An ACEware Presentation. Dashboard, PayGrabber & Find Them Reports About Reports Deactivating...

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An ACEware Presentation

Transcript of An ACEware Presentation. Dashboard, PayGrabber & Find Them Reports About Reports Deactivating...

Page 1: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

An ACEware Presentation

Page 2: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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

Page 3: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.
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F9

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F7

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F5

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Page 8: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Your report “inventory”(print a copy and make notes on it)

Report Title:NEW – All Reports with Memo

Page 9: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Reports on Reports

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Page 11: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Select a reporting

area

Remove check mark

Page 12: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.
Page 13: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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)

Page 14: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.
Page 15: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Click on queryand do NOT move your mouse.

A message appears in the upper right corner showing REAL query contents

Query details

Page 16: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Right click to display query filter options.

This one is tough to forget!

Page 17: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Use the ellipse to display all possible entries and select your preference

Page 18: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

If the table is available in the reporting area, you’ll find the

missing field listed here.

Page 19: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.
Page 20: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.
Page 21: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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.

Page 22: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Makes the uneven . . .EVEN!

Page 23: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Graphics significantly improve retention, accuracy & recognitionIt’s why they are used so heavily by news broadcasts!

Page 24: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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”

Page 25: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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

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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

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As you save a report you’ll see the “Save as Default” option

You MUST be a level 6 in Reports

(to see this..)

Page 29: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Here’s a hint . . .When the programmer says “Pay Attention” in all caps . . .

PAY ATTENTION!!!!

Page 30: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.
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Three simple steps!

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Choose a report that includes zip codes

HINT: The mailing labels area is a great place to start!

Page 33: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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

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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 . . .

Page 35: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Your screen will move around as the push

pins are added to the map

And then . . .

Page 36: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

You can zoom in/out to

change your Map View

Click on pushpin to view

name/addressie:

Lauri Thompson111 Main St, 30127

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Don’t Miss Print Options!

1) View one, two or multiple pages of your report

Page 41: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Don’t Miss Print Options!

1) View one, two or multiple pages of your report

2) Bring up the Windows print dialog box

Page 42: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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!

Page 43: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.
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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

Page 45: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Displays the query value used to generate this report

WHAZZIS

Page 46: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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

Page 47: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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

Page 48: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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)’)

Page 49: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

There are approximately 20 hours of Report training available on our webinar archive page?

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Page 51: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

•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

Page 52: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

Next Webinar

HELP, How Do I…? ? ?Wed, March 5th 1 pm

Page 53: An ACEware Presentation.  Dashboard, PayGrabber & Find Them  Reports About Reports  Deactivating Reports  Recycling Reports & Queries  Query Tips.

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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Search for“ACEware Systems”

• Student Manager Help• Software Updates• CE Current Events• Social Media Help• Interesting Help

• Special Deals• Event Updates• Tutorials

Find us online!Find Us Online!

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