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25 July 20031 Standard and Searchable Reports
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25 July 20032 Report Types Standard Reports –“Canned” reports for the most common types of data inquiries –Uses a Crystal Reports generator to create its output Quick Search Reports –Allows you to select parameters from a list and generate a report
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25 July 20033 Report Types Power Search Reports –Uses Boolean operators to allow you to generate a report with detailed, specific information –Because we do not have the time to review Boolean arithmetic, power search reports are covered in a separate presentation
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25 July 20034 Open the Standard Reports Window Click the Standard Reports tool bar button OR Select the Reports > Reports pull-down menu option
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25 July 20035 Standard Report Categories Each report is a summary of information within a specific database Each category may provide several summary options Click the button for the type of report you need
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25 July 20036 Where to Print Use the pull-down menu to identify the location to which to print –On screen in a new window –To a data file –To a printer A print selection-unique options button appears
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25 July 20037 Set Printing Options Based on “Where” Click the button to set how the on- screen window appears Click the button to set the format in which the data should be saved Click the button to set printer options Options are set in a pop-up window
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25 July 20038 When to Print Use the pull-down menu to identify when to print: –Right now –Various delay options –Specify a time
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25 July 20039 Data Status Click the Use Saved Data radio button to generate the report with existing data Click the Refresh Data radio button to update the data before printing –Typically used for controller event based reports
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25 July 200310 Printing and Exiting Click the button to print the report Click the button to exit the report window Click the button to view the revision of the Crystal Reports generator being used
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25 July 200311 Standard Report Sample This is a sample report for Holiday List #1
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25 July 200312 Open the Searchable Events Window Select the Reports > Searchable Events pull- down menu option
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25 July 200313 Searchable Event Reports Creates reports based on all the events collected from all the controllers Two types of searchable event reports are available –Quick Search –Power Search (covered in a separate presentation)
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25 July 200314 Quick Search Quick Search allows you to quickly generate a report by selecting from short lists of event file sorting options These sorting options filter the event file information
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25 July 200315 Set Filters Use the radio buttons to select between including everything from a category or setting a specific range If you opt to set a specific range, use the pull-down menus, check boxes, and fill-in boxes to set the desired limits
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25 July 200316 Clear Selection Fields Click the button to quickly clear all fields
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25 July 200317 View Report On-screen Click the button to view the report on-screen
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25 July 200318 Print or Save Report Click the button to send the report to your printer Click the button to send the report to a text data file –A standard Microsoft “save as” window appears allowing you to browse to the folder in which the file should be saved
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25 July 200319 Power Search Power Search allows you to generate a report using very specific search/sort parameters Boolean operators are used to sort through and locate the desired information –We cannot teach Boolean arithmetic in this presentation, this is too detailed of a topic for the amount of time we have
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25 July 200320 Report Options Click the Reverse order check box to reverse the sort order from first-to-last to last-to-first –Ascending to Descending order Click the ID numbers in report check box to include user ID numbers in the report –Typically used to support time and attendance software
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