1 <?xml version="1.0" encoding="utf-8"?>
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2 <chapter xml:id="generate-report" xreflabel="Generating Reports from Templates"
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3 xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"
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4 xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">
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8 <title>Generating Reports from Templates</title>
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11 <para>Now you are ready to run the report from the template you have created. </para>
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18 <para>In the <guilabel>My Folders</guilabel> section click the arrow next to
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19 <guimenu>Templates </guimenu>to expand this folder and select
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20 <guimenuitem>circulation</guimenuitem>.</para>
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24 <imagedata scalefit="0" fileref="../media/generate-report-1.png"/>
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27 </mediaobject></para>
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32 <informalfigure><para>Select the box beside <guilabel>Circulations by month for one
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33 library</guilabel>. Select <guimenuitem>Create a new report from selected
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34 template </guimenuitem>from the dropdown menu. Click
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35 <guibutton>Submit</guibutton>. </para>
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39 <para> <mediaobject>
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41 <imagedata scalefit="0" fileref="../media/generate-report-2.png"/>
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44 </mediaobject></para></informalfigure>
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48 <para>Complete the first part of report settings. Only <guilabel>Report
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49 Name</guilabel> <inlinemediaobject>
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51 <imagedata scalefit="0" fileref="../../media/1.png"/>
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53 </inlinemediaobject> and <guilabel>Choose a folder...</guilabel> <inlinemediaobject>
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55 <imagedata scalefit="0" fileref="../../media/6.png"/>
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57 </inlinemediaobject> are required
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62 <imagedata scalefit="0" fileref="../media/generate-report-3.png"/>
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64 </mediaobject></para>
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70 <imagedata scalefit="0" fileref="../../media/1.png"/>
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72 </inlinemediaobject>
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73 <guilabel>Template Name, Template Creator</guilabel>, and <guilabel>Template
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74 Description</guilabel> are for informational purposes only. They are hard
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75 coded when the template is created. At the report definition stage it is not
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76 possible to change them.</para>
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82 <imagedata scalefit="0" fileref="../../media/2.png"/>
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84 </inlinemediaobject>
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85 <guilabel>Report Name</guilabel> is required. Reports stored in the same folder
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86 must have unique names.</para>
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92 <imagedata scalefit="0" fileref="../../media/3.png"/>
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94 </inlinemediaobject>
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95 <guilabel>Report Description</guilabel> is optional but may help distinguish
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96 among similar reports. </para>
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101 <imagedata scalefit="0" fileref="../../media/4.png"/>
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103 </inlinemediaobject>
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104 <guilabel>Report Columns</guilabel> lists the columns that will appear in the
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105 output. This is derived from the template and cannot be changed during report
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109 <inlinemediaobject>
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111 <imagedata scalefit="0" fileref="../../media/5.png"/>
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113 </inlinemediaobject>
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114 <guilabel>Pivot Label Column</guilabel> and <guilabel>Pivot Data
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115 Column</guilabel> are optional. Pivot tables are a different way to view
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116 data. If you currently use pivot tables in <application>MS Excel</application>
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117 it is better to select an <application>Excel</application> output and continue
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118 using pivot tables in <application> Excel</application>.</para>
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121 <inlinemediaobject>
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123 <imagedata scalefit="0" fileref="../../media/6.png"/>
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125 </inlinemediaobject> You must choose a report folder to store this report
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126 definition. Only report folders under <guilabel>My Folders</guilabel> are
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127 available. Click on the desired folder to select it.</para>
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134 <para>Select values for the <guilabel>Circulation > Check Out
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135 Date/Time</guilabel>. Use the calendar widget or manually enter the
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136 desired dates, then click <guibutton>Add</guibutton> to include the date on
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137 the list. You may add multiple dates.</para>
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141 <imagedata scalefit="0" fileref="../media/generate-report-8.png"/>
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147 <para>The <guilabel>Transform</guilabel> for this field is <guilabel>Year +
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148 Month</guilabel>, so even if you choose a specific date (2009-10-20) it will
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149 appear as the corresponding month only (2009-10).</para>
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151 <para>It is possible to select <emphasis role="bold">relative dates</emphasis>. If
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152 you select a relative date <emphasis>1 month ago</emphasis> you can schedule
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153 reports to automatically run each month. If you want to run monthly reports that
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154 also show comparative data from one year ago, select a relative date <emphasis>1
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155 month ago</emphasis>, and <emphasis>13 months ago</emphasis>. </para>
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163 <para>Select a value for the <guilabel>Circulating Library</guilabel>.</para>
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168 <imagedata scalefit="0" fileref="../media/generate-report-9.png"/>
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182 <para>Complete the bottom portion of the report definition interface, then click
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183 <guibutton>Save</guibutton>.</para>
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188 <imagedata scalefit="0" fileref="../media/generate-report-10.png"/>
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195 <inlinemediaobject>
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197 <imagedata scalefit="0" fileref="../../media/1.png"/>
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199 </inlinemediaobject> Select one or more output formats. In this example the
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200 report output will be available as an <application>Excel</application>
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201 spreadsheet, an HTML table (for display in the staff client or browser), and as
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202 a bar chart.</para>
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206 <inlinemediaobject>
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208 <imagedata scalefit="0" fileref="../../media/2.png"/>
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210 </inlinemediaobject> If you want the report to be recurring, check the box and
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211 select the <guilabel>Recurrence Interval</guilabel> as described in <link
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212 linkend="recurring-report">Recurring Reports</link>. In this
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213 example, as this is a report that will only be run once, the <guilabel>Recurring
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214 Report</guilabel> box is not checked. </para>
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218 <inlinemediaobject>
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220 <imagedata scalefit="0" fileref="../../media/3.png"/>
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222 </inlinemediaobject> Select <guilabel>Run as soon as possible</guilabel> for
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223 immediate output. It is also possible to set up reports that run automatically
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224 at future intervals. </para>
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227 <inlinemediaobject>
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229 <imagedata scalefit="0" fileref="../../media/4.png"/>
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231 </inlinemediaobject> It is optional to fill out an email address where a
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232 completion notice can be sent. The email will contain a link to
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233 password-protected report output (staff login required). If you have an email
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234 address in your Local System Administrator account it will automatically appear
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235 in the email notification box. However, you can enter a different email address
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236 or multiple addresses separated by commas.</para>
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239 <inlinemediaobject>
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241 <imagedata scalefit="0" fileref="../../media/5.png"/>
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243 </inlinemediaobject> Select a folder for the report's output.</para>
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254 <para>You will get a confirmation dialogue box that the <guilabel>Action
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255 Succeeded</guilabel>. Click <guibutton>OK</guibutton>. </para>
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260 <imagedata scalefit="0" fileref="../media/generate-report-14.png"/>
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269 <para>Once saved, reports stay there forever unless you delete them.</para>
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