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accutrack:reportsmanual:appendix-b [2020/01/15 10:14] – created nick | accutrack:reportsmanual:appendix-b [2020/01/24 12:54] – [STARTING A GROUP ON A NEW PAGE] santi | ||
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====== APPENDIX B: CUSTOM REPORT EXAMPLES ====== | ====== APPENDIX B: CUSTOM REPORT EXAMPLES ====== | ||
+ | If you are feeling ambitious, three custom report examples are available here. You can follow along in AccuSQL or | ||
+ | AccuTrack itself to create these custom reports and then apply the principles to other reports you would like to | ||
+ | customize: | ||
+ | |||
+ | - **Adding a count of students** helped by each tutor to the Tutoring Session report. This is an example of adding count per group in the report. | ||
+ | - **Editing the Appointment No-Show report** so the no-shows are grouped by date instead by student. This is an example of changing the grouping of the report. | ||
+ | - **Editing the Instructor' | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | ===== ADDING GROUP COUNT ===== | ||
+ | |||
+ | The following tip explains in details how to customize the //Tutoring Sessions// report by adding a count of students | ||
+ | per tutor. The same concept applies to counting groups in other reports. | ||
+ | |||
+ | - Sign in to the System Administration area and click on " | ||
+ | - Click on "Tutor Reports " in the Reports List and find the report called " | ||
+ | - Click on the report' | ||
+ | - Click on " | ||
+ | - You will see a box asking you for a name. Enter " | ||
+ | - Click " | ||
+ | - You will see another box asking for a tool tip for this report (this is the yellow box that appears when the mouse is on top of the report' | ||
+ | - You will now see the report ready for customization in the **//Report Designer// | ||
+ | - Click on the "Page Setup" icon in the upper left side of the screen: \\ {{ : | ||
+ | - You will see the Report Properties box. Click on the " | ||
+ | - You will see the report' | ||
+ | - Click " | ||
+ | - Enter " | ||
+ | - Select Group: STUDENT_ID from the "// | ||
+ | - Select "// | ||
+ | - The screen should now look like this: \\ {{ : | ||
+ | - Click " | ||
+ | - Enter " | ||
+ | - In the Value to store box, enter " | ||
+ | - Select //Group: TUT_ID// from the "// | ||
+ | - Select "// | ||
+ | - Click " | ||
+ | - Click on the ' | ||
+ | - Click on a blank area in the Group Footer 1: //TUT_ID// band \\ {{ : | ||
+ | - You will see the //Field Properties box//. \\ {{ : | ||
+ | - Enter rnStdCnt in the // | ||
+ | - Click on the " | ||
+ | - The top of this page is for setting the font: \\ {{ : | ||
+ | - Click the Selection button {{: | ||
+ | - You will see the //Font// box. Select //Bold// from //Font style// and 12 from //Size// and click " | ||
+ | - The section after that is for setting the fields' | ||
+ | - Click the //Use default foreground (pen)// color box to clear it. \\ {{ : | ||
+ | - Click on the Selection button. {{: | ||
+ | - You will see the //Color// selection box. Click on the red color and then click " | ||
+ | - You should be back at the Style page. Click " | ||
+ | - You will see the new field in the //Group Footer: TUT_ID band//. You can adjust its size and position if you like by click it and then dragging it to the location you want: \\{{ : | ||
+ | - Close the Report Designer screen by clicking the close button in the upper right corner of the screen: \\{{ : | ||
+ | - Click **//" | ||
+ | |||
+ | You are finished customizing the report. To view the customized report, click on the " | ||
+ | |||
+ | Then click on Show Report: \\ {{ : | ||
+ | |||
+ | The customized report should now show the student' | ||
+ | |||
+ | |||
+ | ===== EDITING THE DATA GROUPING ===== | ||
+ | |||
+ | |||
+ | The following tip explains how to customize the // | ||
+ | - Sign in to the System Administration area and click on " | ||
+ | - Click on " | ||
+ | - Click on the report' | ||
+ | - Click on " | ||
+ | - You will see a box asking you for a name. Enter " | ||
+ | - Click " | ||
+ | - You will see another box asking for a tool tip for this report (this is the yellow box that appears when the mouse is on top of the report' | ||
+ | - You will now see the report ready for customization in the **//Report Designer// | ||
+ | - Click on a blank area of the report with the RIGHT mouse button" | ||
+ | - You will see a pop-up menu. Click "Data Grouping..." | ||
+ | - You will see the //Data Grouping// page: \\ {{ : | ||
+ | - Change the text in the "// | ||
+ | - Click " | ||
+ | - Double click on the " | ||
+ | - You will see the //Field Properties// | ||
+ | - Change the text in the Expression box from " | ||
+ | - Click " | ||
+ | - Double click on the //APPDATE// field in the Detail band: \\{{ : | ||
+ | - You will see the //Field Properties// | ||
+ | - Change the text in the // | ||
+ | - Click OK. | ||
+ | - Double click on the Date text label in the APPDATE band: \\ {{ : | ||
+ | - You will see the //Label Properties// | ||
+ | - Change the text in the //Caption box// from " | ||
+ | - Click OK | ||
+ | - Change the width and position of the labels and field to give more space to the student field. Here is an example of possible layout with the tutor name shrunk down and the ALLT(Student) field expanded™ \\ {{ : | ||
+ | - Close the //Report Designer// by clicking on the Windows close button on the upper right corner: \\ {{: | ||
+ | - You will see a box asking whether to save the report. Click " | ||
+ | |||
+ | You are finished customizing the report. To view the customized report, click on the " | ||
+ | |||
+ | You will need to also change the order of the fields. In the " | ||
+ | |||
+ | You are ready to view the customized report. Click "Show Report" | ||
+ | |||
+ | The customized report is now grouped by date. Here is an example: \\ {{ : | ||
+ | |||
+ | ===== STARTING A GROUP ON A NEW PAGE ===== | ||
+ | |||
+ | The following tip explains how to customize the VISITS BY INSTRUCTOR report by starting each instructor on a new page. | ||
+ | |||
+ | - Sign in to the System Administration area and click on " | ||
+ | - Click on " | ||
+ | - Click on the report' | ||
+ | - Click on " | ||
+ | - You will see a box asking you for a name. Enter " | ||
+ | - Click " | ||
+ | - You will see another box asking for a tool tip for this report (this is the yellow box that appears when the mouse is on top of the report' | ||
+ | - You will now see the report ready for customization in the **//Report Designer// | ||
+ | - Click on a blank area of the report with the RIGHT mouse button" | ||
+ | - You will see a pop-up menu. Click "Data Grouping..." | ||
+ | - You will see the DATA GROUPING page: \\ {{ : | ||
+ | - Change the selection in the "Group starts on" box from "New line" to "New page number 1" \\ {{ : | ||
+ | - Click " | ||
+ | - Close the REPORT DESIGNER by clicking on the Windows close button on the upper right corner: \\ {{: | ||
+ | - You will see a box asking whether to save the report. Click " | ||
+ | |||
+ | You are finished customizing the report. To view the customized report, click on the " | ||
+ | |||
+ | You are ready to view the customized report. Click "Show Report" | ||
+ | |||
+ | The customized report now shows each instructor on a new page and restarts the numbering of the pages to 1 for each instructor. Here is an example: \\ {{ : | ||