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Create a Board Report

When creating a standard board report, you can decide whether all updates are included. If you select Yes in the Show Updates drop-down list, the report includes all updates that have been made to an entry. If you select No, the report includes only the last update made to an entry.

The list of Available Fields is based on the board specified for the report. Sorting using fields that have been configured as a [TEXTAREA] in the Boards Manager are not supported and, if configured, are not executed.

To create a standard board report
  1. In the Admin window, go to Incidents: Reporter. The Reporter page opens.

    Reports_List.png

  2. Click Create Report.

    Report_Add_Edit.png

  3. For Name, enter a name for the report.

  4. From the Board/Table drop-down list, select the applicable board for which you want to create a report.

  5. From the Show Updates drop-down list, select either Yes or No.

  6. For Custom, select No.

  7. Click Next. The Report: Board page opens.

  8. From the Available Fields drop-down list, select the desired field.

    Note: The Available Fields list is populated based on the board you selected in the previous window.

    Report_Add_Edit_Fields.png

  9. To add the field to the list, click the add icon. Repeat this step if you want to add more fields to the list.

    Tip: To remove a field from the list, select the field and then click the remove icon.

  10. Repeat steps 8-9 for each data field you want included in the report.

  11. If appropriate, change the order of the fields by clicking a field and then clicking the up or down arrows.

  12. When you have finished selecting and ordering the data fields, click Next. The Sort section enables you to establish the parameters on which entries are sorted and appear in the report.

    Tip: You can configure single or multiple parameters for the sort protocol.

  13. From the Available Fields drop-down list, select the desired field.

    Note: If this is an existing report and the board/board table was changed, you must remove and/or add data fields corresponding to the currently selected board.

  14. From the drop-down list, select either ASC (ascending) or DESC (descending).

  15. To add the field to the list, click the add icon. Repeat this step if you want to add more fields to the list.

    Tip: To remove a field from the list, select the field and then click the remove icon.

  16. Repeat steps 13-15 for each rule added. As each rule is configured, it is added to the Displayed Fields pane.

  17. Click Next. The Filter page opens so you can create a single query using one or more criteria to filter board entries included in the final report. The last filter configuration for an existing report appears on the Filter page.

  18. For Boolean, select AND or OR.

    Note: See Query Options for Boolean descriptions.

  19. For Field, select the appropriate field.

    Report_Add_Edit_Filter.png

    Note: If this is an existing report and the board/board table was changed, you must remove and/or add the corresponding data fields to the currently selected board.

  20. For Operation, select one of the following: =, <, >, <>, or LIKE.

  21. For Value, enter a value and click the add icon. The query appears in the Criteria pane.

  22. To configure multiple filter parameters, repeat steps 18-21.

    Note: If you do not specify a Boolean operator, AND is automatically appended to the second and subsequent parameters.

    Tip: To delete a filter parameter, select it in the Criteria pane and click the remove icon.

  23. When you are done, click Finish.

  24. To create a link for the report, click its associated Create Link. The link appears in the Links Manager.

After you create the report, if you want users to be able to access it, add the report link to the appropriate group or menu as applicable.

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