basic & advanced reporting in timsnt ** part two **

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Basic & Advanced Reporting in TIMSNT ** Part Two **

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Basic & Advanced Reporting in TIMSNT ** Part Two **. Example: Standard Reports on Run. If you press “Run Query” without making any changes, you get all runs for all schools. Leave the Output Device box marked “Screen” and run the Query. Output Report: Run Summary Displayed to Screen. - PowerPoint PPT Presentation

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Page 1: Basic & Advanced Reporting in TIMSNT ** Part Two **

Basic & Advanced Reporting in TIMSNT

** Part Two **

Page 2: Basic & Advanced Reporting in TIMSNT ** Part Two **

Example: Standard Reports on Run

If you press “Run Query” without making any changes, you get all runs for all schools

Leave the Output Device box marked “Screen” and run the Query

Page 3: Basic & Advanced Reporting in TIMSNT ** Part Two **

Output Report: Run Summary Displayed to Screen

Page 4: Basic & Advanced Reporting in TIMSNT ** Part Two **

Example: Run Summary By School

Change Sort Order to alter the order of the report

Change Filter (Search) to refine the search

Page 5: Basic & Advanced Reporting in TIMSNT ** Part Two **

Changing the Sort

Experiment with different sort orders Notice that the sort reverts to no selection each time

Page 6: Basic & Advanced Reporting in TIMSNT ** Part Two **

Standard Run Filter

Standard filter shows only runs that are not deadhead (“-”) and not garage runs (“*”)

You can change this filter with the Edit button

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Ask For One School

By deleting the existing filters, and adding a new one of your own, you can select only the runs you want

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Report Output to Screen: Run Summary for School 309

Page 9: Basic & Advanced Reporting in TIMSNT ** Part Two **

User Defined Reporting: Schools

Route Time Line

Produces reports that contain information on the schools in your system. With these queries, you can examine bell times, grades and programs for schools, as well as school boundary and eligibility information.

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User Defined Reporting: All Student and Transportation

All Student and Transportation

Produces reports on students with transportation assignments in your system. You can produce a standard listing of students, or you can generate bus passes with these queries.

Page 11: Basic & Advanced Reporting in TIMSNT ** Part Two **

User Defined Reporting: Students with Trips

Students with Trips

Produces reports on students in your system. If you select only student fields for this report, you can obtain a listing of all the students in the database. If you select any trip fields, you will get only those students who have trips assigned. You can examine regular education students, special education students, and unmatched students (students whose addresses do not match the geocode) with these queries. You can also produce reports on the numbers of students at schools in your system.

Page 12: Basic & Advanced Reporting in TIMSNT ** Part Two **

User Defined Reporting:Student Transportation

Student Transportation

Produces reports with various combinations of student and transportation information (on stops, runs, and routes). You can produce passenger lists and student eligibility reports with these queries.

Page 13: Basic & Advanced Reporting in TIMSNT ** Part Two **

User Defined Reporting: Stops/Runs/Routes

Stops / Runs / Routes

Produces reports with various combinations of information on stops, runs, and routes in your system. You can produce reports on run and route mileage and average speeds with these queries.

Page 14: Basic & Advanced Reporting in TIMSNT ** Part Two **

User Defined Reporting: Inactive Stops and Vehicles

Inactive Stops

Produces reports on stops that are not assigned to runs. You can also examine information on students assigned to such stops with these queries.

Vehicles

Produces reports on the vehicles in your district’s transportation fleet.

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User Defined Reporting: Bus Passes

Bus Passes

Produces bus pass reports which list various types of transportation information for students. While you can create your own bus pass reports, you may find it easier to make a copy of one of the existing Bus Pass queries and modify the copy as desired.

Page 16: Basic & Advanced Reporting in TIMSNT ** Part Two **

Standard Reports within the User Defined Reporting Section

– The list of reports starting with the word ‘Standard’ are templates that cannot be run or used except to copy to another name.

– Once copied, the report can be run as-is, or modified and saved to a new form

– The name of your copied report cannot begin with ‘Standard’

– You can go back to the original ‘Standard’ report and copy it again as often as you like.

A couple of things about the Standard reports:

Page 17: Basic & Advanced Reporting in TIMSNT ** Part Two **

Deleting and Restoring Standard ReportsWithin the User Defined Reporting Section

Deleting and Restoring Standard reports

There are two executables (programs) in ELT/EXE/REPORT that will allow you to REMOVE or RESTORE the Standard reports in User Defined Reports

delstand.exe - Deletes all the Standard reports

restorestand.exe - restores all the Standard reports

Neither of these executables will delete any customized reports

Page 18: Basic & Advanced Reporting in TIMSNT ** Part Two **

Customizing User Defined Reporting:

Students with Trips

Lets begin with an example of customizing a no match list.

The report we’ll use is located in Students with Trips.

The report name is ‘Standard unmatched students’.

Page 19: Basic & Advanced Reporting in TIMSNT ** Part Two **

Customizing Students with Trips (continued)

Select ‘Standard unmatched students’. Notice that a number of buttons are not active for ‘Standard’ reports.

To begin, choose ‘Copy’ and enter an identifying report name.

Page 20: Basic & Advanced Reporting in TIMSNT ** Part Two **

Customizing Students with Trips (continued)

Notice that all of the button options are now active for the selected report.

Our new report named ‘No Match list’ now

appears in the reports list.

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Defining the ButtonsWithin User Defined Reporting Section

Defining the Buttons

• ----- Selects current query to setup and run

• ----- Creates a new query

• ----- Modifies query’s filter

• ----- Makes a copy of the current query

• ----- Changes title of the current query

• ----- Permanently removes the current query

• ----- Returns to your prior screen

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Customizing Students with Trips (continued)

Lets choose ‘Select’ on our new ‘no match list’ report and see what happens…

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Report Setup Options

Lets you set the conditions that the records must meet to be included in the query results

Lets you select what format Query Maker should use for your query results.

Allows you to select which fields Query Maker will include in the query results.

Allows you to specify how Query Maker will sort the records that are included in the query.

This option will display the query results in an on-screen table before Query Maker outputs to your chosen output type.

Eliminates duplicate records from the result. Can increase query processing time.

Prepares and displays query results. Selects the records that match the filter conditions you specified and generates the output type you selected.

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Run Query and Start Report

Choosing’Run Query’ displays the following menu…

Page 25: Basic & Advanced Reporting in TIMSNT ** Part Two **

Output Example: Students not Matched to the Geocode

When you select ‘Start Report’ your report is displayed (or printed or sent to a disk file if you chose that option) …

Notice that this report does not display Home Phone

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User Defined Reporting: Editing Reports

Suppose we are not interested in this report displaying the Edulog ID number, but in place would prefer the Student’s Home Phone. How do we edit our report to display what we want?

Editing Reports

This is where simplicity meets complexity!

The reports editing tools are not very clear. But if you follow some standard conventions, you’ll do fine.

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User Defined Reporting:Edit Output Fields

Editing Reports

1st – we would want to know if the Home Phone field is being sent to our output.

We’ll use our ‘No Match list’ for this example.

Page 28: Basic & Advanced Reporting in TIMSNT ** Part Two **

User Defined Reporting:Edit Output Fields (continued)

Editing Reports

Is the Student’s home phone field included in our query?

Already In Report

More Choices

Page 29: Basic & Advanced Reporting in TIMSNT ** Part Two **

Adding a Field for the Query

Editing Reports

It’s wasn’t there, so we added it by double-clicking on it, sending it to the right side. The order is not important. When finished, click Done. (Note: Just because it is included in the query does not mean it will automatically be displayed in our report.)

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Run the Query

Editing Reports

Run the Query again…

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Report Designer: Edit Form

Editing Reports

You are now in the Report Designer. Here you can see that Edulog ID is represented by the field name studnt_id_. This is the field we want to replace with Home Phone.

Choose Edit Form

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Report Designer (continued)Table Designer

Editing Reports

Before we can edit the field, we need to identify the ‘expression’ or syntax name for home phone. It is very important to get the correct spelling of the expression or else Query Maker will produce an error message.

Choose View > Table Designer

Notice: home phone has one _ in its name.

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Report Designer (continued)Editing Field Properties

Editing Reports

The idea here is to edit out the studnt_id_ field and replace it with our home_phone field. Right-click on the studnt_id_ field and choose Properties

Page 34: Basic & Advanced Reporting in TIMSNT ** Part Two **

Report Designer (continued)Report Expression

Editing Reports

In the Expression field, type home_phone over the studnt_id_

Page 35: Basic & Advanced Reporting in TIMSNT ** Part Two **

Report Designer (continued)Editing the Header Items

Editing Reports

Home_phone has now replaced studnt_id_

Next: lets change the header above home_phone to reflect what the field contains.

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Editing Reports

Before we can modify any text, we must first display our Report Control Toolbar.

Report Designer (continued)Report Control Toolbar

Choose View > Report Controls Toolbar

Once displayed…. Select then highlight Edulog ID and type Home Phone #

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Report Designer (continued)Preview Your Changes

It is imperative that you ‘Preview’ your work before exiting and saving your report

Always preview your work to make sure that the fields are spelled correctly. Otherwise if they are not, your report will have to be redone from scratch!!!!

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Editing Reports

Report Designer (continued)Saving Your Changes

Close the report and choose YES when prompted to save your changes.

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Editing Reports

Start Report to View Customized Report

Choose Start report to view your updated report!! That’s it!

Page 40: Basic & Advanced Reporting in TIMSNT ** Part Two **

Basic & Advanced Reporting in TIMSNT

** End of Part Two **

To Continue. . .

Go back to the web page and click Basic & Advanced Reporting in TIMSNT, Part Three