Basic & Advanced Reporting in TIMSNT

** Part Three **

User Defined Reporting: Sorting Data

Suppose you have a report that would be more useful if it was sorted.

For this next example we’ll use a Standard student bus passes report that I’ve already copied and named ‘All students sorted by School/Grade’.

I have also made some additional modifications to my report, such as adding/removing fields, changing font sizes, etc.

Sorting Data

User Defined Reporting: Sorting Data

Sorting Data

Notice that this reports default is to sort by student last name only.Lets run it and see what our output will look like.

Example Report Sorted by Student Last Name

Sorting Data

Nice to see all the students sorted by last name, but the Schools and Grades are mixed. Time to edit the sort order now…..

User Defined Reporting: Selecting Fields to Sort By

Sorting DataSelect the Edit Sort Order option

Find Student School and Student Grade in the left pane. Double-click on them to send to the right pane.

User Defined Reporting: Rearrange the Sort Order

Sorting Data

Rearrange the sort order by clicking on the square beside the field name to move it up or down. FYI: The sort order begins from the top.

Example Report: Sorted by School, Grade and Last Name

Sorting Data

Now are students are sorted by 1. School, 2. Grade, 3. Last name!!!

User Defined Reporting: Modifying Searches

Modifying Searches

The Standard passenger list for runs report displays the passengers for every run in TIMS.NT.

For our next example, Lets take the Standard passenger list for runs report and modify it so it only displays the passenger list for the runs we specify.

I’ve already copied the report and named it passenger list for run(s).

Nice report, but what if we just want the passengers from just one run?

Modifying Searches: Edit Record Filter

Modifying SearchesSelect the Edit Record Filter option

Here we can modify, delete, or add additional filters. The filters listed below automatically came in with this report. Lets Add another….

Modifying Searches: Edit Record Filter (continued)

Modifying Searches

Locate and select run RunID then select Next step

Modifying Searches: Edit Record Filter- Within a List

Modifying Searches

Select Is within a list then select Next step

Modifying Searches: Edit Record Filter- Ask Later

Modifying Searches

Select Ask Later

Modifying Searches: Edit Record Filter (continued)

Modifying Searches

You have now successfully added a new filter. Click Done to Exit and run query

Modifying Searches: Edit Record Filter-Enter Runs

Modifying Searches

Enter your desired Run(s) and click Done.

Modifying Searches: Example Report

Modifying Searches

Now you’ve got a much smaller report, listing only the runs that begin with 308 and 317!!!!

Example – Creating a Single TD-29

Select Student Transportation from the Users Defined Reports menu

Select Standard run report #7 PTS3 from the list

Select Copy on the right

Example – Creating a Single TD-29

Type in “TD 29 Single Run” in the new title line

Click OK

Example – Creating a Single TD-29

Your new query appears at the bottom of your list

Now you can work with this query

Work With a Copy

Anywhere you see a report listed in Query Maker that starts with the word “Standard” it is a template query that cannot be edited or changed in any way

You must always copy one of these standard queries to another name and work with the copy

Making Edits

The copy you just made is still set up to show all runs that are not Deadhead or Garage runs

We are going to change it to make it give us a single report for a run we choose

Choose Edit

When you see this screen, delete the three lines by selecting the Delete key three times

STEP 1: Pick a Field

Select the Add option

Select Next Step

Scroll to the run RunID field

STEP 2: Pick an Operator

Now select the “Exactly Matches”

option

STEP 3: Enter a Value = Ask Later!

Instead of making this query only work when you want a particular run ID, select

Ask Later

A New Filter

Your finished query will look like this

Running the New Query

Your copied query is now ready to run

Either double click it or click once and then click on the Select button

Running the New Query (continued)

Now select “Run Query” from the

screen

Enter What You Want to Match

Your use of the “Ask Later” button in the setup now generates the field to select your run for reporting

Start Report

Then select the output device

Next, click on the

“Start Report” button

Example of a Finished Report

The finished report will show you any valid run ID that you select

Add Reports to a Custom List

Customized Reports we send you or reports you create can be added to a drop down box for quick access. Click the ‘add reports to custom’ button.

Adding reports to the custom button

1. Click on the reports you want from the left side. 2. Send them over to the right side. 3. Save and exit.

Easy access to User defined reports

Now just click the ‘custom’ button and use the drop down button to select your customized report.

Maintenance Issues

Remember that reporting is handled differently in TIMS.NT. Edits in TIMS.NT are not reflected in reports until the dumpall utility has run.

Running dumpall is the most dependable way to get a completely updated set of reports. If your report output doesn’t match with what you think you should have, run dumpall.

Basic & Advanced Reporting in TIMSNT

** End of Part Three **

This concludes the Basic & Advanced Reporting in TIMSNT