The Reports dropdown is located on the Main Menu. There is only one report type offered here: Advanced Reports. The Advanced Reports interface () provides a set of tools to create user defined queries and reports.
Content
This article covers these key components of the Advanced Reports interface:
- Sections - Descriptions of each major section of the interface, from the Query Title to the Button Controls.
- Controls - Descriptions of all textboxes, buttons, and picklists on the interface.
- Preset Columns - Descriptions of the Bridges, Projects, and Route buttons which place a preset grouping of columns in the "Selected Output Columns" list.
- Output Report - The content on the resulting report, such as the header fields and available controls.
- Workflow - How-to guide for creating and running an Advanced Report.
Sections
The Advanced Reports interface is divided into 7 sections:
- Query Title -- Specifies a name for a set of search criteria for future recall.
- Output Column Data Type Controls -- Specifies a preset group of output columns.
- Query Builder -- Specifies a combination of available data elements for creating a custom query and report.
- Available Output Columns -- Specifies the available data columns that can be included in reports.
- Output Field Controls -- Customizes the report output through the use of movement-based button controls.
- Selected Output Options -- Specifies the data columns to be included in the output report.
- Button Controls -- Removes, runs, saves, or stores the created query.
Controls
The Advanced Reports interface hosts these controls:
| Control | Section | Used To... |
| Query Title Box | Query Title | Display a name that characterizes the search elements; this name will be retained when the Save Query button is selected. |
| Bridges, Projects, and Routes Buttons | Output Column Data Type Controls | Automatically add a set of data columns to the Selected Output Columns list at the bottom of the form. |
| Category Column Dropdown | Query Builder | Select the Business data type. |
| Item Column Dropdown | Query Builder | Select an Item refined by the Category selection. |
| Logical Column Dropdown | Query Builder | Input a query operator (equal, not equal, etc.). |
| Value Column Dropdown | Query Builder | Select a valid value for the data column or type in where set values do not exist (if applicable). |
| Add/Remove Item (+ and X) Buttons | Query Builder | Add additional criteria to the query (+) or remove criteria from a query (X). The remove option is not presented in the first row since the interface requires at least one search criteria row. |
| Join Dropdown | Query Builder | Group or create conditional queries; used in conjunction with the parentheses controls. |
| Parentheses Textboxes | Query Builder | Group or create conditional queries; used in conjunction with the join control. |
| Plus and Minus Buttons | Available Output Columns | Expand and collapse the lists of available data columns. |
| Add (>) Button | Output Field Controls | Add fields from the Available Output Columns list to the Selected Output Columns list. |
| Remove (<) Button | Output Field Controls | Remove a field from the Selected Output Columns list. |
| Remove All (<<) Button | Output Field Controls | Remove all fields from the Selected Output Columns list. |
| Reorder the Report Column Sequence: Double Up/Down Arrows | Selected Output Options | Move a selected item to the top or bottom of the list. |
| Reorder the Report Column Sequence: Single Up/Down Arrow | Selected Output Options | Move a selected item up or down one row in the list. |
| Reset Criteria Button | Button Controls | Clear all criteria and reset the form. |
| Run Query Button | Button Controls | Execute the query based on the selected criteria. |
| Load Query Button | Button Controls | Reload a previously saved query from a pop-up list. |
| Save Query Button | Button Controls | Save the query to the database from a pop-up window. |
Preset Columns
The Bridges, Projects, and Routes buttons automatically add a set of data columns to the Selected Output Columns list at the bottom of the form. Each button produces a certain set of columns. These sets are:
- Bridges: Bridge Name, Bridge Inspection Date, and BIN.
- Projects: Project ID, Location, Description, District, and Project Type.
- Routes: Route System, Route Number, Route Direction, and Route ID.
Output Reports
The results of an executed query are displayed in a pop-up report. The Report Name, Search Criteria, Run Date, and Number of Records will be displayed at the top of the report. There are also some controls offered at the top of the output report:
| Control | Used To... |
| Map Symbol Color Dropdown | Select a color for the mapped results. |
| Map Link | Toggle to the Map Frame and highlight the records in the selected map symbol color. |
| Export to Shapefile Link | Save the results locally in Shapefile format. |
| Print Link | Open the Windows Print Dialog to customize and print the results. |
| View in Excel Link | Open the file in Excel or save the results locally in Excel format. |
Workflow
The Advanced Reports interface allows the user to build a report based on inputted criteria and column types. To generate an Advanced Report, the user must follow these steps:
- Add a Query Title in the textbox.
- Fill the search criteria table with one or more rows.
- Fill the Category, Item, Logical, and Value fields.
- Add another criteria row if desired by clicking the plus sign on the next available table row.
- Use the join and parentheses table fields to group criteria rows or create conditional queries.
- Add columns to the output report manually (Available Output Columns) or through the preset groupings.
- Use the Bridges, Projects, or Routes button to add a preset grouping of columns to the report.
- Alternatively, use the plus button in the Available Columns box to find column types to include in the report; the user can then click the column names and click the "Add" button to place them in the Selected Output Columns box.
- Click the "Run Query" button to view the created report in a pop-up window.
To run a previous query that is stored in the application, the user must follow these steps:
- Click the "Load Query" button.
- Select the query name on the resulting table.
- Click the "Load Selected Query" button to load the query information into the Advanced Reports interface.
- Add to or edit the displayed information for the loaded query before running the report (optional).
- Click the "Run Query" button to view the created report in a pop-up window.
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