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 add 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