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Manage Inquiries

Closing Inquiries

Inquiries can be closed in any of these ways:

  1. From the Home menu in the Documents group, click Close.
  2. From the Backstage View, click Close.
  3. Use the Quick Access Toolbar, if configured.

Report Packs

Report packs are a tool used to group inquiries from one or more Modules. All inquiries can be opened at the same time, one next to the other in separate tabs within the same session of Hubble. These inquiries can be closed and exported to PDF or Microsoft Excel in one step.

Report packs can only contain inquiries; they cannot contain folders, templates or other report packs.

Report Bursting

“Report bursting” is the ability to create separate files when exporting to PDF or Microsoft Excel. With this ability to define a file break, different sections of a report are exported to separate files. You have the ability to define a break on any sorted column, even if it is not subtotaled, and even if it has a wildcard in its filter. For file breaks, you can define the pattern for the file names, which can include the filter selections you are using for the file breaks.

Report bursting is done in the Breaks tab of PDF Options/Excel Options, depending on which you are using. Below we will show an example of report bursting when exporting to PDF; however the process works the same with Excel.

In this example, we are filtering on specific Business Units.


In PDF Options, we have set the options to page break after totals and by filter selection, using the Business Unit filter selections as the Selected combinations. Because we are filtering on Business

Unit, Business Unit is automatically available to select as a parameter to use in the File Name. This list is dynamically updated based on the filter selections you have defined in the report.


Now we can click on PDF and the PDF output will automatically burst into several files based on the Business Units defined in the Selected Combinations. The file name displayed is using the File/Workbook Name Pattern defined for this report:


If you prefer to output to 1 file and break instead into multiple pages (PDF) or worksheets (Excel) within the file, you would choose the option to do that.

For PDF:


For Excel:


When exporting to Excel, you also have the option to define the Worksheet Name Pattern for the worksheets within the file.

Stopping an Inquiry

Once is inquiry is running, you can hit the Stop button in the Running Inquiry dialog to stop it from running on both the machine it is running on as well as the database.

To cancel a report before records are retrieved from the database, you must use the built-in-provider connection option in Administrator.

Favorites

Favorites are shortcuts to existing saved inquiries within Hubble; you can use them to quickly access your most commonly used inquiries.

From within the inquiry you wish to save as a favorite, there are 2 ways in which it can be added to your Favorites:

  1. In the Home menu in the Documents group, click Favorites. If desired, specify a name for the favorite (this can be different than the saved inquiry name). If a different name is not specified, the saved name of the inquiry is used.
  2. In the Home menu in the Documents group, click the drop-down menu next to Favorites. Select Add Favorite. If desired, specify a name for the Favorite (this can be different than the saved inquiry name). If a different name is not specified, the saved name of the inquiry is used.

Folder Structure

You can add your own folder structure within the Organize Favorites dialog.

  1. In the Home menu in the Documents group, click the drop-down menu next to Favorites. Select Organize Favorites.
  2. The organizational structure of Favorites is displayed on the right panel. Using the buttons on the left, you can add, move, or delete a folder or favorite.

Showing Descriptions in the Grid

As long as a filter is available for you to use in Hubble , you can show the description of a value in your report results. To do this, select the Show Descriptions in Grid option when right-clicking on the filter:


In this example, if you are showing the description of company 1, this is how the report results would look:


If you uncheck the option to show descriptions in the grid, this is how the report results would look:


Alternatively, there is an option for the report designer to always show the description for a filter value.