Presentation is loading. Please wait.

Presentation is loading. Please wait.

Workshop Sign-up Report and Full Workshops Report Purpose: eliminate the need to call customers to confirm they have a seat in a workshop.

Similar presentations


Presentation on theme: "Workshop Sign-up Report and Full Workshops Report Purpose: eliminate the need to call customers to confirm they have a seat in a workshop."— Presentation transcript:

1 Workshop Sign-up Report and Full Workshops Report Purpose: eliminate the need to call customers to confirm they have a seat in a workshop

2

3 Record Selection: {CS_EVENT_SCHEDULES.SCHEDULE_DATE} in currentdate to (currentdate + 30) And {CS_EVENT_SCHEDULES.EVENT_ID} in [ , , , …ect] Report continuously looks ahead 30 days from today Not a dynamic selection of workshops. List of workshops Event IDs needs to be updated if there are changes in public offerings This also allows us to keep certain MOSES workshops not on the report (Orientations, CCS, Trade Orientation etc.)

4 Details: the only thing on the report is the customer MOSES ID We decided that for confidentiality that was the only thing we wanted to put out in the public eye on our website.

5 Grouping: Group 1 = Event Name – in order to have report sort alphabetically by workshop name. But the workshop name field is suppressed. Group 2 = Event ID - so that the report advances from one offering to another offering of the same workshop. Group 2 is hidden so it does not add empty space Group 3 = Event Scheduled Date - so each offering of a workshop shows only the details of MOSES ID for participants signed-up for each date.

6 Group 3: Grouping by Event Date - Watch out for default settings The default was choosing to print Group 3 for every week and needed to be changed to every day.

7 In order to have each date of a workshop offering appear as a separate page in the report, the New Page After is checked on the Group Footer #3 in the Section Expert.

8 Creation of the Day of the Week of Each Workshop Formula for the Day of the Week was a three step process: week day = DayOfWeek ({CS_EVENT_SCHEDULES.SCHEDULE_DATE}) this converts the schedule date to a number (1-7) text week day = if day}= 2 then "Monday" else if day}= 3 then "Tuesday" else if day}= 4 then "Wednesday" else if day}= 5 then "Thursday" else if day}= 6 then "Friday span text week day = if day}= 2 then "Lunes" else if day}= 3 then "Martes" else if day}= 4 then "Miercoles" else if day}= 5 then "Jueves" else if day}= 6 then "Viernes final week day text = if {CS_EVENT_SCHEDULES.EVENT_ID}in [1716, 69626, 68349,3831, 3832, 1731,8901,68902,69626,69625] then text week day} else week day} The is constructed similarly. The formulas require periodic update if new Spanish workshops are created.

9 Creation of the Time of Day of the workshop The system default format for the SCHEDULE_DATE field was not what I wanted for the report. So I used the Format Editor to change to the appropriate format of the data field inside the combined text field.

10 Creation of the Notification of whether seats are available in the workshop uses 3 steps: = datadate – 3 ( this tells customers that the data on the published report only reflects workshop registrations received as of 3 days ago – allows for data entry time) = if isnull({CS_EVENT_SCHEDULES.OPENINGS_FILLED})then "No one had registered as of"&" "& else if {CS_EVENT_SCHEDULES.OPENINGS} > CS_EVENT_SCHEDULES.OPENINGS_FILLED} then "Seats were available as of"&" else "WORKSHOP IS FULL available-full = if isnull({CS_EVENT_SCHEDULES.OPENINGS_FILLED}) then "Nadie se habia registrado desde"&" "& else if {CS_EVENT_SCHEDULES.OPENINGS} > {CS_EVENT_SCHEDULES.OPENINGS_FILLED} then "Habian asientos disponibles desde"&" else "EL TALLER ESTA LLENO" final available-full text = if {CS_EVENT_SCHEDULES.EVENT_ID}in [1716, 69626,68349,3831, 3832, 1731, 68901,68902,69626,69625] then available-full} else Step 2 creates the wording in English or Spanish corresponding to how many seats are registered. Step 3 publishes the English or the Spanish wording on the report depending on the Event ID

11 When a workshop is full, the text WORKSHOP IS FULL or EL TALLER ESTA LLENO is converted to Red text by conditional formatting of the text field.

12

13 The Report Page Header has text in both English and Spanish. A conditional suppression formula in the Format Editor determines which text is published on the report based on Event ID.

14 The English text box is suppressed if the Event ID corresponds to a Spanish Workshop with the suppression formula: {CS_EVENT_SCHEDULES.EVENT_ID}in [1716, 69626,68349,3831, 3832, 1731, 68901,68902,69626,69625] The Spanish text box is suppressed if the Event ID corresponds to a non- Spanish Workshop with the suppression formula: not ({CS_EVENT_SCHEDULES.EVENT_ID}in [1716, 69626,68349,3831, 3832, 1731, 68901,68902,69626,69625]) ________________________________________________________________ Needed Improvement: I might want to create a formula that identifies which Event IDs represent Spanish Workshops. By using Workshop formula everywhere that I currently have all of the Event IDs listed, if I need to update the list of Spanish Workshop Event IDs, I would only have to do it in the one formula and not the multiple formulas that currently would need changing.

15 Full Workshops Report This report is identical to the Workshop Sign-up Report. The only changes are: 1) there is a conditional suppression formula built into the Group 3 Section Expert which suppresses any workshop listing where the number of available seats exceeds the current signups. The formula is: isnull({CS_EVENT_SCHEDULES.OPENINGS_FILLED}) or {CS_EVENT_SCHEDULES.OPENINGS} > {CS_EVENT_SCHEDULES.OPENINGS_FILLED} And 2) The Details Section is surpressed.


Download ppt "Workshop Sign-up Report and Full Workshops Report Purpose: eliminate the need to call customers to confirm they have a seat in a workshop."

Similar presentations


Ads by Google