Basic Reports Report Creation Reports are now created
Basic Reports
Report Creation • Reports are now created in Patricia C/S rather than in Maintenance • Easier to maintain • Less prone to errors • No need for Report Upgrade
Report Creation • Report Creator available from Report > Reports > Create Reports • Four different types of report – Case Report – Name Report – Batch Report – SQL Report
Report Creation - Columns • First step is to select columns • Columns represent the data that we want to show from a case/name • All fields are automatically available here, no need for additional setup except for Diary Fields which have to be added through Maintenance • Available fields differ between the type of report created • Can be re-used as Find Lists
Report Creation - Design • Design tab is where you apply styling to your column selection • Fields are populated when switching from Column tab to Design tab • Each report design consists of four section – Header – Static at top of report – Detail – Section where each returned result will be displayed – Summary – The end of the report – Footer – Static at the bottom of report
Report Creation – Design Properties • Everything in a report has properties associated with them • Properties are accessed from the right hand side of the Design View • Everything from individual fields to the entire report has properties • Properties can be different depending on what is selected
Report Creation – Design • You can additional components to a report • Right click on a blank area and access New Control menu
Report Creation - Criteria • Criteria is where you define how to find the information specified in the Column selection from cases/names • Consists of 7 different options – Data Type – The Area of a Case to find information (For Name Reports/Criteria, only Name Data is available) – Data subtype – The specific field within the Data Type to look for – Criteria – The logical operator to use – Value – The data to be evaluated – And/or – Only applicable when filtering on more than one row – Multiple – Enable multiple Values of the same field – Editable – Whether or not the Value can be changed when the report is being generated • Fields can be either open for change for end users or locked by the creator of the Criteria • Use of parenthesis to group fields to be evaluated together
Report Creation - Finalizing • Final step is to Associate a Report Design with a Criteria • Accessed from the Associate Report Tab • Done by selecting a saved Design and a saved Criteria and combining the two • Criteria can be locked
Report Creation • Once the report association is saved, all reports are available to run from Report > Run Reports > Custom Reports
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