Statistics Module Manual

Transcription

1 Enterprise Forms Server 5.1 Statistics Module Manual For Technical Support contact: Tel: Website: Victoria Forms Sentry House Northgate Business Park Northgate Street Bury St Edmunds Suffolk IP33 1HP

2 Introduction The statistics module has been developed to allow exporting of form data to a CSV (comma separated file) allowing data to be manipulated outside of our software, for example, with the use of Microsoft Excel. The module is provided in two parts: 1. Filtering 2. Reports Designer Filtering The main screen of the statistics module allows you to select which forms and information you would like to export data for. For example, you can export data for all HBCTR / HBCTS claim forms between a date ranges. Reports Designer The report designer is a graphical interface allowing easy selection of the form fields to base a report on; the report is then saved as a template for future use. Getting started To open the statistics module, please click on the View Stats icon: If you cannot see the above icon, please check the user settings under Manage Users When the user clicks on the View Stats icon, the following screen appears: 2

3 Filtering The user is presented with 4 options in the Filter by section at the top. Users can filter records by: Form Name - Name of the eform shown to users Form Category - Category that the eform belongs to in Blank Forms User Classification - Classification of user (e.g. RSL, Benefit Dept) including self-service users User - User name of person that has completed eform (Internal users) Form Status - Status of eform in Filled Forms section Date - Can enter From and To dates using DD/MM/YYYY format If no filtering options are set, all eforms will be included within the report. The example above will filter HCTB Claims saved, submitted or archived between the period of 01/01/2009 and 31/12/2010. Once you have specified the Filter By, Form Status and Date details, press the Filter button. You will see at this point how many records will be used within the report. Export Data Include Form Information Select what other data to be included within the report by ticking the relevant boxes. Include form data This will be blank for new users. This drop list will display pre-defined report templates. To create new report templates, please refer to the Report Designer section within this manual. 3

4 When you are ready to run the filter, press the Export button. Large reports can take a little while to run; the status bar will show the progress. When the report has completed the page will refresh and the report will be available for download. Users can open or delete this report. If the user opens the report, an excel box pops up giving the user the option to save or open the file. The data is displayed in Excel: 4

5 Report Designer To create or modify a report template, press the Filter button (with no options selected) Then click the appears: button at the bottom right hand corner of page. The following screen Open an existing template Select the template name from the drop down menu and click the button. Delete an existing template Select the template name from the drop down menu and click the button. Rename or create a new report Enter a descriptive name for the template under Select which form data fields you want to include within the report Select form(s) from the drop down menu. When the form is open within the viewer, you can use the & buttons to navigate to selected pages on the form you would like to extract data from. 5

6 Click on a field you want to include within the report and enter a descriptive name within the popup. You can use the buttons to reorder the selected fields. The order the fields appear on the left hand side will be the order the fields appear within the report. To remove a field select click on the field to be removed on the left hand side and click To save and close down the report designer click the button on the left hand side. The report template is now available in the Include form data drop-list. 6