Report Generator Advanced Template. Chemwatch REPORT GENERATOR ADVANCED TEMPLATE
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1 V1 Report Generator Advanced Template Chemwatch REPORT GENERATOR ADVANCED TEMPLATE RELEASE UPDATE MAY 2018
2 Table of Contents Overview... 3 Formatted Advanced Template... 4 What Are These Reports?... 5 How to Generate these Reports?... 6 Steps: Export VDG Data (Advanced Template)... 7 Sample Example Image: Materials and Products VGD Dps Advanced Report Report Generator Release Update Advanced Template Page 2 of 14
3 REPORT GENERATOR RELEASE UPDATE ADVANCED TEMPLATES Overview The Report Generator has been updated to include the Advanced Tab Template. Users can now generate reports in advanced mode of the method builder. This change is part of our ongoing commitment to improving or enhancing the usability of the Report Generator tool and also the presentation of data in various report themes. Report Generator already provides a platform to create custom raw data reports based on chemical inventory located in your collection. This data can be exported using a variety of formats, including XML/XLS/CSV; however, we have been working on providing Advanced Template format for those users who have a keen interest in exported their data in a more polished modern report format using a variety of themes depending on selected data points. This advanced report template comes in presentation-ready styled sheets and colour schemes where it can be customised through the Wizard. Report Generator Release Update Advanced Template Page 3 of 14
4 Formatted Advanced Template The newly formatted Template (XLSX) will be triggered through the Wizard button from the Report Generator window when the format Template is assigned from the drop down list of various formats. The Formatted Template Wizard The template wizard contains the following elements to style your report: Template Wizard Element Report Style Report Title Report Options Choose the report style from the 4 options: Soft Light, Light Grey-Blue, Grey-Blue, Grey-Blue RGB Assign a title to your type of report o Gold Dps (Chemwatch Gold Datapoints) o VGD Dps (Vendor Gold Datapoints) o UGD Dps (User Gold Datapoints) o SISOT Dps (Assets and Containers Datapoints) o RA Dps (Risk Assessment Datapoints) And many more Report Generator Release Update Advanced Template Page 4 of 14
5 Template Wizard Element Report Name Type of Sort Change Cell Colour Report Preview Report Options Report file name during template creation Sort the report by Location or By Material Name or None Table cells can be set to desired colour(s). Enables preview content and style of the formatted report What Are These Reports? The template based reports can vary from wide range of data points listed in the method builder directories. The descriptions of the method builder data points can be found here. This means that these reports can contain datapoints for a range of common set of data; such as: o o o o o Gold (Chemwatch Gold Datapoints) VGD (Vendor Gold Datapoints) UGD (User Gold Datapoints) SISOT (Assets and Containers Datapoints) RA (Risk Assessment Datapoints) Samples of Advanced Template Reports based on the above data points Gold (Chemwatch Gold Datapoints) VGD (Vendor Gold Datapoints) UGD (User Gold Datapoints) Report Generator Release Update Advanced Template Page 5 of 14
6 SISOT (Assets and Containers Datapoints) RA (Risk Assessment Datapoints) How to Generate these Reports? The new report template is accessible through the report format wizard via the Report Generator s Report button. The steps below illustrate how to create a report to export it using the advanced template format for VGD (Vendor Gold Datapoints). The Advanced Tab Data Points applicable for generating the VGD Dps Report when exporting data are listed below in the method builder window. IMPORTANT Note that before selecting the advanced formatted template, a report template has to be created, which will be used to export data using the style s template wizard. Format (Style) Template Report 1. Set Report Generator Report to "Selected/Current Page/All of your inventory list of materials in a folder 2. Create a report template by selecting data points from the Method Builder window in Advanced Tab 3. Select the report template name and assign it to the new format template (advanced). Open the template wizard to assign report style and the type of sorting. Report Generator Release Update Advanced Template Page 6 of 14
7 If the VDG data points are selected when creating a report template, then those data points will set as columns in the exported file. Example: Report Generator Data Points for VGD Dps Report The worked example below illustrates the conversion of the original volume/weight assigned to materials in the manifest store. Steps: Export VDG Data (Advanced Template) 1. Select the Home module button 2. Select folder/store that contains materials with assigned volume/weight 3. Click on the Report button on the top right corner of the user interface 4. Select Current Page to set the list of material to export data 5. Click the OK button Report Generator Release Update Advanced Template Page 7 of 14
8 6. Press the Report Generator panel s Advanced Tab. 7. Choose Both (Materials and Products) from the Report On drop-down menu to export data based on the material names and product names 8. Set the applicable Language from the Language drop-down menu, e.g., English 9. Set the name of the Country from the country drop-down menu, e.g., Australia 10. Set the SDS Format to GHS 11. Select the existing report name from the Report field s drop down list 12. Set the applicable Unit of Measure, e.g. Original from the Report Units drop-down list 13. Choose the report format from the Format menu, e.g., Template in order to assign styles from the template wizard Report Generator Release Update Advanced Template Page 8 of 14
9 14. Check the box to Download Images 15. Click on the Wizard button to open the Template Wizard in order to apply styles 16. Select the Style s dropdown arrow to list the 4 types of styles 17. Click on the desired style, e.g., Light Grey-Blue The style colour coding will be applied to the report template on the right hand side of the template wizard window. Report Generator Release Update Advanced Template Page 9 of 14
10 Light Grey-Blue Template in Wizard Grey-Blue Template in Wizard Grey-Blue RGB Template in Wizard 18. Type your answer report title name to the question What title do you want for your report? e.g., VGD Dps. Note that the report title will be reflected in the template header. 19. Type your answer report file name to the question What file Name do you want for your report? e.g., CWWA has been assigned in this example 20. Select one radio button from the 3 options to answer the question Do you want to sort the report? e.g., By Materia Name has been selected in this example Report Generator Release Update Advanced Template Page 10 of 14
11 21. Horizontally scroll the template to view entire columns and then click the Preview button to show the template 22. Click inside the table cell you wish to change a colour by selecting the colour of interest for background and text colors 23. Select color for the cell background and text Cell background color changes and text color applied. For example; o o Background maroon Text white Report Generator Release Update Advanced Template Page 11 of 14
12 24. Press the Preview button 25. Click the Edit button to go back to the template wizard edit mode 26. Click the Next button Report Generator Release Update Advanced Template Page 12 of 14
13 27. Select Coloring alternate row checkbox to the question How would you like to lay out your report? e.g., Background color white (checkbox assigned color) and Text (checkbox assigned color) 28. Click on the dropdown arrow to assign the Grid Border layer from the listed options 29. Select the Orientation radio button to choose the type of template orientation to either portrait or landscape 30. Press the Save button to lock the assigned alternate colors, grid border and orientation. Status message displays confirmation Report Generator Release Update Advanced Template Page 13 of 14
14 31. Press the Download button to generate the report 32. Click on the downloaded report name from the desktop task bar 33. Open the report Sample Example Image: Materials and Products VGD Dps Advanced Report. End of Document! Report Generator Release Update Advanced Template Page 14 of 14
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