Differences

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

--- report_selector [2017/01/12 14:38]
steveclarke [Running a Report]
+++ report_selector [2017/03/16 10:58] (current)
steveclarke [Selecting a Report]
@@ Line 11: / Line 11: @@
 ==== 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 Rights]].  The report grid is filterable based on report groups.  See [[general_navigation_grids|Grid Navigations]] for more.
+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.
 {{:reportselectorgroup.png?600|}}
@@ Line 21: / Line 21: @@
 {{:reportselectorpreview.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.
+{{:reportselectoroptions.png?600|}}
 ==== Running a Report ====
 To run a report, select the report from the report grid and click the **Report** button.
@@ Line 32: / Line 37: @@
 === Stats Reports ===
-Some reports, like the Stats - Candidate Competency report require the user to select a Stat Set (FIXME link) 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.
+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.
 {{: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|}}