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.

Usuario para el que se Diseño

La vista del informe se diseño para ser lo más simple posible para el usuario final de crear y observar.

Puede que desee revisar el tasks para informes personalizados.

Crear y Editar una Vista de Informe

Haga click en "Configure System" en la página de inicio. Luego, bajo "Manage Reports" haga click en "Report Views." Ahora puede elegir ya sea editar la Vista de un Informe existente o Crear una Vista Nueva.

Para crear una nueva Vista de Informe, necesita seleccionar Report del cual esta vista se basa. También se le sugerirá nombrar el informe y a brindar una descripción.

Selección de Campos

Tendrá una lista de campos disponibles para el Informe seleccionado. Puede escoger, al marcar una casilla, cuales de estos campos desea que se muestren en la Vista del Informe. También puede cambiar el nombre (encabezado) de los campos.

Ordenar Campos

Puede escoger el orden en el cual los campos son listados arrastrando y moviendo los distintos campos.

Fijar la Visualización Predeterminada

Puede fijar la visualización predeterminada para la Vista del Informe de la siguiente manera:

• Visualice la Vista de Informe deseada
• Elija cualquier opción limitante que desee
• Elija cualquier clasificación que desee
• Seleccione la casilla "Set as Default"
• Haga click en el botón de visualización deseada (e.j. "Print" o "View")

Puede borrar la vista predeterminada desde la Edit Report Views Page.

Agregar Vista de Informes Relacionados

Puede que desee crear un "Jump" rápido de la vista de un informe a otra que se observe en la parte de abajo de la pantalla HTML. Puede hacerlo al editar la Vista del Informe.

Aggregating Data

In Report Views, there is an option for the fields "Choose a method to aggregated this data". This is used when you to aggregate the data in a report view to get the total number of something.

The "Staffing Norm 2010" report in the iHRIS Manage Demo is an example of this.

Here, you have a report view with the fields Job, Cadre, Facility, Facility Type, Filled Positions (really the internal id of the position form), and Staffing Norm.

The Filled Positions is selected to aggregate as "Total." If "Total was not selected, the report would look something like:

• ER Nurse, Nurse, Rushonga Hospital, Hospital, position|23213, 5
• ER Nurse, Nurse, Rushonga Hospital, Hospital, position|24324, 5
• ER Nurse, Nurse, Rushonga Hospital, Hospital, position|22344, 5
• ER Nurse, Nurse, Marjoram Hospital, Hospital, position|21224, 2
• ER Nurse, Nurse, Marjoram Hospital, Hospital, position|29924, 2

What the "Total" on the "Filled Position" column does is to group the data together based on the other columns and count how many positions there are. So the report looks something like:

• ER Nurse, Nurse, Rushonga Hospital, Hospital, 3, 5
• ER Nurse, Nurse, Marjoram Hospital, Hospital, 2, 2

Displaying A Report View

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

The Different Displays

HTML Display

This presents a interactive display of the data which allows you to limit and sort the data. If no default has been set for the Report View, this is the display that is used.

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) Display

In this display 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 Display

In this display, 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.