pergamonmu:general:reporting
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pergamonmu:general:reporting [2017/08/08 13:31] admin |
pergamonmu:general:reporting [2017/09/08 14:48] (current) admin |
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| A list of fields accessible to the report is presented in a listbox down the right hand side of the dialog. Each field is accompanied by a checkbox. In order to include a field in the final report, ensure that the field is checked. Similarly, in order to remove a field from the final report ensure that the field is un-checked. | A list of fields accessible to the report is presented in a listbox down the right hand side of the dialog. Each field is accompanied by a checkbox. In order to include a field in the final report, ensure that the field is checked. Similarly, in order to remove a field from the final report ensure that the field is un-checked. | ||
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| + | The display fields can be reordered by selecting the field in the list **and keeping the mouse button depressed**. Drag the field to the new order in the list that you require. | ||
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| + | If you want to save changes to the displayed configuration long term, consider using the **Template** system, below. | ||
| ==== Report Command Area ==== | ==== Report Command Area ==== | ||
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| Three command buttons provide the ability to abort the report dialog using the [Close] button, [Run] the report to its intended destination, or to display information about the report version using the [?] button. | Three command buttons provide the ability to abort the report dialog using the [Close] button, [Run] the report to its intended destination, or to display information about the report version using the [?] button. | ||
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| + | ==== Templates ==== | ||
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| + | The Dynamic Reporting system allows the use of templates - recorded sets of criteria which can be reloaded to speed up the generation of repeat reports. | ||
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| + | === Saving a Template === | ||
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| + | If you wish to record a certain set of criteria and reporting format (selection and placement of fields), configure the criteria window as required then select [**Templates**] > [**Save Template**] from the bottom of the window. After requesting a description for the template, the template is saved into the database for later use. | ||
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| + | === Saving a Default Template === | ||
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| + | If you would like a template loading into the report as soon as the report is started, save the template with the name 'Default'. | ||
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| + | === Using a Template === | ||
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| + | In order to recover a template, load the Dynamic Report window and then select [**Templates**] from the bottom of the window. All previously saved templates for this report are displayed in the menu. Select the required Template from the menu to load it into the criteria window. | ||
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| + | === Updating a Template === | ||
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| + | In order to update a template with new criteria, load the Dynamic Report window and select the required template from the [**Templates**] menu, as above. Update the on-screen criteria with new selection and then reselect the [**Templates**] button and choose [**Update current template**]. | ||
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| + | === Deleting a Template === | ||
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| + | In order to remove a template which is no longer required, load the Dynamic Report window and select the required template from the [**Templates**] menu, as above. Once the template is selected, reselect the [**Templates**] button and choose [**Delete current template**]. | ||
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| + | While the current template criteria are still displayed on-screen, the template is removed from the database. | ||
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| {{:logo.png?nolink |}}\\ | {{:logo.png?nolink |}}\\ | ||
| [[:start|Pergamon Wiki Home]] | [[:start|Pergamon Wiki Home]] | ||
pergamonmu/general/reporting.1502199114.txt.gz ยท Last modified: 2017/08/08 13:31 by admin
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