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The output for these reports/extracts of information do not contain logos etc - you will need to complete that function after the extract has been completed. 


Why not watch a quick video on ad-hoc reports.

Widget Connector
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  1. Go to Menu > Reports.

  2. Click Action > Create New Report.  


    The New Extract screen appears.



  3. Build your report following the description of each function below:

    Function

    Description

    Available fields

    The list of fields available that may be added to your report. Click on categories to see available fields under each. To select a field click and drag it into 'Selected Fields'.

    Selected Fields

    Once all the fields you need are in this area, you can change the order in which they appear in your report by clicking and dragging them to the desired location.

    Add conditions

    You add conditions to limit the data you receive in your report. E.g You can select all students and then add a condition of 'current', showing only current students.


    Button

    Description

    This will sort this field in this order - i.e. alphabetical, ascending or descending

    This will allow you to use various functions - i.e sum, maximum, minimum, count, count distinct

    This will allow you to remove the field.

    This will remove duplicate entries.


    Info
    At any time click Generate extract to preview what the report will look like.


  4. To change the wording of column headings in the report, click the Italic wording and edit accordingly.   

  5. Once completed click Save Report.

    A new screen will appear.
       

  6. Complete the fields. 

  7. Click Save.


Select the help document below that you wish to view for this topic:

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