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Creating a Basic Report
In order to create a new report, click on the green plus sign INSIDE of the folder where the report should reside. (If the folder is not yet visible because it does not contain any reports, click the green plus sign INSIDE any folder. Once the new report exists the folder location can be changed):
The report definition page allows many options for creating a report and looks like:
Component Name | Description & Instructions for Use | Looks Like… |
Folder Drop-down | Publisher Reports reside in Folders inside of Libraries. The Folder Drop-down contains the complete collection of Libraries (displayed in bold text) with the respective available Folders underneath | |
Default Filter Drop-Down | Each Publisher report can have a default filter defined. All available filters are listed if there is no Report SQL currently defined, or a subset of valid filter is otherwise displayed. | |
Title Text Box | The desired name of the report is entered in the Title text box.(Note: if a report is under development and not yet vetted it should be prefixed with the abbreviation, NOR, meaning Not Operational Report) | |
Display Drop-Down | For the development of a simple text report select the Report Only option from this drop down. Please see the description of the Publisher Display Drop-Down for details on using the other report display options | |
Style Sheet Filename (XSL) | Not yet utilized. Use is complicated by the hosted environment. | |
Report SQL | To create a simple report that is independent from an existing report enter a valid PL/SQL statement in the large text box for Report SQL:A sample statement that will display basic work order information is:
SELECT wo_number, description, enter_date, wo_status, crew, craft, assigned_to FROM famis_req ORDER BY enter_date desc
(Note: Below the Report SQL label is drop down box. Please see the description of Using Parent Report in Publisher for details on using this parent report option.) |
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Type Drop Down | For the development of a simple text report select the Std. Report option from this drop down. Please see the description of the Publisher Report Types for details on using the other report type options | |
Where Clause | There are several ways to limit the result set for a report. This can be done using filters, in the main SQL of the report or by placing restrictions in the Where Clause text box of the Report Definition | |
Order By Clause | There are several ways to sort the result set for a report. This can be done by clicking on column headers, in the main SQL of the report or by placing restriction in the Order By text box of the Report Definition.By default a SQL order by is in ascending order. This can be stated explicitly by added “ascending” or “asc” after the field to order by. To reverse the order add “descending” or “desc” after the field to order by. | |
Description Text Box | The Description Text Box is a free text field where details of the report are placed. When users search for reports, this is one of the fields Publisher matches against. It is also the field used for the hint when users hover over a report name in the Publisher list.
(Note: if a report is under development and not yet vetted it should be prefixed the notation Not Operational Report) |
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Report Creation Buttons |
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The ID Text Box | Once a Publisher Report has been saved in FAMIS an identification number is automatically assigned by the system and displayed in the ID text box |
After entering the desired report definition, Click the “Save” button to publish your report in the Folder you selected. It should now be visible in the left pane of Publisher”