The purpose of this article is to offer you a clear step-by-step process to add a decision tree to a report template while working in the DotActiv software.
Adding A Decision Tree
After opening the DotActiv software, ensure you are in the ‘Reporting’ tab.
Once there, navigate to the ‘Advanced’ section and click on the drop-down arrow next to ‘Custom Report’. Select ‘Report Builder’.
The ‘Custom Report Builder – Templates’ window appears. Here, you can either choose an existing template or create a new one.
After selecting your chosen report, you’re taken to your report. On the left, you’ll find a dockable window labelled ‘Objects’. From here, you can click on ‘Decision Tree’ and then on the report.
The ‘Decision Tree Properties’ window will appear.
Firstly, give your Decision Tree a name.
On the Decision Tree Properties, the user can select the report to start on either Category or Department. Thereafter, select the category, set up the fields and click ‘OK’. The Decision Tree will appear, as seen in the example below.
An example of the Decision Tree using the report selection on Category is shown below.
An example of the Decision Tree using the report selection on Department is shown below.
Next, you can set up the fields by clicking on the ‘Field Setup’ button, as seen below.
If you are done setting up the fields, you can click on ‘OK’ and select the category or department you’d like to work with.
Once happy, press ‘OK’ again. The Decision Tree will appear, as seen in the example below.
The structure and boxes can also be edited, resized and moved, as we have done in the image below.
If the steps in this article do not work for you, please log a ticket to our IT Support team who is always willing to assist.