Custom Reporting -- Creating Report Views
Intended Users
The Different Views
HTML View
This presents a interactive view of the data which allows you to limit and sort the data.
Limiting By Fields
Based on the fields that you chose to limit by in Custom Reporting -- Creating Reports you can limit the data shown by the different fields in the report. For example, you could limit a staff list by those employees in a given facility or a given district.
Sorting By Fields
You can choose the sorting order by clicking on the headers for each of the columns (fields). Clicking once makes it ascending order, twice is descending order, and a third time turns off the sort for that field. You can also click on the header of a second column. This will allow you to sort by two columns. For example you could sort by Department, then Surname, then First Name.
Print(PDF) View
In this view you can choose to view your report as a PDF file. You can choose paper size and orientation.
To customize the colors and graphics, margins, spacing, you should modify the magic (configuration) data at:
/modules/CustomReports/displays/PDF/display_options
Export View
In this view, you can export all of your data to a file. The file types are:
- 'html': exports the data into an html table
- 'csv': a comma separated values file. this is suitable for import in to Excel or a database.
- 'tab': a tab separated values file. this is suitable for import in to Excel or a database.
