1. Basic Reports

2. 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

3. Report Creation
Report Creator available from Report > Reports > Create Reports
Four different types of report
Case Report
Name Report
Batch Report
SQL Report

5. 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

7. 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

10. 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

12. Report Creation – Design
You can add additional components to a report
Right click on a blank area and access New Control menu

14. 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

16. 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

18. Report Creation
Once the report association is saved, all reports are available to run from Report > Run Reports > Custom Reports