To view existing Reports, from the top menu bar click Reports; the form displays a list of current reports.
New Report
To create a new report, click New Report in the top left corner of the form.
The form displays the required fields to start a new report. Selecting the Data Source will display the fields in Report Columns and Group and Sort.
Click OK to save the new report.
| Description | A longer description of the report. |
| Title | The descriptive name of the report. |
| Data Source | Use the drop down menu to choose from the available data sets. When the Data Source as been selected, the form will display data fields in the Report Columns and Group and Sort sections to be selected. |
| Landscape | Tick selection box to format the PDF report as landscape, untick the selection box to format as portrait. |
| Only Show Included Columns | Tick selection box to show only the data elements currently included in the report, untick to show all data elements available to be included. This selection box impacts both Report Columns and Group and Sort. |
| Report Columns | A list of all data elements available to be reported in the data source selected. Fields currently included in the report show the selection box as ticked and are highlighted in yellow; fields without a tick mark are available but not currently included in the report. To select a field to include in the report, tick the selection box. |
| Group and Sort | A list of data elements by which the report can be sorted and / or grouped. Fields currently selected show the selection box as ticked and are highlighted in yellow; fields without a tick mark are available but not currently selected for sorting or grouping. To select a field, tick the selection box. |
| Start Date | User Questions are displayed each time the report is Run to provide the requested set of data. Select the earliest or start date of the data required. |
| End Date | Select the latest or end date of the data required. |
| Show Group Picker |
Edit Existing Report
To edit an existing Report, click Edit in the Action column on the row of the Report. A form is displayed to change the information; click OK to save changes.
To view all columns available, untick the selection box Only Show Included Columns; to view only the columns currently included in the report tick the selection box Only Show Included Columns.
To select additional data elements to include in the report, tick the selection box adjacent to the data field; to remove data elements from the report, untick the selection box adjacent to the data field.
To edit the field characteristics for a specific data element, click on the pencil icon to the right of the field name.
Enter data or utilize drop down lists and selection boxes to make your selections.
Click OK to save changes.
Run a Report
To run a Report, click Run in the Action column on the row of the Report. A form is displayed with the User Questions; enter required information and click OK to run the report.
A form will display listing the reports generated. The list of reports can be sorted by the columns displayed.
To view the report click View in the Actions column on the row of the Report; this will launch the PDF viewer and display the report. To download the report click Download in the Actions column on the row of the Report; this will open a Save As window and prompt you to save a copy of the report locally.
