The Report Manager page allows the management of reports within Calpendo. By default, it appears under the Search menu, with a sub menu item labelled Reports. However, the menu may have been configured so that the Reports page is not visible by the administrator.

 

Once useful searches have been created they can be saved for future use as reports (see Saving and Reusing Searches). The reports page allows you to view, manage and schedule your reports as well as creating new ones.

 

The page is split into two. On the left is a list of the System Reports (those that anyone can see) and the users Personal Reports. On the right is the area where to edit, schedule and create reports, when the user enters the Reports page this area is initially empty. Select a report in the left hand pane to see the properties of that report in the right hand pane. Where the page splits can be moved to change the space available for each of the sides.

 

 

A report has a number of basic properties:

 

 

and tabs to see other properties:

 

The Menu Bars

The menu bar has two variations. In View mode:

 

 

after you press the Edit button and enter edit mode:

 

 

For a complete description of the standard toolbar buttons read the Toolbar Button Standard Definition chapter.

 

Editing Reports

Once a report is in edit mode the basic properties can be changed in the top section, all have drop down menus for the options available other than the report name which can be overwritten.

 

 

Use the tabs to add or change the conditions (see the Setting Search Conditions chapter for more information about conditions and how to edit them).

 

 

Use the tabs to change the columns that are viewed, what is viewed in them and how they are labeled. Here is the Group report version. The formatting is different for the Summary and List report versions.

 

 

The first column allows the user to add or delete columns from the report, the green + (to add one column), green tick (to add multiple columns, tick all columns required to be added then click OK), red - (to delete the current column). (see the Group Report chapter for more information on how they work)

 

The second column allows the user to change the properties that will be viewed in a column.

 

The third column allows the user to change the label at the top of the column in the report.

 

The fourth column allows the  user to decide whether absolute values or data aggregation is required. See Summary Report chapter, Complex Content Types section for more information. If aggregation of the data has been chosen, then decide whether to ignore null (empty or 0) values.

Scheduling Reports

If box marked Run report on a schedule is ticked, options allowing for the setting up of the scheduling of the report appear.

 

 

 

Emails will only be sent to an address once. So if multiple users have the same email address or with your selections of Individual, Type, Group or Role you would have accessed a user multiple times, they will only get one email.

 

Select the When tab to schedule the report.

 

 

Select the Report Preamble tab to add some text to the detail of the email

 

 

Select the Export Settings tab to set up the format of the exported file.

 

 

1.Header: What headings will be used, these can be Show labels or Show property names. Labels are those names that have been assigned by the administrator to a biskit type, the property name is the name of the property in the database.

2. Content: Whether enumerated types have their names shown, Show value labels where defined or the value as stored in the database, Show underlying data value.