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Ad Hoc Report opens a new application
(not internal to Estudiante) with the main menu on the left.
The menu options are described below:
- "New Report using Ad Hoc Report
Wizard" Create a new report using the wizard. See
instructions below.
- "View and Edit Existing Reports"
This option opens a list of saved reports. Double click
on a report to view. If the report was created
using the wizard it can be edited using the wizard.
See
Editing a report that was created using the Ad Hoc
Report Wizard
- "Using MS Access Report Wizard"
This option provides some instructions for using
the built-in report wizard. This wizard is
intended for the experienced Microsoft Office user.
- "Administration" Allows user to
(re)connect to Estudiante data. Use this option the
first time this program is used, in the infrequent case
where Estudiante has been moved and to include any new
tables added by CharterData. See
Attachment Manager.
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Close Application
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Ad Hoc Report
Wizard Step-by-Step The basic Wizard consists of 5
easy-to-follow steps. The Wizard begins by asking the user to choose a
record source. This will be
queries that are defined to present you with all data
relating to specific type of student data e.g. student
demographics, memberships, attendance or schedules. . You may also choose whether to create a normal report or mailing
labels. |
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The next step is where one will choose
what fields they wish the report to contain. After choosing a field, the
Wizard will automatically guess the column width based on sampling a certain
number of records from the given field in the recordset. The user may
also drag and drop the column widths to a desired width or double-click for an
automatic column resize. Up to 14 columns of data may be displayed.
Blank columns are also allowed. |
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If numerical fields are chosen, the
Wizard will present options to sum and average the values for the report (and
group levels if specified). Column header values may also be specified
and the Wizard will automatically adjust the header height if headers require
two rows to fit. One may also choose different formats such as font types and
column colors. |
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Up to four group levels may be designated
to allow the user to pull together rows of common values. Counting
records for each group, page breaks between groups and repeating header
information for each group are also options. An
example of grouping would be rosters based on grouping by
course. Group text may also be
formatted and will automatically be resized if the user so chooses. |
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Filtering and sorting records can be done
in an unlimited number of ways. A Quick Filtering option will allow the
user to avoid storing filter information with the report and be prompted each
time the report is opened. An
example of Quick Filtering might be reporting absences
between two dates where the user enters the start and end
date each time the report is run.Even filter information that no longer exists
in the database can be recalled when the user edits a report that was created
when the data existed so that the Wizard will look exactly as it were when the
report was created. |
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The final step allows the user to
override the default page orientation - which is automatically guessed based on
how wide the columns and fonts are currently. The user may also choose
how to display and format the rows. For example, rows may be alternating
shaded, boxed or lined. |
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If the user has chosen to create mailing
labels, the Wizard will instead take them to the mail label step whereby the
user selects what fields to display on the label. |
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The administration menu is where the
developer (or end user) can specify what record sources the Wizard will allow
(tables and queries) and may also give them alias names (such as
"qry_Order_Query" to "Orders"). Other constants may also be set such as
the report footer information (date, registration info, sub-title, custom menu
bar and toolbar, logo path, etc.)
Initially the administration menu will be available only to
the Developer. |
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Editing a report that was created using the Ad Hoc Report
Wizard |
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Attachment Manager
This step is used to synchronize
tables/data between Estudiante and Ad Hoc Report. This
is required only when the tables in Estudiante have been
changed by Charter Data or if you have move the location of
the Estudiante application. |