Reports

The Reports button opens a screen to configure the generation of reports for this class.

From this screen, the user can specify the number of copies to print (based on classification criteria), select the specific reports to be printed, and also the date to be created, based on the day relative to the date of the class.

Enter the name of the Printer where these reports should be printed out. The printer set up on the Report Groups configuration screen is defaulted.

Depending on the authorization role of the user, the following actions may be available:

Adding a Report

To add a new report to this course or class, complete the following steps:

1. Click on the Add button in the left pane.

2. In the Print Classification field, enter the criteria to determine how many copies of this report are required, such as one copy per class or one copy per attendee.

3. In the Report field, enter the report to be generated for this class.

4. In the Relative Day field, enter the value to determine when the reports should be created, based on the number of days before or after the scheduled class date.

   • A negative number indicates the number of days before the class that these reports should be generated.

   • A positive number indicates the number of days after the class these reports should be generated.

   • A zero indicates the reports should be generated on the day of the class.

Deleting a Report

To remove one or more Reports from the course or class, complete the following steps:

1. Check the box on each record to be removed.

2. Click on the Delete Selected button in the left pane.

3. A message appears verifying the record should be deleted. Click on Yes to continue.

   Note  

   This action removes the selected report from this record only, it does not delete them from the Reports section screen.

Printing a Report

Reports are automatically printed out on the Relative Day from the date of the class. However, reports may be printed immediately by completing the following steps:

1. Check the box to the left of the reports to be printed.

2. Verify the printer in the Printer field is the one the reports should be sent to. Otherwise, select a different one from the field look up values in the right pane.

3. Click on the Print button in the left pane.

4. Reports will be printed out from the selected printer. Multiple copies of a report may be printed, depending on whether the report is set up to print out one per class, one per instructor, or one per attendee.

Depending on the page displayed, the following fields may be available: Print Classification Printer Processed Relative Day Report

The following additional section options are available in the left pane: General Attendees Classrooms Instructors Resources Schedule Transaction Entry Creating an Education Tracking Class

Print Classification

Determines how the system counts the number of copies of reports that need to be printed. Valid options from the pull down menu include: One Copy per Class, One Copy per Instructor, One Copy per Classroom, One Copy per Attendee, and One Copy per Resource.

Printer

The printer where these reports should be printed out. The default that is displayed here is set up on the Report Groups configuration screen, but can be changed.

Processed

This value is set automatically when the Automatic Generation of reports process is run. If the report has been created by this process, the flag is changed to Yes so it does not process the report again. If changes are made to the class or if the report is manually generated, this flag is not affected.

Relative Day

Indicates when the reports should be created, based on the number of days before or after the scheduled class date.

• A negative number indicates the number of days before the class that these reports should be generated.

• A positive number indicates the number of days after the class these reports should be generated.

• A zero indicates the reports should be generated on the day of the class.

Report

The report selected for generation for this course or class.

Action Buttons

The following Action buttons may be available in the left pane for adding or deleting related records:

Add

The Add button opens a screen where authorized users can create a new record.

To add a new record, complete the following steps:

1. From the right pane, click on the Add button.

2. A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.

3. Click on the Save button to save the record.

   Note  

   For more information, see Adding a New Record.

Delete Selected

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

1. Click on the selection box to the left of each record to be deleted.

   A check mark is displayed

2. Click the Delete button.

3. If a single record is open, select the Delete button (there are no boxes to select the record).

4. A message is displayed verifying the record should be deleted. Click on Yes to continue.