Report Writers

Introduction

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Report writing is the act of creating an entirely new report. This process is completed in two parts: the query and the formatting.

The query is your information request to the data base. This is where you define what columns you want to see and what rows you want to limit yourself to. Once you have defined your query in the Query Panel, the next step is to run your report. InfoView will retrieve the data that you asked for.

Once you have data in your report, you can proceed to the formatting stage. InfoView offers a single table with your report results by default, but you will probably want to change the structure and add more elements. This includes grouping data, adding functions like sums or counts, adding titles or creating completely new report tabs that display the information in a different way.

Before you start this training, you should already understand how to use InfoView as a read-only user. This includes logging in, finding reports, opening and running reports and saving or exporting reports. For more information on these topics, see the Read Reports Training guide.

Report Writing Part 1: Query

Prerequisite: Complete the Read-Only Training

Read or Watch:

Essentials:

More:

For more Writing Guides, see the How do I... section Writing Reports.

Exercises

1. Create a report. Pick your columns and add filters. 

Note: If you are completing this exercise with a large data set, such as AIS-Daily, we strongly recommend limiting your report to a small number of students or other records. If you are complething this exercise with a small data set, such as Facilities or NTS, this suggestion is less important.

2. Select values from a list of values on one of your filters.

3. Add a prompt to your report.

4. Run your report.

Report Writing Part 2: Formatting

Once your report has refreshed, you have a lot of power to format and shape your reports.

Read or Watch:

Essentials:

  • Design Mode: This is a prerequisite for all other guides in this section.
  • Columns: Add, rearrange and delete columns from a table.

Look and Feel:

  • Text Formatting: Change text font, size, color and position.
  • Cell Formatting: Change cell size, borders and backgrounds.
  • Sorts: Change the order of your rows.
  • Headers: Change header names and show them on every page.

Add...:

Exercises

1. Once your new report has returned data, rearrange the columns in your result table. Then, delete a column and add it back.

2. Change the text formatting and cell formatting in a column of your choice.

3. Sort your report based on one of your columns.

4. Make sure headers are showing on every page. Rename them as desired.

5. Add a new report tab and rename it.

6. Create a new table on your new report tab.

Report Writing Part 2.5: More Formatting

These guides will help you add more elements and interact with the data in your report.

Read or Watch:

Add...:

Filter & Group:

  • Breaks: Group data in semi-separate tables.
  • Sections: Group data in completely separate partitions.
  • Normal Filters: Exclude some information from your table.
  • Drill Filters: Exclude some information from your report tab via a quick-choice drop-down menu.
  • Input Controls: Exclude some information from your table, tab or report with a variety of quick-choice options.

Exercises

1.  Add an aggregate row to one of your tables, such as a sum or a count

2. Add a pre-defined cell to the header of your report

3. Add a pie chart or line chart to your report.

4. Add a break to your report. Notice how it effects your aggregate rows.

5. Add a section to your report. Notice how it effects your aggregate rows and your chart.

6. On a different tab with a table that has no breaks or sections, add a filter to your table. Remove the filter.

7. Add a drill filter to your tab, then remove it.

8. Add an Input control to your tab, then remove it.

Next Steps

After you are finished with this guide, you may want to consider completing the following Training:

  • Variables Training
    • This training will teach you how to add and manipulate content by creating your own data objects.
  • Precision Training
    • This training will give you more tools to filter your reports and tables to make sure that you are retrieving the data that you would like.
  • Syle Training
    • This training will teach you methods to make your reports display and export beautifully.