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Key Topics
Saved Settings v Cloning Report Name and Description Organizing the Custom Folder Common Fields and Tables (Linking) Grouping Formulas
Can You Relate?
UGH! I can’t find a report? Where the **** is it?
I run it every other month. Why can’t I remember
where it is stored?
Saved Report Settings
Works for both standard and custom reports Saves the path and selectors for a report Allows you to assign meaningful names to the
reports you run Use folders to separate and organize the saved
settings
Steps to Save Settings
Identify the report and add the appropriate selectors• Click the Save Report Settings As button
rptdata Folder
Stay within the rptdata
Create as many folders and sub folders as necessary to keep organized
Verify Saved Settings
As you add new items to RescueNet Administration, your saved settings may need to be updated• Call type, priorities, schedules, events
New items often end up being “included” in your selectors
Use “Dynamic Dates” when possible
Dynamic Dates
Instead of entering <custom> dates of 5/3/12 to 5/3/12• Select Yesterday
When you run the report tomorrow, the date will still be “yesterday”
Cloning a Report
Required when you will be making a change to either a selector or report layout through Crystal Reports• Changes made to a standard report will be lost upon
next system upgrade
Steps to cloning a report• Right click the report• Select Clone
Clone Report
Custom Report Name• Name that will appear in the
report tree within RNR • Use Meaningful Names
Custom Report Description• Explain what the report
does, how it is designed, what data shows on the report
• Add date and user name
Organizing the Custom Folder
Can’t make folders or move reports inside RescueNet Reporting• But you can from Windows
Explorer
Central Share• Reports32
• Custom
Move both the .rpt and the associated .in2
Close RNR and reopen
Relational Database Basics
Trips table is almost always the main table for a report• Most fields in the Trips table do not store “the words”• Fields contain numeric references that when linked to
another table allow you to display “the words” on your report
The name field in the companies table contains “the words”
• You will add the name field to your report
Link the two tables together
Link fields that contain same type of data
• Numbers to numbers• Not numbers to words
Click and drag cmpy from Trips to code in Companies
Right click the link and select Link Options
Join Type will always be Left Outer Join
Links from Trips Table
Trips.custno linked to Customers.custno
Trips.priority linked to Priorities.code
Trips.calltype linked to Call_Types.code
Trips.payor1 linked to Payors.code
payor1 = Current Payor
Trips.payor3 linked to Profit_Centers.code
payor3 = Profit Center
Trips.payset linked to Payors.code
Payset = Primary Payor
Alias Tables
Trips table has three fields related to Facilities• ofac (ordering facility)• pufac (pick-up facility)• dfac (drop-off facility
All three cannot be linked to same table• Must create alias tables
Primary Payor Category Links
Trips.payset (primary payor)• Linked to Payors.code
Payors.Category• Linked to Payor_Categories.code
Payor_Categories.descr displayed on report
Grouping
Insert, Group Select field you
want to group by• Easier to select if
you first place the field on your report• You can delete the
field on the report later
Others
Use the Others tab to select what your Crystal Report should do with the remaining categories• Leave in their own groups
Real World Example
Client wanted a high level overview of activity by payor category for each month of service (based on trip date)• Clone of Activity Summary Report• Grouped by primary payor category in specified order• Grouped by month of service
• Used the following formula to define the month of serviceleft({Trips.tdate},7)
• Click here to view
Intro to Formulas
Calculate current balance of trip• (Trips.addoncost–Trips.basecost)/100
Addoncost = total trip charges Basecost = total trip credits Both are stored in database without decimals
• $150.00 is stored as 15000
Create New Formula
Locate Formula Fields in Field Explorer• Right click and select New• Type name of formula
• Avoid using spaces