Introduction ..................................................................................................................... 4

About Report Writer ................................................................................................... 4

Accessing Report Writer ................................................................................................. 5

Saving reports ............................................................................................................. 5

Using Sample Reports................................................................................................. 6

About the Main Screen ................................................................................................... 7

Top Menu .................................................................................................................... 7

Left Menu.................................................................................................................... 8

Planning A Report........................................................................................................... 9

Data Sources ............................................................................................................... 9

Choosing Fields For Your Report ............................................................................. 10

Creating A New Report. ............................................................................................... 11

Create A New Report Job Aid Instructions: ............................................................. 11

Activity One .................................................................................................................. 12

Scenario..................................................................................................................... 12

Instructions:............................................................................................................... 12

Activity Two ................................................................................................................. 13

Scenario: Grouping Information ............................................................................... 13

Instruction: ................................................................................................................ 13

Activity Three ............................................................................................................... 15

Scenario: Summarizing Information ......................................................................... 15

Instructions:............................................................................................................... 15

Activity Four ................................................................................................................. 17

Scenario: ................................................................................................................... 17

Instructions:............................................................................................................... 17

Options and Reference Table for Filters. .................................................................. 18

Formulas ....................................................................................................................... 19

Activity Five Scenario: ............................................................................................. 20

Instructions:............................................................................................................... 20

Knowledge Check ..................................................................................................... 21

Activity Six ................................................................................................................... 22

Scenario: ................................................................................................................... 22

Instructions:............................................................................................................... 22

Activity Seven ............................................................................................................... 23

Scenario: ................................................................................................................... 23

Instructions:............................................................................................................... 23

Data Tab ........................................................................................................................ 25

Design Tab .................................................................................................................... 26

Report Tab .................................................................................................................... 27

Knowledge Check ......................................................................................................... 28

Hands on Exercises ................................................................................................... 28

Scenario A ................................................................................................................. 28

Scenario B ................................................................................................................. 28

About Report Writer

2 Enter your password (same as your application login password).

Create A New Report Job Aid Instructions:

Remember basic order of operations; ( ), ^, /, * , - , +

Text always needs to be in ‘ ‘

{ } are braces surrounding field names

( ) surround information in a function

Best Practice: Click on the field or function from the list rather than typing it as you

will spend lots of time looking for errors.

Int

ToText

Currentdate

‘ ’

‘ ’

”