pergamonmystic:linkedhelp:report_dialog
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pergamonmystic:linkedhelp:report_dialog [2021/10/04 17:15] admin |
pergamonmystic:linkedhelp:report_dialog [2021/10/05 10:37] (current) admin |
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| Within Mystic there are two general ways of creating reports - **Quick Reporting**, and the more comprehensive **Dynamic Reporting** system. | Within Mystic there are two general ways of creating reports - **Quick Reporting**, and the more comprehensive **Dynamic Reporting** system. | ||
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| ===== Quick Reporting ===== | ===== Quick Reporting ===== | ||
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| The same report can be accessed from several different locations as long as the criteria on which it depends is available in that dialog of application location. | The same report can be accessed from several different locations as long as the criteria on which it depends is available in that dialog of application location. | ||
| - | In order to start a Quick Report, select the [Report] toolbar icon to display all of the Quick Reports available in that location. Simply select the required report from the menu to start the report off and send it to either the screen, an attached printer, or in the case of more modern operating systems, to a file. | + | In order to start a Quick Report, select the **[Report to...]** toolbar icon to display all of the Quick Reports available in that location. Simply select the required report from the menu to start the report off and send it to either the screen, an attached printer, or in the case of more modern operating systems, to a file. |
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| + | Remember that only Quick Reports that can be fed criteria from the dialog are ever displayed at one time. By selecting a particular record in that dialog (e.g. selecting a **Reader** from the list in the **Reader Manager**), more criteria information becomes available and the Quick Reports menu will be able to display more options. | ||
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| + | ---- | ||
| ===== Dynamic Reporting ===== | ===== Dynamic Reporting ===== | ||
| - | The **Dynamic Reporting** system is far more comprehensive and is not dependant on a particular parent dialog or location. The Dynamic Reports are only accessible from the main Reports manager menu. Dynamic Reports allow you to not only enter a range of different criteria, but also select the fields that you want to be included in the final output. | + | The **Dynamic Reporting** system is far more comprehensive and is not dependant on a particular parent dialog or location. The Dynamic Reports are only accessible from the main **[Staff Menu] > [Reports]** menu. Dynamic Reports allow you to not only enter a range of different criteria, but also select the fields that you want to be included in the final output. |
| - | {{ :pergamonmu:general:general-dynamic-reporting.png?direct&200|}}Most Dynamic Reports follow a similar format - each report consists of a two stage process: selection of reports criteria and required fields, and production of the report itself either to printer and/or a file. | + | {{ :pergamonmystic:linkedhelp:mystichelp_report_0002.jpg?200|}}Most Dynamic Reports follow a similar format - each report consists of a two stage process: selection of reports criteria and required fields, and production of the report itself either to printer and/or a file. |
| - | The first stage is performed via a reports criteria dialog. Because each report is designed to produce reports based upon a different Pergamon area, the criteria dialog may be slightly different between each report. In most cases however, each criteria dialog can be sub-divided into three general areas: | + | The first stage is performed via a reports criteria dialog. Because each report is designed to produce reports based upon a different Mystic area, the criteria dialog may be slightly different between each report. In most cases however, each criteria dialog can be sub-divided into three general areas: |
| ==== Criteria fields ==== | ==== Criteria fields ==== | ||
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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. | ||
| - | 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. | + | Note: At this time, the online reporting system does not allow **reordering** of fields. |
| - | If you want to save changes to the displayed configuration long term, consider using the **Template** system, below. | + | If you want to save changes to the displayed configuration long term, consider using the **Template** system, link below. |
| ==== Report Command Area ==== | ==== Report Command Area ==== | ||
| - | The bottom of each report dialog contains two checkboxes that allow the user to specify where the report will be sent. These checkboxes allow the report to be sent to a CSV (command separated values) file, or to the printer, or to both. | + | The bottom of each report dialog contains a series of additional configuration checkboxes which determine where the report is sent, and any global configurations that affect how it will be created. |
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| + | ==== Report Toolbar ==== | ||
| - | 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. | + | The bulk of the reports toolbar is mainly concerned with the management of report templates (see link below). |
| - | ==== Templates ==== | + | In order to start the report however once configured, click the **[Report]** toolbar icon to the right of the toolbar. |
| - | 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. | + | To close the report dialog, either click the **[X]** in the frame of the dialog (if provided by your browser) or click the **[Close]** toolbar icon at the far right of the toolbar. |
| - | === Saving a Template === | + | ---- |
| - | 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. | + | ==== How to I print a report? ==== |
| - | === Saving a Default Template === | + | {{ :pergamonmystic:linkedhelp:mystichelp_report_0004.jpg?200|}} Because Mystic is an online application, and the report is being generated on a Cloud Server physically removed from your own workstation, the printing of reports works in a slightly different way to what you would be used to on a conventional desktop application. |
| - | If you would like a template loading into the report as soon as the report is started, save the template with the name 'Default'. | + | For security reasons, Cloud based applications of all types including office-automation applications such as Office365, Google Docs etc. do not have direct access to any of your local devices such as monitor, hard-disk or network and in this case most importantly, your printer. |
| - | === Using a Template === | + | All printing therefore takes place via requests to your Browser, which is a local application which //does// have access to these devices. The easiest and most secure means of printing is to provide a finished, ready-made document to your browser in the form of a PDF. |
| - | 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. | + | Regardless of which output option that you select from the **Report Dialog** (other than the [[PergamonMystic:linkedhelp:report_to_screen|Report to Screen]], which sends columnar output to a basic, on-screen display), Mystic produces a PDF file which is stored initially on the server. If you chose for immediate download, your browser will download the PDF file and save it in the standard downloads folder of your workstation. From here you can load the file into a variety of PDF viewers and print the document if required. |
| - | === Updating a Template === | + | If instead you chose to view the PDF report on screen (the PDF, as opposed to the **Report To Screen** option), the PDF is immediately loaded and displayed //within// the browser. From here you can choose to save the PDF to your workstation, save the PDF in the Mystic reports archive for your library, or alternately print the report directly to the printer (which is controlled by your //Browser//, not Mystic). |
| - | 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**]. | + | **Note:** Because the in-browser PDF viewer is being provided by your browser (by itself) or in conjunction with other specialised PDF viewers installed on your workstation, it is possible that the viewer also provides a range of additional features which can not be reliably discussed here. To see if such features are available: |
| - | === Deleting a Template === | + | * click the PDF display using the **right mouse button** to display any context sensitive menu which might be available to you |
| + | * move your mouse to the lower-central portion of the PDF display, or to the very top strip - some PDF viewers display a menu when the mouse enters these areas | ||
| - | 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**]. | + | Neither of these displays of additional features are under the control of the Mystic application. |
| - | While the current template criteria are still displayed on-screen, the template is removed from the database. | + | ---- |
| Additional Help: | Additional Help: | ||
pergamonmystic/linkedhelp/report_dialog.1633367711.txt.gz · Last modified: 2021/10/04 17:15 by admin
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