MPTS2010 Introduction to Reports

Reports Basics - FlowIDs  Report Descriptive Name & FlowID is the same for 2010 as in 2000 DescriptionProgramFlowID RC WorksheetsASW5135ASR Certified Values by TRA - Value BasedAUW5640AUD Stub List (Collections)TCW5635TAX  Multiple Reports run based on parameter selection DescriptionProgramFlowID Appraisal WorksheetsASW0370ASR Appraisal Worksheet Summary ReportASW0370ASR TRA Shift Detail ReportAUW1200AUD TRA SummaryAUW1200AUD Notice of Duplicate PaymentTCW5790TAX Notice of Insufficient PaymentTCW5790TAX

Reports Basics - Naming  Report file names for the 2010 system – same name as 2000 report with a leading lowercase ‘w’ 2000 Report Name2010 Report Name AsrEdit.rptwAsrEdit.rpt DirChargeDetail.rptwDirChargeDetail.rpt FeesByAsmt.rptwFeesByAsmt.rpt  County Specific reports have the County number leading the file name. C58wTBUA.rpt – Yuba’s Unsecured Annual Tax Bill  All migrated 2010 reports are in the “Reports2010” menu

Reports Basics - Layout Report Information - Upper Left  FlowID  Report File Name  Version Report Title – Centered  County ID  Report Heading Name  Selection Criteria

Page Information - Upper Right  Current Date  Current Time  Current Page Number  Total Page Count Report Footer – Bottom Left  User ID Requesting the report Reports Basics – Layout (cont)

Report Generation Generic wrapper  All Reports requiring no parameters are run from MSW0520 – cannot have two open Parameter Selection  Reports requiring parameters will display the parameters on the report wrapper Run Request  All reports utilize the “Run Request” feature to generate the report once parameters are selected

Report Generation (cont) Reports that Update  Updating is now done from within the report  Report must be run to access the “update” feature  Example: Roll Correction Worksheets

Reports Exporting Reports may be exported into the following formats:  Crystal Reports (*.rpt)  Adobe Acrobat (*.pdf)  Microsoft Excel (*.xls)  Microsoft Excel (data only) (*.xls)  Microsoft Word (*.doc)  Microsoft Word – Editable (*.rtf)  Rich Text Format (*.rtf)

Reports Archival Built in archival feature on many reports Selecting this option will automatically archive the report Report is archived to the server with the naming structure including:  FlowID  Report File Name  Current Date  User Name  TAX _FeesByAsmt_ _testtax.pdf Archived to the departmental share under “ReportArchives” sub-folder – Non destructive

Reports Archival (cont) Some reports require additional export features

Reports Navigation Page Selection  Scrolling  Specific Page Selection

Reports Navigation (cont) Search  Click the Binoculars  Enter the search parameters  The specified information will be highlighted Zoom  Standard zoom functions

Reports Navigation (cont) Detail Searches and Drill-Down

Reports Navigation (cont) Opening a Sub List Report – Step 1

Reports Navigation (cont) Sub List Report - Result

Questions