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The Report builder is a tool to aid in accessing the information stored within the system and extract it in meaningful and useful reports. Each report is custom designed to meet your institutions data requirements and needs. Reports can be produced in various output formats to meet the institutions requirements. The report builder uses SQL (Structured Query language) however you don’t need to be able to write in SQL to create report. The Report builder has a user friendly interface to help you create your own reports.
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Global reports are reports that are available for anyone who has access to the report builder.
Private reports are only available to either the person who built the report.
Reports can also be restricted to access levels or to particular Providers / Institutions
When saving a new report 5 fields are required:
Required Field to save report | Brief Description |
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Report Name | Report name -to help locate the report for future use. |
Description | A brief description of what the report is for or the data that the report will provide |
Type | The section/type of data that the report belongs to:
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Scope | Who has access to this report:
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Status |
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Output Formats for Reports
Formats | Brief Overview |
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Print Format HTML | On Screen data export. |
Bulk student Select | Used for bulk reports and actions within the system |
CSV | Comma separated vales, a text file that has a specific format which allows data to be saved in a table structure |
Report Summary | |
Custom CSV | |
XSL | The original file extension type for Microsoft spread sheets. |
Uploaded HTML template | |
JSON | Renders quoted strings in unicode format |
XML | Metalanguage which allows users to define their own customized markup languages, especially in order to display documents on the internet. |
Workflow
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The order by function works as intended if you export the report in a csv format. When you produce report in a HTML or create a bulk list, the screen displays the order by to the first column by default. Workaround suggestions if you want to see order by in a HTML version.
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