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SPS Reporting SPS
reporting consists of two separate phases, report definition and report
execution. Report definition is the
process whereby users with appropriate application access permissions create
(“define”) or edit a report format. SPS
provides a common interface for defining reports to retrieve data generated
using the contact management and ticket/links system. This interface, Report Builder, can be found under the
“Customization” section of the SPS Main Menu. Once
a report has been defined, users with appropriate access permission to that
report may execute the report using the appropriate Report Console
application – Contact Reports for those reports relating to data generated
using the contact management system and Ticket Reports for those reports
relating to data generated by the SPS “ticket” (i.e., electronic forms)
system. Report
Builder provides the following capabilities to those with access permission – ·
Ability to define custom reports representing a
user-defined look at data from contact or ticket applications, ·
Ability to utilize custom-defined fields created with SPS
Attributes as report columns in addition to “standard” fields, ·
Ability to organize reports in a hierarchical manner in
order to better classify information retrieval. To
open the Report Builder application, click the “Report Builder” link (or icon)
from the “Customization” section of the SPS Main Menu.
You
will receive the Report Builder main screen in “Contacts” editing mode (as indicated
by the context menu found in the upper left-hand corner).
SPS
provides a host of default reports that have been configured during the
installation process. You may use these
reports as they are, edit them, or delete them as you desire. The
Report Builder application provides a common interface for designing reports
pertaining to contacts and tickets (electronic forms). You may toggle between the “Contacts” and
“Tickets” modes of the Report Builder application by choosing the appropriate
item from the context menu as shown below.
Applications
permissions (as designated by your SPS Administrator) may prevent access to
certain report modes or categories.
Please see the Security section
of this manual for more information regarding application access permissions. Report Builder – Contact Reports The
“Contacts” mode of the Report Builder application allows you to define
reports that retrieve data from the relationship management component of SPS,
namely the SPS Contact
Manager application. Reports
defined using the Contacts mode of the Report Builder may be generated (i.e.,
executed) by users using the Contact Reports
application found within the “Applications” section of the SPS Main Menu.
Report
columns may be defined using both “standard” data fields of the Contact Manager
and also any custom fields created using the Contact Attributes
application. The context menu found in
the upper left-hand corner of the Report Builder application is used to place
the program in the “Contacts” mode. Report Builder – Ticket Reports Wetten auf Sportwettenprofi.com
Due
to the dynamic nature of both the databases and user interfaces of these
applications, nearly all columns available for ticket reporting are those
created using the Ticket
Builder application’s Attribute editing tool. Report Builder – How To Define A
Report As
stated above, you may use the Report Builder to create either contact or
ticket reports. For the following
example, we will detail the process of creating a contact report, although, the
steps in creating a ticket report would be very similar with only a few
differences. To
create a new report definition or category, choose the “parent” of the report
from the report tree of the Report Builder main screen (for either the
Contacts or Tickets mode) and click New. This new report will now become a child of the selected item in
the report tree. Choose a category if
you wish for the new report to be organized under a specific category.
You
will now receive the Report Builder definition
screen. You must provide a name
for the report. If you wish to use this
report name as simply a category – thereby allowing a category to hold other
reports, you may indicate this by checking the “Report category” checkbox that
appears to the right-hand side of the Report name input. Selecting the Report category checkbox will
disable the tabs that appear on the lower portion of the screen.
You
may now define the columns of the report, place data filters on the search
interface, and assign a different category for this report (as its parent). The
Filters tab provides data filtering capabilities when users execute
reports. For example, if you wish for
users to ALWAYS execute a report using a date range to retrieve data based on
those criteria, you may choose to include a run-time filter such as “creation
date” to prompt the user with a begin and end date entry. Data
filters may be selected from standard information collected by the system, such
as creation date, or as custom-defined input fields of Attributes. For example, the following contains the Attributes that
have been custom created for our customer contacts.
Filters
are not required. In fact, you may find
it more useful to create reports without filters and then apply your own
filters on a “real-time” basis using the Find function of
the Contact Reports and Ticket Reports applications. You
may select the columns that appear in your report by clicking the checkbox of
the desired column from the Columns tab of the Report Builder definition
screen for each report.
Once
you click on a checkbox, it will move to the top of the screen and after you
have selected more than one box, you will receive an up and down arrow button
preceding the column name as shown in the figure below.
You
may organize the order of the selected columns using these arrow buttons. The closer to the top a column appears, the
further on the left-hand side of the screen it will display when the report has
been executed. You may edit the
selected columns or order at any time. Used
primarily for organizing the report tree of the Report Builder main
screen, the parent tab allows you to assign the hierarchical parent of a report
at any time. Simply choose the
appropriate parent and save your changes.
Opening and Deleting Report
Definitions If
you wish to open a report for editing, simply double-click on the report name
from the report tree of the Report Builder main screen or click once on the
name (causing it to turn blue) and click the Open button.
Accordingly,
if you wish to delete a defined report, select the report as described
previously and click the Delete button.
You will be asked to confirm your selection.
Contact Reports
& Ticket Reports – Overview
Reports
defined using the Report Builder application may be executed by users having
appropriate application permissions using the Contact Reports and Ticket
Reports applications found within the “Applications” section of the SPS
Main Menu. Reports created in the
“Contacts” mode of the Report Builder application may be executed in the
Contact Reports application while reports created in the “Tickets” mode
are available to be executed in the Ticket Reports application. The
context-menu found in the upper left-hand corner of both the Contact Reports
and Ticket Reports applications provides the various categories (both contact
and ticket) to which reports are related.
You may toggle between these categories to display the various reports
assigned to each category.
To
execute a defined report, simply choose it from the report tree of either the
Contact Reports or Ticket Reports applications and click the Execute
button.
You
will receive the “Filters” dialog containing any report filters that were
included in the report design using the Report Builder application.
Should
any report filters have been designated in the Report Builder for the chosen
report, you will receive those data filter inputs at this stage. For example, should the report filter of
“creation date” have been selected for this report, the Filters dialog would
resemble the following figure.
Notice
that you have a date range in addition to the report delivery method input
(discussed below). The inputs you
receive here will vary based on the filters chosen at the report definition
stage AND the type of input those filters represent in the relevant user
applications (text inputs, checkboxes, radio buttons, etc.). You
may access reports in a variety of ways.
The selection options will always appear in the “Filters” pop-up after
you have chosen to Execute a report.
This dialog contains a listing of all the report delivery methods
available for a chosen report. All of
the delivery options provide the report content in a new browser window. HTML
(table) -- Provides report content in an HTML table. This option provides the best print
quality.
In
addition, for Contact Reports, the “Contact name” column provides a
cross-reference back to the contact manager application thereby allowing you to
open the contact record for a selected contact by simply clicking the Name from
the generated report.
Accordingly,
the “Ticket ID” field of Ticket Reports provides an entry point into a ticket
from a generated report. Spreadsheet
(Microsoft Excel) -- Opens the report in spreadsheet format within
the Microsoft Excel viewer of the new browser.
Other spreadsheet utilities found in application packages, such as Star
Office, may be used to access the data if the application is able to
interpret Microsoft’s .xls format. Use
this option to create an export file of the report data.
This
is a great way to export data in virtually any format. Simply export the data by using the
spreadsheet utility and configure its layout as you see fit. Dynamic Report Filters – Find Feature In
addition to pre-defined report filters added via the Report Builder
application, any report may have its data dynamically filtered when it is being
executed. Simply select the report you
wish to run and click the Find button.
You
will receive a “Find” dialog that may vary depending on whether you are
executing a contact or ticket report.
For Contact Reports, you will receive a dialog with a “General”
tab and an “Attributes” tab. The
General tab relates to the information commonly found under the General tab of
the SPS Contact
Manager application. The Attributes tab
includes any custom defined fields.
For
Ticket Reports, you will receive the input fields correlating to those
found on the ticket (using the Ticket Builder
application).
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