Report Builder

A county/provider is able to create and customize a report by using the Report Builder module. 

1.       Click Reports from the main menu.

2.       Click Report Builder from the submenu.

3.       Click Add from the left toolbar.

4.       Select a Data Source from the dropdown list.

5.       Enter a short description of the report in the Title field.

6.       Select the fields (columns) that you would like to add to your report from the Available Fields column by clicking on the field name and clicking the  button to move it to the Selected Fields column.

*Note: If you would like to include all fields within your report, select the  button.

7.       Once all of your chosen columns are in the Selected Fields column, you can put them in order of how they will be viewed in the report.  Click on the field name and then use the following buttons to put your fields in order:

8.       Click the  button.

9.       Create your rule by selecting a field from the Available Fields column.

10.   Select either AND Rule or OR Rule.

11.   Select one of the buttons to create your rule.

12.   A dropdown box or an empty field will appear depending on what box you selected above.  Select or fill in the appropriate information.

or

13.   Click the  button.  Your rule will appear in the box.

a.       To reset your rule click the  button.

b.      To delete your rule click the  button.

14.   Click the  button.

15.   If you would like to sort by rows select your fields from the Available Fields column, use the buttons to move them into the Selected Fields column and to place them in the correct order, and select whether you would like the field in ascending or descending order.

16.   Click the  button to have your report open in a Microsoft Excel spreadsheet.

17.   Click Save.  If you do not want to save any changes, click Cancel.