1 / 16

MPTS2010

MPTS2010. Introduction to Reports. Reports Basics - FlowIDs. Report Descriptive Name & FlowID is the same for 2010 as in 2000. Multiple Reports run based on parameter selection. Reports Basics - Naming.

otto
Download Presentation

MPTS2010

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. MPTS2010 Introduction to Reports

  2. Reports Basics - FlowIDs • Report Descriptive Name & FlowID is the same for 2010 as in 2000 • Multiple Reports run based on parameter selection

  3. Reports Basics - Naming • Report file names for the 2010 system – same name as 2000 report with a leading lowercase ‘w’ 2000 Report Name 2010 Report Name AsrEdit.rpt wAsrEdit.rpt DirChargeDetail.rpt wDirChargeDetail.rpt FeesByAsmt.rpt wFeesByAsmt.rpt • County Specific reports have the County number leading the file name. C58wTBUA.rpt – Yuba’s Unsecured Annual Tax Bill • All migrated 2010 reports are in the “Reports2010” menu

  4. Reports Basics - Layout • Report Information - Upper Left • FlowID • Report File Name • Version • Report Title – Centered • County ID • Report Heading Name • Selection Criteria

  5. Reports Basics – Layout (cont) • Page Information - Upper Right • Current Date • Current Time • Current Page Number • Total Page Count • Report Footer – Bottom Left • User ID Requesting the report

  6. Report Generation • Generic wrapper • All Reports requiring no parameters are run from MSW0520 – cannot have two open • Parameter Selection • Reports requiring parameters will display the parameters on the report wrapper • Run Request • All reports utilize the “Run Request” feature to generate the report once parameters are selected

  7. Report Generation (cont) • Reports that Update • Updating is now done from within the report • Report must be run to access the “update” feature • Example: Roll Correction Worksheets

  8. Reports Exporting • Reports may be exported into the following formats: • Crystal Reports (*.rpt) • Adobe Acrobat (*.pdf) • Microsoft Excel (*.xls) • Microsoft Excel (data only) (*.xls) • Microsoft Word (*.doc) • Microsoft Word – Editable (*.rtf) • Rich Text Format (*.rtf)

  9. Reports Archival • Built in archival feature on many reports • Selecting this option will automatically archive the report • Report is archived to the server with the naming structure including: • FlowID • Report File Name • Current Date • User Name • TAX70-1525-020_FeesByAsmt_12-15-2010_testtax.pdf • Archived to the departmental share under “ReportArchives” sub-folder – Non destructive

  10. Reports Archival (cont) • Some reports require additional export features

  11. Reports Navigation • Page Selection • Scrolling • Specific Page Selection

  12. Reports Navigation (cont) • Search • Click the Binoculars • Enter the search parameters • The specified information will be highlighted • Zoom • Standard zoom functions

  13. Reports Navigation (cont) • Detail Searches and Drill-Down

  14. Reports Navigation (cont) • Opening a Sub List Report – Step 1

  15. Reports Navigation (cont) • Sub List Report - Result

  16. Questions

More Related