MyWraps creates a filtered and sorted list of Wrap instances. You can generate charts or export data to Excel. MyWraps reports can also be used to define the scope for the WrapStack widget.
MyWraps displays field values in selected Wrap instances as charts or tables. Reports can be filtered, sorted and ordered to give you exactly the information you require. Live links between MyWraps reports and Excel data are easy to create if you are more comfortable working in Excel. Administrators can transfer data between the Wrapsite and a local device for complete control over all data collected by ExcelWraps.
MyWraps reports are limited to 500 instances by default, to ensure a reasonable response from the server. This limit may be increased or removed with the MaxRows parameter in the link to the report. Read more at the bottom of this page.
You can log each MyWraps request in the Audit Trail.
MyWraps is located on a separate tab on the start page of your Wrapsite.
This tab contains a list of your Wraps.
The Creator filter allows you to view only the Wraps that have instances created by you.
The State filter lets you select only the instances that are Live or Frozen, awaiting a signature or signed by you.
You can also filter the list by entering any part of the Wrap’s name in the text box and press Filter.
Click on the Wrap you want a report from.
MyWraps operates under the ExcelWraps permissions model.
Click on the Filter button in the toolbar to filter the instances on Creator and State like in the list of Wraps. There is also an AutoNumber filter where you can explicitly select the First, Last, or LastFrozen auto number.
On top of each column is a text field where you can enter a filter for the column.
For text fields, you can enter any part of the value you wish to filter on and press Enter to hide the instances that do not contain this value in the column. Example: if you enter “y” in the text field above the month column and press Enter, only the May instance will appear. This is an example of the co (contains) operator, which is implied for string values if no explicit operator is used.
For numeric fields, you can enter any value that you wish to filter on and press Enter to hide the instances that do not have this value in the column. Example: if you enter 2020 in the text field above the year column and press Enter, no instances appear. This is an example of the eq (equal to) operator, which is implied for numeric and date values if no explicit operator is used.
The possible operators that you can use as column filters are:
For dates, the filter must be in ISO-standard yyyymmdd format , e.g. lt(20201225) means any date before Christmas Day 2020. DateTime filters must use a yyyymmddhhmmss format.
The buttons in the toolbar allow you to perform additional manipulations on the table:
For Wrapsite administrators, additional buttons appear that are described under Customized reports below.
Navigating to MyWraps will present a list of the Wraps and instances available to you.
Filter controls show you Wrap instances that are Mine (created by the logged-in user) or Any (created by anyone).
The state of a Wrap instance at any time is Live or Frozen. Some live Wrap instances will be AwaitingSignature (waiting for the logged-in user to sign the instance) or SignedByMe (when the signature has already been made). The state Any lists all Wraps.
Once you’ve selected the instances to include in the source data, you can use column filtering and sorting to manipulate the report.
All this is available to any user by clicking the Wrapsite menu option.
From a tabular data view simply click the Chart button to visualize the data. Charts have interactive pinch-zoom controls and each data point is clickable to open the Wrap data source. It’s an amazing feeling to have your data literally at your fingertips.
The appearance of the chart can be tailored using special options available to Wrapsite administrators.
A Wrapsite administrator with the AdminTenant role can create custom reports for users using a few additional buttons that appear in the toolbar:
All these options add additional parameters to the link. A customized report is saved and handed over to users as a link, see Saved reports above.
Any MyWraps report can be saved as a single link that can be stored as a browser bookmark, added as a hyperlink on a webpage, or added to the Wrapsite menu. Your Wrapsite includes a MyWrapsGenerator Wrap that can create the reports you need in the form of MyWraps links.
If we decompose a MyWraps link into its components, we find:
If you sort your report, in this example on the lastmodified column, a number of additional options appear:
This metadata can be requested from signature fields, e.g. Signature.sig-datetime
Some users find it a powerful option to manipulate a MyWraps report as a spreadsheet in Excel.
The Download button in the toolbar allows you to export any MyWraps report as a CSV file that contains the bare numbers with no formatting, or as an HTML file that contains all the numbers and hyperlinks to take you back to the source information on your Wrapsite. Excel can open both filetypes as spreadsheets via File > Open.
Excel has an embedded browser that can read a MyWraps report and pull it through to Excel for additional calculations and charting. The connection is dynamic and a Refresh button immediately updates your Excel workbook with live information from the Wrapsite.
Wrapsite administrators can also export the data in the Wrapsite to an XML file on the Administration dashboard > ExcelWraps > Wrap instances page. This file contains the Wrap and all the Wrap instance information and can be imported to another Wrapsite. For more information, read the help page for the Wrap instances page.
The export file is in XML format (Extensible Markup Language) and can be read by Excel. The exported file is compressed in the ZIP format.
To ease you into learning how Excel manages XML data files we have prepared some workbooks that can read any XML exported from your ExcelWraps subdomain. Our WrapReader.xlsm workbook splits the data in the XML file into Excel filtered lists and pivot tables presented on separate tabs.
Signature data has a slightly different data structure but is similarly interrogated using our WrapReaderSig.xlsm workbook.
Note: both the above .xlsm files contain Excel macros written in Visual Basic. Excel considers downloaded files with macros to be potentially harmful. If you cannot open or use the macro-enabled files as expected you may need to change your Options > Trust Center settings for Excel so that Excel allows the embedded macros to run.
These tools can be used offline to generate both simple and complex reports and they can be completely customized using Excel’s native commands.
When you view a Wrap instance, you can save content from it as a spreadsheet in xlsx format using the Export to Excel widget.
The ExcelWraps Client Services team use powerful database reporting tools to make any report no matter how complex. These reports can be made available through your Wrapsite. Don’t hesitate to contact Client Services if you need our help.
With improper filtering, a MyWraps report can become very long. To ensure that you create manageable reports, a MyWraps report stops after 500 instances by default.
When your report reaches the limit you will see the following warning at the top of the report
*** NOTE: MyWraps is capped at MaxRows = 500 ***
The instance limit can be adjusted using the MaxRows option in the MyWraps link:
In the example above, the report will be limited to the first 100 instances.
If you reach the row limit inadvertently, you need to reduce the number of rows through better filtering. The MaxRows limit applies to primary filters only. These are high-speed filters used in the database already when extracting the source data for the report. Primary filtering of instances is based on four things:
Once the designated subset of wrap instances has been extracted, secondary filtering takes place on individual field values. This is done in memory on the server and is much slower than primary filtering. Secondary filtering is unaffected by the MaxRows setting.
MyWraps can handle an unlimited amount of rows. If you expect your report to include more than 500 wrap instances, just increase the MaxRows parameter in the link. If you need all available data to be included, MaxRows can be completely disabled by setting it to -1 or 0.
A word of caution: anyone can make mistakes. With MaxRows set to 0, you have no protection if an adjusted filter suddenly generates a ridiculously long report, that takes ages to display.
If your MyWraps report is intended to be used with the WrapStack widget to manipulate a bulk of instances, we recommend that you adjust the MaxRows parameter quite precisely to your expectations, to avoid overloading the server and the database if an inadequate filter setting in MyWraps results in an enormous update job that you most certainly will want to undo later.