Creating Your Own Event Badge Using Report Builder

Transcription

1 WEBINAR SERIES Creating Your Own Event Badge Using Report Builder Presented by:

2 ABOUT ATS Serving imis community since 1995 Full-service Authorized imis Solutions Provider (AiSP) Application development to extend the functionality of imis 2015 & 2016 Authorized imis Solution Provider (AiSP) of the Year

3 HOSTED BY Presenter: Stephanie Harms Technical Support Specialist, LLC Direct: (404) Moderator: Richard Banks Sales Manager, LLC Direct: (571)

4 USING GOTOWEBINAR Attendees are muted to reduce background noise Remember to ask questions via the Questions panel Questions will be answered during Q&A after presentation is complete

5 GETTING STARTED Download Microsoft Report Builder 3.0 to your local machine Log into your Staff Site and navigate to RiSE Now, let s make some badges!

6 CREATE BADGE BUSINESS OBJECT Create a EventBadges Business Object from the Order_Badge table.

7 CREATE BADGE IQA Business Objects CsRegistration EventBadges Relations CsRegistration.OrderNumber = EventBadges.OrderNumber

8 CREATE BADGE IQA Filters Event Code Badge Type (Optional) Order Date (Optional)

9 CREATE BADGE IQA Include all the fields you want to display on your badges.

10 RUN YOUR IQA

11 SAVE YOUR REPORT TO WORKSTATION Choose the Report tab. Save Report Definition to Workstation.

12 CREATE YOUR EVENT BADGES Open the report downloaded from the staff site in Report Builder 3.0 Delete the footer, header, and table to create a blank report Select the body of the report

13 CREATE YOUR EVENT BADGE Change the size of your report to match the size of your badge. For this example, we are using the Avery 5392 badges.

14 CREATE YOUR EVENT BADGE Insert table and draw the area in your report. Delete all but one column and remove the header row.

15 CREATE YOUR EVENT BADGE Add multiple rows for each field you want to add. Modify your badge to include any font changes you would like. Add a logo for your association or event to personalize your badges.

16 CREATE YOUR EVENT BADGE Properties window Modify the Columns to 2 with a column spacing of 0 in Change margins to match those of your badge print outs Select the image to ensure your document is printing in portrait NOT landscape. *Note: When you export a report out of imis and bring it into Report Builder, it defaults to a landscape orientation Save your report

17 BRING YOUR NEW REPORT INTO IMIS RiSE > Document System > The find the folder in which to place your template New > Reporting Services Template Select the report template you just created then Upload

18 BRING YOUR NEW REPORT INTO IMIS In the same folder or a different one, go to New > Reporting Services Report.

19 BRING YOUR IQA AND REPORT TOGETHER Sources Select your newly created Reporting Services Template and IQA

20 BRING YOUR IQA AND REPORT TOGETHER Parameters Enable Show parameters at runtime

21 RUN YOUR NEW REPORT Select the Run tab and enter your Event Code. Run your report and select the pdf icon to download your badges and print them.

22 WHERE CAN I PUT THESE REPORTS? Place the report in the Event Reports folder under Continuum. $/EventManagement/ DefaultSystem/Reports Use the SSRS Report ipart under Utility to add your new report to any page

23 QUESTIONS & ANSWERS Presenter: Stephanie Harms Technical Support Specialist, LLC Direct: (404) Moderator: Richard Banks Sales Manager, LLC Direct: (571)

24 MORE FROM ATS Looking for more from the experts at ATS? Upcoming Webinars schedule of upcoming webinars Past Webinars video recordings and downloadable presentation slides Other Questions? Online: Phone: (720)