MiS Advanced User Manual
Contents
1. 01 09 31 12 09 Next Months Departures 01 04 10 30 04 10 Tiesto ER Next Weeks Departures 08 03 10 14 03 10 From FF This Months Departures 01 03 10 31 03 10 i This Months Payments 01 03 10 31 03 10 To C This Months Transactions 01 03 10 31 03 10 Select Date Range Save Date Range Departure Date Payment Date Transaction Date Clear All Cancel Confirm Date is relative to lt Curent Year gt E HEEEE0E000G4 E Choose week date range After selection the group header will update to reflect your choices 8 2 Dynamic Custom Date Ranges MIS allows you to define then save your own date ranges this soeeds up the process of running reports and reduces errors that may be caused by mistyping the date especially if the same range is used over many different reports First of all navigate to the Dynamic Range builder here or right click in the list of dynamic ranges when selecting a date range inside a report MS Main Menu 5 5 Master Files Quit Dynamic Date Ranges Ll ecou Collect Exports Rail City Groups Criteria Management Report Security Manager My Reports Right click for Transaction Groups Renornt Name The following Screen will appear Name Must be unique Range Type No Ranges Found Departure Date From Date 0 Today Minus 0 Months amp 0 Weeks amp 0 Days To Date 0 Today Minus x 0 Months amp 02. amp 0 Days Test Dynamic Range To test a dynamic range select it in the list to the left then July 2010 p i i M WTESss choose a custom now date using the calander the Se ere dynamic to and from values will change to reflect the dates 262530 123 4 which would be returned if the report was run on this day 5 6 fF 8 91011 12 13 14 15 16 17 18 er 19 20 24 27 73 24 25 lf the date was 15 07 2010 and Last Month 25th to 25th was 2827 28700081 4 chosen then 7 9 4 CAT BB From Date would be 25 06 2010 Fall na i z a i E Today 3 To Date would be 25 07 2010 After you save the range for the first time the Test Area below will update this lets you see what your results would be if you ran the report today as you can see from the above I ve managed to achieve the 25th to the 25th 2nd example If you need to access the next 90 days worth of departures this could be done by basing the From date on Today and setting the To date to Today also plus 90 days Hew Edit Dynamic Range Name Must be unique Range Type Next 90 Days Departures iL Departure Date l From Date 0 Today Minus 0 Months amp o Weeks amp 0 Days To Date 0 Today Plus l q Months amp 0 Weeks amp 90 Days Test Dynamic Range To test a dynamic range select it in the list to the left then July 2010 y gt choose a custom now date using the calander the TR E dynamic to and from v
3. MiS Advanced User Manual Flexible Scheduler Date Ranges Introduction This document is intended for MiS users who are generally comfortable logging in to MiS and running reports within it This section focuses on using the Flexible Scheduler function in MiS Prerequisites e An Mis user login e Knowledge of running report in MiS 8 Flexible Scheduler Date Ranges In MIS date ranges it is possible to request a report Every X Days Weeks or Months Access to this feature is available to everyone using the front end client when saving your criteria cal Scheduling Export Only Run this report every Once then delete Every Month First day of every Month Last day of every Month Once Once then delete Every A Days Every X Weeks Every Months oe Scheduling Export Only Run this report every _ starting from Every X Months 01 07 10 at around 0001 Eaj then E mail the export to Your new criteria will look like this in the main menu Properties Used for Data Count Report rpt Date Saved 10 03 10 10 55 51 Filename OnceTest Schedule lf applicable Last Exported 30 06 10 00 01 Export as AdobeAcrobatPDF Next Due 01 07 2010 01 00 Will Export Every 3 Months Pref Export with Date and Time False 8 1 Comparative Date Ranges The MIS contains some reports which ask for comparative date ranges To use this functionality
4. Weeks amp 0 Days 4 July 2010 gt To test a dynamic range select it in the list to the left then M WTESS choose a custom now date using the calander the en dynamic to and from values will change to reflect the dates 28 29 30 123 4 which would be returned if the report was run on this day 567891011 12 13 14 15 16 17 18 l 19 20 21 22 23 24 25 lf the date was SelectedDate and DynamicRange was 26 27 28 293031 1 chosen then 2 3 BATA From Date would be FromDate amp To Date would be ToDate a MM lt Awaiting Input gt This screen can be used to setup dynamic ranges based on the date it is today or when your reports are scheduled to run this takes a little thought to properly create some powerful and specific date ranges so here are a couple of examples You need to create a range for last month s invoices but the catch is that the period starts and ends on the 25th of each month here is how to go about it Referring to the screen shot below need to go back 1 month then add 24 days to jump from the 1st of the month to the 25th then base my To Date on my From Date result and simply add a month to that value New Edit Dynamic Range Name Must be unique Range Type Last Month 25th to 25th Invoice Date From Date 1 Months ago Start Pus 0 Months amp jo Weeks amp 24 Days To Date 0 From Date Result l Flus l 1 Months amp 0 Weeks
5. alues will change to reflect the dates 2a 29 30 123 4 which would be returned if the report was run on this day 5 6 7 amp 91011 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 268 293031 1 7 3 4 ee Fe From Date would be 15 07 2010 If the date was 15 07 2010 and Next 90 Days Departures was chosen then amp To Date would be 13 10 2010 You can also test what values would appear if the report was run by you or the scheduler on another future date by clicking on the calendar Once you re happy with your date ranges exit the screen and begin using them in your reports Deleting Ranges Note that deleting ranges is permitted but care is advised when doing so These ranges are dynamic and each time your reports which use them run they refer to this data in order to determine the range of data to include if you remove a range please ensure it isn t in any of your important reports because it will cause the date range to become static You are asked for confirmation before deleting ranges right click on a range on the left
6. you may use either the standard date chooser or the week chooser By default the comparison range will be This time last year but you may use the week chooser shown below or right click on a date group box to decide a different range Select Dates Only one date range can be chosen Departure Date From Compare against This time last year Cle Compare against This time 2 years ago 30 F T To 2802n0 Compare against This time 3 years ago 28 02 10 28 02 10 28 02 10 Compare against This time 5 years ago 29 02 10 ast Weeks Transactions 28 02 10 Last Years Payments 01 01 09 31 12 09 Next Months Departures 01 04 10 30 04 10 Next Weeks Departures 08 03 10 14 03 10 This Months Departures 01 03 10 31 03 10 This Months Payments 01 03 10 31 03 10 This Months Transactions 01 03 10 31 03 10 Select Date Range Save Date Range Departure Date Payment Date Transaction Date Clear All Cancel Confirm Compare against This time 4 years ago GEEG000 00008 E Choose week date range Select Dates Only one date range can be chosen Reportere Die vS 2 Yous A lt Right Click the grid for more options gt From To Zanza m Clear Last Months Departure 01 02 10 26 02 10 a a Last Months Payments 01 02 10 28 02 10 Last Months Transactions 01 02 10 28 02 10 Last Weeks Departures 22 02 10 28 02 10 Last Weeks Payments 22 02 10 28 02 10 Last Weeks Transactions 22 02 10 28 02 10 Last Years Payments 01
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