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Resrequest reports make use
of common elements. Below is a list of report standards and how to navigate/work
with them:
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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. |
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Filter |
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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. |
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Report/Advanced
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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. |
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Generate Report |
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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.
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Page Splits |
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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.
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Generate PDF |
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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
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Sort |
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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.
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Collapse |
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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.
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Show/Hide |
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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.
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Hyperlink |
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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.
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Print |
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For detailed information on reports, click the Info tag on the respective
report.
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