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LACES LiteracyPro Reporting User Manual

1. 42 CHAPTER 5 CROSSTABS CROSSTABS Cross tabulation style reports give users the ability to display joint distributions of data from three separate columns The results of the cross tabulation are displayed in table format Every crosstab table consists of three columns e Header Column Crosstab e Label Column e Value Column The crosstab header column values populate the first row of the table Each new value encountered in the crosstab column produces a new column in the crosstab table Values from the label column populate the first column of the crosstab table The remainder of the crosstab table is populated by aggregations of data from the specified value column The aggregate values are a sum count standard deviation or average of the fields in the data column Users can also include crosstab summary data by adding an optional summary row or summary column Building a crosstab table is a 2 step process e Crosstab Configuration select and configure the table s columns e Crosstab Settings configure table settings such as interactive paging NOTE The Crosstab Settings step is optional Crosstab icon opecify the header column for the crosstab table by choosing a data column from the drop down menu provided Values from the header column populate the first row of the cross tab table and a new column is created for each unique value found 43 Specify the label column by choosing a data colu
2. Click to eliminate a specific column from ordering 5 Click Add a Column to assign order for additional columns Header Information Data Ordering Parameters Column Configuration Grouping Table Settings Crosstab Configuration Crosstab Settings Data Ordering Parameters Column Configuration Add a Column Grouping Table Settings Enter a number between 1 and 10000 to limit number of rows or leave the field blank to follow the application s default limit E9 Crosstab A Xx Crosstab Configuration Return first rows Crosstab Settings Exports x Get help ordering data Export Options Previous Step Next Step Setting Parameters Information can be filtered from the report by setting parameters This will exclude certain records from the report based on the parameters that have been set 1 Click Parameters 2 Click Add a Parameter The Parameter Details window appears with several options available NOTE If no parameters are set in a report the report will display data from the entire database 14 Add Parameter details window Header x Header Information Data Ordering RE TS Column Configuration Grouping Table Settings Crosstab Configuration Crosstab Settings Data Ordering Parameters Table vx Column Configuration Grouping Table Settings Parameter Details 3 Crosstab A x FE em And e Crosstab Configuration And
3. DanorHeader DanarID Calculated Columns Donation Forecast Save Calumn Cancel Get help with the Statistical Columns panel 24 Rank The Rank column classifies data from an existing column in the report Data is ranked from the lowest value to the highest value When one or more data rows have equal values the rank value is the same for each row Reverse The Reverse Rank column classifies data from the highest value to the lowest value a larger value receives a higher rank Percentile The Percentile column classifies data based on a percentage of the value distribution Running Total The Running Total column maintains a current total of values provided in the specified column Difference from Previous The Difference from Previous column displays the difference from the current value and the previous value of a specified column Editing a Statistical Column In the Reports list place a v in the box in front of the report name Click the Modify Report icon Click Data Click the in front of Statistical Columns St ze Ze IM a The new column name appears as a link Click the link to edit the statistic Header x Header Information EE Ordering gt Parameters gt Column Configuration gt Grouping Table Settings Data E vw statistical Columnes Add Calculation F Exclude duplicate rows Ordering Total DonatedRngTotal Parameters E v calculated Columns ri Table x Donation Forecast Column C
4. DonorHeader vl DonorPledges amp Donors _ DonorStatusHistory personAddresses F PersonDemographic Get help picking data Next Step 525 105 105 52 420 582 105 367 0 78 1 050 105 59 105 26 HU O0 HU all Hu iP HU all Hu TE Ht Ht n HU Add Calculation Add Statistics F Exclude duplicate rows 23 Statistical Columns Statistical Columns give users the ability to create new columns for the report based on a particular Statistic from data in other columns Statistical columns are published with the main columns of the report at runtime The following statistical column types are supported with LiteracyPro Reporting e Hank e Reverse Rank e Percentile e Running Total e Difference from Previous To create a statistical column 1 Click Data then Add Statistics 2 Choose one of the five functions from the Function Type drop down menu 3 Keep the default name for the statistical column or type a new name in the field provided 4 Select the column from the data source to use as the data column the function selected is applied to the values contained within this column 5 Click Save Column to add the statistical column to your report Statistical Column Details en Running Total we Type Total DonatedRngTotal Marne Select a Column DonorPledges Value DanarPledaes DonarID DonorHeader Total Donated DonorHeader Amount af Last Gift
5. Last Name AgencylD First Name Address 1 Address 2 City State Zip Phone at Address ClassSectionlD ClassPersonHoursAttended Date AgencylD Last Name First Name Middle Name Type Hours Present Hours Absent Late Date ClassSectionlD ClassPersonRegistration Last Name AgencylD First Name Final Grade Grade Points QualityPoints Earned Credit Possible Credit Class Start Date Class End Date Enroll Status Hrs Earned Student Start Date Student End Date ClassSectionlD ClassSectionComment Date AgencylD Type Comment ClassSectionID ClassSectionKeylnfo Status AgencyID Maximum Students Term Course Number Title Department Class Start Date Class End Date Program Level Keyword Bldg Room Days Time ClassSectionlD ClassSections Term AgencylD Course Number Title Dept Class Start Date Class End Date Program Level Keyword Bldg Room Days Times Status Enrolled Maximum Waiting Complete Last Date Hours Added Weeks of Class Hours per Week Hours per Term Organization Location of Instruction Location Type Minimum Students Variable Credit Credits Maximum Credits Instructional Area Class Meets Requirement Language of Instruction Cost TotalPay Current Hours Offered Total Hours Offered Class Section ID Agency Name ClassStaffAssignment Assigned AgencylD Start End Status Last Name First Name Primary Title Teaching Assignment Scope of Assignment Date ClassSectionID ClassSt
6. Creating a Chart 1 Click the appropriate chart icon Add a title for the chart 2 3 From the drop down list of available columns select the column that the data will be based on 4 Save report 45 Pie Chart Settings Header x Header Information Data gt Ordering Parameters Column Configuration Grouping Table Settings gt Chart Settings Bl amp ection Data Title My Pie Chart Ordering Label Column Parameters Column Table vx Caption Column Configuration Data Column Grouping Table Settings column Pie Chart X Caption Chart Settings Rog eg Legend Include Legend Style Size ap CI Color Sequence Red Green Blue Yellow Magenta DeepSkyBlue Orange Silver Bluevialet Relevance Use Relevance Values Top H rows Percentage Show Data Values Get help creating charts Previous Step Bar Chart Settings Header x Header Information Data Ordering Parameters Column Configuration Grouping Table Settings Chart Settings Chart Settings Data Title My Bar Chart Ordering Label Column x axis Parameters Column Zt Table ZS Captian Column Configuration Grouping Data Column y axis Table Settings Column Pie Chart a FX Caption Chart Settings aay gate W Bar Chart X E Crosstab Column Chart Settings Use Crosstab Filter Legend Include Legend Style Size Color Relevance Use Relevance Values Top
7. Data gt Ordering IEEE Column Configuration Grouping Table Settings Data Ordering Parameters Table x Column Configuration Grouping Table Settings p arameter Details olumn VolunteerKeyInfo Intake Date perator Between efault values Specific Value Specific Value Ask in Report Caption Control Type Date v Display this Next to the previous parameter parameter In 3 new line Please use the Enter key to separate items in a data entry list Get help with setting parameters Previous Step Next Step 7 Save the report and run 68 8 Enter Intake Dates and click Run You must enter as mm dd yyyy Intake Date between and 2 Run Run and Hide Parameters 9 Enter different Intake Dates and click Run and Hide Parameters 69 Tutorial 4 Student Attendance Report by Specific Dates with Hours Totaled Grouped Flat Table 10 30 2006 10 27 2006 10 24 2006 10 25 2006 o Student Hours 29 Mary 10 25 2006 10 26 2006 10 30 2006 10 27 2006 Student Hours 30 11 30 2003 11 30 2003 o Student Hours 9 1 Click Add a New Report 2 Select the data objects Students PersonClassHoursAttended 70 3 Click Column Configuration Select the following columns and click OK Assigned Columns Students Last Mame Students First Mame PersonClassHoursAttended Date PersonClassHoursAttended Class PersonClas
8. For example in a student report Programs could be the grouping column and all other columns appear in a sub report Users can show or hide sub reports for each group of records by clicking the hyperlink provided in the Details column To Create a Drilled Down Report 1 Click Grouping 2 Select Group Drilled Down 3 Click Add Grouping Layer 4 Select an available column and click the button to move the column into the Grouped Column list 5 Click Save Layer Drilled Down Report Grouped by Program Details are Hyperlinks Program Details Adult Ed 20 Rows Corrections 4 Rows Family Literacy 1 Rows Unassigned 1 Rows Workplace 2 Rows Users can customize the behavior of the Details column when using drill down style grouping The following options are available e Show Detail Column Drill down Enabled e Show Detail Column Drill down Disabled e Hide Detail Column 38 Aggregate Columns Users can create group aggregate columns for Flat Table or Drill Down style reports Users must first select one of the columns included in the report and the aggregate function to perform on that column Since group aggregates are designed to summarize data from other columns any column used for an aggregation is excluded from the sub report Users must specify to include those columns in the main report Group aggregates for flat table style reports appear in a summary row for each grouping Since the aggregated v
9. System Created Date Last Update Completed Heviewed Year PersonlD Groups Agency ID Group Name Main Tutor Group ID otatus Program Level Keyword ClassSectionID GroupStudents Agency ID Last Name First Name Status Start Date End Date Group Group ID GroupTutorHours Agency ID Date Last Name First Name Type Hours Present Hours Absent 81 Late ClassSection IF Materials Agency ID Name Copy otatus Type Keyword Level Description Cost Material ID PairHistory Agency ID Start Date Status Pair ID PairlnstructionalHours Pairs Person Agency ID Date Hours Present Student ID Tutor ID Agency ID Student Name Tutor Name Status Program Keyword Level Pair ID Agency ID Last Name First Name Middle Name Ethnicity SSN Birthday Person ID Student Staff Tutor Donor Contact Volunteer 82 PersonAdddresses Agency ID Start Date End Date Address1 Address2 City State Zip Code County Area Phone PersonlD PersonAssessments Agency ID Fiscal Year Date Instrument Form Subtest Level Scaled SPL GLE Assessed Level Haw Score Hours Since Last Assessment PersonlID PersonClassHoursAttended Agency ID Date Course Number Class Type Hours Absent Late Date Course Code PersonlD PersonComments Agency ID Date Type Comment PersonlD PersonDemographic Agency ID Gender Ethnicity Birthdate Birthdate Verification Born Outside US Country of Birth Immigrant
10. Tutors Agency ID Match Date Start Date End Date Status Student First Name Student Last Name Hours TutorlD Agency ID Address1 Address2 City State Zip Home Phone Work Phone Mobile Phone Fax Pager Other Phone Other Phone Type 90 E Mail SSN Highest Level of Education Completed Previous Tutoring Experience Completed Initial Training Date First Tutored Last Name First Name Middle Name Status Keyword Level Program Intake Date Mail Preference Contact Preference Source Type Source Name Initial Training Completion Note Still Available wait match Date Left Reason Left Gender Ethnicity Tutor ID Keyword2 Person ID VolunteerHours Agency ID Date Type Hours Comment Volunteer ID VolunteerKeylnfo AgencylD Intake Date Title Address1 Address2 City State Zip Mail Preference Home Phone Work Phone Mobile Phone Fax Pager Other Phone Other Phone Type E Mail VolunteerlD Volunteers Agency ID Last Name First Name SSN Volunteer ID Status Type Keyword VolunteerStatusHistory Agency ID Start Date otatus Volunteer ID WorkshopLogistics Agency ID Minimum Students Cost Location of Instruction Notes Meeting details ClassSectionlD WorkshopRegistration Agency ID Last Name First Name Enroll Status Workshop Start Date Workshop End Date Min Reqd Days Days Present Hours Present Enroll Date Student Start Date Student End Date ClassSectioniD Worksh
11. can compose the email and choose the recipients All fields except for CC and BCC are required Click Send to send the email with a PDF version of the report attached Click Cancel to cancel the export action 56 Adding an Export to a Report f 1 Click the Add Export icon 2 Place a Y in front of each export format to appear in the report 3 Save report Adding an Export Option Header x Header Information Export Options BlSection Data Searchable Report Order ee Printable Paging Parameters Export to Excel Zt Table FTX P Column Configuration Export to Ward Grouping Export to PDF Table Settings pie Chart LFX Export to CSW Chart Settings Export to XML ill Bar Chart SE Send PDF Report By eMail Chart Settings L Line Chart ESTE Get help with export options Chart Settings E Heat Map A ZS Heat Map Settings LA Label X Label Information Exports x Export Options To Edit Export Options 1 Click the Exports link and edit export choices 2 Save report Exports d Export Options LI LI LI LI LI d LI m 57 Opening a Report in an Export Format 1 Run the report by clicking the report name link in My Reports 2 At the bottom of the report click the shortcut icon for the export format you wish to use This will open a new browser window The extension for the selected format will display at the end of the filename in the Address box at the t
12. e Running reports e Sharing and modifying reports e Publishing reports to popular formats such as Excel Word and PDF e Tutorials to help you get started CHAPTER 1 GETTING STARTED LEARNING THE INTERFACE 1 Login to LACES using your assigned username and password 2 Click the User tab 3 Click Reports After clicking Reports the LiteracyPro Reporting interface will appear in the LACES window LiteracyPro Reporting Interface My Reports Shared Reports Reports gt My Reports Find Reports C Name Last Modified Actions C E student Contact Report 10 24 2007 3 58 PM El Ta iS T Add a Mew Report Add a Mew Folder Delete Reports Folders Copy Reports Move Reports Legend Si Modify Report IA Rename Report E Copy Report a Maus Report e My Reports Displays the report interface e Shared Reports Share reports with other users in your database e Reports List of reports created by the user e Add a New Report Create a new report e Add a New Folder Create a folder to organize reports After a new report has been created additional choices are available e Delete Reports Folders Deletes selected reports or folders e Copy Reports Copy reports to a selected folder e Move Reports Move reports to a selected folder My Reports Page The My Reports page lists your private reports Other users of LiteracyPro Reporting cannot view or modify private reports without special permissions assigned b
13. report to be moved 2 Choose a folder from the Folder drop down menu The root folder is the default location for all reports 3 Click Save to move the report Moving a Report to a New Folder Reports gt My Reports gt Move Report Attendance Report by Hours Report Name Attendance Report by Hours Current Owner LPSAdmin LiteracyTest 22517569 User Sroup DBi TestDB LiteracyTest bull Folder Type My Reports k Folder root folder root folder Cancel Big 62 LITERACY PRO REPORT TUTORIALS CREATING REPORTS Tutorial 1 Volunteer Contact Information for Active Volunteers This report displays Volunteer Contact Information for Active Volunteers Sample Report Volunteer Contact Information 423 Madison Avenue 80302 3031112222 bob yahoo com Active 9 1 2007 0 845 Main Avenue 80302 3032126795 Shirley aol com Active 9 12 2007 1 Click Reports from the User tab 2 Click Add New Report 3 At the Section Panel click Data This will display a list of the available data objects Header x Header Information Ordering Parameters Table x Column Configuration Grouping Table Settings The report will be based on Volunteers Place a v in the checkbox in front of the data object Volunteers This will display the next set of data objects that have a relationship with Volunteers Related Volunteer Data Objects selected Header x Header Infarmation DES Orderi
14. the drop down menus and then type a value in the field provided 4 Choose a style from the Style drop down menu e Bold e Red e Green e Yellow 5 Click Save Conditions 6 The icon indicates that a condition has been applied 33 nec in Troni o DD D Report Display with a style condition Instructional Hours less than 5 display in red Ce Late L First Name at Clas Hour RRE EE 20 10 26 2006 Demo Group O o gt SSS 20 10 30 2006 Demo Group e 20 10 27 2006 Demo Group 5 20 1 11 2 2006 Demo Group 07 e 46 2006 Demo Group 8 9 20 1 10 24 2006 Demo Group O OOS 201 10 28 2000DemaGraup en Student Hours 29 Grouping Data LiteracyPro Reporting provides two styles of grouped reports e Flat Table Flat table reports organize records into groups and hide duplicate entries to make the grouped report more presentable Use the flat table style to give other users the ability to export the complete report to different formats such as PDF and Excel e Drill Down Drill down reports organize records into groups and any remaining columns are included in a sub report Use the drill down style to give other users the ability to hide and show sub reports When grouping data e The feasibility of grouping data highly depends on the data source chosen for the report e Agrouped report is not necessarily appropriate when the data is simply a list of customers e If your data source co
15. 7 1 2006 ihe Specific Value 12 31 2006 IQ Ask in Report d Please use the Enter key to separate items in a data entry list 17 Click Save Parameter 18 Click Exports and place a V in the checkbox after Export to Word and Export to PDF Header x Header Information Export Options Data Ordering Parameters Table x Column Configuration Grouping Table Settings Exports x Export Optons 19 Save and run report Add a condition 1 Modify the report 2 Click Column Configuration Searchable Report Printable Paging Export to Excel Export to Word Export to PDF Export to coy P Export to XML Send PDF Report By eMail LI d d d LI LI 73 3 Click the Style icon to add a style to Hours Hours HS E 4 Click Add a Condition 5 Select the column PersonClassHoursAttended Hours 6 Select Operator Less than Value 5 Style Red 7 Click Save Style 8 Save and run report Left x E x 74 APPENDIX A UNDERSTANDING DATA OBJECTS A data object is equivalent to one table or view from the source database in this case the source database is LACES Data objects are usually given user friendly names and descriptions to help users build reports Data objects can be related to one another When the user chooses a data object by placing a v in the box next to it any data objects that have a relationship with the initially selected data
16. Create Multiple Grouping Columns1 1 Click Grouping 2 Select a Grouping Option 3 Click Add Grouping Layer 4 Select an available column and click the button to move the column into the Grouped Column list 5 Click additional columns and add 6 Click Save Layer Remove grouped columns in a similar way Select the column in the box on the right and double click or click the back arrow to move it back to the box on the left D Adding Multiple Grouping Columns Layer 1 Grouping Columns Available Columns Grouped Columns Students Agency Mame Students Program Students AgencyID Students Keyword Students Last Mame Students First Name Students SSH Students Keyword Students Entry Level Students Program and Students Current Level Students Keyword are added to Students Subject Ares Students Assessment Status Students Ethnicity Students Gender Students Employment Status Students ESL Student Y7 Students Dis ability the same layer 37 Report with Multiple Grouped Columns on Same Line Program Keyword Lastilame First Name Ethnicity Gender Employment Status Adult Ed Dooly Baker Shirley Black Female Unemployed Bakerson Sandra Black Female Unemployed Boudreaux Kiera Mo Value Entered Male Ho Value Entered Grouped Drill Down Drill down reporting gives you the ability to control the appearance of the report by hiding and showing sub reports for each record in the grouping column
17. LACES LiteracyPro Reporting User Manual LiteracyPro Systems Revised 2 8 2008 Copyright c 2008 LiteracyPro Systems Inc All rights reserved LITERACYPRO REPORTING USER MANUAL TABLE OF CONTENTS INTRODUCTION sean nas Page 4 What is LiteracyPro Reporting CHAPTER 1 Getting SIA 8 Page 6 Learning the Interface My Reports Page The Report Builder CHAPTER 2 Adding Section Data Page 11 Adding Section Data Ordering Data Setting Parameters Advanced Data Filtering CHAPTER 3 Creating Data Columns Page 19 Calculated Columns Statistical Columns CHAPTER Ee Page 25 Configuring Table Columns Grouping Data Table Settings CHAPTER e EE Ee dde Page 43 CHAPTER 5 CAS avri Ter Pen UE tees eH ER REPE S QUEE PCM P PERS seine Page 45 CHAPTER 7 Style amp Formatting Page 48 Adding Labels Report Settings CHAPTER 8 Export Options eere Page 53 CHAPTER 9 Running Reports Lecce eere ee Page 59 CHAPTER 10 Managing Reports Page 61 jerk Page 63 APPENA e Page 75 LiteracyPro Systems Creuis fer Setial CHANGE INTRODUCTION WHAT IS LITERACYPRO REPORTING Lit
18. M rows Percentage Show Data Values Get help creating charts Previous Step 46 Select a column to represent the x axis the label column Give the x axis a name by typing a label in the Caption field Select a column to represent the y axis the data column Give the y axis a name by typing a label in the Caption field If you are working with the Pie Bar and Line Chart components select an aggregate from the drop down menu The following data column aggregates are available e Sum e Average e Count e Maximum e Minimum If you are working with the Bar or Line Chart components you have the option of adding a crosstab filter to the chart Select the crosstab column and then choose a data view type from the drop down menu Relevance Values If you are working with the Pie Chart component place a v in the Use Relevance Values checkbox to specify thresholds for data displayed in the chart Enter a relevance value in the value field and select Top N Rows or Percentage as the scale 47 For example only the top 75 of data in the chart could be relevant In this case check the Use Relevance Values checkbox enter a value of 75 in the value field and click the Percentage radio button Alternately only the top 5 rows of data in the chart could be relevant In this case check the Use Relevance Values checkbox enter a value of 5 in the value field and click the Top N Rows radio button N is a variable ref
19. ML e Send PDF Report by Email 53 Export Options Searchable Report Searchable Report presents the report in a single page view The CTRL F shortcut is then available to search the entire report overlooking pagination Searchable Report opens a new browser window displaying the entire report on one page Press CTRL F to open the Find window in most of the popular Internet browsers Type the name of the record to search for and click Find Next to jump to the first occurrence of that record The main difference between the Searchable Report view and the Printable Paging view is how the webpage is configured for printing Printing a report from the Searchable Report view prints the entire report as one page cutting off any graphics or records as the report prints Use Printable Paging to print reports properly in LiteracyPro Reporting Printable Paging Printable Paging presents the report in a view that is suitable to print Printable Paging opens a new browser window displaying an expanded view of the report with details for each row The report is formatted for printing avoiding the cutoff scenario that commonly occurs when printing web pages The progress of the page formatting will display in the lower left corner of the browser window It may take a few seconds to format a large report for printable paging Click the print icon from your web browser to print the report Export to Excel Export to Excel saves the
20. SI Column Students Program Operator Equal to v Crosstab Settings S Exports Export Options Value Specific Value v Ask in Report Please use the Enter key to separate items in a data entry list Get help with setting parameters Previous Step Next Step A parameter takes the form of an equation similar to Label is Compared to Value where label represents a column name compared to represents a comparison operator and value represents a threshold Operators are one of the following e Equal to Not equal to e Less than e Greater than e Less than or equal to e Greater than or equal to e Starts with string or text field only e Does not start with string or text field only e Ends with string or text field only e Does not end with string or text field only e Contains string or text field only e Is null e Is not null e Between e Not Between e Inlist e Notin list 15 The operators available are dependant upon the column s data type For example a numeric data type would not include operators such as true false To set a data parameter 1 Select the column name to filter from the drop down menu Choose the comparison operator from the drop down menu Define a threshold value in the Value field Click Save Parameter to add the parameter to the report ae 58 m Add more parameters by clicking Add a Parameter and repeating steps 1 4 Se
21. Section Data orduring Column Name Operator Value Parameters PersonClassHoursAttended Date Between 7 1 2006 AND 12 31 2006 Table vx A Column Configuration 42 And Students Subject Area Contains Read Grouping Table Settings 42 And Students Status Equal to Active E9 crosstab a x Crosstab Configuration Crosstab Settings Add a Parameter SIExports x Get help with setting parameters Export Options Previous Step Next Step As parameters are indented to the right enclosing parentheses appear to indicate the order of evaluation In the above example parameters 1 and 2 are evaluated first NOTE Parameters ted furthest to the right are evaluated first See Running Reports Chapter 11 for more information 18 CHAPTER 3 CREATING DATA COLUMNS CUSTOM DATA COLUMNS LiteracyPro Reporting gives users the ability to create custom data columns Custom data columns can either be a calculation or a computed statistic from data in other columns Go to Data and click Add Calculation to create calculated columns or Add Statistics to create statistical columns for your report Data window to add calculation or statistics Click on any af the presentation tools in this toolbar to add it to your repart amp 5 j le Lun hej Hej 5 m A te Header x Header Information D Ordering H Parameters H Calumn Configuration H Grouping H Table Settings Data E DonationsReceived Add Calculation F Ex
22. Term Course Number Title Primary Assigned otart End otatus StaffMemberlD StaffHistory Agency ID Start Date End Date Status StaffMemberiD StaffHours AgencylD Term Date Title Type Hrs Present Hrs Absent Date Person ID StaffMemberQuickAdd Agency ID Last Name First Name Middle Name Status Title Keyword Department Program Level Title Prefix Suffix Address1 Address2 Zip City State Mail Preference Home Phone Work Phone Mobile Phone Fax Pager Other Phone Other Phone Type E Mail SSN Classification Employment Status Fulltime Position FTE Percent Hire Date Start Date Level of Education Completed Prior Related Exp Years Prior Teaching Exp Years StaffMemberiD StaffMembers AgencylD Agency Name Last Name First Name SSN Status Program Keyword Department Position Title Job Classification Staff ID Employment Status Fulltime PersonlD StudentClassRegistrations Agency ID Letter Grade Quality Points Grade Points Units Variable Credit Class Possible Credits Earned Credits Class Meets Requirement Elective Hemedial Honors Standardized Test Work Credit Advanced Placement Enroll Date Enroll Status Student Start Date Student End Date Fees Paid Date Paid Fee Amount Term Course Number Title Type Course Code Hours Absent PersonlID StudentDisability Agency ID Informed Disclosure Not Required Apparent or Disclosed Disability Vision Impaired Legally Blin
23. US Citizen Country of Citizenship Marital Status Number of Dependents Registered Voter Homeless Residence Area Public Assistance Economic Disadvantage Dislocated Worker Displaced Homemaker Migrant Worker Employment Status Military Service Experience Family Income Range Minor with Adult Status Single Parent or Guardian At Risk Abuse Correctional Institutional District PersoniD PersonGoals Agency ID Date Set Date Met Status Keyword Type Category Date Description Included in Survey Responded to Survey Additional Details PersoniD Personldentifier Agency ID Creation Date Last Update Identification Type Document or ID Number PersonlD PersonLanguages Agency ID Date Noted Language Language Type Native Speak Read Write Language PersonlD PersonLevelHistory Agency ID Date Level Subject Area Level Person ID PersonPreferences Agency ID Effective Date Item Choice Weight Comment Person ID PersonProgramHistory Agency ID Program Start Date End Date Status Notes Created PersonlD PersonProgramRegistration Agency ID Program 1 Intake Status DateLeft Exit Reason PersoniD PersonWorkHistory AgencylD Start Date End Date Status Occupation Description Salary Employer Person ID SEAAgencyStudentGoals Agency ID Agency Name Last Name First Name SSN Date Set Date Met Status Type Category Keyword Program OverallStatusCode PersonlD StaffClassAssignment Agency ID
24. a New Report e Add a New Folder e Delete Reports Folders e Copy Reports e Move Reports Add a Mew Report Add a Mew Folder Delete Reports Folders Copy Reports Move Reports To create a new folder to store reports 1 Click Add a New Folder to create a new folder within the Root Folder Add a Mew Folder 2 Type the name of the new folder into the Folder field and type an optional description into the Description textbox 3 Click Save to create the new folder Adding a New Folder Reports gt Muy Reports gt New Folder Save Cancel The new folder appears in the Root Folder along with any user generated reports After creating a new report folder you can move reports out of the Root Folder into the new folder to make the workspace more manageable 61 To delete a report folder 1 Place a Y in the checkbox next to the folder name 2 Click Delete Reports Folders to remove a folder and all reports stored within the folder 2 Click OK to remove the folder or click Cancel To copy a report 1 Place a V in the checkbox in front of the report to be copied 2 Enter a new name for the copied report or leave the default name 3 Click Save Copying a report My Reports Shared Reports Reports gt Muy Reports gt Copy Report Materials Report Report Name Copy of Materials Report Current Owner Description Save Cancel To move a report into a folder 1 Place a V in the checkbox in front of the
25. a Parameter button Select the VolunteerKeyInfo Intake Date column Select Between for the Operator Enter the dates 7 1 2007 and 10 81 2007 pata gt Ordering gt ECTS Y Column Configuration Grouping gt Table Settings Parameter Details Column ValunteerkeyInfa Intake Date k Values Specific Value w 7 1 2007 fi IQ Specific Value 10 31 2007 Ask in Report C bw Please use the Enter key to separate items in a data entry list Get help with setting parameters Previous Step Next Step 67 Tutorial 3 Volunteer Contact Information for Active Volunteers with Intake Date Parameter set to Ask This report allows you to ask for a specific intake date before running the report 1 Modify the report Volunteer Contact Information by placing a Vv in front of the report name and clicking the Modify Report icon 2 Click Parameters 3 Select the Edit icon Header x Header Information Data gt Ordering gt RS ER gt Column Configuration gt Grouping Table Settings Data Column Name Operator Value Caption Ordering Parameters VolunteerKeyInfo Intake Date Between 7 1 2007 AND 10 31 2007 Table x Column Configuration Add a Parameter Grouping Table Settings Get help with setting parameters Previous Step Next Step Remove the dates and place a V in the Ask checkbox Leave the default to appear in a new line 6 Click Save Parameter Header x Header Information
26. affHours Date AgencylD Last Name First Name Type Hours Present Hours Absent Late Date ClassSectionlD Contacts Last Name AgencylD First Name SSN ContactlD Status Type Keyword PersoniD Custom PersonFields AgencylD Custom String 1 Custom String 2 Custom String 3 Keyword2 Custom Date 1 Custom Date 2 Custom Number 1 Custom Number 2 PersonlD DonationsReceived AgencylD Date Type Value Deductible Comment Donor Name Donation ID DonorlD DonorComments AgencylD Date Type Comment DonorlD DonorHeader AgencylD Name Donor Listed As Status Keyword Donation Total Donated Amount of Last Gift Date of Last Gift Title Prefix Last Name Middle Name First Name Company Title of Position Address1 Address2 City State Zip Mail Preference Home Phone Work Phone Mobile Phone Fax Pager Other Phone Other Phone Type E Mail DonorlD DonorPledges Date Type Value Comment DonorlD Donors AgencylD Last Name First Name Middle Name Status Keyword Level Donor Display Name Status Keyword Mail Preference Source Type Donor ID SSN Company PersoniD DonorStatusHistory Agency ID Start Date Status DonorlD Family Agency ID Family Name Family Unique Number Family Type Family ID Status Keyword FamilyHours Agency ID Date Type Hours Family ID FamilyMember Family ID FamilyStatusHistory Agency ID otart Date otatus Family ID FiscalYearRecords Agency ID Fiscal Year Reporting
27. alue appears as a footer a descriptive label can be entered to help other users discern aggregate values when viewing reports Adding a Group Aggregate Group Aggregates Aggregate Include in sub Rma Header puer Actions Tutors State Number af States F X Add an Aggregate Column Column Show Detail Column Drill down Enabled O show Detail Column Drill dawn Disabled CO Hide Detail Column include Summary for Detail Column Caption Tutors by State Save Layer Cancel Get help with grouping data Aggregate Functions Aggregate functions for text values are e Count e Maximum e Minimum 39 Aggregate functions for numeric values are e Sum e Average e Standard Deviation e Minimum e Maximum e Count Aggregate functions for date values are e Maximum chooses the latest date e Minimum chooses the earliest date To Create a Group Aggregate 1 Click Grouping 2 Select a Grouping Option 3 Click Add Grouping Layer 4 Select an available column and click the gt button to move the column into the Grouped Column list 5 Click Add an Aggregate Column 6 Choose a column from the drop down menu e The aggregate function is performed on the records from this column 7 Select an aggregate function from the drop down menu e Some choices will not available depending on the type of column you select 8 Save the new group aggregate 40 Detail Options Show Detail Coluran D
28. ation Column Header Sortable Summary Visualization Width Alignment Style Actions e Left wl EH me eis mE px Left ex Rt M El Last Mame Last Mame F First Hame First Hame Donor Display Name Donor Display Name Value Donation Donation I Donation Forecast Donation Forecast 5 Save report 6 Click on Report name in Report list to run 22 Report with Calculated Columns Donor Display Name Steve FarbesP Steve FarbesP James PolkP James PolkP William Harrison william HarrisanP William HarrisanP James Madison James Madisan James Madisan Grover Cleveland Grover Cleveland Graver Cleveland Grover Cleveland Value Donation Forecast 300 00 100 00 100 00 20 00 400 00 SEHR 100 00 350 00 0 00 2 00 1000 00 100 00 as 00 100 00 Andrew Jackson Society 25 00 Editing a Calculated Column St d ND poo ct In the Reports list place a v in the box in front of the report name Click the Modify Report icon Click Data Click the in front of Calculated Columns The new column name appears as a link Click the link to edit the calculation Calculated Column Header x Header Information Data Ordering Parameters Table x Column Configuration Grouping Table Settings Data gt Ordering H Parameters Y Column Configuration Grouping Table Settings El Calculated Calumns Donation Forecast H v DonationsReceived amp ponorComrnents H M
29. bel in the label field 2 Choose a label type e Simple e Full Width 3 Choose a style from the Appearance drop down menu e Bold e Green e Red e Yellow D Adding Label Information Header X Header Information Data H Ordering Parameters Column Configuration Gr BlSection abel Information Data Parameters Table Label Type Column Configuration Appearance Grouping Table Settings Get help creating labels Pie Chart ATX Chart Settings Previous Step lll Bar Chart X Chart Settings L Line Chart aw Chart Settings E Heat Map ASS Heat Map Settings LA Label x Label Information 50 Report Settings You can configure global report settings by clicking the down arrows by Report Settings at the top right of the screen Report Settings F Report Setting allows you to give your report a detailed description configure printable paging options and choose a template for the overall look and feel of the report Reports Settings Report Name 12 Hours Preview Report Save Report Report Settings Report Description Printable Paging Report Style Page Size Letter v Pick a Style Width 8 5 Height 11 Orientation Portrait Landscape Show Page Number Report Description A description of the report is optional The description appears in the list of reports under the My Reports and Shared Reports areas Entering a description makes report viewing and manag
30. ble Settings Status Status Type Type Ordering Parameters Get help configuring columns Component Interface Previous Step Next Step Section Panel You can create and configure an unlimited number of section panels and then rearrange the report layout using the controls provided When you have finished building your report type a name for the report in the field provided and click Save Report You can preview the report at any time by clicking Preview Report above the Report Builder interface 10 CHAPTER 2 SECTION DATA ADD A NEW REPORT Click Add a New Report Section Header The Header section allows you to display the date and time in your report If you do not want either of those to display uncheck the box next to the selections Section Header Header x Header Information Header Informaton Data Date Orderi Time Parameters Table x Column Configuration Grouping Table Settings 11 Adding Section Data The Section Data component allows you to select order and filter data for your report Data selected for reporting is cascaded down to all report components within that section For example if you have Table and Pie Chart components within one section those components only have access to the data selected for their section Section Data Header x Header Information Data Ordering H Param
31. clude duplicate rows Ordering FF d Cementienscnemis Add Statistics Sidi i tl I DanarHeader IT Table H Y DonorPledges Column Configuration amp panars Grouping E F DonorStatusHistory F PersonAddresses PersonDemographic Table Settings Get help picking data Next Step Any statistical columns created are added to the Statistical Columns data object and calculated columns are added to the Calculated Columns object You can edit these columns by clicking on the links provided 19 Calculated Columns Object Header x Header Information Data Ordering Parameters 7 Table vx Column Configuration Grouping EC gt Ordering Parameters Column Configuration Grouping Table Settings Crosstab Configuration Crosstab Settings M calculated Columns Add Calculation d Exclude duplicate rows Calculation Add Statistics E AgencystudentGoals H custemPersonFields FiscalYearRecords O PairInstructionalHours Table Settings PersonAddresses 3 Crosstab a x Crosstab Configuration E Crosstab Settings V PersonClassHoursAttended E F PersonComments E F PersonDemographic ES CJ PersonGoals ES O PersonAssessments Exports Export Options Creating Calculated Columns Calculated Columns give users the ability to create new columns for the report based on a specified formula applied to data from existing columns Users can apply formulas to numer
32. columns Previous Step Next Step Header The Header option gives each column an alternative label For example the column named Last Name in the example above can be displayed in the report as Student Last Name Type the new name for each column in the corresponding Header fields Using the Header feature can make the report easier to read and understand Sortable The Sortable option lists data in ascending or descending order while browsing a completed report To add the sorting capability place a v in the Sortable checkbox next to the column you wish to sort by Headers for sortable columns are highlighted in the report In the example above Last Name will be sortable 28 Summary The Summary option gives you the ability to create table footers containing aggregates of values for each column of data You can create an unlimited number of aggregates for each table column The following aggregate functions are supported e Sum e Average e Standard Deviation e Count e Distinct Count e Maximum e Minimum For example in the above example you can add a summary to display the number of student who display on the report To add a summary Click the Summary icon next to the line you wish to aggregate Click Add an Aggregate Enter a label for the summary field Select an aggregate function from the drop down menu Select a format Click OK on A N 29 Adding a Summary Value Heade
33. d Hearing Impaired Deaf Speech Impaired Mute Paralysis Nonparalytic Orthopedic Missing Extremities Specific Learning Disability PersoniD StudentEducation Agency ID Date First Intake Admission Status 4140 ESL Student Last Enroll Date Last School Attended Highest Education Completed Entry Grade Level Source Type Source Name Why Enroll Mandated Student Type Post School Recognition Graduation Exercises StudentID StudentKeylInfo Agency ID Intake Date Student Unique Number Address1 Address2 Zip City State County Mail Preference E Mail Phone at Address Home Phone Work Phone Mobile Phone Fax Pager Other Phone Other Phone Type Contact Preference Student ID StudentPairs Agency ID Match Date Start Date End Date Status Tutor First Name Tutor Last Name Hours Student ID Students Agency ID Agency Name Last Name First Name SSN Program Keyword Keyword2 Entry Level Current Level Subject Area Assessment Status Ethnicity Gender Employment Status ESL Student Y N Disability Correctional Institutional Completed Level Student Unique Number Student ID otatus Person ID Address1 Address2 State City ZipCode TutorComments Agency ID Date Type Comment Tutor ID TutorGroupAssignment Assigned Start End Status Last Name First Name Primary Group Program Tutor ID Group ID TutorHistory AgencylD Start Date End Date Status Program TutorlD TutorPairs
34. d search the entire document Save the report in PDF format by clicking Save a copy from the Adobe toolbar Choose the name and location and click Save The default file type is Adobe PDF Files pdf In order to view PDF reports from the browser the Adobe Acrobat Reader plug in must be installed See your systems administrator for additional help Export to CSV Export to CSV saves the report to a comma delimited format The file can be viewed with Microsoft Excel Export to CSV opens a new browser window and displays the report in comma separated values within a spreadsheet comma delimited text file Save the report in CSV format by clicking the File menu and choosing Save as Choose the filename and location and click Save The default file type is CSV comma delimited 55 e Export to XML Export to XML saves the report data in XML format The XML dataset is viewable from Internet Explorer Export to XML opens a new browser window and displays all the data presented in the report in XML Extensible Markup Language format Save the report data in XML format by clicking the File menu and choosing Save as Choose the filename and location and then choose XML Files from the drop down menu Click Save to create the XML file The Export to XML feature is disabled by default If you require this feature contact your system administrator to enable it e Send PDF Report by Email Send PDF Report by Email opens a form where you
35. default Click to expand the search engine interface Search Engine Interface Find Reports Equals to Q Starts With 9 Contains Search for You can search for the report name or a portion of the report name by selecting one of the Find Reports option buttons and clicking Search e Equals to e Starts With e Contains LT n 3AF HE L m d kb e Il ol Ar a witnin ine 1 ol aet The Report Builder The Report Builder is a comprehensive and flexible interface to build full featured ad hoc reports You create reports by adding and configuring different report components LiteracyPro Reporting provides the following report components 79 ley Report components are organized into individual section panels that contain all the data needed to populate those components D The Report Builder Interface with Column Configuration selected My Reports Shared Reports Reports gt My Reports gt New Report Report Name New Report Preview Report Save Report sa Navigation Bar Click on any of the presentation tools in this toolbar to add it to your report B 25 5 6 am e ee 8 os Header x Header Information Data Ordering Parameters gt UTR CL gt Grouping Table Settings Ordering Column Header Sortable Summary Visualization Width Alignment CAS NES Last Name Last Name Column Configuration First Name First Name Grouping Ta
36. e Settings E Crosstab a x P Crosstab Configuration Add a Parameter Crosstab Settings Get help with setting parameters S Exports x Export Options Previous Step Next Step 17 Advanced Data Filtering Advanced Data Filtering makes it possible to define groups of parameters that work together to filter undesirable data from the report Users can define multiple parameters and control the order of evaluation Filter report data to control what users see at runtime Data filtering gives users the ability to control the content of the report Filter extraneous data from the report by defining one or more parameters that are evaluated at runtime The directional pad control Av enables users to control the order of evaluation The individual arrows of the control perform the following functions A Shifts a parameter one position higher in the list retains indentation W Shifts a parameter one position lower in the list retains indentation Indents a parameter one position left gt Indents a parameter one position right Advanced Filtering window Report Name Attendance Report by Hours Preview Report Save Report Click on any of the presentation tools in this toolbar to add it to your report w CS 5 e Fe Luc e He e C CA CES Header x Header Information Data gt Ordering gt Parameters gt Column Configuration Grouping gt Table Settings gt Crosstab Configuration Crosstab Settings Bi
37. ement easier Report with Description in My Reports E s Training 9 13 2007 3 04 PM Si al E A Report for of tutor trainings and inservice workshops conducted Printable Paging Printable Paging specifies formatting for the printed report Page Size e Letter e Legal e Executive e A4 e A5 Select Portrait or Landscape orientation by selecting the appropriate radio buttons Number each page of the report by placing a v in the Show Page Number checkbox 51 Printable Paging Printable Paging width a Height 1i Orientation Portrait Landscape Show Page Number Report Styles The Report Style gives your report a specific look and feel The report styles available are none Classic Gray LemonLime Ocean RedWine Tropical Report Styles Report Style Pick a Style Mone Hone Classic ray LemanLimae Ocean Redwine Tropical 32 CHAPTER 8 EXPORT OPTIONS EXPORTING TO OTHER FORMATS The Export Options component allows you to add links to the bottom of your report that give users the ability to publish reports These options allow you to e Print the report from a browser e Export the report to popular formats such as Word Excel and PDF e Add reports to the archive for other users to view The following export options are available e Searchable Report e Printable Paging e Export to Excel e Export to Word e Export to PDF e Export to CSV e Export to X
38. eracyPro Reporting is a web based reporting utility add in to LACES that is designed to make building sharing and analyzing reports a quick and easy process even for non technical users With LiteracyPro Reporting there is no need for downloadable report viewers and little time or assistance is required from technical developers to create professional informative reports LiteracyPro Reporting delivers a user friendly interface and full featured reporting tools With an easy to use Report Builder users can create interactive charts and graphs as well as publish comprehensive reports to share with others With LiteracyPro Reporting it is not necessary to understand SQL or databases in order to create robust customized reports in minutes Here are just a few of the many features that come with LiteracyPro Reporting e Select views and columns for reports e Build database queries e Select graphical report templates e Add parameters to filter report data e Include interactive paging search functionality and printing options e Edit existing reports e Export to Excel PDF Word XML or CSV formats e Interactively sort columns of data in a report e Use drill down reports to organize columns and data This guide provides information and instruction for users building reports with LiteracyPro Reporting The following information is included in this manual e Getting started with LiteracyPro Reporting e Creating reports with the report builder
39. erring to the input value If you are working with the Pie or Scatter Chart components you can display the actual numeric data on the chart by clicking Show Data Values 48 CHAPTER 7 STYLE AND FORMATTING ADDING FORMATS AND STYLES TO THE REPORT LiteracyPro Reporting allows you to add a header create custom labels and configure the overall look and feel of your reports You can also configure the page size and orientation for printing directly from the browser Adding a Header to the Report 1 Click Header Information to add the Header component 2 Place a Y in the Date and Time checkboxes to include the current date and time in the header e Uncheck if you do not wish to have the date and time displayed in the report Adding Header Information Header x Header Information Header Informaton Data Date Order rdering Ce Parameters Table TX Column Configuration Grouping Table Settings E Pie Chart ATX Chart Settings lil Bar Chart X Chart Settings L tine Chart SR Chart Settings E Heat Map X Heat Map Settings Adding Labels The Label component gives you the ability to add custom messages and text in your report You can add an unlimited number of labels above or below other reporting components Use labels to add text to your report that would otherwise be too long for a table or chart caption 49 To add a label 1 Click the Label icon A 2 Type the text for the la
40. eters Column Configuration gt Grouping H Table Settings Data amp v checkout Add Calculation F Exclude duplicate rows Ordering materials Add Statistics Parameters Table x Column Configuration Grouping Next Step Table Settings Get help picking data Selecting Report Data Section Data displays a list of all available data objects to choose from The data object s selected on this step will become available to all reporting components within the current selection You can expand each data object to view a list of available data columns by clicking the in front of the data object For example if you were building a report based on an agency s Contacts place a v in front of the Contacts data object Contacts Selected Header Xx Header Information rmm Ordering H Parameters H Column Configuration iz Grouping H Table Settings 8lSection Data amp v contacts Add Calculation CT Exclude duplicate rows Ordering personCarmments Add Statistics amp E PersanDemoaraphic I Table 2 PersonWorkHistory Column Configuration Grouping Get help picking data Table Settings Next Step 12 The Report Builder makes the process of building tables charts and other components easy by limiting the number of data objects you can pick in one section After selecting a data object for your report all the remaining data objects may disappear from the screen Any remaining objects that are
41. ettings Assigned Students Agency Name Students Students AgencylD Students Students Students Students Students Students Students Last Marne First Marne SSM Program Keyword Keywardz Entry Level Students PersonCl Persancl PersonCl Students Current Level Students Subject Area Students Assessment Status Students Ethnicity Students Gender Students Employment Status OK Cancel Get help configuring Columns NOTE You must select at least one data column 27 Formatting Columns After adding columns to the table you can begin formatting the appearance of each column There are 8 formatting options available in Column Configuration e Header e Sortable e Summary e Format e Visualization e Width e Alignment e Style Column Formats Header x Header Information Data Ordering Parameters Ne Re EECH gt Grouping Table Settings Crosstab Configuration Crosstab Settings Data Ordering Column Header Sortable Summary Visualization Width Alignment Style Parameters Last Name Last Name none Table vx Column Configuration First Name First Name none Grouping Table Settings Date Date Short Date EJ Crosstab a x Class Class none Crosstab Configuration Hours Hours none Crosstab Settings Exports x Export Options Add Columns Get help configuring
42. ic and non numeric and date types Calculated columns are published with the main columns of the report at runtime In addition to columns available from the data source the user can create customized columns that consist of calculations performed on data from other columns in the report Calculations are performed with date numeric and non numeric data types The operands of the formula are either constants or the names of existing data columns included in the report Users can create formulas from the six provided operators or utilize any function supported by the source database D The new calculated columns are identical in appearance to other columns in the final report Calculated columns are also exported and archived along with other content that appears in the report 20 Example An agency wants to create a report that forecasts the amount of donor pledges they expect to receive in a new fiscal year based on donations from the current fiscal year The agency forecasts that each donor will contribute at least 5 more than their original pledge 1 Click Data 2 Click Add Calculation e Enter a name for the calculated column e Enter a formula by double clicking on a column in the list and build the formula from there o Add parentheses for the function to be performed first Donations received 05 o This amount will be added to Donations Received e Use the operators where needed e Click Save Column Calcula
43. lumn ss Grouping Table Settings 6 Click the Add Columns button to display a list of available columns Add Columns Available Columns based on selected data objects Available columns Assigned Calumns Volunteers First Name Volunteers Last Name VolunteerkeylInfto Address ValunteerKevInfo Intake Date ValunteerkevInfo AgencyID Volunteerkeylnfa Title Wolunteerkevinfo Address1 VMolunteerkeulnto City VolunteerKkeylInfo Address VMolunteerkeulnto State Volunteerkeulnto city gt VolunteerKeylnta Zip VWolunteerkKeylnfo State ValunteerKevInfo Home Phone Volunteerkeylnta Zip VolunteerkeylInta E Mail ValunteserKeuyInfo Mail Preference Volunteers Status VolunteerKeylInfa Home Phone 4 VolunteerKkeyInfo Intake Date VolunteerKeylInta Work Phone VolunteerKesinfo Mobile Phone VolunteerkeylInta Fax Volunteerkeylnfa Pager VolunteerKkeylInfa Other Phone OK Cancel 7 Select the columns to be included in the report then click the right arrow P to move to the Assigned Columns frame For this report select the columns listed above Click OK 65 Previous Step Next Step 8 At the Column Configuration display columns can be moved up or down to change the display order Column Header Sortable Summary Format Visualization Width Alignment Pree Hame Fri hame C none px E none px Ed E a none px Ei none px E A a Je ES none px i none px LI Short Date px E s m l Las
44. mn from the drop down menu provided Values from the label column populate the first column of the crosstab table Specify the value column and aggregate function by choosing a data column and function from the drop own menus provided Values from the data column are aggregated based on the function selected and populate the remainder of the crosstab table The aggregate functions available are e Sum e Average e Standard Deviation e Count Users can include an optional summary row at the bottom of the crosstab table The summary row contains an aggregate value for each crosstab header column in the table Give the summary row a caption and then choose an aggregate function from the drop down menu Include an optional summary column to create aggregations column wise instead of row wise One aggregate value is computed for each unique value in the label column The summary column is always the last column in the crosstab table rendered from left to right after each crosstab header column Give the summary column a header and then choose an aggregate function from the drop down menu 44 CHAPTER 6 CHARTS CHARTS The Report Builder charting components allow you to build various types of charts to bolster your report Charts provide a visual representation of data utilizing different styles and types The following chart types are supported in LiteracyPro Reporting UN e m Ta e e Bar e Line Area Spline e Scatter
45. ng gt Parameters Calumn Configuration gt Grouping gt Table Settings Data walunteerHeurs Add Calculation CT exclude duplicate rows Ordering 4 VolunteerKeyInfo Add Statistics Parameters EM volunteers Table 2 VolunteerStatusHistory Column Configuration Grouping Get help picking data Table Settings Next Step 4 Place a Y in front of the additional data objects to be included in the report 63 Last Name and First name are included in the data object Volunteers Other contact information is found in the VolunteerKeylnfo data object Status is found in the VolunteerStatusHistory data object To display the available columns click the in front of the data object Volunteer Data Objects Available Columns Header x Header Information DEM Ordering gt Parameters Data El F ustinteerdsurs ordering E v valunteerkevInfo Parameters Intake Date Tr Table x AgencuyID Column Configuration Title Addressi Address City State Zip Grouping Table Settings Mail Preference Home Phone Work Phone Mobile Phone Fax Pager Other Phone Other Phone Type E Mail ValunteserID v Volunteers Last Hamme AgencvyID First Hame SSM Volunteer ID Status Type Keyword E VolunteerStatusHistory Start Date AgencvyID Status ValunteerID 64 5 Click Column Configuration under Table from the Section Panel Header x Header Information Data Ordering Parameters Co
46. ng Layer Label Information ll Bar Chart avx Get help picking 4 grouping style Chart Settings Pie Chart ATX Chart Settings Previous Step Next Step W Heat Map a X Heat Map Settings Exports x Export Options To Create a Layer 1 Click Grouping 2 Select Grouped Flat Table 3 Click Add Grouping Layer d Select an available column and click the button to move the column into the Grouped Column list Click Save Layer The Grouping page keeps track of all the information for each layer including both grouped columns and group aggregates Grouping Page Header x Header Information Data H Ordering Parameters Column Configuration b crouping 3 Table Settings ES Do vou want this to be a grouped repart Please choose the grouping style ata EE Grouping Options Parameters Table x Q Not Grouped 9 Grouped Flat Table Q Grouped Drill Down Column Configuration Grouping Table Settings Grouped Columns Aggregate Columns Actions Exports x Students Last Name Column Aggregation Label Export Options udeni ne PersontlassHoursAttended Hours Sum Student Hours amp X Add Grouping Layer Get help picking grouping style Previous Step Next Step 36 Multiple Grouping Columns Multiple grouping columns are useful for displaying more information on a single grouping layer For example in a student report you can group by program and keyword showing both on the same layer To
47. ntains information about customers and orders a grouped report will definitely improve the presentation of the report LiteracyPro Reporting provides two ways to group data for flat table and drill down style reports e Multiple layers e Multiple grouping columns Users can combine both methods when creating grouped reports 34 Flat Table Reports Multiple Layers Creating grouped reports with multiple layers is useful in scenarios where the report requires more than one grouping to organize all the data For example in a student report you can group by the program and then group by the keyword Report Grouped by Program and Keyword Layers Program Keyword Last Hame First Name Ethnicity Gender Employment Status Adult Ed James Michelle Caucasian Female Unemployed Vaughn Sarah Caucasian Female Unemployed Brinkley David American Indian Male Unavailable for work Report is displayed as a Flat Table with grouping layers for Program and Keyword 35 Screen to create a layer Header x Header Information Data gt Ordering Parameters Column Configuration Em Table Settings gt Label Information Cem Do you want this to be a grouped report Please choose the grouping style ata Orderin i E Grouping Options Parameters m Table vx O Not Grouped Grouped Flat Table O Grouped Drill Down Column Configuration Grouping Table Settings Grouped Columns Aggregate Columns Actions A Label avx Add Groupi
48. object will display Refer to Page 13 Selecting Report Data By clicking the in front of a data object you can expand it to view a list of available data columns Some data objects may have the same available data columns This allows the user to build a report without having to go to multiple locations to find the data columns they need For example the data object AgencyStudentGoals contains data columns for Last Name and First Name E AgencyStudentaoals AgencuID Category Type Keyword Status The data object for Students also contains data columns for Last Name and First Name If the user is creating a report based on both of these data objects and the report will contain the Last Name and First Name data columns those columns only need to be added once EI Students Agency Name AgencuyID Last Mama SSH Program Keyword Student Last Name and First Name are located in a specific table in the database While these data columns may be included in more than one data object the data is coming from the same source 75 Data Objects and their Associated Data Columns AgencyStudentGoals Last Name AgencylD First Name Category Type Keyword Status Date Set Date Met Description Included in Survey Responded to Survey SSN Keyword Additional Details Goal ID PersonlD Checkout Last Name AgencylD First Name Status Type Start Date Due Date Return Date Amt Due Material ID ClassPersonDirectory
49. onfiguration E DonationsReceived Grouping Date Table Settings AgencyID Type Value Deductible Comment Donor Mame Donation ID DanaorID 25 CHAPTER 4 TABLES TABLES table presents data in a tabular style report column is created for every data column that you include in the report and a row is created for every value in that data column Building a table is a 3 step process e Column Configuration select and configure the table s columns e Grouping create a flat table or drill down style grouping e Table Settings configure table settings such as interactive paging he GI ouping anc a D a el ting S si eps are opi lo na Configuring Table Columns The first step is to create and configure columns for your table Create columns for your table by adding data columns configured in the Section Data component Click Table Configuration to open a panel listing all the available data columns After selecting the columns click OK 26 Adding Columns Header x Header Information Data H Ordering Parameters H Column Configuration Gre Data Ordering Sortable Summary For Column Header ae ee Last Mame Last Mame none Xt Table TX Column Configuration Grouping Dat Table Settings E Crosstab Crosstab Configuration First Hame First Name none Short Date A X none Hours nane Exports x Export Options Add Columns Available Columns Crasstab S
50. op of the screen doc Word XIS Excel DOT Adobe PDF xml XML format 3 Save the report in the selected format if necessary Click File Click Save As Make sure the correct file type is displayed Enter a new file name if desired Click Save Save in A LACES Reports zl or e Favorites CS a Filename Report xls S My Network Places Save as Date Microsoft Excel Workbook xls m Microsoft Excel Workbook xls Web Page htm html Web Archive mht mhtrml ML Spreadsheet xml Template H lt Text Tab delimited txt Cancel 58 CHAPTER 9 RUNNING REPORTS HOW TO RUN A REPORT Running Reports A list of reports is available under My Reports If no reports have been created this list is empty My Reports Reports gt My Reports Click the name of the report to launch it in a new browser window There are two additional options for running the report if a v was placed in the Ask checkbox when defining parameters Chapter 2 e Run and Hide Parameters Run the report and hide parameter input box e Run Run the report and leave parameter input box visible Run Options when Ask is Selected Run Hun and Hide Parameters If the report contains numerous parameters click Run and Hide Parameters to provide more screen space for the report Run the report again to input additional parameters Run and Run and Hide Parameters affect the parameters for the report An
51. ops Agency ID Session Name Session ID Type Status Keyword ClassSectionlD
52. r x Header Information Data gt Ordering Parameters BRST ER gt Grouping Table Settings Crosstab Configuration gt Crosstab Settings Data Ordering Width Alignment Style Parameters Table vx Column Configuration Grouping Table Settings Ej p E EF Crosstab A X Crosstab Configuration Ej Eg Crosstab Settings Exports x Export Options Add Columns Aggregate Actions v x Count Distinct Maximum Minimum IK S Get help configuring CG Previous Step Next Step Visualization The Visualization option allows you to display a colored indicator for numeric fields The following indicators are available Bar Color Slider background Color Slider circle Color Slider square If the field is numeric the Visualization icon will appear 30 Adding Visualization Header Information Data Ordering Parameters gt Column Configuration gt Grouping Table Settings Crosstab Configuration Crosstab Settings Data Ordering Parameters Table vx Column Configuration Grouping Table Settings EF Crosstab a x Crosstab Configuration Crosstab Settings Exports x Export Options Add Columns Visualization Options Visualization Style Color Slider backaround v Show Data Values O Ho 9 Yes OK Cancel Get help configuring column
53. report in Microsoft Excel format If Microsoft Excel is installed the report can be edited as an Excel spreadsheet from the browser window Export to Excel opens a new browser window displaying the report in Microsoft Excel spreadsheet format The URL displays a path with an Excel xls extension If Microsoft Excel is installed the report opens as an Excel spreadsheet Select rows or columns for sorting copying pasting etc and perform many other typical Excel functions Save the report in Excel format by clicking the File menu and choosing Save as Choose a name and location for the file and click Save 54 Export to Word Export to Word saves the report in Microsoft Word format If Microsoft Word is installed the report can be edited as a Word document from the browser window Export to Word downloads the report into a Microsoft Word document A temporary name is given to the file with the Word file extension doc If Microsoft Word is installed the report opens as a Word document Edit the report as a Word document or save the report unedited Export to PDF Export to PDF saves the report as a PDF Portable Document Format which can be viewed with Adobe Reader and edited with Adobe Acrobat Export to PDF opens the report in the current browser window as a PDF document viewable with Adobe Reader The Adobe toolbar is displayed across the top of the report providing many typical PDF functions Users can save print an
54. rill down Enabled O Show Detail Column Drill dawn Disabled O Hide Detail Column Include Summary for Detail Caluron LiteracyPro Reporting supports an unlimited number of grouping layers for any single report Each layer can have multiple grouped columns including any number of group aggregates Modify any grouping layer by clicking D for the corresponding layer Only the group aggregates can be modified for layers higher than the current layer Click to remove a layer The first row displays information about the top most grouping layer Actions to modify or delete a grouping layer Actions Table Settings Table Settings allows you to give the table a title and add paging controls for large result sets You can add interactive paging controls for the entire table as well as individual sub reports in a drill down style grouped table The number of rows displayed on each page and the number of rows per sub report page is determined by the value set in Table Setting To change enter a value in either of these fields 4 Table Settings Header x Header Information Data Ordering Parameters Column Configuration Grouping gt QUEL TS ls Section Interactive Paging on e eg Ce Rows Per Page Dats Ordering Parameters zt Table x Rows Per Sub Report Page Column Configuration Grouping Table Settings Get help with table settings Exports x EE SS Export Options ee P
55. s Previous Step Next Step Color indicators give you the ability to define your own threshold for comparing a value at a particular row with all other values in that column When you enable visualization on a particular column a color slider appears in the column header for setting the threshold The color spectrum is determined by how much the data values in the column deviate from the specified threshold You can choose to visualize each cell value as a colored shape bar circle or square or shade the entire cell background You can also show the numeric data value adjacent the visualization Example of Report with a Calculated Column Formatted with Visualization DONOR PLEDGES Donor Display Name Value Interest Steve ForbesP 500 00 530 000 James PolkP 100 00 1 06 008 William HarrisanP 400 00 t424 31 Formatting The Format option provides data formatting options for values in each column The following formatting options are supported e None e General Number e Currency e Integer e Fixed e Standard e Percent e Scientific e 2 or 3 digit place holder e General Date e Long Medium Short Date e Long Medium Short Time e Yes No e rue False e On Off NOTE LiteracyPro Reporting chooses the appropriate format type for each column Changing the format type may display undesirable results Width The Width option allows you to modify the default width This value works in conjunc
56. sHours ttended Hours 4 Place a V in the sortable checkbox after Last Name 5 Change the Date format to Short Date Header x Header Information Data gt Ordering Parameters gt RT DOT time gt Grouping Table Settings Data Ordering Column Header Sortable Summary Format Visualization Width Alignment Parameters Last Name Last Name E none 96 v Zr Table x Column Configuration First Name First Name none 96 Grouping Table Settings Date Date Short Date S Exports x Class Class none Export Options E Hours Hours none Add Columns 6 Select a report style 7 Click the Grouping button Select Grouped Flat Table and click Add Grouping Layer 8 Select Student Last Name and First Name and move to Grouped Columns 9 Click Add an Aggregate Column 10 Select PersonClassHoursAttended Hours for the aggregate column 11 Choose Sum for the aggregate function 12 Add the label Student Hours 13 Click Save Layer 71 Layer 1 Grouping Columns Available Columns Grouped Columns Students Agency Marne Students Last Name Students AgencyID Students First Hame Students SSH Students Program Students Keyword Students Keyword Students Entry Level Students Current Level Students Subject Area Students Assessment Status Students Ethnicity Students Gender Students Emplo
57. still visible must have a relationship to the object previously selected You can then choose to include those objects as well Contacts Data Object DE Ordering Parameters Column Configuration Grouping Table Settings Contacts L Person Comments L FersonDemographic amp lPersonwWarkHistory amp v contacts Donors E Person a PersonComments PersonDemographic L Person ork History H a StaffMembers EH Donorcomments fF students amp ponorHeader amp tutors SI DonorPledges EH Donors uu DonaorStatusHistory EH C1 Person z a PersonAddresses z La PersonComments contacts MP IDonenon Rereveu EH e PersonDemographic EH a Person WorkHistory EH C1 StaffMembers 4 Students amp Tutors The Contacts data object is related to the PersonDemographic object which is related to the Donor object Data columns from each object are available to include in the report NOIRE M infnrmatinn Aan r INUILE More inTormation on C 13 Ordering Data Columns in the report can have an initial ordering scheme Users can also specify a threshold for the number of data rows included in the report 1 Click Ordering 2 Click Add a Column and choose the column to order from the drop down menu 3 Choose Ascending or Descending order for values in the specified column 4 After selecting both the column and direction of ordering click EH to save or di to discard the changes
58. t Marne Last Marne 4 Address I none DM I City EA CH I slg uz B m m l in H mm pw mw pw rw pw rw D State lt Zip none E nu 4 Home Phone Home Phone nane E Mail Status E E ED EU EU O H 9 X Ox OX OX X X X X X I Intake Date Intake Date OO m I i Cu Lo 9 Change the Intake Date format by clicking the down arrow under format and select Short Date Make the Last Name column sortable by placing a v in checkbox Intake Date Intake Date L none none General Date Add Columns Long Date Medium Date Short Date Get help configuring columns Long Time Medium Time Short Time Previous Step 10 Click the down arrow at Report Settings Apply the Ocean format 11 Name the report Volunteer Contact Information and save 12 Run the report 66 Tutorial 2 Volunteer Contact Information for Active Volunteers with Intake Date Parameter This report displays Volunteer Contact Information for Active Volunteers whose Intake Date was between 97 1 2007 and 10 31 2007 1 Modify the report Volunteer Contact Information by placing a Vv in front of the report name and clicking the Modify Report icon Save Parameter eo I St Ss QUO HY Save report and run Header x Header Information Data Ordering Parameters t Table x Calumn Configuration Grouping Table Settings Click Parameters in the Selection Panel Click the Add
59. ted Column Details Mame Donation Forecast Formula DonationsReceived alue 05 DonationsReceived Value Operators Columns HAAD DonationsReceived Date DonationsReceived AgencyID DonationsReceived Type DonationsReceived Value DonationsReceived Deductible DonationsReceived Comment Save Column Cancel Get help with the Calculated Columns panel psum BE ommo um um um um Gm Gm RRR um um um um UM UM mmm mmm mm mmm GRO GN GO UO GN GU GU UD UR UO EEE mm mmm mmm mm mmm mm mm mm mm mm mm em mm mm mm mm mm em em mm gl 21 3 Add the newly created Calculated Column by clicking Column Configuration then Add Columns for more information about Tables and Adding Columns refer to Chapter 4 e Using the Control key select the columns to appear in the report including the Calculated Column e Click OK Table and Add Columns Available Columns Assigned Columns DonorHeaden Address Donors Last Hame DonorHeader City Donors First Mame DonorHeader State Donors Donor Display Name DonorHeader Zip DonorPledges Value DonorHeader Mail Preference DonorHesader Donation ConorHeader Home Phone ConorHeader Work Phone Re le DonorHeader Pager DonorHeader Other Phone DonorHeader Other Phone Type DonorHeader E Mail DonorHeader DonarID Calculated Columns bonation Forecast OK Cancel Get help configuring ealumns Previous 5tep Next Step 4 Format Columns if needed Column Configur
60. tion with its scale type Scale is measured in pixels or percent A pixel is single point of picture data displayed on the monitor Hundreds of pixels can be used to display a very small image A Percentage is a fraction of the screen space allocated for each column D 32 Style The Style option gives users the ability to apply conditional formatting to cells with specific values Users must create the condition and specify the formatting style Conditions are evaluated each time other users run your report Click to modify the conditional style for a specific column Adding a Column Condition Header x Header Information Data Ordering Parameters gt EZITA TE PE Grouping Table Settings Crosstab Configuration Crosstab Settings Data Ordering Parameters Table vx Column Configuration Grouping Table Settings 3 Crosstab a x Crosstab Configuration Crosstab Settings Exports x Export Options Add Columns Style Details Column Operator PersonClassHoursAttended Hours Equal to Add a Condition Apply this style to all columns Save Style Cancel Get help configuring columns In the example above donation values less than 500 will display red in the report To create a condition 1 Click the Style icon Ed on the line you wish to format 2 Click Add a Condition 3 Choose the column and operator from
61. ts the following choices e Text e Dropdown e List single select The Contains operator presents the following choice e Text If more than one parameter is used the user has the option to display parameters adjacent to the previous one or display on a new line Select either e Next to the previous parameter e nanew line Parameter Display Options Em oven Susie sid Parameters displayed on new line And Gender equal to Run Run and Hide Parameters And Status equal to active lAnd Gender equal to Displayed next to previous parameters If the report contains two or more parameters an icon appears for each additional parameter The directional pad gives users the ability to create levels for each parameter Control the order of evaluation for multiple parameters using the directional pad The Directional Pad Report Name Attendance Report by Hours Preview Report Save Report Click on any of the presentation tools in this toolbar to add it to your report eo y e e Hu v he m A E89 Header x Header Information Data gt Ordering gt EE ER gt Column Configuration gt Grouping gt Table Settings gt Crosstab Configuration gt Crosstab Settings Data e Column Name Operator Value Caption Actions Ordering Parameters PersonClassHoursAttended Date Between 7 1 2006 AND 12 31 2006 amp x Table vx Column Configuration un And Students Subject Area Contains zu x Grouping Tabl
62. tting a Parameter Header xX Header Information Data Ordering ERE gt Column Configuration Grouping Table Settings Crosstab Configuration Crosstab Settings Data Ordering Parameters E x Table vx Column Configuration Grouping Table Settings F Parameter Details EJ Crosstab a X P And Crosstab Configuration m Column Students Subject Area Operator Equal to Default Value Crosstab Settings Exports x Export Options Specific Value Ask in Report Caption Control Type Text wv O Next to the previous parameter Display this arameter 3 Gi In a new line Please use the Enter key to separate items in a data entry list Save Parameter Cancel Get help with setting parameters Previous Step Next Step Ask Checkbox Place a V in the Ask checkbox to give the viewer the option of changing the threshold value before the report is presented Instead of limiting the report to predefined parameters the values can be modified while browsing the report Marking an operator as an ask parameter presents additional options such as setting the desired caption for the parameter and changing the way values are displayed The parameter caption will be automatically generated if left blank 16 Control Type values depend on both the operator picked and the selected column s data type For example a text type column with the Equal To operator presen
63. y additional settings specified in the Report Builder are left intact Employment STEIER Run Run and Hide Parameters For example in a Staff report a parameter is set to display full time employment status The Ask checkbox has been checked in the parameter When the report is selected from the Reports list the option to Run or Run and Hide Parameters will display at the top of the report 59 Clicking Run will run the report with the parameter applied The parameter input box will still display Parameter input box still visible Date Thursday September 20 2007 Time 9 39 04 ANT Employment Staustue Run Run and Hide Parameters Staff Parameter input box still displayed Page of 2 Last Name First Name Fulltime sender Job Classification Status Wilson Morris true Male State Supervisor Active Clicking Run and Hide Parameters will run the report based on the parameter but the parameter input box will not be visible Same Report with parameter input box hidden Date Thursday September 20 2007 Time 9 35 01 AM Pagel Let Last Name First Name Fulltime render Job Classification Status Citez Jeorge true Mo Value Entered Local Aide Paraprotessional Active 60 CHAPTER 10 MANAGING REPORTS MANAGING REPORTS CREATED WITH LITERACYPRO REPORTING As reports are created in LiteracyPro Reporting it is important to organize and manage the reports LiteracyPro Reporting provides the following actions e Add
64. y the system administrator The Shared Reports page lists reports that are available for all users Users can make changes to shared reports by copying them from the Shared Reports page to the My Reports page My Reports page My Reports Shared Reports Users Reports Linked Reports Reports gt My Reports Find Reports Add a New Report Add a New Folder Delete Reports Folders Copy Reports Move Reports F Last Modified Actions E beners 8 27 2007 11 02 AM A Ta GI E amp oais 8 8 2007 11 36 AM Al E Add a New Report Add a Mew Folder Delete Reports Folders Copy Reports Move Reports Legend Si Modify Report lA Rename Report E Copy Report a Moye Report Reports that have been created will appear in a list on the My Reports and the Reports page To modify rename copy move or delete a report place a V in the box preceding the report name and click the appropriate icon or button A legend explaining the action icons displays at the bottom of the screen To run a report click on the report name Folders Folders make it easy for you to organize a group of related reports Click Add a New Folder to create new folders to store reports Click the name of the folder to view any reports contained within the folder Find Reports As more and more reports are created the My Reports page can become quite long The search engine will help you find the reports you need more quickly LE The search engine is hidden by
65. yment Status Students ESL Student Yr Students Disability Group Aggregates Aggregate function PersonClassHours Attended Hours Student Hours a Column Label Actions Add an Aggregate Column Save Layer Cancel Get help with grouping data Grouping Options window Header x Header Information Data Ordering Parameters Column Configuration gt ETE Table Settings BiSection Do vou want this to be a grouped repart Please choose the grouping style Data Orderi e S SE Grouping Options Parameters T Tobie x D Hot Grouped iO Grouped Flat Table O Grouped Drill Dawn Column Configuration Grouping Table Settings Grouped Columns Aggregate Columns Actions Column Aggregation Label EE x Students Last Marne Export Options Students First Name PersonClassHoursAattended Hours Sum Student Hours amp X Add Grouping Layer 12 14 Click Parameters 15 Click Add a Parameter 16 Add the following parameter details In this example the date parameter is set for dates between 7 1 2006 and 12 31 2006 Any date range can be added Header X Header Information Data gt Ordering gt Parameters gt Column Configuration Grouping Table Settings Data Ordering Parameters Table x Column Configuration Grouping Table Settings Parameter Details Exports x Export Options Column PersonClassHoursAttended Date Operator Between M Values Specific Value v

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