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Panel

Table of Contents

Report Manager Grid

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  1. Report Options - These report options define the general format settings and the title on the report. These will be standard for all template reports
    1. Format - Defines the output type of the Report generated
      1. PDF
      2. Comma Separated Values (CSV)
      3. Tab Separated Values
      4. Excel- Includes fonts and formatting
      5. View(html) - View report in a web page
      6. HTML-Table - Most commonly used with Report link option. Will display data in a simple table on a web page
      7. HTML-Fieldnames - Can also be used with Report link option. Will display data in a simple table on a web page and Data - Standard Excel spreadsheet of information. Summary Report and Control break options will not be included in this format type
      8. Excel-Fieldnames - Standard Excel spreadsheet of information where the headers include field names that can be used for importing data back into Redesign.
      9. Plain Text
      10. Jasper Report Design
      11. Excel-Data - Standard Excel spreadsheet of informationSummary Report and Control break options will not be included in this format type
      12. Excel - Includes fonts and formatting
      13. Comma Separated Values (CSV) - Data format. Summary Report and Control break options will not be included in this format type
      14. ExcelComma Separated Values-Fieldnames -  Standard Excel spreadsheet of information where Same as the CSV format but the headers will include field names that can be used for importing data back into Redesign. Summary  Summary Report and Control break options will not be included in this format type
      15. Plain Text
      16. Tab Separated Values
      17. HTML-Table - Most commonly used with Report link option. Will display data in a simple table on a web page
      18. HTML-Fieldnames - Can also be used with Report link option. Will display data in a simple table on a web page and where the headers include field names that can be used for importing data back into Redesign.
      19. View(html) - View report in a web page
      20. Jasper Report Design
    2. Page Size - When generating options for print, like PDF, this will determine the size of the page used in the output file. Options include standard Page sizes like Letter or Legal.
    3. Orientation - Select page orientation as Portrait or Landscape for the report.
    4. Name - The entered text will will appear as the Title at the top of each page of the report.
    5. Summary Report will generate a summary version of the current report. The summary will include any property designated as a Control Break or a Control Header and the related total and subtotal amounts.
    6. Show Report Options includes a printout of the report options selected for the report run. This option applies for PDF format only. 
  2. Query Options - The Query Options determine how to filter the information that will be included on the report. The Query Parameters vary by report and can be customized by modifying the Report Template. 
  3. Sort Options - The Sort Options will determine how the information in the report is sorted, subtotaled, and if there will be page breaks. 
    1. Sortable Properties - Any Properties that are included in the report definition would be available to use as a Sortable Property (see the Select Properties section of the Custom Report Creator page for information). These include fields that would appear as the report columns along with any additional properties that are suppressed. In order to choose properties to sort on, users can click and drag the property to the 'Select Properties' box on the Sort Options. To move multiple Sortable Properties at once, click the check box in front of each property then click and drag the properties together. When dragging and dropping properties into the list of Selected Properties, the property being added can be placed anywhere within the list. Once properties are added to the Selected Properties they cannot be reordered. Instead, remove the property then re-add. When re-adding the property, place it in the desired order within the list.
    2. Selected Properties - The properties showing in this section will determine the order in which the report will be sorted. The property listed highest in the list will determine the first sort priority. By default, the report will show the Selected properties based on the Sort Priority order defined on the report definition. 
      1. Ascending - When checked the sort on this property will display in Ascending order - from smallest to largest for numerical fields and A to Z for alphabetical fields. If the box is unchecked, the sort on this property will be displayed in Descending order - from largest to smallest for numerical fields and Z to A for alphabetical fields. 
      2. Control Break - When checked for a property, the property will be bolded and included as a report sub header each time that property changes. This will also add subtotals each time the property changes for any numerical fields that are configured with the Sum Function.

      3. Page Break- When checked for a property, the report will advance to a new page each time the property changes.


        Note

        The following reports include Forecast Line # as an optional Sortable Property. Since this field is suppressed on the standard template report, the Control Break option should be used so that the line numbers appear as headers.

        • SSDT Budget Summary
        • SSDT Revenue Summary
        • SSDT Budget Account Activity
        • SSDT Revenue Account Activity
        • SSDT Financial Detail
        • SSDT Purchase Order Detail


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Info

Step-by-Step Instructions on how to create a custom report from a template report can be found in the Appendix.

Edit Report Name, Description and Tags

Click on any report you created in order to rename it, edit the description of the report or the edit the tag names associated with the report.  

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  1. Click   to open the Generate Report window for the Cash Summary Report

  2. Enter the desired parameters.  For our example, enter 006-0000 in the 'FUND-SCC' parameter.
  3. Click on the job scheduler icon  which will open the Schedule Report window



    1. Job Name: Defaults to what is displayed in the 'Name' parameter.  You can overwrite the default job name.

      Tip
      The Job Name must be unique for each scheduled cron job.  For example, if I'm creating several Cash Summary reports, each one based on a different FUND-SCC, the Job Name cannot be the same for each Cash Summary report.  If I create separate Cash Summary reports for the Cafeteria Manager and Band Director, the Job Name for the Cafeteria Manager may be 'Cash Summary Report - Cafeteria' and the Job Name for the Band Directory may be 'Cash Summary Report - Band'.


    2. Cron Expression: is a command set up to run periodically at fixed times, dates, or intervals.  Cron Expressions can be set up by using a free online cron expression generator (see links below).  Here is an example of a Cron expression to be run every Monday at 7:00 AM
      1. https://www.freeformatter.com/cron-expression-generator-quartz.html
      2. http://www.cronmaker.com/

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    3. Send Output to: enter the email of the intended recipient; you can enter multiple email addresses by separating each with a comma.
  4. A pop-up message will briefly appear stating the job has been created.   Cancel or 'x' out of the 'Generate Report' window.

  5. The job is stored under UTILITIES/Job Scheduler.  It will be displayed here until the job completes (if there is an end time specified in the cron expression) or if the job is deleted using  Image Modified.

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    Note

    In order to use the Cron job you must have the Email Notification Services Module installed System/Modules. Once it is installed the Email Configuration must be completed, System/Configuration. If you are unsure of what to enter in the configuration please consult your IT dept.


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Public USAS Reports Library

The Public USAS Reports Library contains USAS template reports created and shared by other users which can be downloaded and used in your local application. A link to the Public USAS Reports Library can be found under the Help menu in USAS-R.

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The Public Shared USAS-R Reports Library contains downloadable rpd-json file definitions, a PDF example of each report, and a description of each report.

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