Advanced Reports

New Advanced Report Wizard

The New Advanced Report Wizard is an interactive tool which will walk through the process of creating a new report. All of the selections made in the New Advanced Report Wizard can be modified in the Report Designer after the report is created.

To navigate the wizard, either click the desired tab or use the buttons at the bottom.

 

The New Report Wizard has five sub-tabs. The Name and Categories tabs must be completed while the other tabs are optional.

 

Name Tab

In the Name Tab, enter a report name and click on the Folder where the report will be saved.

The report name can be up to 255 characters. Avoid special characters such as ? : / \ * “ < >.

The report’s description appears at the bottom of the Main Menu when it is selected. The description text is also used when searching for a report.

NOTE. You cannot create a report inside a folder that is read-only ().

 

Categories Tab

In the Categories Tab, select the Data Categories that you would like to have access to on the report. It is important to understand two terms: Data Category and Data Field.

 

Data Category

A Data Category is a data object that has several attributes. E.g, Students is a category; each student has an ID, a major, an adviser etc.

 

Data Field

A Data Field is a single attribute within a category. E.g., Students.ID is the numeric value that identifies a specific student.

 

Sorts Tab

In the Sorts Tab, specify which Data Fields will be used to determine the order of data on the report.

 

 

Filters Tab

In the Filters Tab, create statements that will be used to filter the data when you execute the report.

 

There is no limit to the number of filters that can be defined. Filters can be numeric (up to eight decimal places) or alphanumeric.

 

Layout Tab

In the Layout Tab, select the Data Fields that will appear on the report. For each Data Field chosen, the report will automatically create a column header and place the Data Field in the detail section. Additionally, subtotals, grand totals, and a page header/footer can be created.

 

Display Data

Using the ‘Summarize By’ box, you can display subtotals, grand totals, or headers for each unique value of a Data Field.

 

Sub-Totals and Grand Totals

Summary Functions:

 

Data Headers

A check box will appear in the Summarize By box for each Data Category in the Sorts Tab. To display a header for each value of a Data Field, click on the associated Data Category in the Summarize By box. Click the Data Category name next to the checkbox, and the Header Menu will appear.

 

Page Header

To display information on the top of each page, click ‘Page Header’ below the ‘Summarize By’ box. A Page Header Menu will appear.

 

 

Footers

To display information on the bottom of each page, check the ‘Page Footer’ box below the ‘Summarize By’ box. Click on 'Page Footer' next to the box, and the Page Footer Menu will appear.

 

 

Preview

At the bottom of the Layout Tab, a preview will display how the report will appear based on the fields that have been added.  You can increase the size of the preview or hide it all together by dragging or clicking the re-size button ().