Running Reports - Revision history

Kempscas at 16:58, 24 October 2017

2017-10-24T16:58:26Z

@@ Line 1: / Line 1: @@
 ==Reports in Prime are dynamic==
-What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed.  Within the Web version, reports in this portion of the system are run using the QBF (Query By Form) screen.
+What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed.
 ==Criteria Screens (QBF-Query by Form) Reports==
-[[File:WebQBFScreen.png]]
+[[File:QBFScreen.png]]
 The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:
 )	Make sure the report name you chose shows up in the Report Name in the Report Control Panel section
@@ Line 13: / Line 27: @@
 :i)	Use a dash for a range (e.g., 1/1/05-6/30/05)
 :ii)	Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
-:iii)	Within the Web version, use a range and list combination (e.g., for PCODE:  1-9, 15, 31-37, 43, 72)
+:iii)	Exceptions to the use of dashes and commas
-:iv)	Exceptions to the use of dashes and commas
+::(a)	Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).
-When requesting a range of case numbers or the records for a single case such as time records, go to the Range Specifier and change it to COLON (:)  Then use a colon as the range specifier (e.g., instead of 1-9 you would put in 1:9)
+When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the  screen and change Range to COLON (:).
-::(b)	The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the List Specifier
+::(b)	The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box
 ::(c)	Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)
@@ Line 27: / Line 40: @@
 )	Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)
-)	<<Not currently available in the Web version>> Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.
+)	Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.
 )	Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)
@@ Line 37: / Line 50: @@
 )	Select Prepare Report and Produce Report to get a print preview
-)	<<Not currently available in the Web version>> Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.
+)	Print and/or output the report to a HTML, RTF, Excel or other format file

Kempscas: /* Criteria Screens (QBF-Query by Form) Reports */

2017-10-24T16:56:18Z

Criteria Screens (QBF-Query by Form) Reports

← Older revision		Revision as of 16:56, 24 October 2017
Line 37:		Line 37:
	10) Select Prepare Report and Produce Report to get a print preview		10) Select Prepare Report and Produce Report to get a print preview

	11) ~~Print and/or output~~ the ~~report to a HTML, RTF, Excel or other format file~~		11) <<Not currently available in the Web version>> Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

	~~12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports~~

	~~13)~~ Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

	~~[[File:SaveAndLoadCriteria.png]]~~

	~~:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen~~
	~~:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up~~
	~~:iii) Enter a unique name for the criteria, e.g., VeteransOv65~~
	~~:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age~~
	~~:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it~~
	~~:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria~~
	~~:vii) Criteria can be applied to reports other than the one they were developed for.~~

	~~[[File:SaveAndLoadCriteria.png]]~~

	:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.

	~~Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them~~

	~~:ix) Once you find the criteria, click on the Load button~~
	~~:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.~~

	Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

Kempscas: /* Criteria Screens (QBF-Query by Form) Reports */

2017-10-24T16:54:20Z

Criteria Screens (QBF-Query by Form) Reports

Kempscas: /* Criteria Screens (QBF-Query by Form) Reports */

2017-10-24T16:48:34Z

Criteria Screens (QBF-Query by Form) Reports

← Older revision		Revision as of 16:48, 24 October 2017
Line 12:		Line 12:
	:i) Use a dash for a range (e.g., 1/1/05-6/30/05)		:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
	:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.		:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
	:iii) Exceptions to the use of dashes and commas		:iii) Use a range and list combination (e.g., for PCODE: 1-9, 15, 31-37, 43, 72)
			:iv) Exceptions to the use of dashes and commas
	::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).		::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

Kempscas: /* Reports that just run without input */

2017-10-24T16:47:00Z

Reports that just run without input

← Older revision		Revision as of 16:47, 24 October 2017
Line 61:		Line 61:

	Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order		Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

	~~==Reports that just run without input==~~
	~~The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.~~
	~~[[File:ErrorAlertReport.png]]~~

Kempscas: /* Non-QBF (Prompt) Reports */

2017-10-24T16:46:50Z

Non-QBF (Prompt) Reports

← Older revision		Revision as of 16:46, 24 October 2017
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	Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order		Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

	~~==Non-QBF (Prompt) Reports==~~
	Some reports are limited as to which criteria can be applied to them. To run these reports, you are usually prompted for criteria such as a beginning and ending date. Non-QBF Reports are generated by pushing a button and entering information when prompted, such as Start Date, End Date, etc.

	~~[[File:NonQBFPrompt.png]]~~

	==Reports that just run without input==		==Reports that just run without input==
	The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.		The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.
	[[File:ErrorAlertReport.png]]		[[File:ErrorAlertReport.png]]

Kempscas: /* Custom Criteria Screens */

2017-10-24T16:46:34Z

Custom Criteria Screens

← Older revision		Revision as of 16:46, 24 October 2017
Line 61:		Line 61:

	Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order		Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

	~~==Custom Criteria Screens==~~
	Some reports can’t run under a full QBF screen but do work with a custom criteria screen that limits the choices you can make. The Status reports are one such group of reports. Here is the custom criteria screen.

	~~[[File:CustomCriteriaScreen.png]]~~

	==Non-QBF (Prompt) Reports==		==Non-QBF (Prompt) Reports==

Kempscas at 16:46, 24 October 2017

2017-10-24T16:46:15Z

@@ Line 1: / Line 1: @@
 ==Reports in Prime are dynamic==
-What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed.
+What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed.  Within the Web version, reports in this portion of the system are run using the QBF (Query By Form) screen.
 ==Criteria Screens (QBF-Query by Form) Reports==

Kempscas: /* Criteria Screens (QBF-Query by Form) Reports */

2017-08-23T19:32:33Z

Criteria Screens (QBF-Query by Form) Reports

← Older revision		Revision as of 19:32, 23 August 2017
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	==Criteria Screens (QBF-Query by Form) Reports==		==Criteria Screens (QBF-Query by Form) Reports==

			[[File:QBFScreen.png]]

	The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:		The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:
	1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section		1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

	2) Enter the criteria for the records you are looking for. There are several steps for entering criteria		2) Enter the criteria for the records you are looking for. There are several steps for entering criteria
	i) Use a dash for a range (e.g., 1/1/05-6/30/05)		:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
	ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.		:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
	iii) Exceptions to the use of dashes and commas		:iii) Exceptions to the use of dashes and commas
	(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).		::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

	When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the screen and change Range to COLON (:).		When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the screen and change Range to COLON (:).
	(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box		::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box
	(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)		::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

	3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)		3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)

	4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)		4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)

	5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)		5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

	6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.		6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

	7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)		7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)

	8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.		8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.

	9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.		9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.

	10) Select Prepare Report and Produce Report to get a print preview		10) Select Prepare Report and Produce Report to get a print preview

	11) Print and/or output the report to a HTML, RTF, Excel or other format file		11) Print and/or output the report to a HTML, RTF, Excel or other format file

	12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports		12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports

	13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.		13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

			[[File:SaveAndLoadCriteria.png]]

			:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen
			:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up
			:iii) Enter a unique name for the criteria, e.g., VeteransOv65
			:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age
			:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it
			:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria
			:vii) Criteria can be applied to reports other than the one they were developed for.

			[[File:SaveAndLoadCriteria.png]]

	i) ~~In order to save your criteria, setup and run your report as normal. After ensuring you get~~ the ~~results you want, close the print preview so you are back on the Criteria screen~~		:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.
	~~ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up~~
	~~iii) Enter a unique~~ name ~~for~~ the criteria~~, e.g~~.~~, VeteransOv65~~
	~~iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age~~
	v) If you ~~check the box labeled Save for~~ General ~~Use, it will be available to everyone, otherwise only~~ you will be able to see it
	~~vi) The next time you need to run the report using this~~ criteria~~, choose the report, go to the Criteria screen, then click on Load Criteria~~
	~~vii) Criteria can be applied to reports other than the one they were developed~~ for.

			Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them

			:ix) Once you find the criteria, click on the Load button
			:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.

	viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.
	~~Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them~~
	~~ix) Once you find the criteria, click on the Load button~~
	~~x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.~~
	Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order		Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

Kempscas: /* Reports that just run without input */

2017-08-23T19:29:24Z

Reports that just run without input

← Older revision		Revision as of 19:29, 23 August 2017
Line 72:		Line 72:
	==Reports that just run without input==		==Reports that just run without input==
	The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.		The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.
	[[ErrorAlertReport.png]]		[[File:ErrorAlertReport.png]]

← Older revision		Revision as of 16:54, 24 October 2017
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	==Criteria Screens (QBF-Query by Form) Reports==		==Criteria Screens (QBF-Query by Form) Reports==

	[[File:~~QBFScreen~~.png]]		[[File:WebQBFScreen.png]]

	The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:		The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:

	1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section		1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

Line 12:		Line 13:
	:i) Use a dash for a range (e.g., 1/1/05-6/30/05)		:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
	:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.		:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
	:iii) ~~Use~~ a range and list combination (e.g., for PCODE: 1-9, 15, 31-37, 43, 72)		:iii) Within the Web version, use a range and list combination (e.g., for PCODE: 1-9, 15, 31-37, 43, 72)
	:iv) Exceptions to the use of dashes and commas		:iv) Exceptions to the use of dashes and commas
	::(a) ~~Note:~~ If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).		::(a) If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

	When requesting a range of case numbers or the records for a single case such as time records, go to the ~~Character to Show box on the screen~~ and change ~~Range~~ to COLON (:).		When requesting a range of case numbers or the records for a single case such as time records, go to the Range Specifier and change it to COLON (:) Then use a colon as the range specifier (e.g., instead of 1-9 you would put in 1:9)
	::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the ~~Character to Show –~~ List ~~box~~		::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the List Specifier
	::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)		::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

Line 26:		Line 27:
	5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)		5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

	6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.		6) <<Not currently available in the Web version>> Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

	7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)		7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)