Report
From EDgearWiki
Jump to navigationJump to searchThis 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.
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.