--- /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