Chapter 5 – Manager Main Menu

Report Function

Using the Manger Report Functions

Clicking on the Reports button on the Main Menu will bring up a pop-up menu of sub-functions for the Report function.
These functions all activate the Manager Report Generator and allow the user to create an on-line HTML report or a printed report for the database tables listed below.

Only the Report Generator and the Questionnaire function are discussed in this section. The selection of one of the other report functions simply brings up the same Report Generator that will create a report for the chosen function. The result is just a different report. To view reports created by the other report functions, click on one in the above list. They are repeated in the Additional Reports section at the end of this one.

To open the Report Generator and create a report for one of the database tables,

 

Report Generator

The Questionnaire Report Generator screen shows the standard format of the window. The title of the screen will change according to which button is pressed under the Report tab.

The Crystal Reports tab is a future option and still under development. To begin the report process,

Several choices may be made from this window.

The Output File box displays the path (specified in Preferences) of the output directory where an *.HTML copy (defaults: AltLang.HTML, ContCode.HTML, PickList.HTML, Question.HTML, and Rosters.HTML) is placed when the Create Report button is pressed. The file name may be changed in this box. If the file name is not changed, multiple reports will overwrite the file with the last report created. Reports are NOT appended to the file.

Open Browser causes the report to be immediately displayed in the browser when the Create Report button is pressed.

 

Questionnaire Button

If the questionnaire button is pressed the above Questionnaire Report Generator window appears. If the Selection Type is specified as Selected Records, a list of question names appears.

To select the Question Names for print, highlight the desired names.

To select a contiguous block,

  • Click on the first name, and hold down
  • <Shift>+Click on the record at the end of the block.

  • To select non-contiguous names, hold down

  • <Ctrl>+Click on each individual record.

  • When the desired records are selected, press Create Report. A portion of the report strategy displayed in the Questionnaire Report Generator window is shown in the figure below. 

    A block of records was selected for print. Only the Pick List Values option was selected, no Documentation accompanies the report.

    The next figure illustrates a report with Pick List Values and Documentation.

    This report displays one selected question, DEMPRE-Q16, for which both Options, Pick List Values and Documentation were selected.

     

    Additional Reports

    All function under the Report button use the same standard initial screen. The choice of the function dictates what type of report will be displayed and/or printed. The initial screens for the other buttons will not be displayed here. For sample reports, click on the link below.

     

    Next Step

    Discussion of DataXfer (Data Transfer) tab.