"Committed to delivering a world-class technology environment for our students, faculty and staff."
Standard and Custom Reporting
There are several preformatted reports are available to provide issue information and summaries. Select the Reports option from the menu and the Select Report screen appears listing all available reports. Choose the report desired. A preview of the report will be displayed on your screen for review prior to printing. The upper box on your screen shows statistical reports of interest to managers. The lower box shows custom reports designed for all users. An asterisk “*” indicates a public report visible to all. Reports in this box without a “*” are your personal reports available only to you.
(Click on Image to view a larger one)
If the Reports option does not appear on the menu, you may not have permission to run reports.
Custom Reporting
This version of IssueTrak offers a fully customizable reporting engine not available in previous version. This new reporting engine enables users to be very specific on the type of data query and format of the report. Below is an example of how to create a custom report.
EXAMPLE - Step 1 of 6: Select Fields
Select all fields from the Sample Open Issues query
a) Select the "Sample Open Issues" query. All the available fields from the "Sample Open Issues" query will appear in the Available Fields list.
b) Click on the Solid Bar Right (Add All Fields) button to add all these fields to the Selected Fields list.
(Click on Image to view a larger one)
EXAMPLE - Step 2 of 6: Select Grouping
Group by the Type field
a) Select Type from the Available Fields list.
b) Click the Right (Add Selected Field) arrow button to add this field to the Selected Fields list.
(Click on Image to view a larger one)
EXAMPLE - Step 3 of 6: Set Group Defaults
Remove the "Show Header?" option and select all other defaults for grouping
a) Click on the "Show Header?" option so that the check is removed.
b) Click Next to continue.
(Click on Image to view a larger one)
EXAMPLE - Step 4 of 6: Select Sorting
Sort by the Priority field in descending order
a) Select the "Priority" field in the Sort Selection box.
b) Change the order to Descending.
c) Click on the "Save Sort Expression" button to add the sort expression to the Sort list.
d) Click Next to continue.
(Click on Image to view a larger one)
EXAMPLE - Step 5 of 6: Select Formatting
Change the formatting options for Issue Number: Set Format to General, Subtotal to Count. Change the Column Name of Subject to Description.
a) On the Issue Number row, change the Format to "General (3456)".
b) On the Issue Number row, change the Subtotal to "Count".
c) On the Subject row, change the Column Name to "Description".
d) Click Next to continue.
(Click on Image to view a larger one)
EXAMPLE - Step 6 of 6: Save Report
Save the report using a descriptive name and description
a) Enter the Report Name: "Sample Open Issues".
b) Enter the Report Title: "Open Issues".
c) Share the report by clicking the "Share" checkbox.
d) Ensure the report is Shared with "Everyone" in the "Share With" box.
e) Enter the Description: "Open Issues showing Subject, Priority, Status and Type".
f) Click Save & Run.
(Click on Image to view a larger one)
EXAMPLE - Report Output
When viewing the report output, the following report information will be included: Report Name, Report Title, Description, Grouping, Sort and Number of Records in Report. This information will not be included when previewing the report or exporting to Excel.
If the "Number of records displayed per page" is greater than zero in the Report Writer Settings, Page Navigation buttons will be displayed when viewing the report. These buttons are used to advance through the output by going to next or previous page as well as first and last page. These navigation buttons will not be included when previewing the report or exporting to Excel.
(Click on Image to view a larger one)
Notice how the Type column is grouped and shows only a footer for each value; the group footers and report footer show a total Count for the number of Issue Numbers in each group and for the entire report; the priority is sorted in descending order within each group; the Column Name for Subject shows "Description". All of these features were options that we defined in the report. It is recommended that the sample report is cloned and options are changed to see how those changes affect the report output until you become familiar with all of the options.
Colors
Group Headers and Footers are color coordinated. Each group will have its own color.
Report Footers are also color coordinated. This color will be different than each group color.
Each detail row will alternate color between yellow and white. These rows are the details that will not display if "Suppress Report Details" is checked under formatting.
