Basic & Advanced Reporting in TIMSNT ** Part Three **

User Defined Reporting: Sorting Data Suppose you have a report that would be more useful if it was sorted. For this next example we’ll use a Standard student bus passes report that I’ve already copied and named ‘All students sorted by School/Grade’. I have also made some additional modifications to my report, such as adding/removing fields, changing font sizes, etc. Sorting Data

User Defined Reporting: Sorting Data Sorting Data Notice that this reports default is to sort by student last name only. Lets run it and see what our output will look like.

Example Report Sorted by Student Last Name Sorting Data Nice to see all the students sorted by last name, but the Schools and Grades are mixed. Time to edit the sort order now…..

User Defined Reporting: Selecting Fields to Sort By Sorting Data Select the Edit Sort Order option Find Student School and Student Grade in the left pane. Double- click on them to send to the right pane.

User Defined Reporting: Rearrange the Sort Order Sorting Data Rearrange the sort order by clicking on the square beside the field name to move it up or down. FYI: The sort order begins from the top.

Example Report: Sorted by School, Grade and Last Name Sorting Data Now are students are sorted by 1. School, 2. Grade, 3. Last name!!!

User Defined Reporting: Modifying Searches Modifying Searches The Standard passenger list for runs report displays the passengers for every run in TIMS.NT. For our next example, Lets take the Standard passenger list for runs report and modify it so it only displays the passenger list for the runs we specify. I’ve already copied the report and named it passenger list for run(s). Nice report, but what if we just want the passengers from just one run?

Modifying Searches: Edit Record Filter Modifying Searches Select the Edit Record Filter option Here we can modify, delete, or add additional filters. The filters listed below automatically came in with this report. Lets Add another….

Modifying Searches: Edit Record Filter (continued) Modifying Searches Locate and select run RunID then select Next step

Modifying Searches: Edit Record Filter- Within a List Modifying Searches Select Is within a list then select Next step

Modifying Searches: Edit Record Filter- Ask Later Modifying Searches Select Ask Later

Modifying Searches: Edit Record Filter (continued) Modifying Searches You have now successfully added a new filter. Click Done to Exit and run query

Modifying Searches: Edit Record Filter-Enter Runs Modifying Searches Enter your desired Run(s) and click Done.

Modifying Searches: Example Report Modifying Searches Now you’ve got a much smaller report, listing only the runs that begin with 308 and 317!!!!

Example – Creating a Single TD-29 Select Student Transportation from the Users Defined Reports menu Select Standard run report #7 PTS3 from the list Select Copy on the right

Example – Creating a Single TD-29 Type in “TD 29 Single Run” in the new title line Click OK

Example – Creating a Single TD-29 Your new query appears at the bottom of your list Now you can work with this query

Work With a Copy Anywhere you see a report listed in Query Maker that starts with the word “Standard” it is a template query that cannot be edited or changed in any way You must always copy one of these standard queries to another name and work with the copy

Making Edits The copy you just made is still set up to show all runs that are not Deadhead or Garage runs We are going to change it to make it give us a single report for a run we choose

Choose Edit When you see this screen, delete the three lines by selecting the Delete key three times

STEP 1: Pick a Field Select the Add option Select Next Step Scroll to the run RunID field

STEP 2: Pick an Operator Now select the “Exactly Matches” option

STEP 3: Enter a Value = Ask Later! Instead of making this query only work when you want a particular run ID, select Ask Later

A New Filter Your finished query will look like this

Running the New Query Your copied query is now ready to run Either double click it or click once and then click on the Select button

Running the New Query (continued) Now select “Run Query” from the screen

Enter What You Want to Match Your use of the “Ask Later” button in the setup now generates the field to select your run for reporting

Start Report Then select the output device Next, click on the “Start Report” button

Example of a Finished Report The finished report will show you any valid run ID that you select

Add Reports to a Custom List Customized Reports we send you or reports you create can be added to a drop down box for quick access. Click the ‘add reports to custom’ button.

Adding reports to the custom button 1. Click on the reports you want from the left side. 2. Send them over to the right side. 3. Save and exit.

Easy access to User defined reports Now just click the ‘custom’ button and use the drop down button to select your customized report.

Maintenance Issues Remember that reporting is handled differently in TIMS.NT. Edits in TIMS.NT are not reflected in reports until the dumpall utility has run. Running dumpall is the most dependable way to get a completely updated set of reports. If your report output doesn’t match with what you think you should have, run dumpall.

Basic & Advanced Reporting in TIMSNT ** End of Part Three ** This concludes the Basic & Advanced Reporting in TIMSNT