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The Dynamic Reports application is a simple report writer. Templates created are saved by USER ID and Date. When modified, the USER ID and date is updated. Reports may be created in either the Advantage or Webvantage version of the dynamic report writer and are shared between the two applications. The dynamic report writer features vary slightly depending on the version used. The browser-based version has some limitations as noted below. Click here to view the Report Writer - Quick Start User Guide.
The open jobs are included in data sets that contain a lot of detail (such as the Job Detail data sets). Summary data sets (where applicable) do include closed jobs.
The Dynamic Reports application contains the following features:
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*The features are not available in Webvantage: Change 'fit' on columns, Group Total or Cell Merging.
Select the Desktop button on the Main Menu.
Hover over the Report Writer then select Dynamic Reports from the menu to open the Dynamic Reports screen.
Data sets provide access to pre-defined sets of data that make up popular report areas. These data sets are programmed individually and will be released with incremental versions of the report writer.
Security can be set for each data set separately for access from within Dynamic Reports.
Each data set has been programmed to contain appropriate columns, links to other tables to include field descriptions, and some calculated fields. Care has been taken to not include sensitive data such as employee cost data, but make sure to use security to block data sets by security group or user.
UDF (User Defined Fields) actual labels may or may not be displayed, use 'change header text' option as needed to control the field label.
Report - On the Options tab, using the Report dropdown, select the data set. Once selected, the report data will immediately display.
Following are the current reports available. For data set definition details see the Report Writer's Data Sets guide.
To create a Report Template:
Click the New button on the toolbar.
Report Type - Use the dropdown to select the data set.
Report Description - Enter a Description.
Report Category - Use the dropdown to select a Report Category to associate with the Report (allows filtering/sorting custom reports together by categories created).
When done, click the New button on the toolbar. Click the Cancel button to disregard adding new report.
Choose columns to include.
Rename columns as desired
On column display, drag and drop to re-arrange columns into the desired order.
Filter data. Report data can be filtered by any field in the data set. Using either the column, ribbon or toolbar options to filter, user conditions to determine which data to display.
Unbound Columns - View Only - Unbound columns created using Advantage will be included / calculate within Webvantage. Unbound columns created in Advantage include the following options:
Modify the Column header name (Caption).
Choose the type of data that will display in column.
Create calculation of data (Expression) to display in the Unbound Column.
Auto Filter Row - reveal a row where simple data filter can be added.
Filter Editor - provides the most detail in terms of filtering. Enter criteria on any field.
Group data - Drag fields into the group header to group data. This grouping is retained on the printed report.
Use options on the Ribbon to do the following:
Sort on field and clear sorting. *
Group by column. *
Remove column. *
Select another column. *
Edit the filter for the column. * *
Show Auto Filter Row option. *
Change column (header) text. *
Save - Select this option to save changes made to a current template. If a template has not been created, a prompt will display to enter a description.
Save As - Select this option to create a new template based on the existing report.
Customize Columns - This option is available to customize the columns that display on the report. Columns can also be renamed. To re-arrange the order of the columns, use the 'drag and drop' method.
Show View Caption - Select this option to show the number selected for the report.
Show Group By Box - Select this option to group results based on selected columns. Using the drop and drag method, select the columns and drop into the designated area (above the column headers). The grouping is retained on the printed report.
Show Filter Editor - Select this option to filter using multiple criteria. To remove the filter, select the Show Filter Editor and delete the filter criteria. The filter is available for all fields.
Show Auto Filter Row - Select this option to reveal a row where simple data filter can be entered. The report will filter once the field is tabbed off of. Report data can be filtered by any field in the data set.
Load Data - Select this option to load dataset data.
All Report Templates display, based on the Report Category selected, and the following grid displays:
Report Category - Displays the current assigned Report Category. This option can be modified by using the dropdown.
Description - Displays the current description for the Report Template. This option can be modified by entering a new description.
Type - Displays the Data Set selected. Display Only.
Created By - Displays the User ID of who created the report. Display Only.
Created Date - Displays the original date of when the report was created. Display Only.
Updated By - Displays the last User ID who modified the report. Display Only.
Updated Date - Displays the last date that the report was modified. Display Only.
Save / Save All - After changes have been made, click the Save button on the row that was modified, or click the Save All button in the grid header.
Delete - To delete a Report Template, click on the red X on the row to be deleted. A message will display verifying that the Report Template should be deleted.
Report Template grid can be sorted by clicking any of the column headers.
Datasets can display data directly from the working database tables, which provides up-to-the-minute information. Most datasets have a pre-filter to ensure that the reports run as fast as possible, even on very large databases. To generate data, click the Load button on the Options tab.
On the Set Initial Criteria popup, select a Criteria to filter by (options available will vary depending on the report selected) and can include From and To dates. See the Report Writer's Data Sets User Guide to view the Set Criteria options per dataset.
Dashboards are created in Advantage and are available for viewing within Advantage and Webvantage. Click on the Dashboard tab to display the dashboard.
Options to Export the Dashboard are available by clicking on the Export icon (upper right corner of each dashboard). Options available are: Print Preview, Export to PDF, Export to Image, Export to Excel and Preview.
For our Hosted Clients - the Preview option will allow the Dashboard to be exported or e-mailed as a PDF or Image.
To print the report, click on the Printing tab. The following printing options are available:
To PDF - Generates report using Adobe PDF.
To XLS / To XLS (Value) - Generates report to Microsoft Excel (2007 and below).
To XLSX / To XLSX (Value) - Generates report to Microsoft Excel (2010).
To RFT - Generates the report using Rich Text Format.
To CSV - Generates the report as a Comma Delimited format.