MPTS2010

Introduction to Reports

Reports Basics - FlowIDs

Report Descriptive Name & FlowID is the same for 2010 as in 2000

Description Program FlowID

RC Worksheets ASW5135 ASR70-3020-005

Certified Values by TRA - Value Based AUW5640 AUD2360-150

Stub List (Collections) TCW5635 TAX70-1545-010

Multiple Reports run based on parameter selection

Description Program FlowID

Appraisal Worksheets ASW0370 ASR70-1765-010-01

Appraisal Worksheet Summary Report ASW0370 ASR70-1765-010-02

TRA Shift Detail Report AUW1200 AUD70-2560-100-01

TRA Summary AUW1200 AUD70-2560-100-02

Notice of Duplicate Payment TCW5790 TAX70-1500-020-01

Notice of Insufficient Payment TCW5790 TAX70-1500-020-02

Reports Basics - Naming

Report file names for the 2010 system – same name as 2000 report with a leading lowercase ‘w’

2000 Report Name 2010 Report Name

AsrEdit.rpt wAsrEdit.rpt

DirChargeDetail.rpt wDirChargeDetail.rpt

FeesByAsmt.rpt wFeesByAsmt.rpt County Specific reports have the County number leading the file

name.

C58wTBUA.rpt – Yuba’s Unsecured Annual Tax Bill All migrated 2010 reports are in the “Reports2010” menu

Reports Basics - Layout

Report Information - Upper Left FlowID Report File Name Version

Report Title – Centered County ID Report Heading Name Selection Criteria

Page Information - Upper Right Current Date Current Time Current Page Number Total Page Count

Report Footer – Bottom Left User ID Requesting the report

Reports Basics – Layout (cont)

Report Generation Generic wrapper

All Reports requiring no parameters are run from MSW0520 – cannot have two open

Parameter SelectionReports requiring parameters will display the

parameters on the report wrapper Run Request

All reports utilize the “Run Request” feature to generate the report once parameters are selected

Report Generation (cont)

Reports that UpdateUpdating is now done from within the reportReport must be run to access the “update”

featureExample: Roll Correction Worksheets

Reports Exporting

Reports may be exported into the following formats:Crystal Reports (*.rpt)Adobe Acrobat (*.pdf)Microsoft Excel (*.xls) Microsoft Excel (data only) (*.xls)Microsoft Word (*.doc)Microsoft Word – Editable (*.rtf)Rich Text Format (*.rtf)

Reports Archival

Built in archival feature on many reports

Selecting this option will automatically archive the report Report is archived to the server with the naming

structure including: FlowID Report File Name Current Date User Name TAX70-1525-020_FeesByAsmt_12-15-2010_testtax.pdf

Archived to the departmental share under “ReportArchives” sub-folder – Non destructive

Reports Archival (cont)

Some reports require additional export features

Reports Navigation

Page SelectionScrolling

Specific Page Selection

Reports Navigation (cont)

Search Click the Binoculars Enter the search parameters

The specified information will be highlighted

Zoom Standard zoom functions

Reports Navigation (cont)

Detail Searches and Drill-Down

Reports Navigation (cont) Opening a Sub List Report – Step 1

Reports Navigation (cont) Sub List Report - Result

Questions