that provide an expedient method for displaying aggregated data along two dimensions

    • D.

      Reports that are used to create custom reports

    Correct Answer
    C. Reports that provide an expedient method for displaying aggregated data along two dimensions
    Explanation
    Pivot Reports are reports that provide an expedient method for displaying aggregated data along two dimensions. This means that they allow users to analyze and summarize data from multiple perspectives, such as comparing sales data by region and product category. Pivot Reports are useful for identifying trends, patterns, and relationships within large datasets, as they enable users to manipulate and reorganize the data to gain insights. They offer a flexible and interactive way to explore data and make data-driven decisions.

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  • 8. 

    How are editable fields on Smart Reports displayed?

    • A.

      In a separate report

    • B.

      With a textbox around the field

    • C.

      In a popup box

    • D.

      All of the above

    • E.

      None of the above

    Correct Answer
    B. With a textbox around the field
    Explanation
    Editable fields on Smart Reports are displayed with a textbox around the field. This allows users to easily identify and interact with the editable fields on the report. The textbox provides a clear visual indication that the field can be edited, making it more user-friendly and intuitive for users to input or modify data.

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  • 9. 

    Which of the following can you select for updating record statuses with Smart Buttons? 

    • A.

      Issue

    • B.

      Deny

    • C.

      Complete

    • D.

      All of the above

    • E.

      None of the above

    Correct Answer
    D. All of the above
    Explanation
    You can select all of the options mentioned (Issue, Deny, and Complete) for updating record statuses with Smart Buttons. This means that you have the flexibility to choose any of these options to update the status of a record, depending on the specific situation or requirement.

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  • 10. 

    Custom Headers can only be applied to the report when the report is part of a Base Report Group

    • A.

      True

    • B.

      False

    Correct Answer
    A. True
    Explanation
    Custom Headers are a feature in reporting that allow users to add additional information or branding at the top of their reports. However, these custom headers can only be applied when the report is part of a Base Report Group. This means that the report needs to be grouped with other reports in order for the custom header to be added. If the report is not part of a Base Report Group, the option to add a custom header will not be available. Therefore, the statement "Custom Headers can only be applied to the report when the report is part of a Base Report Group" is true.

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  • 11. 

    Custom Headers allow you to: (Select all that apply)

    • A.

      Aggregate date groupings

    • B.

      Add Assets to a the work order module

    • C.

      Create unique headers using SQL and HTML

    • D.

      Add other fields to custom headers

    Correct Answer(s)
    A. Aggregate date groupings
    C. Create unique headers using SQL and HTML
    D. Add other fields to custom headers
    Explanation
    Custom Headers allow you to aggregate date groupings, create unique headers using SQL and HTML, and add other fields to custom headers. This means that you can organize and summarize data based on specific date ranges, customize headers using programming languages, and include additional fields in the headers to provide more information or context.

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