Knowledgebase

  • PivotViews

Theme Garden (automatic)

  1. Go to our home page and select a theme of your choice
  2. Click on the Install now or Purchase $XX button and you’ll be taken to the Theme Garden
  3. There on the top right corner click on Install (for free themes) or Purchase $XX  (for premium themes), select your blog and the theme will be automatically applied
  4. After installation go to your customization page and scroll to the bottom until you see Advanced options – click on it and remove the check mark from Use default mobile theme

Upgrading

Updates for all our plugins are handled just like any other WordPress plugin. When an upgrade is available an upgrade notice will appear and you can navigate to your WordPress “Plugins” page to upgrade automatically.

Note: Our Pro plugins use a license key system so you’ll need to enter and activate your license key in order to receive automatic updates and support for this plugin.

Getting 404 error

Please go to Settings > Permalinks and resave your permalink structure.

  • Running Reports

The most common task when using PivotViews is running a report, which typically involves selecting a report, specifying the report’s settings (or using a pre-defined favorite), and clicking the Run button.

Once executed, the report appears on a separate tab, allowing you to customize it.

Proceed to the following topics for more information:

To run a report, you simply select it, specify the report’s settings (if any), and click Run.
Note: To execute a report using a favorite (with saved report settings) see Using a Favorite.
  1. Select the report from the left side of the PivotViews interface.The report is highlighted.
  2. If necessary, specify the report’s settings.If needed by the report, these settings automatically appear below the reports list. Each required setting is marked with the  icon. These must be defined before executing the report.In the following example, there are two required parameters. The method for specifying a report’s parameters varies based on the type of parameter and the design of the report. In some cases, you may simply enter a value. For the example below, a date selector (calendar) is used to pick a date. For more information on parameters for a particular report, contact the report’s designer.
  3. Click the Run button below the Report settings area.
    Tip: You can also click the Run button on the Home tab at the top of the interface.
    Important: Both Run buttons are only available once all required report settings have been defined. Otherwise, they are grayed-out and the report cannot be run.
    The report is displayed on a tab on the right side of the interface using its default layout.

If you find that you are running the same report over and over again, and you’re rather not manually specify the report’s settings each time you execute it, you can use a favorite to quickly execute the report using predefined (saved) settings.

Note: Favorites can also be used to save the layout of the report as it appears after the report is run.

To run a report with a favorite, you select the report and then select the favorite from the menu that appears.

  1. Select the report from the left side of the PivotViews interface.

    If the report has at least one favorite defined, a menu appears to the right of the report’s entry in the list showing all defined favorites. If no favorites have been defined for the selected report, no menu appears.

    Note: Favorites can be created for any report. For more information on this process, see Creating a Favorite.

    In the example below, four favorites have been defined for the report.

  2. Click a favorite to select it, then click the associated Run button.

    If you are unsure which favorite to use, or exactly what settings are defined for the favorite, click the favorite to highlight it, then examine the Report settings area. The settings for the favorite are shown.

    Tip: If the settings from the favorite are incorrect, but you want to quickly run the report, you can adjust the settings as they appear in the Report settings area and then click the Run button below the settings. This executes the report using the changed settings. However, the favorite itself is not updated. For more information on changing the favorite, see Updating an Existing Favorite. For more information on parameters for a particular report, contact the report’s designer.

    The report is displayed on a tab on the right side of the interface.

This section contains additional information on using favorites.

Proceed to one of the following subtopics for more details:

Finding a Favorite

When using a favorite to run a report, use the following options to locate a favorite, if your list of favorites is lengthy:

  • Search for the favorite by typing a portion of the favorite’s name into the text box on the Favorites menu.
  • Select a recent search from the drop-down list on the Favorites menu.
  • Filter the Favorites menu to show just your favorites or those favorites created by other users.

    Note: By default, all favorites are shown, and neither filter is active (as shown below).

    When a filter is being used, it has a dark background. In the example below, the Show all user’s favorites option is active, and only other users favorites are shown in the list.

Creating a Favorite

Favorites allow you to save both custom report settings and any custom report layouts, so you can easily recreate the identical report in the future.

The information saved by the report is based on the report’s configuration at the time the favorite is created.

  • If you specify report settings, execute the report, and then create the favorite – only the report’s settings are saved.
  • If you specify report settings, execute the report, customize the report’s layout, and then create the favorite – both the report’s settings and layout are saved.

Note: After creating a favorite, you can update it at any time, including both changes to the saved settings or the layout. For more information, see Updating an Existing Favorite.

  1. In the reports list, select the report that needs a new favorite.
  2. In the Report settings area, specify the report settings.
  3. Run the report.

    Important: You must run the report before you can create the favorite.

    The report appears in a separate tab on the right side of the application.

  4. (optional) Adjust the report’s layout. You can skip this step if you only want to save the report’s settings.
  5. At the top of the application, click the Save Options button.

    A dialog box appears, allowing you specify the favorite’s details. The title of the dialog box should match the name of the report you selected (as highlighted below).

  6. Specify the new favorite’s details.
    1. In the Option Name text box, provide a name for the favorite. This option is required.

      This name will appear on the favorite menu for the report, as shown below.

    2. (optional) In the Description text box, add a detailed description of the favorite.

      When specified, this text will appear when the favorite is hovered over on the favorite menu, as shown below.

    3. (optional) Adjust the Advanced Options.

      These options provide you with more control over the favorite’s customization but are not necessary in most scenarios.

      For more information, see Using the Favorites Advanced Options.

  7. Click Save.

    The favorite is created and is now available from the report’s favorites menu.

Updating an Existing Favorite

You can update a previously created favorite at any time, adjusting the settings used by the favorite, the saved report layout, or both.

  1. In the reports list, select the report that uses the favorite you want to update.
  2. If the settings for the favorite need to be updated, adjust the report settings, as necessary.
  3. Run the report.

    Important: You must run the report before you can update the settings used by the favorite.

    The report appears in a separate tab on the right side of the application.

  4. (optional) Adjust the report’s layout. You can skip this step if you only want to save the report’s settings.
  5. At the top of the application, click the Save Options button.

    The favorite’s dialog box appears. The title of the dialog box should match the name of the report you selected (as highlighted below).

  6. Click the arrow button on the far right of the Option Name text box.

    All currently defined favorites for the report are shown.

  7. Select the favorite you want to update.

    The favorite’s name appears in the Option Name text box. If a description has been specified for the favorite, it also appears.

  8. (optional) Adjust the favorite’s description.
  9. Click Save.

    A message appears, confirming that you want to update (replace) the favorite.

  10. Click Yes.

    The selected favorite is updated.

Using the Favorites Advanced Options

The Advanced Options, which appear in the lower portion of the Favorites dialog box, provide more control when creating or editing favorites. By default, these options are hidden.

You can use these options to control the visibility of the favorite, whether or not layouts and settings values are saved, and you can even directly edit the saved settings (parameter values).

More information on using these options will be provided in the near future.

Deleting a Favorite

You can delete a favorite at any time, permanently removing it from a report’s Favorites menu.

  1. In the reports list, click the report that uses the favorite you want to delete.
  2. On the Favorites menu that appears, click the favorite to highlight it (as shown below).
  3. In the Reports settings area, right-click the name of the favorite. The name appears after you select the favorite as described in the previous step.
  4. Select delete from the menu that appears.

    The favorite is deleted and no longer appears on the Favorites menu.

    Note: You can always recreate a deleted favorite as described in Creating a Favorite.

  • Customizing a Pivot Report

After you run a pivot report, you can customize it by adjusting its default formatting to better fit your needs.

Proceed to the following subtopics for more information:

After running a report, you can customize which fields appears in the report and how they are arranged. There are two primary methods available:

Drag-and-Drop Method

You can adjust fields right from the report’s tab by dragging and dropping column items. You can rearrange fields already in the report.   The fields are dynamically updated after dragging to a location. You can add fields as data items. You can add fields as rows. You can add fields as columns. You can remove items from the report’s displayed data, placing them in the list at the very top of the report.

Interactive Field List Method

You can access the Field List dialog box, which allows you to add fields to specific areas of the report using an easy-to-understand and interactive dialog box. To access this feature, right click any field, and select Show Field List from the menu that appears. The Field List dialog box shows the current state of the fields in your report including. You can drag fields around to any of the following locations to customize your report:
  • Hidden Fields. Fields that area completely hidden from the report’s tab. You can only access hidden fields using this part of the Show Field List dialog box.
  • Filter Area. Shows all report fields that are not current being used to display data in the report.
  • Column Area. Fields currently being used as columns in the report.
  • Row Area. Fields currently being used as rows in the report.
  • Data Area. Fields currently supplying the data for the rows and columns in the report.
The report is automatically updated as you make these changes, allowing you to interactively see how your changes impact the report itself. When you’re done customizing the report, simply close the Field List dialog box.

Adjusting the Display Order of Pivot Report Field Items

You can adjust the order of the field items displayed for a pivot report.

  • You can drag-and-drop the items, moving them to any desired location.

  • You can also right-click an item, select Order from the menu that appears, and specify where you want to move the item (to the beginning of the list, one space to the left or right, or to the end of the list).

You can specify data to prevent it from entering the report’s grid. This process is known as prefiltering.

This feature is accessed right-clicking a data tag, whether it is currently being used as a column in the report or not, and selecting Show Prefilter from the menu that appears.

The PivotGrid Prefilter dialog box then allows you to specify prefiltering rules.

More information on this feature will be provided in the near future.

  • Creating a Report​

Favorites allow you to save both custom report settings and any custom report layouts, so you can easily recreate the identical report in the future.

The information saved by the report is based on the report’s configuration at the time the favorite is created.

  • If you specify report settings, execute the report, and then create the favorite – only the report’s settings are saved.
  • If you specify report settings, execute the report, customize the report’s layout, and then create the favorite – both the report’s settings and layout are saved.

Note: After creating a favorite, you can update it at any time, including both changes to the saved settings or the layout. For more information, see Updating an Existing Favorite.

  1. In the reports list, select the report that needs a new favorite.
  2. In the Report settings area, specify the report settings.
  3. Run the report.

    Important: You must run the report before you can create the favorite.

    The report appears in a separate tab on the right side of the application.

  4. (optional) Adjust the report’s layout. You can skip this step if you only want to save the report’s settings.
  5. At the top of the application, click the Save Options button.A dialog box appears, allowing you specify the favorite’s details. The title of the dialog box should match the name of the report you selected (as highlighted below).
  6. Specify the new favorite’s details.
    1. In the Option Name text box, provide a name for the favorite. This option is required. This name will appear on the favorite menu for the report, as shown below.
    2. (optional) In the Description text box, add a detailed description of the favorite.
      When specified, this text will appear when the favorite is hovered over on the favorite menu, as shown below.
    3. (optional) Adjust the Advanced Options.These options provide you with more control over the favorite’s customization but are not necessary in most scenarios.
    4. For more information, see Using the Favorites Advanced Options.
  7. Click Save.The favorite is created and is now available from the report’s favorites menu.
  • Assigning Users to Reports​
You can control the reports a user can access from the Manage Users dialog box.

Note: You can also specify report access using the Reports tab on the Edit Reports dialog box.

  1. From the Admin Tools tab at the top of PivotViews, click the Manage Users button. The Manage Users dialog box appears, showing all existing users and reports.
  2. Click a user. The select user’s report settings appear on the right side of the dialog box.
  3. Use the check boxes in the Allow column to specify access for each listed report.
  4. Click Save.
  • GP Remittance

Licensing, Terms & Conditions

All products made available on this site are published under the GNU General Public License. By purchasing from this site you agree to the Terms & Conditions of the GNU General Public License as well as the following additional Terms & Conditions set out below:

Licensing

Licenses are valid for one year from the date of purchase, and entitle you to product updates and support for one year. When asking for support you may be asked to provide a valid license key as proof of purchase.

Single Site license allows you to use the theme/plugin on one site.

Unlimited license allows you to use the theme/plugin on as many sites as you want.

Developers, you are welcome to use your Unlimited license on site/s you are building for a client, but please don’t bundle our plugins with your own commercial theme (eg Themeforest).

Our PRO plugins are licensed for one year at a time. After that you may renew your license at a 30% discount to continue updates and support.

What happens if a license is not renewed?

Automatic security and feature updates will be discontinued.
The download link in your enigmaplugins.com account area will disappear.
You will no longer have access to technical support for the item.
If I renew my license, do I need to also re-download the software and install it again?

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