Difference between revisions of "Report"

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#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 (#17).
#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.
+
#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 until the program has been closed or until a different report has been selected.  
 
#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 fields can be updated/edited in a current report even though the report name is already in the '''Report''' field.
 
#The setup box fields can be updated/edited in a current report even though the report name is already in the '''Report''' field.

Revision as of 14:19, 24 February 2021

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, 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 (#17).
  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 until the program has been closed or until a different report has been selected.
  11. The setup box fields can be updated/edited in a current report even though the report name is already in the Report field.
  12. But 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.
  13. Confirmreplace.png
  14. So either keep the original report and add a New report or choose Replace to update the original report, then click Save.
  15. Choose Replace or New.
  16. Now the report has been replaced or a new report has been created.
  17. Reportavailnan2.png

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.



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