Difference between revisions of "Report"

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'''Instructions on saving a newly created report to be able to use again.'''
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'''This  feature called Report, which is found in several programs, provides the user a way to create and save reports for use over and over again.'''
  
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#Make a report as you normally would in this program by choosing the filters needed. Also, the user can change the column widths and position that is needed.
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#Make a report as you normally would in a program by choosing the filters needed (except for year, district, as of date, and school unless the user is a 700 level).
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#Once the report is displayed, click on '''Save''' at the bottom of the screen.
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#The user can also change the widths, position, sort order, sort within sort, of the columns as well as hiding and freezing the columns.
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#Once the report is completed and showing, click on '''Save''' at the bottom of the screen.
 
#[[File:savenew.png]]
 
#[[File:savenew.png]]
 
#In the Save New box, add a '''Title''' and '''Description'''.
 
#In the Save New box, add a '''Title''' and '''Description'''.
 
#Click on '''Save'''.
 
#Click on '''Save'''.
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#The user can now use this report again and again that they have created without having to create it over and over again.
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#Now this report will appear in the "Reports Available" chart as shown below (#16).
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#If a report has been selected, the name of the report will remain in the setup box until the program has been closed or until a different report has been selected.  
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#The user can now access this report as needed, eliminating the need to create it over and over again. 
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#The setup box options can be changed even though the report name is in the '''Report''' field.
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#Either click on the setup box Reports field or on the Reports screen field, to access stored versions of the reports.
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#Change a value and then click '''Save'''.
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#If a report has been selected, the name of the report will remain in the setup box field until the program has been closed or until a different report has been selected.  
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#A currently stored report displaying in the '''Report''' fields can be edited by changing filter fields, column features, etc. and choosing Replace.
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#The changes will be saved in the report when the '''Save''' button at the bottom of the screen is clicked and then the user has a choice of either Replace or New.
 
#[[File:confirmreplace.png]]  
 
#[[File:confirmreplace.png]]  
 
#Choose '''Replace''' or '''New'''.
 
#Choose '''Replace''' or '''New'''.
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#The changes will not be saved in the report until the Save button is clicked and the report has been replaced or a new report has been created.
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#Now the originally stored report has been replaced with the new edits or a new report has been created.
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#[[File:sharewithme.png]]
  
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==My Reports Columns==
  
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[[File:reportavailnan2.png]]
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'''D''' - Delete Report Template.
  
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==Columns==
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'''Title''' - Report Template title.
  
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'''D''' - Click here to delete a report.
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'''Description''' - Custom description of the report template.  
  
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'''Title''' - Name of the reports.
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'''Save Date''' - Date report template was saved.
  
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'''Description''' - Description of the report. (Optional)
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'''Share''' - Share reports to other users.
  
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'''Save Date''' - The date when the report was saved.
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[[File:sharewithme2.png]]
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==Shared With Me Columns==
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'''Title''' - Report Template title.
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'''Description''' - Custom description of the report template.
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'''Save Date''' - Date report template was saved.
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'''Share''' - Share reports to other users.
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 +
 
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----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 08:48, 20 May 2024

This feature called Report, which is found in several programs, provides the user a way to create and save reports for use over and over again.

  1. Make a report as you normally would in a program by choosing the filters needed (except for year, district, as of date, and school unless the user is a 700 level).
  2. The user can also change the widths, position, sort order, sort within sort, of the columns as well as hiding and freezing the columns.
  3. Once the report is completed and showing, click on Save at the bottom of the screen.
  4. Savenew.png
  5. In the Save New box, add a Title and Description.
  6. Click on Save.
  7. Now this report will appear in the "Reports Available" chart as shown below (#16).
  8. The user can now access this report as needed, eliminating the need to create it over and over again.
  9. Either click on the setup box Reports field or on the Reports screen field, to access stored versions of the reports.
  10. If a report has been selected, the name of the report will remain in the setup box field until the program has been closed or until a different report has been selected.
  11. A currently stored report displaying in the Report fields can be edited by changing filter fields, column features, etc. and choosing Replace.
  12. The changes will be saved in the report when the Save button at the bottom of the screen is clicked and then the user has a choice of either Replace or New.
  13. Confirmreplace.png
  14. Choose Replace or New.
  15. Now the originally stored report has been replaced with the new edits or a new report has been created.
  16. Sharewithme.png

My Reports Columns

D - Delete Report Template.

Title - Report Template title.

Description - Custom description of the report template.

Save Date - Date report template was saved.

Share - Share reports to other users.

Sharewithme2.png

Shared With Me Columns

Title - Report Template title.

Description - Custom description of the report template.

Save Date - Date report template was saved.

Share - Share reports to other users.


JCampus Main Page

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