Differences

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

--- report_selector [2017/01/12 14:26]
steveclarke
+++ report_selector [2017/03/16 10:58] (current)
steveclarke [Selecting a Report]
@@ Line 2: / Line 2: @@
 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.
+Report Selector is reached from the Main Menu, System → Report Selector
+{{:menureportselector.png?200|}}
-Item Import is reached from the Main Menu, Item Writing → Item Tools → Item Import
+This will navigate the user to the Report Selector Page.
-{{:wiki:menuitemimport.png?200|}}
+{{:reportselector.png?600|}}
+==== Selecting a Report ====
+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.
-{{:itemimport.png?600|}}
+{{:reportselectorgroup.png?600|}}
-==== Import Files ====
-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.
-{{:itemimportsample.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.
-==== Uploading an Import File ====
+{{:reportselectorpreview.png?600|}}
-To upload an Item Import file, click the **Select** button.
-{{:itemimportselect.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.
-This will open a file dialog.  Select the file and click **Open** button.
+{{:reportselectoroptions.png?600|}}
+==== Running a Report ====
+To run a report, select the report from the report grid and click the **Report** button.
-{{:itemimportupload.png?600|}}
+{{:reportselectorrunreport.png?600|}}
-The import file will be uploaded but not Imported yet. To import the Items to the database click the **Import** button.
+=== 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.
-{{:itemimportuploaded.png?600|}}
+{{:reportselectorexam.png?600|}}
-This will navigate you to a progress page.  As the Items are imported and processed, this page will indicate the progress.
+=== 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.
-{{:itemimportprogress.png?600|}}
+{{:reportselectorstats.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.
+==== 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.
-{{:itemimport_success.png?600|}}
+{{: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]].