Custom Reporting Trainging with Bluforce
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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.
Custom Reporting Trainging with Bluforce
- 1. Custom Reporting Training For internal use only
- 2. Agenda • • • • • 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 2
- 3. Agenda • • • • • 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 3
- 4. Features • • • • 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 4
- 5. Agenda • • • • • 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 5
- 6. Getting To Custom Reporting For internal use only 6
- 7. Getting To Custom Reporting For internal use only 7
- 8. Agenda • • • • • 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 8
- 9. Layout Familiarity For internal use only 9
- 10. Layout Familiarity For internal use only 10
- 11. Agenda • • • • • 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 11
- 12. Creating Custom Report • • • • • • Data Sources Fields Summary Charts Filters Report Style For internal use only 12
- 13. Agenda • • • • • 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 13
- 14. Creating Custom Report Fields • First select the Data Source o Defines what you want to report off of For internal use only 14
- 15. Creating Custom Report Fields • • • 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 15
- 16. Creating Custom Report Fields • • • • • 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 16
- 17. Creating Custom Report Fields • 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 17
- 18. Creating Custom Report Fields • String Fields o Concatenate (combine fields) using the A checkbox o Other functions Count Maximum Minimum Group For internal use only 18
- 19. Creating Custom Report Fields • 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 19
- 20. Creating Custom Report Fields • • • 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 20
- 21. Agenda • • • • • 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 21
- 22. Creating Custom Report Charts • • 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 22
- 23. Creating Custom Report Charts • For internal use only Trend chart allows you to plot values against dates 23
- 24. Creating Custom Report Charts For internal use only 24
- 25. Creating Custom Report Charts • 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 25
- 26. Creating Custom Report Charts For internal use only 26
- 27. Creating Custom Report Charts • Plot o Can leave as a plot or connect to make a line For internal use only 27
- 28. Creating Custom Report Charts For internal use only 28
- 29. Creating Custom Report Charts • 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 29
- 30. Creating Custom Report Charts For internal use only 30
- 31. Agenda • • • • • 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 31
- 32. Creating Custom Report Filters • • • • 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 32
- 33. Agenda • • • • • 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 33
- 34. Creating Custom Report Styles • • • • • 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 34
- 35. Creating Custom Report Filters For internal use only 35
- 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 36
- 37. Upcoming Education Compliance Webinar Series with Seyfarth Shaw LLP • Preparing for the Affordable Care Act (ObamaCare). May 22: 12:00 cst • Reduce Costs with Pay Cards. June 19: 10:00cst • California Wage & Hour Labor Law--Avoiding Common Pitfalls with a Distributed Workforce. June 26: 12:00 cst • How to Avoid Costly Wage & Hour Pitfalls for Healthcare Employers with a Distributed Workforce. Sept 25: 12:00 cst • 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 37
- 38. Customer Follow Contest! • Follow what is going on at EPAY • 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 38
- 39. For internal use only 39
Editor's Notes
- #5: 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
- #7: 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.
- #8: 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.
- #10: 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
- #11: 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
- #13: 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
- #15: - First select the data sources you want to create a report for
- #16: 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
- #17: - 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
- #18: - 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
- #19: - 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
- #20: - 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
- #21: - 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
- #23: - Many different chart types- Trend- Pie- Plot- BarFunnelDifferent charts have different options for you to choose from
- #24: 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
- #25: Example of a Trend Chart
- #26: 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
- #27: Example of a Pie Chart
- #28: Select a field to define the X-axisSelect the field that defines the Y-axisYou may also include a separator
- #29: Example of a Plot
- #30: 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
- #31: Example of a Bar Graph
- #33: 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
- #36: Pink highlights what item changes in the fields