efinesstri Report Writer

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Duane Jennings
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This will allow your Agency to assign levels of privilege to Staff members. Sort By: Affects the order by which the Report List is displayed. The default Sort By is Group.

1 efinesstri Report Writer The Report Writer is located on the Membership Reports menu. The opening form displays as follows: Staff Security: Idenities the Staff Security Description that can access these reports. This will allow your Agency to assign levels of privilege to Staff members. Sort By: Affects the order by which the Report List is displayed. The default Sort By is Group. Each header is listed in the Sort By drop down list with a choice of ascending order (the default) or descending order. Create new report or select report below: Your options are to create a new report or to edit or run an existing report from the Report List. Selecting Create new report opens the following form:

Report Group: This is a user defined grouping. Examples are Membership, Transaction Reports, etc as seen on previous illustration Report List under the Group heading.

2 Report Group: This is a user defined grouping. Examples are Membership, Transaction Reports, etc as seen on previous illustration Report List under the Group heading. Enter a new Group by typing in this field. Report Name: This field will allow you to type a new report name or it will display an existing report name that you selected to edit or run. Selected View: This is an informational field that populates when you select a report to edit or run. This displays the view selected from the Available Views list. View Descrip: This is an informational field that populates when you select a report to edit or run. This displays a friendly description of the view selected from the Available Views list. Horizontal Tabs: Select, Where, Order & Result are where the parameters for the report are defined. Available Views: This is the list of defined database views (these contain the fields available to be used in your report). These views are created by ARC. Additional views will be available in the future. Selected Columns: This is the list of columns/fields that are available for you to select to include in your report. The box to the left of the Select Columns header is a select/unselect all check box. Columns/Fields are selected to be included on the report by checking the checkbox in front of the column.field. The Up Arrow/Down Arrow buttons allow you to highlight a column/field and change it's position in the report. Action Buttons: Save, Open, Delete,Reset & Sync DB Select unique records only: This checkbox when checked indicates that you wish to select unique or distinct records. This should reduce duplication of records where multiples exist.

Step Two: Click on the Create new report link. Step Three: Enter or select a Group and enter a Report Name.

3 Steps to create a new report with Report Writer. Step One: Open Report Writer from efinesstri menu - Membership > Membership Reports > Report Writer. Step Two: Click on the Create new report link. Step Three: Enter or select a Group and enter a Report Name. Step Four: Select a view from the Available Views list by clicking on the view item. If you need a new data view to pull data from, please call ARC Support to create one for you. Step Five: Select the columns/fields that you wish to include on your report by checking the

report. Step Six: Click on the Where tab. This is where you will enter your selection criteria.

4 checkbox in front of the column/field names. You may highlight a column/field them click the up/down arrow buttons to move it location in the report. Step Six: Click on the Where tab. This is where you will enter your selection criteria. The left side drop down list displays the Column/Field Names for you to select from. When you have selected a column/field name the list the form displays as follows:

Typing a letter 't' in that column results in a drop down of selections.

5 The center drop down list displays the operators. We are going to select Greater than or equal to for our operator. The right column is where you enter the value you wish to compare as criteria. We are going to enter today's date for our value. Typing a letter 't' in that column results in a drop down of selections. Subsequent items may be added as an AND (meaning all lines must be true to be selected) or an OR (meaning either line may be true to be selected). The selection criteria will grow as needed to accomdate your entries. See illustration below.

Active or (repeat first three conditions) if the membership state is equal to Up For Renewal or (repeat first three conditions) if the membership

6 My selection criteria say if the expiration date is greater that or equal to today and if the billing member is equal to Y and if the expiration date is not equal to 12/31/3999 and if the member state is equal to New or (repeat first three conditions) if the membership state is equal to Active or (repeat first three conditions) if the membership state is equal to Up For Renewal or (repeat first three conditions) if the membership state is equal to Renewed then select these records. Step Seven: (If you wish to have you report ordered in a particular way.) Click on the Order tab.

Step Eight: Click on the Save button. Step Nine: Click on the Result tab.

7 This where you enter your report order. The left side drop down list displays the Column/Field Names for you to create your reports ordering. The right side drop down list displays the order options of Ascending or Descending. Step Eight: Click on the Save button. Step Nine: Click on the Result tab. Click on the Show Text File button to see the output file as a comma delimited text file or click on the Show Report button to display the screen report. Sample text file report. Sample screen report.

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