With Sigma EI you can add specific comments to your reports in the form of annotations. There are three types of annotations to assist users of a report:
Annotations assist your reports readers to understand the reports and data that they are viewing. They can only be added when a report is ACTIVE and the annotate drop down menu is visible.
Annotations are displayed in multiple places on a report.
Nominate the date, or date range that your annotation should be displayed for. If a date range is selected, you will also be able to choose a colour for chart highlighting.
The optional Filter setting allows you to associate the Annotation with a filter value. This results in the Annotation only being available if the report viewed contains the filter, and the specified value is available.
In order to link your Annotation to a filter value, you will need to complete the following:
Note: if you apply a Filter link to your Annotation, the Visibility options will be reduced to Report and View. This is because the filter is linked to a view field and as such cannot be applied to reports based on other views.
Here you should select the level of your Annotation. This will restrict what content it can appear on. There are three levels available:
Note: If the Annotation is linked to a filter, the Global (Organisation) level will not be available, as the filter is linked to a view field and as such cannot be applied to reports based on other views.
Enter the Subject of your Annotation and details about the event or data.