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Report Manager Module |
  
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Report Manager Module |
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The Report Manager (RM) module is a general purpose reporting module that allow users to dynamically create reports based on fields created from a form. Within the Report Manager module, users can create unlimited number of reports for published and archived forms. When creating reports, users can selectively designate any data entry fields to display on the report, searchable or participate in a statistical calculations. Though from a a single instance of Report Manager module, users can create any number of reports for any published form template, a single instance of the Report Manager can only display a single report. To display additional reports, create new instances of the Report Manager module and individually assign the report to the module instance for viewing.
Functionalities available within this screen include
• Manage Reports
• Manage Assigned Report Settings
• View and Search on Report Data
• Export report data to CSV/Excel/XML
• Modify Sort Order for Report List
• Modify Paging Size for Report List
• Navigate between Pages in Report List
• Edit/View Form Details
Manage Reports
• Click on the Manage Reports item from the module's menu to go to the Manage Reports screen for creating and editing reports
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The Manage Reports menu item is only available if the user has Edit access to the module.
Manage Assigned Report Settings
• Click on the Manage Report Settings item from the module's menu to go to the Manage Report Settings screen for creating and editing reports
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The Manage Report Settings menu item is only available if the user has Edit access to the module.
Search on Report Data
• From the search panel available at top of the module, fill in the required criteria and click on Perform Search link with image (
) to search on the available report data
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Additional notes
• Search functionalities are only available when one or more report fields have been marked as Searchable in the Manage Report Settings screen
Export report data to CSV/Excel
• Select an item from the list of available export types
• Click on the Export link button to being the Export process
• Select the location to save the exported file and click OK to complete the export process
TIP:
There are currently two supported formats, Microsoft Excel and CSV formats. Both formats can be opened from Microsoft Excel. Export functionalities are only available Allow Export option is selected in the Manage Report Settings screen
Modify Sort Order for Report Data List
• To sort on how Report Data list should be displayed, click on the header name link button for the required column to sort
• How the list is being sorted is indicated the by red arrows (
) next to the column header name. The red arrow pointing down indicates the list is being sorted in descending order for the selected column. The red arrow pointing up indicates the list is being sorted in ascending order for the selected column.
Modify Paging Size for Report Data List
• In the Records Per Page field, select a page size from the list of available sizes. This action re-orders the list and displays form template records up to the size selected.
Navigate between pages in Report Data List
• To navigate between pages of the Report Data List, click on the the required number link button displayed at the bottom bar of the list.
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The Page currently being viewed is indicated by the Red font color
Edit/View Form Details
• Click on the Details link button for the selected row to View or Edit the form in the View Form Detail screen
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View Form Details is only available when the Display Detail Link option is selected in the Manage Report Settings screen