InFocus Disposition Report by Student Flat Grouped by Date

Transcription

1 InFcus Dispsitin Reprt by Student Flat Gruped by Date Abut this Reprt This reprt will shw discipline data by student and gruped by date. Reprt Setup Lgin t InfrmatinNOW. G t Reprts InFcus. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 1

2 Select Add Reprt frm the drp-dwn list. Select Tabular Reprt with Header and click OK. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 2

3 On the Select r Mdify Data Surce screen, select Discipline, Student and Student Cntact. By selecting these data bjects the user will have the ptin t select any clumn available in the Discipline, Student and Student Cntact views. Srting T set srting ptins, perfrm the fllwing steps. Click the Srt tab. Click Add a Clumn. Adding a clumn here will allw the user t select the srt rder when generating the reprt. Select Discipline.Dispsitin Date frm the Clumn drp-dwn list. Leave Directin set t Ascending. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 3

4 Click OK. Selecting Clumns t Display On Reprt The Table Clumns windw will display next. This screen allws the user t chse the clumns t shw in the reprt. Select by duble-clicking, highlighting r highlighting while hlding the Ctrl key t chse mre than ne clumn. Then click the right arrw at center t mve the fllwing t the Assigned Clumns list: Discipline.Student Discipline.Infractin Nte: Clumns will display in the rder they are selected. Use the ^ and v arrws n the right t rearrange the clumns t the desired rder. Discipline.Dispstin Discipline.Date Discipline.Actin Student Cntact.Name Student Cntact.Relatinship Student Cntact.Telephne Number QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 4

5 Nte: If the wrng clumn is selected, highlight it in the Assigned Clumns list and click the right arrw t mve it t the Available Clumns list. Saving T save the reprt, click the Save icn at the tp r click the File tab and select the Save As icn. Reprt Name: Give the reprt a name (ex. Discipline By Student gruped by date). 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. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 5

6 Clumn Cnfiguratin Click the Clumn Cnfiguratin tab. This tab is used t set up several ptins in the reprt: Clumn: Drag and drp any clumn(s) t change the rder in which the clumns shw n the reprt. Header: Change the header label fr the preview reprt. 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 selected 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 f the clumn(s) selected. Click the (Summary) icn next t Dispstin. Click Add an Aggregate. In the Label clumn, type the label t shw in the reprt fr the ttal f absence reasn. See the screen sht belw fr an example. Fr the Aggregate, select Cunt. Leave Frmat set t Nne. Click OK t save r click the red X t delete the Aggregate Reasn. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 6

7 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 left-justified. 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: Click the Style icn n the Dispsitin rw. Click Add a Cnditin. Clumn: Select Discipline.Dispsitin frm the drp-dwn list. Operatr: Select Equal t frm the drp-dwn list. Value: Select Specific Value frm the drp-dwn list. Click the magnifying glass icn t select a value (in example belw, Out f Schl Suspensin is selected. Style: Chse a style frm the drp-dwn list. Apply this style t all clumns: If selected, this will apply the style t the entire clumn. Click OK. Click Add a Cnditin again t add multiple styles. Click Save icn at the tp r select the File tab and click the Save As icn. Gruping 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 Drill-Dwn 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. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 7

8 Click Add Gruping Layer Select Discipline.Dispstin frm the Available Clumns list by duble-clicking r by highlighting and selecting the left arrwn at center t mve t the Gruped Clumns. Exprting Optins Click the Exprting Optins tab. Click the Insert tab and select the (Exprts) icn. This will add a new tab called Exprt Optins. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 8

9 Select the desired ptin(s) fr the reprt exprts. Click Save. Click Preview icn t preview the exprt. Additinal Optins Click the Settings tab. Style Click the Style icn t change the style f the reprt. Select the desired style frm the drp-dwn list the preview will display fr the style selected. Click OK t save the style selected. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 9

10 Click Preview t preview the exprt. Header T add a header t the reprt, click the Insert tab. Click Header. 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 preview the exprt. Click Save. QRG STI_ InFcus Dispsitin Reprt by Student Flat Gruped by Date 10