Creating Your Own Event Badge Using Report Builder · Creating Your Own Event Badge Using Report...

Association Technology Solutions

WEBINAR SERIES

Creating Your Own Event Badge Using Report Builder

Presented by:Association Technology Solutions

Association Technology Solutions

ABOUT ATS

• Serving iMIS community since 1995

• Full-service Authorized iMIS Solutions Provider (AiSP)

• Application development to extend the functionality of iMIS

• 2015 & 2016 Authorized iMIS Solution Provider (AiSP) of the Year

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Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: rbanks@atsol.org

Presenter:

Stephanie HarmsTechnical Support SpecialistAssociation Technology Solutions, LLCDirect: (404) 216-2801Email: sharms@atsol.org

HOSTED BY

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USING GOTOWEBINAR

• Attendees are muted to reduce background noise

• Remember to ask questions via the Questions panel

• Questions will be answered during Q&A after presentation is complete

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• Download Microsoft Report Builder 3.0 to your local machine

– https://www.microsoft.com/en-us/download/details.aspx?id=6116

• Log into your Staff Site and navigate to RiSE

GETTING STARTED

Now, let’s make some badges!

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CREATE BADGE BUSINESS OBJECT

Create a EventBadges Business Object from the Order_Badge table.

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CREATE BADGE IQA

Business Objects• CsRegistration• EventBadges

Relations• CsRegistration.OrderNumber = EventBadges.OrderNumber

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CREATE BADGE IQA

Filters• Event Code• Badge Type (Optional)• Order Date (Optional)

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CREATE BADGE IQA

Include all the fields you want to display on your badges.

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RUN YOUR IQA

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SAVE YOUR REPORT TO WORKSTATION

Choose the Report tab.Save Report Definition to Workstation.

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CREATE YOUR EVENT BADGES

• Open the report downloaded from the staff site in Report Builder 3.0

• Delete the footer, header, and table to create a blank report

• Select the body of the report

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CREATE YOUR EVENT BADGE

Change the size of your report to match the size of

your badge.

For this example, we are using the Avery 5392

badges.

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CREATE YOUR EVENT BADGE

• Insert table and draw the area in your report.

• Delete all but one column and remove the header row.

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CREATE YOUR EVENT BADGE

• Add multiple rows for each field you want to add.

• Modify your badge to include any font changes you would like.

• Add a logo for your association or event to personalize your badges.

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CREATE YOUR EVENT BADGE

• Properties window

– Modify the Columns to 2 with a column spacing of 0 in

– Change margins to match those of your badge print outs

– Select the image to ensure your document is printing in portrait NOT landscape.

*Note: When you export a report out of iMIS and bring it into Report Builder, it defaults to a landscape orientation

• Save your report

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BRING YOUR NEW REPORT INTO IMIS

• RiSE > Document System > The find the folder in which to place your template

• New > Reporting Services Template

• Select the report template you just created then Upload

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BRING YOUR NEW REPORT INTO IMIS

• In the same folder or a different one, go to New > Reporting Services Report.

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BRING YOUR IQA AND REPORT TOGETHER

Sources• Select your newly created Reporting Services Template

and IQA

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Parameters• Enable Show parameters at runtime

BRING YOUR IQA AND REPORT TOGETHER

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RUN YOUR NEW REPORT

Select the Run tab and enter your Event Code.

Run your report and selectthe pdf icon to download your badges and print them.

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WHERE CAN I PUT THESE REPORTS?

• Place the report in the Event Reports folder under Continuum.

– $/EventManagement/DefaultSystem/Reports

• Use the SSRS Report iPartunder Utility to add your new report to any page

Association Technology Solutions

Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: rbanks@atsol.org

Presenter:

Stephanie HarmsTechnical Support SpecialistAssociation Technology Solutions, LLCDirect: (404) 216-2801Email: sharms@atsol.org

QUESTIONS & ANSWERS

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MORE FROM ATS

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Other Questions?Email: info@atsol.org

Online: http://www.atsol.org

Phone: (720) 945-7252

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