Custom Report Creator
The Custom Report Creator option allows for dynamic reporting of all data objects in USPS-R. It allows the user to filter the data using advanced search criteria, determine which columns to include on the report and the order of the columns, and do control breaks with totals. The user can output to a variety of formats including text, pdf, excel, and csv format, along with other lesser known formats, and select page size and orientation. The report definitions can be saved under a given name under 'Save Report'. Once a report definition is saved it will appear on the Report Manager grid as well as in the 'Restore' drop-down in the 'Custom Report Creator' menu option. If the report definition is selected from the restore drop-down or viewed in the Report Manager all report criteria will be restored as defaults and can then be overridden as needed before generating the report. The user may wish to view a listing of saved reports which can be done by clicking on the . This will then take them into the Report Manager.
'Select Object' or choose a saved report from the 'Restore' drop down. A file can be imported by using the 'Import Report' option:
The 'Report Manager' option gives you a listing of all report definitions saved from the detail report view:
SSDT Reports Definitions
SSDT has provided several template reports (listed above). All SSDT created reports are displayed with the username 'SSDT'. You won't be able to change the report name, delete or have the ability to share the reports with users with a specific role because these reports are available to everyone The list of SSDT created reports will continue growing as we add more template report definitions.
Generate New Custom Report
From the Report menu select 'Custom Report Creator'
Select Object
Available Objects are listed in the Select Object Drop-down
Select Properties
Report-able properties are available for nearly all possible related data types. The properties within those related data types are represented in an expandable tree format. Properties are selected by either double clicking on the properties on the left or drag and drop them into the box on the right. Once the user has selected the desired properties, they can order them in the box on the right as they wish the columns to appear on the report by drag and drop. Properties may be removed by clicking on the beside the property. Within the properties selected, the user will need to determine how to sort the report. Sorting is accomplished by choosing a number under the Sort Priority column. In order to control break or page break by a property it must first be assigned a sort priority.
Customize Properties
Operation is a process or validation to determine a particular presence or quantity:
Users have the ability to Save their current query and Load any previously saved queries from the advanced search . Any saved queries for that object will appear in a drop-down, the query will be applied immediately upon selecting that option from the drop-down.
Generate Report
Restore Custom Report
Previously Saved Reports may be restored to be generated again or to make changes and generate a new report.
From the Report menu select 'Custom Report Creator'
Select the desired Report Name from the Restore drop-down
Report definitions will be applied immediately upon selecting the report name from the drop-down
Make any desired changes and create the report by clicking the tabs to select and customize properties, configure filters and generate the report.
Import Report
Users can download their own previously saved report definitions via the Saved Reports and share them with others. For example a saved report may be downloaded by a user and then emailed to another. In order to generate a report definition that has been shared by a different user it has to be imported into the custom report option.
From the Report menu select 'Report Manager'
Click on
Browse to find the desired report and once it has either been double clicked or selected and open clicked in the browser pop-up window the report definition is applied immediately.
Make any desired changes and create the report by clicking the tabs to select and customize properties, configure filters and generate the report.
Save Custom Report
Users can save report definitions. Previously saved reports are managed in the Report Manager
From the Report menu select 'Custom Report Creator'
Make desired report selections
Enter in a Report Name in the box beside the Save Report button
Click on
View Saved Reports
Users may view saved reports via the Report Manager.
From the Report menu select 'Report Manager'. This will take a user to the Report Manager grid.
Tags for a Report
Tags can be created by the user. Tags are user-defined words that mean something to the user to help categorize report definitions. For example, a tag could be 'YEAREND' or 'MONTHLY' reports. Then they can use these tags for several other reports , enabling them to search for them easily.