Creating Your Own Event Badge Using Report Builder · Creating Your Own Event Badge Using Report Builder Presented by: Association Technology Solutions. Association Technology Solutions

Association Technology Solutions

WEBINAR SERIES

Creating Your Own Event Badge Using Report Builder

Presented by: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


Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: [email protected]

Presenter:

Stephanie HarmsTechnical Support SpecialistAssociation Technology Solutions, LLCDirect: (404) 216-2801Email: [email protected]

HOSTED BY


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


• 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!

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


CREATE BADGE BUSINESS OBJECT

Create a EventBadges Business Object from the Order_Badge table.


CREATE BADGE IQA

Business Objects• CsRegistration• EventBadges

Relations• CsRegistration.OrderNumber = EventBadges.OrderNumber


CREATE BADGE IQA

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


CREATE BADGE IQA

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


RUN YOUR IQA


SAVE YOUR REPORT TO WORKSTATION

Choose the Report tab.Save Report Definition to Workstation.


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


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.



• Insert table and draw the area in your report.

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



• 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.



• 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


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


BRING YOUR NEW REPORT INTO IMIS

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


BRING YOUR IQA AND REPORT TOGETHER

Sources• Select your newly created Reporting Services Template

and IQA


Parameters• Enable Show parameters at runtime

BRING YOUR IQA AND REPORT TOGETHER


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.


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


Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: [email protected]

Presenter:

Stephanie HarmsTechnical Support SpecialistAssociation Technology Solutions, LLCDirect: (404) 216-2801Email: [email protected]

QUESTIONS & ANSWERS


MORE FROM ATS

Looking for more from the experts at ATS?

Other Questions?Email: [email protected]

Online: http://www.atsol.org

Phone: (720) 945-7252

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schedule of upcoming webinarshttp://atsol.org/PastWebinars

video recordings and downloadable presentation slides

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Creating Your Own Event Badge Using Report Builder · Creating Your Own Event Badge Using Report Builder Presented by: Association Technology Solutions. Association Technology Solutions