Reports help

Includes: Search and editing reports.

Search

  1. Go to: [Reports]
  2. Search reports including any information (minimum of 3 letters to search) the result will come up in the [Search] Category left side before [Artists] Category
  3. Hover over the Categories to see the list of Reports
  4. Hover over the Report to see the description of it.
  5. Click on a specific Report and a pop-up window will come up with the criteria details of the report, eg. [Date Range]
    Here are some tips on how to use it:
      -  Select from the dropdown list for predetermined date ranges, such as Previous Financial Year or Last 7 Days;
      -  To select a single day click on the day then click ‘Set’;
      -  To select a custom date range, scroll to the specific months and then click on the days of the range;
      -  You can click on Clear to clear a previously set date range;
      -  To select All Dates Before a particular date click on the box ‘All Dates Before’ then select the date to go back from then click Set.
          (this will always set the first date to be 1 Jan 1970)
  6. Click [Print]
  7. Once in the report Preview you can save to any number of different formats like Excel or PDF, you can also print it.

Favourite Report

The Report will appear in the Favourite Reports List in the Home page and in the Report Page. And it will be indicated, in the General Report Lists, with a white heart on the left
  1. Go to: [Reports]
  2. Search reports including any information (minimum of 3 letters to search) the result will come up in the [Search] Category left side before [Artists] Category
  3. Hover over the Categories to see the list of Reports
  4. Click on a specific Report and a pop-up window will come up with the criteria details of the report
  5. To include in the Favourite List, click [heart +]
  6. To exclude from the Favourite List, click [heart -]

Editing Reports (Part 1)

Editing reports can only be done if you have a copy of the report first. This is because all Art Centres share the main body of reports
  1. Go to: [Reports]
  2. Hover over the Categories to see the list of Reports
  3. To edit a special report like an Receipts, Certificates and Bio's:
    • Hover over [Manager] Category, this will display the special reports in the list.
  4. Select a specific Report from the report list and a pop-up window will come up with the criteria details of the report
  5. Click [Copy]
  6. You should rename this report to what you like (its default is "report name - copy", its best not to change other settings on the first copy as some of these are needed to keep it in the correct place. If you think its important to add to the description then do so
  7. A good Name for a report is similar to the original but with a more slightly more detailed ending eg. "Invoice" should be "Invoice - current"
  8. Click [Save]
  9. Now you have a new report which only your Art Centre and see and use.
  10. Select your newly copied report
  11. Click [Design]
  12. Once in the designer you will be able to edit the reports layout and setup. Its very similar to Microsoft Word.
  13. When done with the editing click the [Save] button in the designers menu
  14. Go back to the [Report] window

Editing Reports (Part 2) placing reports in specific web pages

Tip: You can place many different reports on different pages, but if they don't have the required criteria on that page it may not display what you intend, check with your Admin for more details
  1. Go to: [Reports]
  2. Hover over the Categories to see the list of Reports
  3. To edit a special report like an Receipts, Certificates and Bio's:
    • Hover over [Manager] Category, this will display the special reports in the list.
  4. Select a specific Report from the report list and a pop-up window will come up with the criteria details of the report
  5. Click [Edit]
  6. You should now have a similar window to the Copy report window
  7. If you are happy with the name of the report and description you should only change 2 other feature in this window
  8. Choose a [Report Page Location], this where the report will also appear, this is critical for all Special reports, eg Invoices
  9. Give the report a [Page Display Name], this is what the reports name on the page will be, this should be short and to the point
  10. Click [Save]
  11. Now you can check the page and see if your new report is there.
  12. NB: If you are replacing a report with a new copy then you need to remove the old
    • Edit the old report changing the [Report Page Location] back to the top selection "Please select Report Page Location"

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