Reports Standards      
 

Resrequest reports make use of common elements. Below is a list of report standards and how to navigate/work with them:

        Filter refers to the process of identifying certain criteria so that results displayed on a report match or fall within selected filter criteria, for example: a user may want reports specific to a certain date or date range – this means they will need to enter the date filter criteria (i.e. date range). Filter criteria (elements) differ depending on the report the user is generating. Filter criteria are usually set on the top section of the screen report and can be drop down menus or pop-ups.

Filters must be set before the report is generated. If the user wants to change the filter criteria (for example increase the date range), they can change the filter criteria and re-generate the report.

Filter
     


        Some reports include additional or advanced options. These options are only displayed when the user selects to show advanced options by clicking the Report/Advanced Options button on the report.

Report/Advanced options
     


        Generate Report is the button that will process the search and display the results according to the filter criteria the user has set. Some reports have multiple generate report options, this means that the report will display the same results, but with a different layout and/or different related information.

Generate Report
     


        When a report returns a large amount of information, page splits are implemented to assist in quick download and easy viewing of results. The amount of information listed per page split depends on the report structure. On row-listed reports, usually 35 records are displayed per page and on detailed reports usually 10 or 16 are displayed per page.

The page split information is displayed at the top and bottom of the screen, the user can link to a different page by clicking the page number hyperlink or clicking the Next/Previous button. Additional information includes a summary of the total results found (that match the filter criteria) as well as the total number of pages.


Page Splits
     


       

When reports display a large amount of results, they are separated with page breaks. In Internet Explorer these page splits cannot be printed at the same time, the user is required to print each page split. To assist with this, after selected reports are generated, they can be opened or emailed as a PDF file, this means that all results are generated in one document (PDF), which can then be printed or emailed. To view the PDF file, Adobe Acrobat (free software available at: http://www.pdf.com) is required.


Generate PDF
     


       

When a report is displayed, some columns can be sorted. To sort a column, click the sort arrow, this will sort the respective column in ascending order


Sort
     


       

Some reports require a large amount of information to be displayed in horizontal format. For maximised portrait printing, selected columns can be collapsed by clicking the ‘collapse’ arrows on the respective columns. When a column is collapsed a ‘Show All Columns’ button is displayed on the page split area, clicking this will reset the form and display all Collapsed columns.


Collapse
     


       

On selected reports some information can be displayed or hidden. This is to make navigating through the report easy, while still offering the user the option of viewing a detailed report. The show/hide options are usually only available once a report has been generated.


Show/Hide
     


       

Most reports offer the ability to link to the main form of a record. This is usually indicated when the user hover-over a record name and the row becomes green and shows a ‘hyperlink’ indicator. Once the user is linked to the record details, they can then use the Next and Previous toolbars icons to scroll between records in the order they were listed on the report.


Hyperlink
     


       

Once a report is generated it can be printed by clicking the Print Report button or the Print icon on the toolbar. This will open the Windows® print dialog box where the user can select the required printer, orientation etc. Printing will print the page the user is currently viewing, to print a different page, select the page (by clicking the page link) and repeat the print process. To print a full report (i.e. across all pages), open the report as a PDF file and then print the report.


Print
     


For detailed information on reports, click the Info tag on the respective report.