File Explorer user interface

After an Automation or Comparison run is complete, select the Reporting tab in the AutoPilot Toolkit object.

Reporting tab

The Reporting tab several groups of options to help select the output files to insert into Word documents or PowerPoint presentations, or to save to the file system.

Available results found in AutoPilot Toolkit object
Filter object results
File selection and previewing options
Export options

Available results found in AutoPilot Toolkit object

All available jpg, emf, wmf, and xls files created during the execution of the AutoPilot Toolkit object selected in the hierarchical list are displayed in this table.

Click on the Filename, Type, Category, Subcategory, Exclusions, Normalize, and Stratification column headers to sort the file list by the different fields.

List of files created during execution

Filter object results

Choose from the options in the pull-down menus to filter the files shown in the Available Results list.

Filter Object Results section of Reporting tab

Type: Show All file types, only Chart types, or only Table types.

Category: Show files for All categories, or only those for a particular category (e.g., Time Concentration, PK Parameter).

Subcategory: Show files for All subcategories, or only those for a particular subcategory (e.g., Summary, Individual)

Exclusions: Show All files, only those involving exclusions (Excluded), or only those created with no exclusions (NonExcluded).

Normalization: Show All files, or only those involving normalization by a particular demographic variable (e.g., Age, Height).

Stratification: Show All files, or only those involving stratification using a particular criteria (e.g., Gender, Race).

File selection and previewing options

Use the file selection and file preview buttons underneath the Available Results list to preview files and select files to be transferred to Word or PowerPoint.

Click Select All to select all available result files.
Click Select None to deselect all selected result files.
Click Preview (or right-click a file) to preview selected jpg/emf/wmf files in Microsoft Word and xls files in Microsoft Excel.
Click Move Result(s) To Selection List to move the selected files to the selection list.

The selected files are displayed in the Selected Results to be Transferred list.

Selected Results section of Reporting tab

Click any of the column headers to sort by the values in that column.
Select a file and click Up and Down to modify the file order.

The following buttons are available below the Selected files list:

Unmark Transferred: Remove the asterisk that identifies files as having been successfully transferred.
Remove Transferred: Remove transferred files from the Selected files list.
Remove Selected: Remove the selected file(s) from the Selected files list.
Remove All: Clear the Selected files list.
Select All: Select all files in the Selected files list.
Select None: Deselect all selected files in the Selected files list.
Preview: Load selected jpg/emf/wmf files into a Microsoft Word document and xls files into a Microsoft Excel spreadsheet. Right-clicking a selected file also previews the file.

Export options

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Export section of Reporting tab

The bottom portion of the Reporting tab contains a number of options for handling the files in the Selected file list.

Note:AutoPilot File Explorer allows only one document/presentation to be open at a time.

Hide transferred results: Check this box to remove files from the Selected files list after they have been transferred (the Unmark Transferred Files and Remove Transferred Files buttons also become unavailable).

Uncheck to add transferred files back in the list (the Unmark Transferred Files and Remove Transferred Files buttons become available again).

Insert Selected Result(s): Insert the selected file(s) into an existing Word document or PowerPoint presentation. This button becomes available only after the Open Existing Word Document or Open Existing PowerPoint Presentation button has been used to select and open a document or spreadsheet.
Insert results as editable objects: Check this box if post-insertion editing such as adding titles or footnotes is needed.
Create New Word Document: Insert the file or files into a new Microsoft Word document. AutoPilot File Explorer automatically inserts a caption above each table or graph image when a new document is created. The caption is based on the type of table or graph that was inserted.
Open Existing Word Document: Display the Select Document Source dialog to choose whether the Word document is located in the File System or within the current Phoenix Project.

•File System: Display the Open dialog for navigating and selecting a Word document from the file system.

•Phoenix Project: Display the Select Object dialog for selecting a Word document that is part of the current project.

Create New PowerPoint Presentation: Insert the file or files into a new PowerPoint presentation.
Open Existing PowerPoint Presentation: Display the Select Document Source dialog to choose whether the PowerPoint presentation is located in the File System or within the current Phoenix Project.

•File System: Display the Open dialog for navigating and selecting a PowerPoint presentation from the file system.

•Phoenix Project: Display the Select Object dialog for selecting a PowerPoint presentation that is part of the current project.

Save Selected Results to Disk: Display the Browse for Folder dialog for selecting the file system folder in which to save the selected file(s).