Differences

This shows you the differences between two versions of the page.

--- report_selector [2017/01/09 10:08]
127.0.0.1 external edit
+++ report_selector [2017/03/16 10:58] (current)
steveclarke [Selecting a Report]
@@ Line 1: / Line 1: @@
-===== Item Import =====
+===== Report Selector =====
-The Item Import tool is used to import one or more Items from an external file. Item Import can be used to create new Items.  Item Import can also update existing Items in the Item Bank.  The reasons for importing Items are:
+The Report select tool is used to select reports to view, print or export.  **Item Writing** ships with many stock exams.  Custom reports are also accessible through the Report Selector.
-  * More rapid development of Items, either for creating or updating.  The user does not have to navigate through multiple Item entry pages to set all values.  FIXME link to Item entry
-  * Limiting exposure of your Item Banks to external users.  By using Import files, external users to CE such as subject matter experts (SME) or contract authors do not have to be trained to use CE or be exposed to the system at all.
-Item Import is reached from the Main Menu, Item Writing → Item Tools → Item Import
+Report Selector is reached from the Main Menu, System → Report Selector
-{{:wiki:menuitemimport.png?200|}}
+{{:menureportselector.png?200|}}
+This will navigate the user to the Report Selector Page.
-{{:itemimport.png?600|}}
+{{:reportselector.png?600|}}
-==== Import Files ====
+==== Selecting a Report ====
-Item Import supports importing Items from Microsoft® Excel (.xlsx) and Microsoft® Word (.docx) formats.  The user can download the import templates using the template hyperlinks.  Note: Microsoft® Excel or Microsoft® Word must be installed to open or maintain these files.
+Report Selector lists available reports, both stock and custom in the report selector grid.  Available reports are based on user [[security_edit_forms|Form permissions]].  The report grid is filterable based on report groups.  See [[general_navigation_grids|Grid Navigations]] for more.
-{{:itemimportsample.png?600|}}
+{{:reportselectorgroup.png?600|}}
-==== Uploading an Import File ====
-To upload an Item Import file, click the **Select** button.
-{{:itemimportselect.png?600|}}
+==== Preview a Report ====
+Each report in the report grid has a thumbnail of the report.  To view a larger preview image, click the thumbnail image.  A larger image is shown.
-This will open a file dialog.  Select the file and click **Open** button.
+{{:reportselectorpreview.png?600|}}
-{{:itemimportupload.png?600|}}
+==== Additional Report Options ====
+Some reports support a customizable client name and footer message to appear on the report.  To control the text values of these use the **Client Name** and **Footer Message** entry controls.
-The import file will be uploaded but not Imported yet. To import the Items to the database click the **Import** button.
+{{:reportselectoroptions.png?600|}}
+==== Running a Report ====
+To run a report, select the report from the report grid and click the **Report** button.
-{{:itemimportuploaded.png?600|}}
+{{:reportselectorrunreport.png?600|}}
-This will navigate you to a progress page.  As the Items are imported and processed, this page will indicate the progress.
+=== Exam Reports ===
+Some reports, like the Exam Answer Key report require the user to select an [[exam_entry|Exam]] as well. When the report is selected, an Exam selection grid becomes visible.  Select an Exam from the Exam selection grid and click the **Report** button.
-{{:itemimportprogress.png?600|}}
+{{:reportselectorexam.png?600|}}
-When complete, a message area will appear indicating how many records were processed and any validation issues that occurred.  If successful a green message are will indicate success.  If there were validation issues a yellow message are will appear.  The user can navigate back to the Item Import page via the hyperlink.
+=== Stats Reports ===
+Some reports, like the Stats - Candidate Competency report require the user to select a [[stats_concepts#statsid|Stat Set]] as well. When the report is selected, an Stats selection grid becomes visible.  Select a Stats Set  from the Stats selection grid and click the **Report** button.
-{{:itemimport_success.png?600|}}
+{{:reportselectorstats.png?600|}}
+==== Report Viewer ====
+When the report is run, a Report Viewer window is opened with the report rendered inside.  Depending on the complexity and volume of the report, some reports might take some time to render.
+{{:reportselectorreportviewer.png?600|}}
+=== Report Viewer Toolbar ===
+The Report Viewer has a toolbar at the top of the page.
+== Page Navigation ==
+The user can navigate to the first, previous, next and last pages as well as jump to a specific page.
+{{:reportselectorpage.png?600|}}
+== Export ==
+The user can export the report contents to a variety of different formats in the Export drop down list.  Click the **Export** button to export to the desired format.
+{{:reportselectorexport.png?600|}}
+== Refresh ==
+The user can refresh the report which will rebuild the report with the latest information from the database.
+{{:reportselectorrefresh.png?600|}}
+== Print Preview ==
+The report as rendered in the Report Viewer is by default rendered as a web preview.  This means page breaking rules are not enforced.  To see how the report renders when rendered for a printing format click the **Print Preview** button.
+{{:reportselectorprintpreview.png?600|}}
+== Print ==
+To print the report, click the **Print** button
+{{:reportselectorprint.png?600|}}
+== Document Map ==
+Some reports contain a hierarchical set of data that lends itself to a **Document Map** or table of contents.  For these reports a Document Map button appears.  The user can toggle this button to show/hide the Document Map.
+{{:reportselectoroutline.png?600|}}
-==== Item Import Notes ====
-For more on Item Import field types, validation, requirements, see [[item_import_notes|Item Import Notes]].