INFocus Health Screenings Report

Transcription

1 INFcus Health Screenings Reprt Abut This Reprt This reprt will shw health screenings by schl fr a selected schl(s) and screening(s) between a specified date ranges. Quick Reference Guide STI_ INFcus Health Screenings Reprt 1

2 Setup Lg in t InfrmatinNOW. G t Reprts InFcus. Click Add. Select Reprt frm the drp-dwn list. Select Tabular Reprt with Exprt and click OK. The template will be created with exprt ptin already selected. Quick Reference Guide STI_ INFcus Health Screenings Reprt 2

3 On the Select r Mdify Data Surce screen, select Health_Student Screening and Student. By selecting the data bjects abve the user will have the ptin t select any clumn available in the Health_Student Screening and Student areas. Click OK n the Select r Mdify Data Surce screen. The Table Clumns windw will display. This screen allws the user t chse the clumns t shw in the reprt preview. Keep in mind that the clumns will display in the rder they are selected here. Use the ^ and v arrws t rearrange the clumns. Quick Reference Guide STI_ INFcus Health Screenings Reprt 3

4 Select by duble-clicking, highlighting r highlighting while hlding the Ctrl key (t chse mre than ne clumn). Then click the Clumns list: right arrw t mve any f the fllwing available clumns t the Assigned Nte: Keep in mind that the clumns will display in the rder they are selected. Use the ^ and v arrws n the right t rearrange the clumns. Health_Student Screening.Student Health_Student Screening.Screening Area Health_Student Screening.Screening Date Health_Student Screening.Screening Result Health_Student Screening.Examiner Health_Student Screening.Grade Level Health_Student Screening.Is Cmplete Health_Student Screening.Ntes Student.Schl Nte: T remve a clumn, duble-click the clumn name r highlight and click the left arrw at center t mve the clumn back int the Available Clumn list. Preview the reprt by clicking Preview r. When finished previewing, clse the brwser screen/tab. Click Save at the tp r click the File tab and select Save As. Reprt Name: Give the reprt a name. Reprt Descriptin: Describe what the reprt exprts. Reprt Expiratin Date: Add a date as f which the reprt will n lnger be available fr users. This may be changed at any time. Destinatin Flder: Select frm the drp-dwn list t save in a flder Shared, Persnal r All Reprts (r select specific items frm the list f flders). Click OK. Quick Reference Guide STI_ INFcus Health Screenings Reprt 4

5 Adding Parameters In the fllwing examples, filters will be added based n Academic Sessin, Schl, Screening Area and Screening Date. T add filter criteria, click Mdify Data Surce. Click the Filter tab. Click Add a Parameter and select the fllwing: Clumn: Student.Academic Sessin Operatr: Equal t Quick Reference Guide STI_ INFcus Health Screenings Reprt 5

6 Value: Chse Specific Value and click the search icn. Select the academic year. Click OK next t the selected academic years. Click OK. Click Add a Parameter and select the fllwing: Clumn: Student Schl Operatr: In List. The sample reprt using In List will prvide the list f default values used fr the Academic Sessin fr selectins in the reprt. Default Values: Click the search icn and highlight all schls. Click OK next t the selected schls. Ask in Reprt: Check the bx. The sample reprt is asking the user t select frm a list f default values t preview the reprt. Captin: This is the questin prvided nscreen t prmpt the user fr data entry; fr example, Select Schl(s): The captin ptin asks the questin that must be answered t preview the reprt: What schl r schls d yu want t preview in this reprt? Quick Reference Guide STI_ INFcus Health Screenings Reprt 6

7 Click OK. Click Add a Parameter and select the fllwing: Clumn: Health_Student Screening.Screening Area Operatr: In List. The sample reprt using In List will prvide the list f default values used fr the Screening Area fr selectins in the reprt. Default Values: Click the search icn and highlight all screenings. Click OK next t the selected screening. Ask in Reprt: Check the bx. When a user generates the reprt, he/she will be prmpted t select the screening area frm the available list. Captin: This is the questin that will display when the user generates the reprt prmpting fr selectin f the desired screenings; fr example, Select Screening(s): Display this parameter: Check the Next t the previus parameter bx. Click OK. Click Add a Parameter and select the fllwing: Clumn: Health_Student Screening.Screening Date Operatr: Between Default Values: Use Specific Value. Then select the beginning date f the reprt and the ending date f the reprt. Nte: The user may change these dates when generating this reprt. Ask in Reprt: Check the bx. When generating the reprt, the user will be asked t specify a date range. Captin: This is the questin that will display when the user generates the reprt asking the user t specify the desired date range; fr example, Select date range: Quick Reference Guide STI_ INFcus Health Screenings Reprt 7

8 Display this parameter: Click Next t the previus parameter. Click OK. Click OK n the Mdify Data Surce screen. Clumn Cnfiguratin Clumns may be mdified as desired. T mdify clumns, perfrm the fllwing steps: Click the Clumn Cnfiguratin tab. Click Shw All Attributes t see all f the available clumns. Clumn: User may drag and drp any clumn(s) t change the rder in which the clumns shw n the reprt. Header: User may change the Header label fr the preview reprt. Quick Reference Guide STI_ INFcus Health Screenings Reprt 8

9 Srtable: Select individual (r all) clumn(s) that may be used t srt the reprt data. The reprt will use the selected srts frm the Mdify Data Surce Srt tab by default first, but this allws the user t srt any ther clumn checked here as Srtable. Summary: Click the summary icns t add summary rws t the reprt. This ptin is used t set cunts, sums, maximum and minimum n the clumn(s) selected. Frmat: Select frm the drp-dwn list t change the frmat f the clumn. Visualizatin: Allws numeric fields t be displayed with a clred indicatr such as a bar, clr slider (backgrund), clr slider (circle) r clr slider (square). Width: Enter the width f the clumn in pixels accrding t mnitr settings. Alignment: Select frm the drp-dwn list t change the alignment f the clumn such as centered r leftjustified. Style: Select the style icn t add clr r highlights t the reprt if they meet set criteria r cnditins. Here the user may select ne r mre clumns fr which t add a cnditin r criteria s that if the value is satisfied, the selected style will change the lk f the clumn selected. Fr example: If the Health Screening area is equal t Hearing, the user may select t shw that clumn in red. Click the (Save) icn. Gruping Data may be gruped based n selected criteria. T grup data, perfrm the fllwing steps: Click the Gruping tab. This allws the user t grup by ne r several clumns and t grup by Nt Gruped, Gruped Flat-Table r Gruped Drill-Dwn. Select Grup Flat-Table fr this example. Nt Gruped: N gruping n the exprt. Gruped Flat-Table: Allws gruping n ne r mre clumn. Grup Drill-Dwn: Allws gruping by a clumn, then drill dwn fr detailed infrmatin. Set Gruping Optins t Gruped Flat-Table. Click Add Gruping Layer. Select Student.Schl and Health_Student Screening.Grade Level frm the Available Clumns list by duble-clicking r by highlighting and selecting the left arrw at center t mve t the Gruped Clumns list. Click OK. Quick Reference Guide STI_ INFcus Health Screenings Reprt 9

10 Table Settings Users may mdify the table settings including the reprt title, recrds cunts, etc. T mdify settings, perfrm the fllwing steps: Click the Table Settings tab. Title: Add the title fr the reprt. In this example, enter Student Health Screenings. Shw recrd cunt: Cunts the number f recrds in the reprt. Include Rw Number: Shws the rw numbers fr the preview reprt. Paging Style: Select the paging style desired. Paging Lcatin: Select the desired lcatin f the paging selected. Rws Per Page: Indicates hw many rws per page shws n the previewed reprt. This defaults t shw 15 rws per page. In the example reprt, this is set t 150 rws per page. Rws Per Sub-Reprt Page: Indicates hw many rws per page fr the sub-reprts (if using gruping drill-dwn) t shw n the previewed reprt. This defaults t shw 50 rws per page. Summary Rw Lcatin: If using summary infrmatin, indicate whether t shw the summary rw n the tp r bttm f the reprt. Shw Summary Rw: If using summary infrmatin, indicate whether t shw the summary infrmatin nly nce r n all pages. Table Width: T select a table width ther than the default, enter the desired width in values f either Pixels r Percent. Quick Reference Guide STI_ INFcus Health Screenings Reprt 10

11 Exprting Optins T mdify the exprt settings, perfrm the fllwing steps: Click the Exprting Optins tab. Select the exprting ptins that the user will have when they generate this reprt by checking ne r mre f the fllwing: Searchable reprt, Printable Paging, Exprt t Excel (Excel des nt supprt Flash, s sme charts will nt shw in Excel), Exprt t Wrd, Exprt t PDF, Exprt t CSV, Exprt t XML, Send reprt by . If chsing t send reprt by , select the desired frmat fr the PDF, Excel, Wrd r CSV. Click Save t save current settings r click Preview t view the reprt. Additinal Optins Style T change the style f the reprt, click the Settings tab. Click Style t change the style f the reprt. Quick Reference Guide STI_ INFcus Health Screenings Reprt 11

12 Select the desired style frm the Pick a Style drp-dwn list (Prfessinal is selected in this example). Click OK t save the style selected. Click Preview. Click Save. Header T add a header t the reprt, click the Insert tab. Click the (Header) icn t add ne t the reprt. This will preview the date and time the reprt was prcessed. Click the Header Infrmatin tab. Date: Check the bx t include the date in the header f the reprt. Time: Check the bx t include the time in the header f the reprt. Click Preview t view the reprt. Click Save. Quick Reference Guide STI_ INFcus Health Screenings Reprt 12