1. Adv. Reports & Dashboard

2. Advanced Reports Main focus on the Design aspect Compute Expressions
Report Groups
Custom Related Cases & Overview Reports

3. Adv. Reports – Compute Expressions
Allows for design changes depending on report content
Applied on properties of fields
Can also be generated as standalone fields

5. Adv. Reports – Compute Expressions
Expressions are written as s.c. IF statements
The pseudocode for these are IF (expression to be evaluated = true THEN 1 ELSE 2)
E.g. IF (diary_date_35 < Today(), 1, 0)
These can be built with the use of built-in options Columns, Functions, Constants

7. Common Computed Expressions
Color changes
Select Color property of a field
Start with an If statement
Decide on which field that will be the deciding factor
Then using the constants, choose the “true” value
Finally using the constants, choose the “false” value
If (diary_date_35<Today(), 255 /* red */ , /* green */ )

10. Common Computed Expressions
Current Page Counter
Right Click > New Field > Compute Expressions
Write text within single quotes – ‘Page: ‘
Add a + to concatenate texts
Using the functions, choose the Page expression which returns current page number
Add another + and then‘/’
Using the functions, choose the PageCount expression.
‘Page: ‘ + Page() + ‘/’ + PageCount()

12. Common Computed Expressions
Alternating Row Color
Select the detail field
Choose color property
Begin with an IF statement
Select the Mod function
Pass in the GetRow function and the number 2
If the result is 0 the row is even and we can set the color property, otherwise we set it to a different color
If ( Mod(GetRow(), 2), /* gray */, /* white */)

15. Advanced Reports - Dashboards
Dashboards are Graph reports
Used not to show a list of individual items, but instead to display aggregate information over groups
Created in Maintenance
Accessible on all three Patricia platforms
Patricia C/S
PCP
Patricia APP

16. Advaned Reports - Dashboards
Accessed from Report > Reports > Dashboards
Granted access to specific dashboards based on Security Groups

17. Advanced Reports - Dashboards
Created in two steps.
Done in Maintenance under Report > Dashboard Configuration
Each Dashboard is a collection of so called “Dashlets”
Dashlets are individual report components that can share common filter expressions on the same Dashboard
Dashlet creation requires SQL knowledge

18. Advanced Reports - Dashboards
Dashboards come in two versions
General
Case
General fetches many cases and aggregates upon data from all cases
Case only fetches information from currently opened case and aggregates upon data from that particular case
Case Dashboards are accessed by adding the Dashboard tab in Case Display Layout

20. Dashboards – Dashlet Creation
11 different Report Types
Choose beforehand what type of report is most suitable for the data that you want to display
Aggregation of data differs depending on report type

22. Dashboards – Dashlet Creation
Since general dashboards are used for aggregation of data, your SQL query should contain at least one aggregate statement, e.g. COUNT(), AVG(), MAX, MIN() etc., and also a GROUP BY statement.
Case Dashboards operate on a single cases information, and for this to work the query needs to contain the Case ID parameter.
Parameters has to be added in the SQL Query by the format ${parameter_name}

23. General Dashboard

24. Component Configuration
Depending on what type of report selected, different components has to be setup
These include Labels as well as which fields retrieved from the query will be used for what in the final report layout

25. Bar Report Example – Component Configuration

26. Dashboard Setup Name of Report Layout Selection Platforms
Type of Dashboard

28. Dashboard Setup – Designer
Drag and Drop functionality
Depending on the Layout Selected, the available areas in the designer will differ
This is were we add Dashlet Reports to the Dashboard

30. Dashboard Setup – Parameter Configuration
This section will only be populated if you are creating a general dashboard that contains parameters
Parameters are automatically retrieved from the SQL Query
Defining the type, the label and an initial value. If you receive an error when opening a dashboard, the problem can sometimes be a missing initial value.
Security setup (Optional)

31. When using Combobox (Dropdown) Custom SQL Query for dropdown values has to be provided

33. Dashboard Setup – Parameter Security
Depending on if the Dashboard is setup for PCP, either both Security Groups and PCP Roles are available or just Security Groups
By default, everybody has access
By adding one security setting, you are automatically denying everybody else access

35. Dashboard Setup – General Security
Defines the Security Group(s) that will have access to view the Dashboard
Same concept as with Parameter Security in regards to Security Groups and/or PCP Roles

37. Dashboard Setup
Platform Setup, Parameter and Security setup can be changed afterwards as well