Basic & Advanced Reporting in TIMSNT ** Part Three **
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Transcript of Basic & Advanced Reporting in TIMSNT ** Part Three **
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Basic & Advanced Reporting in TIMSNT
** Part Three **
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User Defined Reporting: Sorting Data
Suppose you have a report that would be more useful if it was sorted.
For this next example we’ll use a Standard student bus passes report that I’ve already copied and named ‘All students sorted by School/Grade’.
I have also made some additional modifications to my report, such as adding/removing fields, changing font sizes, etc.
Sorting Data
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User Defined Reporting: Sorting Data
Sorting Data
Notice that this reports default is to sort by student last name only.Lets run it and see what our output will look like.
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Example Report Sorted by Student Last Name
Sorting Data
Nice to see all the students sorted by last name, but the Schools and Grades are mixed. Time to edit the sort order now…..
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User Defined Reporting: Selecting Fields to Sort By
Sorting DataSelect the Edit Sort Order option
Find Student School and Student Grade in the left pane. Double-click on them to send to the right pane.
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User Defined Reporting: Rearrange the Sort Order
Sorting Data
Rearrange the sort order by clicking on the square beside the field name to move it up or down. FYI: The sort order begins from the top.
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Example Report: Sorted by School, Grade and Last Name
Sorting Data
Now are students are sorted by 1. School, 2. Grade, 3. Last name!!!
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User Defined Reporting: Modifying Searches
Modifying Searches
The Standard passenger list for runs report displays the passengers for every run in TIMS.NT.
For our next example, Lets take the Standard passenger list for runs report and modify it so it only displays the passenger list for the runs we specify.
I’ve already copied the report and named it passenger list for run(s).
Nice report, but what if we just want the passengers from just one run?
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Modifying Searches: Edit Record Filter
Modifying SearchesSelect the Edit Record Filter option
Here we can modify, delete, or add additional filters. The filters listed below automatically came in with this report. Lets Add another….
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Modifying Searches: Edit Record Filter (continued)
Modifying Searches
Locate and select run RunID then select Next step
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Modifying Searches: Edit Record Filter- Within a List
Modifying Searches
Select Is within a list then select Next step
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Modifying Searches: Edit Record Filter- Ask Later
Modifying Searches
Select Ask Later
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Modifying Searches: Edit Record Filter (continued)
Modifying Searches
You have now successfully added a new filter. Click Done to Exit and run query
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Modifying Searches: Edit Record Filter-Enter Runs
Modifying Searches
Enter your desired Run(s) and click Done.
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Modifying Searches: Example Report
Modifying Searches
Now you’ve got a much smaller report, listing only the runs that begin with 308 and 317!!!!
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Example – Creating a Single TD-29
Select Student Transportation from the Users Defined Reports menu
Select Standard run report #7 PTS3 from the list
Select Copy on the right
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Example – Creating a Single TD-29
Type in “TD 29 Single Run” in the new title line
Click OK
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Example – Creating a Single TD-29
Your new query appears at the bottom of your list
Now you can work with this query
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Work With a Copy
Anywhere you see a report listed in Query Maker that starts with the word “Standard” it is a template query that cannot be edited or changed in any way
You must always copy one of these standard queries to another name and work with the copy
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Making Edits
The copy you just made is still set up to show all runs that are not Deadhead or Garage runs
We are going to change it to make it give us a single report for a run we choose
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Choose Edit
When you see this screen, delete the three lines by selecting the Delete key three times
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STEP 1: Pick a Field
Select the Add option
Select Next Step
Scroll to the run RunID field
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STEP 2: Pick an Operator
Now select the “Exactly Matches”
option
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STEP 3: Enter a Value = Ask Later!
Instead of making this query only work when you want a particular run ID, select
Ask Later
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A New Filter
Your finished query will look like this
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Running the New Query
Your copied query is now ready to run
Either double click it or click once and then click on the Select button
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Running the New Query (continued)
Now select “Run Query” from the
screen
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Enter What You Want to Match
Your use of the “Ask Later” button in the setup now generates the field to select your run for reporting
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Start Report
Then select the output device
Next, click on the
“Start Report” button
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Example of a Finished Report
The finished report will show you any valid run ID that you select
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Add Reports to a Custom List
Customized Reports we send you or reports you create can be added to a drop down box for quick access. Click the ‘add reports to custom’ button.
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Adding reports to the custom button
1. Click on the reports you want from the left side. 2. Send them over to the right side. 3. Save and exit.
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Easy access to User defined reports
Now just click the ‘custom’ button and use the drop down button to select your customized report.
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Maintenance Issues
Remember that reporting is handled differently in TIMS.NT. Edits in TIMS.NT are not reflected in reports until the dumpall utility has run.
Running dumpall is the most dependable way to get a completely updated set of reports. If your report output doesn’t match with what you think you should have, run dumpall.
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Basic & Advanced Reporting in TIMSNT
** End of Part Three **
This concludes the Basic & Advanced Reporting in TIMSNT