Post on 23-Dec-2015
An ACEware Presentation
Dashboard, PayGrabber & Find Them Reports About Reports Deactivating Reports Recycling Reports & Queries Query Tips Report Aesthetics Layout Tools Zip Code Radius Mapping Handy Little Tools & Tips
F9
F7
F5
Your report “inventory”(print a copy and make notes on it)
Report Title:NEW – All Reports with Memo
Reports on Reports
Select a reporting
area
Remove check mark
Recycle Reportor Query – Similar… BUT.. Do different things….
Recycle ReportYou stay here..
Can run new/different Query
(with any Report)
Recycle QueryUse SAME query
(same data) but cycle through ALL user
reports (in this area)
(Great for Exploring)
Click on queryand do NOT move your mouse.
A message appears in the upper right corner showing REAL query contents
Query details
Right click to display query filter options.
This one is tough to forget!
Use the ellipse to display all possible entries and select your preference
If the table is available in the reporting area, you’ll find the
missing field listed here.
Data Grouping: open the Data Grouping window to add/edit Group Bands.
Data Environment: view the fields available in the report cursor.
Page Setup: opens Page Setup window.
Report Controls: opens the Report Control Toolbar
Color Palette: opens the Color Toolbar.
Layout: opens the Layout Toolbar.
Font Properties: opens Font Properties window.
Makes the uneven . . .EVEN!
Graphics significantly improve retention, accuracy & recognitionIt’s why they are used so heavily by news broadcasts!
Picture Tool
Click in the report where you want to place the graphic and draw a box. Releasing the mouse opens the Report Picture window
Place a copy of the image in your Student Manager folder, then click the Picture Tool on the Reports Controls toolbar
TIP: Create a subfolder in the Manager folder
named “Images”
Ellipsis button
Clicking the Ellipsis button [...] opens the window for you to find and select your graphic file.
Select the graphic and click OK
Set picture options as needed
Clicking the Ellipsis button [...] opens the window for you to find and select your graphic file.
Select the graphic and click OK
Set picture options as needed
Clip Picture – If the picture is bigger than the frame you created, only a section of the original picture will display
Scale picture, retain shape - Displays the whole picture, filling as much of the frame as possible while retaining the proportions of the picture
Scale picture, fill the frame - Display the whole picture, filling the frame completely. If necessary, the picture might become distorted
As you save a report you’ll see the “Save as Default” option
You MUST be a level 6 in Reports
(to see this..)
Here’s a hint . . .When the programmer says “Pay Attention” in all caps . . .
PAY ATTENTION!!!!
Three simple steps!
Choose a report that includes zip codes
HINT: The mailing labels area is a great place to start!
Begin by adding justafter(‘do mapping’) to a report
Any Report that has a Name Address in it
will work…. You must have:
SM72.EXE (Ver 7.2.A.09) And these two files (loaded into your
Manager Folder) json.fll
virtualearth.htm ( Available from SM Resources/
Tools: Mapping.zip )
Mapping
This is important!
Click “Go” to create the map
After you close the SM Report Preview, a
browser will launch (in Chrome) and you’ll see
a Map
And then . . .
Your screen will move around as the push
pins are added to the map
And then . . .
You can zoom in/out to
change your Map View
Click on pushpin to view
name/addressie:
Lauri Thompson111 Main St, 30127
Don’t Miss Print Options!
1) View one, two or multiple pages of your report
Don’t Miss Print Options!
1) View one, two or multiple pages of your report
2) Bring up the Windows print dialog box
Don’t Miss Print Options!
1) View one, two or multiple pages of your report
2) Bring up the Windows print dialog box
3) Get the heck outta here!
A JUSTDOIT runs before the report runsWhich means that if you add (or alter) a JUSTDOIT to a report . . . you must close, save and re-run the report before you’ll see any results
Place your JUSTDOIT in the headerWhile a JUSTDOIT can be place anywhere in a report, (it is a non-printing element) we suggest the header band
Just remember . . .
Provides ways to display information on a report in a more legible style
Formatting Functions
Displays the query value used to generate this report
WHAZZIS
And finally we get to the magical portion!
What will a JUSTDOIT do?• Pull information from a table not normally
in the reporting area being used• Re-sort the data• Run specialized report functions
JUSTDOIT
Two way to export
Lets you select files to exportGenerates a flat data file (no
formatting)
Creates an actual image of the report with
formatting and a new page for
each page on the report
A few JUSTDOIT examplesChange the Sort Order of Report with "Order By" Statement justdoit(‘select *,0 as marker from (cursor5) order by nmname3,nmname1 into cursor(cursor5)’)
Eliminating Duplicate records with the "Group By" Statement JUSTDOIT(‘select *,0 as marker from (cursor5) group by nmid,nmname3 into cursor(cursor5)’)
Filter the report with "Where" Statement JUSTDOIT(‘select *,0 as marker from (cursor5) where due-paid>0.00 into cursor(cursor5)’)
Add a field to the Cursor and then Sort by it JUSTDOIT(‘select *,addcrse(cocrse,"cobegdate") as date, 0 as marker from (cursor5) order by date into cursor(cursor5)’)
There are approximately 20 hours of Report training available on our webinar archive page?
•It is not “magic”
•There IS a “way” and you Must Learn it!
•The Wizard supplements, not replaces, the SM report writer
•Cost: $1,495
•But, we DO think Matthew does kinda look like the Wizard!
Webinar on the “Wizard”
In Webinar Archives
Next Webinar
HELP, How Do I…? ? ?Wed, March 5th 1 pm
April 6-9, 2014Hilton Garden InnManhattan, KS
2014 ConferenceIf you liked this, you’ll love our conference!ACEware 2014 Conference
www.aceware2014.com
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