This document provides an overview and agenda for a custom reporting training. It describes how to create custom reports by adding fields, charts, filters, and customizing styles. Administrators can create and save custom reports with various export options. Upcoming webinars on new features and compliance topics are also advertised.
2. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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3. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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4. Features
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Available to Administrators only for this release
Ability to create custom reports and save for later use
Create custom charts, calculations, filters, styles, etc…
Export out to:
o CSV
o PDF
o Excel
o Word
o Rich Text Format
o XML
o Open Office
For internal use only
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5. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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8. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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11. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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13. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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14. Creating Custom Report Fields
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First select the Data Source
o Defines what you want to report off of
For internal use only
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15. Creating Custom Report Fields
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It’s time to define fields
Depending on the field type, will allow you different options
Fields can be grouped together
o VG = Visual Grouping which will separate the data out to
different tables
For internal use only
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16. Creating Custom Report Fields
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Sort defines the sort order
A defines which type of calculation will occur with the previous
field
Function defines how to group, sum, counts, minimum, maximum
Format defines how to display the information depending on the
field type
Move fields around to arrange the order by drag-n-drop
For internal use only
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17. Creating Custom Report Fields
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Numeric Fields
o Do calculations using the A
checkbox such as
addition, subtraction, division, multipli
cation
o Other functions
Count
Maximum
Minimum
Group
For internal use only
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18. Creating Custom Report Fields
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String Fields
o Concatenate (combine fields) using
the A checkbox
o Other functions
Count
Maximum
Minimum
Group
For internal use only
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19. Creating Custom Report Fields
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Date Fields
o Many different options under function
o Calculations
Count
Minimum
Maximum
Number of Days Old
Average of how many Days Old
Total the number of Days Old
o Grouping can be done in many different ways
By Day
By Month Name (abbreviated version as well
By Day of Week
By Date
By Year & Month (abbreviated version as well)
By Week
By Year & Quarter
For internal use only
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20. Creating Custom Report Fields
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The fields section can include pivot tables
Additional fields can be added to the pivot table by
selecting the insert row
Pivot tables can also calculate totals for sub totals at the
bottom of the report and side totals to the right of the
report
For internal use only
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21. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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22. Creating Custom Report Charts
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For internal use only
Can add up to two charts to a report
Many different chart types
o Trend
o Pie
o Plot
o Bar
o Funnel
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23. Creating Custom Report Charts
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For internal use only
Trend chart allows you to plot values
against dates
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25. Creating Custom Report Charts
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Pie chart
o Show as 3D
o Show as regular Pie chart or Donut chart
o Explode largest slice
o Combine the lowest percentage (defined by
you)
For internal use only
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29. Creating Custom Report Charts
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For internal use only
Bar Graph
o Optional to include a line
o Change to a horizontal graph
o Show a pareto
o Stack values
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31. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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32. Creating Custom Report Filters
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Create filters to remove unwanted information for the data set
Variety of types of filters
Dates can be filtered by date ranges
Also can include conditional filter logic
For internal use only
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33. Agenda
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Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Adding Charts
o Adding Filters
o Changing Report Style
Upcoming Webinars
For internal use only
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34. Creating Custom Report Styles
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Let the report be formatted with your color scheme
Change the order of the charts, tables, etc…
Change page layout
Change the visual group style
Change the number of records per page
For internal use only
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36. Upcoming 6.2 Training
• 6.2 Schedule Module Enhancements Training
Webinar
o May 23: 10:00 am cdt
o Register at
http://www2.epaysystems.com/scheduling
Call Support at 877-800-3729
For internal use only
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37. Upcoming Education
Compliance Webinar Series with Seyfarth Shaw LLP
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Preparing for the Affordable Care Act (ObamaCare).
May 22: 12:00 cst
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Reduce Costs with Pay Cards. June 19: 10:00cst
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California Wage & Hour Labor Law--Avoiding Common Pitfalls
with a Distributed Workforce. June 26: 12:00 cst
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How to Avoid Costly Wage & Hour Pitfalls for Healthcare
Employers with a Distributed Workforce. Sept 25: 12:00 cst
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How to Avoid Costly Wage & Hour Pitfalls for Employers in the
Hospitality Industry. Nov 6: 12:00 cst
Register at www.EPAYsystems.com
For internal use only
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38. Customer Follow Contest!
• Follow what is going on at EPAY
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Systems on Twitter and/or
LinkedIn and be entered for a
chance to win a new iPad Mini!
Learn more at
http://www.epaysystems.com/customersocial-media-contest/
Connect with EPAY:
o LinkedIn – follow our company
page at EPAY Systems
o Twitter -- @EPAYsystems
For internal use only
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Access is only available to employees with an Administrative role This is due to no data restrictionDid not want to compromise securityData is available across all of timeCreating reports to be used laterAdministrator can create reports and save them off for later useThey would be listed in the Custom Reports FolderStandard Reports Folder are where reports that are created by EPAY are located and cannot be deleted by the administratorCreate Reports that can includeCharts Trend GraphPiePlotBar GraphFunnelCreate calculations against other fieldsAdd filters to filter data to only view the information you want to viewChange the way the reports look so that it looks and feels like a report came from youExport data to multiple formatsCSVPDFExcelWordRTFXMLOpen Office
Login to Blueforce as an AdministratorSelect the Reports ModuleFind the link on the left panel labeled “Custom Reporting” or “Custom Ad-Hoc” Custom Reports vs Standard ReportsCustom Reports = reports created by the administratorStandard Reports = Reports create by EPAY SystemsAdding a new reportTo add a new report, select the link labled “Design A New Report”Editing a reportMouse over the report you wish to edit. You will see a pencil icon to the left of the reportSelect the pencil iconEditing a Standard Report will create a new Custom Report when you save the reportDeleting a reportMouse over the Custom Report you want to delete. You will see a red X icon to the left of the reportSelect the red X iconCustom Reports can be deleted, however, Standard Reports cannot be deleted.
Login to Blueforce as an AdministratorSelect the Reports ModuleFind the link on the left panel labeled “Custom Reporting” or “Custom Ad-Hoc” Custom Reports vs Standard ReportsCustom Reports = reports created by the administratorStandard Reports = Reports create by EPAY SystemsAdding a new reportTo add a new report, select the link labled “Design A New Report”Editing a reportMouse over the report you wish to edit. You will see a pencil icon to the left of the reportSelect the pencil iconEditing a Standard Report will create a new Custom Report when you save the reportDeleting a reportMouse over the Custom Report you want to delete. You will see a red X icon to the left of the reportSelect the red X iconCustom Reports can be deleted, however, Standard Reports cannot be deleted.
First, run a reportLook at the menu bar at the top. We will identify each icon and identify what’s it’s used forBack Button = The back button takes you to the browser’s previous pageRepoort List = This button will take you back to the list of reportsNew = The new button will create a new reportSave = This will save the current report setup. If you are in a Standard Report and select save, a new report will be listed in the Custom Reports folderSave As = The save as button will bring up a popup that will allow the user to enter in what the new name of the report will be
First, run a reportLook at the menu bar at the top. We will identify each icon and identify what’s it’s used forPrint = The print button will actually save the report output as a PDF documentSQL = The SQL allows you to view what the SQL code is for the reportCSV = Saves the report in a .csv fileOpen Office = Saves the report in a .uof fileExcel = Saves the report in a .xls fileWord = Saves the report in a .doc fileXML = Saves the report in a .xml fileRTF = Saves the report in a .rtf fileResults = Results defines how many of the top results to show in the report
Data Sources is the first step when creating a report. This defines which data you will be reporting off ofFields define which fields you want to show in the reportThere are many features in the fields section which include:CalculationsPivot TableGroupingSummary is a way to setup a summary of data and has similar functions as fieldsCharts is where you can create different charts/graphs to show data visuallyFilters applies various filters based on fields so that only that data is shownStyles is what allows you to change the color scheme on the report
- First select the data sources you want to create a report for
Add the fields to the report that you want- Depending on the field type, will allow you different options- Fields can be grouped together VG = Visual Grouping which will separate the data out to different tables
- Mousing over icons shows a description of what it is- Sort defines the sort order- A defines which type of calculation will occur with the previous field- Function defines how to group, sum, counts, minimum, maximum- Format defines how to display the information depending on the field type- Move fields around to arrange the order by drag-n-drop
- Numeric FieldsDo calculations using the A checkbox such as addition, subtraction, division, multiplicationSelecting the checkbox will change which function it will beWill appear with a +, - , /, * in the checkboxCalculations use the previous column to apply the function- Other functions- Count- Maximum- Minimum- Group
- String FieldsConcatenate (combine fields) using the A checkboxWill appear with a “+” sign in the checkboxConcatenation uses the previous column to apply the function- Other functions- Count- Maximum- Minimum- Group
- Date Fields- Many different options under function- Calculations- Count- Minimum- Maximum- Number of Days Old- Average of how many Days Old- Total the number of Days Old- Grouping can be done in many different ways- By Day- By Month Name (abbreviated version as well- By Day of Week- By Date- By Year & Month (abbreviated version as well)- By Week- By Year & Quarter
- The fields section can include pivot tables- Additional fields can be added to the pivot table by selecting the insert rowPivot tables can also calculate totals for sub totals at the bottom of the report and side totals to the right of the reportSummary section is very similar to Fields. If you know how to navigate around the Fields section, you will know how to use the summary.Limitation with summary is that no pivot table can be added to it
- Many different chart types- Trend- Pie- Plot- BarFunnelDifferent charts have different options for you to choose from
Select a date fieldSelect the field that defines the value that will make up the values in the chartYou may also include a separator to separate out the different lines
Example of a Trend Chart
Select a field to define the labelsSelect the field that defines the value that will make up the values in the chartYou may also include a separator
Example of a Pie Chart
Select a field to define the X-axisSelect the field that defines the Y-axisYou may also include a separator
Example of a Plot
Select a field to define the LabelSelect the field that defines the value that will make up the values in the graphYou may also include a separator to separate out the different linesMay include a value to generate a line
Example of a Bar Graph
A lot of options here for filtering depending on the field typeConditional filter logic allows you to use and/or statements to combine filtersi.e.: I want to only view information that includes filters 1 or 2 and 3 or 4.This will apply the filters for any combination of 1 or 2 with 3 or 4Combo Table:1 & 31 & 42 & 32 & 4