M agical R eporting

1. MagicalReporting An ACEware Presentation

2. Today’s Topics • Dashboard, PayGrabber & Find Them • Reports About Reports • Deactivating Reports • Recycling Reports & Queries • Query Tips • Report Aesthetics • Layout Tools • Zip Code Radius Mapping • Handy Little Tools & Tips

3. Dashboard, Paygrabber & Find

4. F9 DASHBOARD

5. F7 PAY GRABBER

6. F5 NAME FINDER

7. Reports about Reports

8. From Deadbeat (Alt + D) Your report “inventory” (print a copy and make notes on it) Report Title: NEW – All Reports with Memo

9. Alt + DReports By Frequency Reports on Reports

10. Deactivating Reports

11. Select a reporting area Remove check mark

12. Recycling Reportsor Queries

13. Recycle Report You stay here.. Can run new/different Query (with any Report) Similar… BUT.. Do different things….   Recycle Report or Query – Recycle Query Use SAME query (same data) but cycle through ALL user reports (in this area) (Great for Exploring)

14. Query Tips

15. Query Tip! Query details Click on query and do NOT move your mouse. A message appears in the upper right corner showing REAL query contents

16. Have A Long List Of Queries? This one is tough to forget! Right click to display query filter options.

17. Use the ellipse to display all possible entries and select your preference

18. Adding Query Fields If the table is available in the reporting area, you’ll find the missing field listed here.

19. Report Aesthetics

20. Non-printing Report Notes

21. Report Controls

22. Layout Tool(bar) EVEN! Makes the uneven . . .

23. Graphics significantly improve retention, accuracy & recognition It’s why they are used so heavily by news broadcasts!

24. Graphics(Any Image – It’s Your Choice!) Place a copy of the image in your Student Manager folder, then click the Picture Tool on the Reports Controls toolbar Picture Tool TIP: Create a subfolder in the Manager folder named “Images” Click in the report where you want to place the graphic and draw a box. Releasing the mouse opens the Report Picture window

25. Ellipsis button Clicking the Ellipsis button [...]  opens the window for you to find and select your graphic file. Select the graphic and click OK Set picture options as needed

26. Clip Picture – If the picture is bigger than the frame you created, only a section of the original picture will display Scale picture, retain shape - Displays the whole picture, filling as much of the frame as possible while retaining the proportions of the picture   Scale picture, fill the frame - Display the whole picture, filling the frame completely.  If necessary, the picture might become distorted

27. Creating a Default Report

28. You MUST be a level 6 in Reports (to see this..) As you save a report you’ll see the “Save as Default” option

29. Here’s a hint . . . When the programmer says “Pay Attention” in all caps . . . PAY ATTENTION!!!!

30. Zip Radius & Mapping

31. Three simple steps!

32. Choose a report that includes zip codes HINT: The mailing labels area is a great place to start!

33. Mapping Begin by adding justafter(‘do mapping’) to a report Any Report that has a Name Address in it will work…. You must have: SM72.EXE (Ver 7.2.A.09) And these two files (loaded into your Manager Folder) json.fll virtualearth.htm ( Available from SM Resources/ Tools: Mapping.zip )

34. After you close the SM Report Preview, a browser will launch (in Chrome) and you’ll see a Map And then . . . This is important! Click “Go” to create the map

35. Your screen will move around as the push pins are added to the map And then . . .

36. Click on pushpin to view name/address ie: Lauri Thompson 111 Main St, 30127 You can zoom in/out to change your Map View

37. Handy Little Tools & Tips

38. NEW REPORT Viewer(requires Download)

39. NEW REPORT Viewer(requires Download)

40. Don’t Miss Print Options! • View one, two or multiple pages of your report

41. Don’t Miss Print Options! • View one, two or multiple pages of your report 2) Bring up the Windows print dialog box

42. Don’t Miss Print Options! • View one, two or multiple pages of your report 2) Bring up the Windows print dialog box 3) Get the heck outta here!

43. (Re)Discover theReport Functions

44. Just remember . . . Formatting Functions A JUSTDOIT runs before the report runs Which means that if you add (or alter) a JUSTDOIT to a report . . . you must close, save and re-run the report before you’ll see any results Place your JUSTDOIT in the header While a JUSTDOIT can be place anywhere in a report, (it is a non-printing element) we suggest the header band Provides ways to display information on a report in a more legible style

45. WHAZZIS Displays the query value used to generate this report

46. Getdata function (add notes on-the-fly toa report) JUSTDOIT • And finally we get to the magical portion! • What will a JUSTDOIT do? • Pull information from a table not normally in the reporting area being used • Re-sort the data • Run specialized report functions

47. Two way to export Lets you select files to export Generates a flat data file (no formatting) Creates an actual image of the report with formatting and a new page for each page on the report

48. A few JUSTDOIT examples Change the Sort Order of Report with "Order By" Statement justdoit(‘select *,0 as marker from (cursor5) order by nmname3,nmname1 into cursor(cursor5)’) Eliminating Duplicate records with the "Group By" Statement JUSTDOIT(‘select *,0 as marker from (cursor5) group by nmid,nmname3 into cursor(cursor5)’) Filter the report with "Where" Statement JUSTDOIT(‘select *,0 as marker from (cursor5) where due-paid>0.00 into cursor(cursor5)’) Add a field to the Cursor and then Sort by it JUSTDOIT(‘select *,addcrse(cocrse,"cobegdate") as date, 0 as marker from (cursor5) order by date into cursor(cursor5)’)

49. There are approximately 20 hours of Report training available on our webinar archive page?

50. Don’t forget the wizard…