When in report view mode, the following report and screen elements may display based on available report options and the report format:
Title/Filter Area
At the top of every report, the report title and filter area will display.
The number of search filters will vary per report. Notice that the filter area is not overcrowded and displays a very limited number of fields. Users can select the filters they desire from a large field selection making the filter options very flexible and powerful.
Header Area
Below the filter area and above the report results, the report header will display and may include these elements:
- Description: If the report description field contains any text, the text will display here. The report description is a field in the report design.
- Filter Criteria: Following the description, the search fields will display along with the parameter values entered. If no parameter was entered, the search filter will display but with an empty value such as "Course Status = ".
Body Area
The body area of the report displays the records resulting from the report filters. There are different report formats based on the design of the report.
- Column Reports: Data will display in rows and columns as in the following example. Depending on the design, the data may be grouped with group headers (as below) or maybe one running list of rows without groups.
- Form Designed Reports: These reports may display in a variety of different formats. Examples of form-designed reports include labels, envelopes, transcripts, certificates, and merge letters.
Column based reports may contain the following features:
- Column Sorting: A column sort can be changed by clicking on the column header label. The first client will sort ascending and a second click will sort descending. In a report that is grouped, changes to column sorting affect only the specific group selected. In the above example, course ARTS12107 is sorted by Enrollment Status while course ARTS12111 is sorted by Client Name. Column sorts will reset to defaults when the report is run again.
- Field Links: Underlined values that display in columns are links to a subreport. The subreport may open a new report tab or a popup window depending on the design of the report. The subreport usually contains more detail for the row from which the link was clicked. In the example below, the Course Code link opens a report with client contact information, the Instructor link opens a pop-up window with the staff contact information, and the Balances Due link opens a new report displaying per client details.
- Row Counts and Calculations: Some reports may display a count of records or a calculated value such as a total or average. In a grouped report, these calculations are per group. In some cases, a summary report may display at the end of the report repeating the group calculations along with total calculations for all groups combined.
- Color-Coded Cells: Some reports display color-coded cells to draw attention to the field or as a quick reference to the value of the field. For example: see the [Courses About to Start] report under the Action category.
Footer Area
The footer area of the report displays the following elements:
- [PageNumber] / [TotalPages]: These fields will only display values when printing to PDF. Otherwise, the labels will display but without numeric values.
- Page Ranges: These links show the record numbers for each page. Most reports are set to default 50 records per visual display when in view mode. Click the page range link to advance to that page.
- Number of Items: This value represents the total number of records being displayed in the report view.
- Page Navigation Buttons: Use these buttons to navigate to first, previous, next, or last pages, or enter the page desired and the keyboard "Enter" key to advance to a specific page.
Rick Stern
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