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report_selector [2017/01/12 14:47] steveclarke [Running a Report] |
report_selector [2017/03/16 10:58] (current) steveclarke [Selecting a Report] |
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==== Selecting a Report ==== | ==== 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|}} | {{:reportselectorgroup.png?600|}} | ||
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{{:reportselectorpreview.png?600|}} | {{: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 ==== | ==== Running a Report ==== | ||
To run a report, select the report from the report grid and click the **Report** button. | To run a report, select the report from the report grid and click the **Report** button. | ||
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=== Stats Reports === | === 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|}} | {{:reportselectorstats.png?600|}} | ||
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The user can refresh the report which will rebuild the report with the latest information from the database. | The user can refresh the report which will rebuild the report with the latest information from the database. | ||
- | {{:reportselectorreferesh.png?600|}} | + | {{:reportselectorrefresh.png?600|}} |
== Print Preview == | == Print Preview == | ||
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{{:reportselectorprint.png?600|}} | {{: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|}} | ||