Page Comparison

Step-by-step guide

1. Select Operations > Select Image Added Reporting. The Global Reporting screen is displayed.
2. Click [New Report]Image Added. The Reporting Wizard (Step 1 of 5): Report Area & Type screen is displayed.
   Image Removed

3. Complete the required fields as per below.

   Image RemovedImage Added

   Field	Description
   Report Module	Select the applicable module you wish to report on.
   Report Area	Select the applicable area within the module you wish to report on.
   Report Title	Enter a title for the report.
   Report Description	Enter a description for the report.
   Display Report Title	Select the tick box to display the report title in the report output.
   Display Parameters	Select the tick box to display the report parameters (Date Period etc.) in the report output.
   Report View Access	Assign the personnel who can access the report.

4. Click [Next] Image Added. The Reporting Wizard (Step 2 of 5): Report Columns screen is displayed.

5. Move the required fields from the Available Fields to the Selected Fields pane. Use the arrows to change the field placement in the report.Image Removed
   

   Click [New Group]

   Image Added
   
   

6. Click Image Added to group the report output by a selected field.

7. Click ‘Group 1’ in the Grouping pane.

8. Click [Add Group Column]. Image Added

9. Select the field to group the report by and click insert [Image Removed]Image Added. In the example below, the report output will be grouped into each base. You can create multiple groupings if required. For example, a report may firstly be grouped by a base location and secondly by the departments within that base location.

   Image Removed

   Click [Add Sort Column].Image Added

   
   

10. Click Image Added

11. Select the sort order for the report and click insert []. In the example below, the report output will be sorted in ascending, alphabetical order by each base.

    Image RemovedImage Added
    
    

12. Click [Next] Image Added. The Reporting Wizard (Step 3 of 5): Report Layout screen is displayed.

13. Select the required layout and formatting options in the Report Columns pane.

    Image RemovedImage Added

    For example:

    • To rename a column title, right-click the column title and select Edit Label.
    • To specify a font style (size, colour, bold, italics) right-click on a column and select Style > Font > <required option>.
    • To include the name of the group in the resulting report, right-click in the Group Header 1 row and select Set Group Label > <required option>. This option is only available if you have included a group in Step 2 of the Reporting Wizard.
    • To calculate values in certain columns, right-click in the Group Footer or Report Footer row for the required column and select Calculate > <required option>.
    • To hide the contents of the report and only include the report headers and footers, right-click in the Report Body row and select Hide Details Row. This option is particularly useful if you have included report totals in the Group and/or Report Footer and only wish to view a summary of the results and not each individual record.
      
      
14. Select the report page layout in the Page Layout pane.
    Image Removed
    Image Added
    
    
15. Click [Next]. The Reporting Wizard (Step 4 of 5): Report Filters screen is displayed.
    Image Removed
    Image Added
    
    

16. Select the required filter from the drop-down list and complete the filter properties.

    The setup options differ, depending on the selected filter type. In the example below, the report will contain a filter allowing users to only display reports submitted after a particular date. As the ‘1/1/2015’ is selected as a default value, when the report is generated only safety reports submitted after or on this date are displayed. Click [Add] to include the filter in the report.

    
    

    Image RemovedImage Added
    
    

    Image Added In this report example, a the new ‘Report Type’ filter must be created to only return ‘Ground’ reports versus all report ‘Rego’ filter will only return data for ‘VH-123’ versus the displaying of all Rego types.

    Image RemovedImage Added

    
    

17. Click [Next]Image Added. The Reporting Wizard (Step 5 of 5): Report Viewer screen is displayed.

18. Filter the screen according to your requirements and click [View Report]. Note: If no filters are enabled for this report, the report is automatically displayed.

19. Use the report viewer toolbar to navigate around the report, search for keywords and export the report.

    Image RemovedImage Added

    Field	Description
    	Click this icon to return to the first page of the report results.
    	Click this icon to view the previous page of the report results.
    	Click this icon to view the next page of the report results.
    	Click this icon to view the last page of the report results.
    Image RemovedImage Added	Enter a keyword into the text box and click Find. Click Next to highlight the next record matching the entered keyword. Image Added
    	Click this icon to export the report results to Excel, PDF or Word.
    Image RemovedImage Added	Click this icon to refresh the report results. Use this icon when you change any values in the filters.

    
    

    
    

    
    

...

Global Reporting Module Guide: