+++ /dev/null
-<?xml version="1.0" encoding="utf-8"?>\r
-<chapter xml:id="generate-report" xreflabel="Generating Reports from Templates"\r
- xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
- xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
-\r
- <info>\r
-\r
- <title>Generating Reports from Templates</title>\r
- </info>\r
-\r
- <para>Now you are ready to run the report from the template you have created. </para>\r
-\r
- \r
- <procedure>\r
-\r
- <step>\r
- <informalfigure>\r
- <para>In the <guilabel>My Folders</guilabel> section click the arrow next to\r
- <guimenu>Templates </guimenu>to expand this folder and select\r
- <guimenuitem>circulation</guimenuitem>.</para>\r
-\r
- <para><mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/generate-report-1.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
- </step>\r
-\r
- <step>\r
- <informalfigure><para>Select the box beside <guilabel>Circulations by month for one\r
- library</guilabel>. Select <guimenuitem>Create a new report from selected\r
- template </guimenuitem>from the dropdown menu. Click\r
- <guibutton>Submit</guibutton>. </para>\r
-\r
-\r
-\r
- <para> <mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/generate-report-2.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para></informalfigure>\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para>Complete the first part of report settings. Only <guilabel>Report\r
- Name</guilabel> <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/1.png"/>\r
- </imageobject>\r
- </inlinemediaobject> and <guilabel>Choose a folder...</guilabel> <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/6.png"/>\r
- </imageobject>\r
- </inlinemediaobject> are required\r
- fields.</para>\r
-\r
- <para><mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/generate-report-3.png"/>\r
- </imageobject>\r
- </mediaobject></para>\r
- </informalfigure>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/1.png"/>\r
- </imageobject>\r
- </inlinemediaobject>\r
- <guilabel>Template Name, Template Creator</guilabel>, and <guilabel>Template\r
- Description</guilabel> are for informational purposes only. They are hard\r
- coded when the template is created. At the report definition stage it is not\r
- possible to change them.</para>\r
-\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/2.png"/>\r
- </imageobject>\r
- </inlinemediaobject>\r
- <guilabel>Report Name</guilabel> is required. Reports stored in the same folder\r
- must have unique names.</para>\r
-\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/3.png"/>\r
- </imageobject>\r
- </inlinemediaobject>\r
- <guilabel>Report Description</guilabel> is optional but may help distinguish\r
- among similar reports. </para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/4.png"/>\r
- </imageobject>\r
- </inlinemediaobject>\r
- <guilabel>Report Columns</guilabel> lists the columns that will appear in the\r
- output. This is derived from the template and cannot be changed during report\r
- definition.</para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/5.png"/>\r
- </imageobject>\r
- </inlinemediaobject>\r
- <guilabel>Pivot Label Column</guilabel> and <guilabel>Pivot Data\r
- Column</guilabel> are optional. Pivot tables are a different way to view\r
- data. If you currently use pivot tables in <application>MS Excel</application>\r
- it is better to select an <application>Excel</application> output and continue\r
- using pivot tables in <application> Excel</application>.</para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/6.png"/>\r
- </imageobject>\r
- </inlinemediaobject> You must choose a report folder to store this report\r
- definition. Only report folders under <guilabel>My Folders</guilabel> are\r
- available. Click on the desired folder to select it.</para>\r
-\r
- </step>\r
- \r
-\r
- <step>\r
- <informalfigure>\r
- <para>Select values for the <guilabel>Circulation > Check Out\r
- Date/Time</guilabel>. Use the calendar widget or manually enter the\r
- desired dates, then click <guibutton>Add</guibutton> to include the date on\r
- the list. You may add multiple dates.</para>\r
- <para>\r
- <mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/generate-report-8.png"/>\r
-\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- <para>The <guilabel>Transform</guilabel> for this field is <guilabel>Year +\r
- Month</guilabel>, so even if you choose a specific date (2009-10-20) it will\r
- appear as the corresponding month only (2009-10).</para>\r
-\r
- <para>It is possible to select <emphasis role="bold">relative dates</emphasis>. If\r
- you select a relative date <emphasis>1 month ago</emphasis> you can schedule\r
- reports to automatically run each month. If you want to run monthly reports that\r
- also show comparative data from one year ago, select a relative date <emphasis>1\r
- month ago</emphasis>, and <emphasis>13 months ago</emphasis>. </para>\r
-\r
- </step>\r
-\r
-\r
-\r
- <step>\r
- <para>Select a value for the <guilabel>Circulating Library</guilabel>.</para>\r
- </step>\r
-\r
- <step>\r
- <informalfigure>\r
- <para>Complete the bottom portion of the report definition interface, then click\r
- <guibutton>Save</guibutton>.</para>\r
-\r
- <para>\r
- <mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/generate-report-10.png"/>\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/1.png"/>\r
- </imageobject>\r
- </inlinemediaobject> Select one or more output formats. In this example the\r
- report output will be available as an <application>Excel</application>\r
- spreadsheet, an HTML table (for display in the staff client or browser), and as\r
- a bar chart.</para>\r
-\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/2.png"/>\r
- </imageobject>\r
- </inlinemediaobject> If you want the report to be recurring, check the box and\r
- select the <guilabel>Recurrence Interval</guilabel> as described in <link\r
- linkend="recurring-report">Recurring Reports</link>. In this\r
- example, as this is a report that will only be run once, the <guilabel>Recurring\r
- Report</guilabel> box is not checked. </para>\r
-\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/3.png"/>\r
- </imageobject>\r
- </inlinemediaobject> Select <guilabel>Run as soon as possible</guilabel> for\r
- immediate output. It is also possible to set up reports that run automatically\r
- at future intervals. </para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/4.png"/>\r
- </imageobject>\r
- </inlinemediaobject> It is optional to fill out an email address where a\r
- completion notice can be sent. The email will contain a link to\r
- password-protected report output (staff login required). If you have an email\r
- address in your Local System Administrator account it will automatically appear\r
- in the email notification box. However, you can enter a different email address\r
- or multiple addresses separated by commas.</para>\r
-\r
- <para>\r
- <inlinemediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../../media/5.png"/>\r
- </imageobject>\r
- </inlinemediaobject> Select a folder for the report's output.</para>\r
-\r
- </step>\r
-\r
-\r
-\r
-\r
-\r
-\r
- <step>\r
- <informalfigure>\r
- <para>You will get a confirmation dialogue box that the <guilabel>Action\r
- Succeeded</guilabel>. Click <guibutton>OK</guibutton>. </para>\r
-\r
- <para>\r
- <mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/generate-report-14.png"/>\r
- </imageobject>\r
-\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- </step>\r
- </procedure>\r
-\r
- <para>Once saved, reports stay there forever unless you delete them.</para>\r
-\r
-\r
- \r
-\r
-\r
- \r
-\r
-\r
-\r
-\r
-\r
-</chapter>\r
projects / Evergreen-DocBook.git / blobdiff