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Execute an Existing Report
Once the user a report has created and set up a reportbeen created for targeted user roles, the report can be executed from the Ad Hoc Reporting Page or the Report Setup page.
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Report execution can also be done from the setup screen:
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When either Execute link is clicked, an Execute Report screen similar to that shown in the figure below will be displayed. The columns and filters displayed will depend on the setup.
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The report output will display each field that was selected during the report setup as a column. All of the columns are sort-able. Depending on the number of columns in the report, the scrollbar may need to be used to view all the columns in the report.
Below the report output is the report filters. The Report Filter(s) will vary depending on the field type. For example, a text field or numeric field will allow the user to filter by a range. All range filters are inclusive. This means that the filters check for the value being Greater Than or Equal To, or Less Than or Equal To, within the filter. A drop-down or radio field allows the user to filter based on an item in the list. Any field in the report or any of the forms that have been selected for the report can be a report filter.
To filter the report, select the desired filter settings and click the "Filter" button located below the report filters. The report will be immediately filtered and displayed in the results data table according to the selections made. Empty filter settings will be ignored when filtering the report.
Because the Ad-Hoc Report Builder allows the user to join forms in many ways, it alleviates the burden of the database programming. Therefore, it is a very powerful tool for creating data sets for exporting. An Export to Excel link allows the user to export the entire report to an Excel data set.
The links located in the Right column can be used to navigate back to the Report Builder (Define Forms) or Report Setup (Define Fields and Filters) as shown in the figure below.
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Using Reports for subject casebook review
The same reports are available directly from subject casebooks on the web. The benefit with this is the report will auto-filter for the current subject’s data. This alleviates the need to review data manually through the individual forms.
From the subject’s casebook screen, access the reports from the right side
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This will open a list of reports that are available to the current user’s role.
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