To determine whether a standard report or a user-defined report will work best, see the descriptions below:
Standard BSI Reports
Standard reports are each designed for a specific purpose. Their output will be displayed in pre-formatted forms, ready for printing.
Standard reports are organized in the following categories. Select a category to see a list and description of reports. Additional standard reports may be available beyond what is listed in this guide. The available standard reports can be selected when creating a new report in BSI. The following types of reports are available:
Creating Custom Reports
The report editor is the interface for specifying a single report in the system. It has a tab interface to allow users to specify the properties of a report. The tabs available will depend upon the type of report selected.
The tabs displayed may include the following tabs:
- General - The General tab allows users to select an output type and enter a title and description for the report. Available for all reports.
- Display - The Display tab allows users to select what fields are to be displayed on the report. Available for user-defined reports.
- Sort - The Sort tab allows users to set a sort order for the report. Only available for a user-defined listing report.
- Search - The Search page uses the Standard Search dialog to specify the search criteria for the report. Available for all reports.
The properties for a report can be saved and then loaded into another report at a later time. When loading the properties for a report, the same type of report that was used to save the properties should also be used to load them.
- Save the properties for a report by selecting Export Properties from the File menu. Users will be prompted to select a location and name for the file.
- Load the properties for a report by selecting Import Properties from the File menu. Report properties can be loaded across databases.
For date fields, there are several relative date options available for searching. You can select: Today, Yesterday, Tomorrow, This Week, Last Week, Next Week, This Month, Last Month, Next Month, This Year, Last Year, And Next Year.
Entering a relative date as search criteria will change the range of time being searched on each time you run the report.
For example: If you create a report searching on “Date Entered = Yesterday”, then when you run the report tomorrow your results will show items entered today.