An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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Presentation transcript:

An ACEware Presentation

 Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips  Report Aesthetics  Layout Tools  Zip Code Radius Mapping  Handy Little Tools & Tips

DASHBOARD DASHBOARD F9

PAY GRABBER PAY GRABBER F7

NAME FINDERNAME FINDER F5

Your report “inventory” (print a copy and make notes on it) Report Title: NEW – All Reports with Memo

Reports on Reports

Select a reporting area Remove check mark

Recycle Report or Query – Similar… BUT.. Do different things…. Recycle Report You stay here.. Can run new/different Query (with any Report) Recycle Query Use SAME query (same data) but cycle through ALL user reports (in this area) (Great for Exploring)

Click on query and do NOT move your mouse. A message appears in the upper right corner showing REAL query contents Query details

Right click to display query filter options. This one is tough to forget!

Use the ellipse to display all possible entries and select your preference

If the table is available in the reporting area, you’ll find the missing field listed here.

Data Grouping: open the Data Grouping window to add/edit Group Bands. Data Environment: view the fields available in the report cursor. Page Setup: opens Page Setup window. Report Controls: opens the Report Control Toolbar Color Palette: opens the Color Toolbar. Layout: opens the Layout Toolbar. Font Properties: opens Font Properties window.

Makes the uneven... EVEN!

Graphics significantly improve retention, accuracy & recognition It’s why they are used so heavily by news broadcasts!

Picture Tool Click in the report where you want to place the graphic and draw a box. Releasing the mouse opens the Report Picture window Place a copy of the image in your Student Manager folder, then click the Picture Tool on the Reports Controls toolbar TIP: Create a subfolder in the Manager folder named “Images”

Ellipsis button Clicking the Ellipsis button [...] opens the window for you to find and select your graphic file. Select the graphic and click OK Set picture options as needed Clicking the Ellipsis button [...] opens the window for you to find and select your graphic file. Select the graphic and click OK Set picture options as needed

Clip Picture – If the picture is bigger than the frame you created, only a section of the original picture will display Scale picture, retain shape - Displays the whole picture, filling as much of the frame as possible while retaining the proportions of the picture Scale picture, fill the frame - Display the whole picture, filling the frame completely. If necessary, the picture might become distorted

As you save a report you’ll see the “Save as Default” option You MUST be a level 6 in Reports (to see this..)

Here’s a hint... When the programmer says “Pay Attention” in all caps... PAY ATTENTION!!!!

Get ziplatlong.dbf from tech or website Unzip into Student Manager folder Add the ZipRadius function to your report Three simple steps!

Choose a report that includes zip codes HINT: The mailing labels area is a great place to start!

Begin by adding justafter(‘do mapping’) to a report Any Report that has a Name Address in it will work…. You must have: SM72.EXE (Ver 7.2.A.09) And these two files (loaded into your Manager Folder) json.fll virtualearth.htm ( Available from SM Resources/ Tools: Mapping.zip ) Mapping

This is important! Click “Go” to create the map After you close the SM Report Preview, a browser will launch (in Chrome) and you’ll see a Map And then...

Your screen will move around as the push pins are added to the map And then...

You can zoom in/out to change your Map View Click on pushpin to view name/address ie: Lauri Thompson 111 Main St, 30127

Don’t Miss Print Options! 1)View one, two or multiple pages of your report

Don’t Miss Print Options! 1)View one, two or multiple pages of your report 2) Bring up the Windows print dialog box

Don’t Miss Print Options! 1)View one, two or multiple pages of your report 2) Bring up the Windows print dialog box 3) Get the heck outta here!

A JUSTDOIT runs before the report runs Which means that if you add (or alter) a JUSTDOIT to a report... you must close, save and re-run the report before you’ll see any results Place your JUSTDOIT in the header While a JUSTDOIT can be place anywhere in a report, (it is a non-printing element) we suggest the header band Just remember... Provides ways to display information on a report in a more legible style Formatting Functions

Displays the query value used to generate this report WHAZZIS

And finally we get to the magical portion! What will a JUSTDOIT do? Pull information from a table not normally in the reporting area being used Re-sort the data Run specialized report functions JUSTDOIT

Two way to export Lets you select files to export Generates a flat data file (no formatting) Creates an actual image of the report with formatting and a new page for each page on the report

A few JUSTDOIT examples Change the Sort Order of Report with "Order By" Statement justdoit(‘select *,0 as marker from (cursor5) order by nmname3,nmname1 into cursor(cursor5)’) Eliminating Duplicate records with the "Group By" Statement JUSTDOIT(‘select *,0 as marker from (cursor5) group by nmid,nmname3 into cursor(cursor5)’) Filter the report with "Where" Statement JUSTDOIT(‘select *,0 as marker from (cursor5) where due-paid>0.00 into cursor(cursor5)’) Add a field to the Cursor and then Sort by it JUSTDOIT(‘select *,addcrse(cocrse,"cobegdate") as date, 0 as marker from (cursor5) order by date into cursor(cursor5)’)

There are approximately 20 hours of Report training available on our webinar archive page?

It is not “magic” There IS a “way” and you Must Learn it! The Wizard supplements, not replaces, the SM report writer Cost: $1,495 But, we DO think Matthew does kinda look like the Wizard! Webinar on the “Wizard” In Webinar Archives

Next Webinar HELP, How Do I…? ? ? Wed, March 5 th 1 pm

April 6-9, 2014 Hilton Garden Inn Manhattan, KS 2014 Conference If you liked this, you’ll love our conference! ACEware 2014 Conference

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