Custom Reporting -- Creating Report Views

This document applies to the iHRIS Suite version 4.0. For version 3.1, the methods are similar although not identical.

Intended Users

The report view were intended to be as simple as possible to create and view for the end user.

Creating and Editing A Report View

Click on "Configure System" on the home page. Then, under "Manage Reports" click on "Report Views." Now you can choose either to edit an existing Report View or Create a New View.

To create a new Report View, you need to select the Report on which this view is based off of. You will also be prompted to name this report and provide a description.

Choosing Fields

You will have a list of the fields available from the selected Report. You can choose, with a checkbox, which of these fields you want displayed in the Report View. You can also change the name (header) for the fields.

Ordering Fields

You can choose the order in which the fields are listed by dragging and dropping the different fields.

Viewing A Report

Simply select "Create Reports" from the home page and select the report you wish to use.

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.