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report_selector [2017/01/12 14:27] steveclarke |
report_selector [2017/03/16 10:58] (current) steveclarke [Selecting a Report] |
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| {{:reportselector.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]]. | ||
