Difference between revisions of "Report"
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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). | #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, click on '''Save''' at the bottom of the screen. | ||
#[[File:savenew.png]] | #[[File:savenew.png]] | ||
Revision as of 14:00, 24 February 2021
This feature called Report provides the user a way to create and save reports for use over and over again and is found in several programs.
- 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, 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 screen or on the report screen, in the "Report" 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 until the program has been closed or until a different report has been selected.
- The setup box options can be changed even though the report name is in the Report field.
- 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.
- So, change a value and then click Save.
- Choose Replace or New.
- Now the report has been replaced or a new report has been created.
Columns
D - Click here to delete a report.
Title - Name of the reports.
Description - Description of the report. (Optional)
Save Date - The date when the report was saved.
