Difference between revisions of "Report"
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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.''' |
| − | #Make a report as you normally would in a program by choosing the filters needed except for year, district, as of date, and school | + | #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). |
| − | #The user can change the widths, position, sort order, sort within sort, of the columns as well as hiding and freezing the columns. | + | #The user can also change the widths, position, sort order, sort within sort, of the columns as well as hiding and freezing the columns. |
| − | #Once the report is completed, click on '''Save''' at the bottom of the screen. | + | #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'''. | ||
#Now this report will appear in the "Reports Available" chart as shown below (#16). | #Now this report will appear in the "Reports Available" chart as shown below (#16). | ||
| − | # | + | #The user can now access this report as needed, eliminating the need to create it over and over again. |
| − | #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. | + | #Either click on the setup box Reports field or on the Reports screen field, to access stored versions of the reports. |
| − | # | + | #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. |
| − | #The changes will | + | #A currently stored report displaying in the '''Report''' fields can be edited by changing filter fields, column features, etc. and choosing Replace. |
| + | #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'''. | ||
| − | #Now the report has been replaced or a new report has been created. | + | #Now the originally stored report has been replaced with the new edits or a new report has been created. |
| − | #[[File: | + | #[[File:sharewithme.png]] |
| − | ==Columns== | + | ==My Reports Columns== |
| − | '''D''' - | + | '''D''' - Delete Report Template. |
| − | '''Title''' - | + | '''Title''' - Report Template title. |
| − | '''Description''' - | + | '''Description''' - Custom description of the report template. |
| − | '''Save Date''' - | + | '''Save Date''' - Date report template was saved. |
| + | '''Share''' - Share reports to other users. | ||
| + | |||
| + | [[File: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. | ||
---- | ---- | ||
[[WebPams|'''JCampus''' Main Page]] | [[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.
- 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).
- The user can also change the widths, position, sort order, sort within sort, of the columns as well as hiding and freezing the columns.
- Once the report is completed and showing, click on Save at the bottom of the screen.
- In the Save New box, add a Title and Description.
- Click on Save.
- Now this report will appear in the "Reports Available" chart as shown below (#16).
- The user can now access this report as needed, eliminating the need to create it over and over again.
- Either click on the setup box Reports field or on the Reports screen field, to access stored versions of the reports.
- 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.
- A currently stored report displaying in the Report fields can be edited by changing filter fields, column features, etc. and choosing Replace.
- 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.
- Choose Replace or New.
- Now the originally stored report has been replaced with the new edits or a new report has been created.
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.
Title - Report Template title.
Description - Custom description of the report template.
Save Date - Date report template was saved.
Share - Share reports to other users.
