Reports - Revision history

John.devonshire at 12:59, 4 December 2023

2023-12-04T12:59:42Z

John.devonshire at 14:36, 5 January 2016

2016-01-05T14:36:58Z

Rebecca.titus at 13:27, 2 September 2014

2014-09-02T13:27:30Z

John.devonshire: /* Adding User fields to a report */

2014-09-02T12:07:44Z

‎Adding User fields to a report

John.devonshire at 11:19, 2 September 2014

2014-09-02T11:19:34Z

Alex.tso at 13:47, 13 August 2013

2013-08-13T13:47:35Z

Administrator: /* Sorting in Reports */

2013-07-29T13:23:20Z

‎Sorting in Reports

Administrator: /* Scheduled Open Space */

2013-07-29T13:22:33Z

‎Scheduled Open Space

Administrator: /* Sales Reports */

2013-07-29T13:21:23Z

‎Sales Reports

Administrator: /* Sales Reports */

2013-07-29T13:21:00Z

‎Sales Reports

@@ Line 217: / Line 217: @@
 == Export a Report ==
-A report format can be exported as a Report Layout format (*.rpl) in order to send a custom report to another office for use in Ad Manager or to send to Market Information Services to investigate any anomalies with the report.
+A report format can be exported as a Report Layout format (*.rpl) in order to send a custom report to another office for use in Ad Manager or to send to Dot2Dot Communications to investigate any anomalies with the report.
 To export a report layout, click on the Reports [[File:New_reports_button.JPG]] button. This will open the Reports Window. Once the Reports Window is open, go to the category the report belongs to and highlight the Layout you wish to export in the Layout Window. Next, select File - Export from the Reports menu.

@@ Line 1: / Line 1: @@
+For information on how to customize an existing report, please see [[Customizing a Report]]
-== Adding Your Own Reports ==
-Ad Manager provides users with several standard reports that can be used in conjunction with daily operations. However, Ad Manager also provides users with the flexibility and power to create their own reports in the system. These reports can be customized and shared amongst all users, ensuring consistent reporting of information. To see all the reports in Ad Manager, click on the Reports button ([[File:New_reports_button.JPG]]).
-This section provides a brief overview of the different parts of the custom reports. For more complete assistance, it is recommended you contact Market Information Services' staff for assistance.
-System Reports
-−
-Ad Manager comes with several standard reports. System reports have a  next to them. These reports cannot be deleted or altered. However, Ad Manager allows you to customize reports based on these templates.
-−
-=== Custom Reports ===
-−
-There are 2 different ways a report can be created in Ad Manager; you can Create a NEW  report (with no previous detail on the report) or you can DUPLICATE  an existing report (this will copy all the fields and formatting from the existing report into a new copy of the report).
-When you create a Custom Report, Ad Manager asks you for the name of the new report layout. This will be the name that is displayed in the listing of reports, so a descriptive name is recommended.
-After you have named the report, a screen similar to the one below will appear:
-−
-[[File:New_Report.JPG]]
-−
-The Report Layout window has several components. The left most set of icons are the different controls that you can add to the report. To the right of the controls is an "Explorer" window and a "Fields" window. The Explorer window allows you to select fields on the report based on where they are located. The Fields window allows you to drag and drop Ad Manager fields onto the report. The center area of the Report Layout is the actual positioning and formatting of fields. Two other windows, the "Property Toolbox" and the "Report Structure" are also available. The Property Toolbox allows you to set information such as the font of a field. The Report Structure shows you which reports and subreports are used in this report.
-−
-=== Parts of a Layout ===
-−
-The actual Report Layout has 5 main components; a Page Header, a Group Header, the Detail, a Group Footer and a Page Footer.
-Information in the Page Header is displayed on the top of every page of this report. Ideally, the Page Header is used to display column titles. The Group Header is displayed whenever the information being used for grouping is changed. For example, if you are separating a list of faces by city, each city would be a group, and you may want the group header to display the city name.
-The Detail is where the actual information tends to be placed in Ad Manager reports. This will primarily be fields from Ad Manager that have been placed on the report. The Group Footer is displayed whenever the information being used for grouping changes. For example, if you are separating a list of faces by city, each city would be a group, and you may want the group footer to display the total number of faces in that city. Information in the Page Footer is displayed on the bottom of every page of this report.
-−
-=== Adding Information ===
-−
-If you want to add a field to a section of a Ad Manager report, scroll through the Fields Window and find the field you wish to display. Once you have found the desired field (you may need assistance from Market Information Services' staff via telephone or email support), simply drag the field onto the report. You can then position the field in the desired location and change the width (and height) of the field by clicking and dragging its edges.
-If you want to add some text to the report (e.g. a Column title), click on the Aa icon in the controls. You can then draw a box on the layout. This box will represent the position of your text. To change the text, make sure the box is selected and go to the Property Toolbox window and click in the CAPTION field. Whatever you type in this field will become the text displayed in that section of the report. To change the Font, click the ellipsis (...) next to Font in the Property Toolbox window and select the desired Font settings.
-−
-====Adding User fields to a report====
-−
-Ad Manager allows you to display user fields on reports as well. If, for example, you wanted to show all the Site user fields for each face, this can be easily accomplished.
-−
-Create a Subreport on the main Report for the Userfield object you wish to add.
-In the User Field Subreport, select the “FieldDefName” and “Value” fields (one at a time) from the Fields Toolbox, drag and place on the layout in the desired position.
-−
-To add specific User fields, you must create a script in the Subreport. Ensure that the “FieldDefName” field and a “Value” field are on the Subreport layout prior to creating the script.  Click on “View Script” ( ).  Scripts are created using Visual Basic syntax.
-−
-[[File:Userfieldreport.JPG]]
-−
-In this screen, select “Report” as the Object and “OnFetchData” as the event.
-−
-If there is anything in the body of the window, delete and replace with the script.
-−
-It is imperative that the User Field name (in the example, Installation Date) be exactly the same name in Ad Manager.  “Install Date”, “Installation” or “Date” would give no results.
-−
-Add the script to identify the User Field(s) to display in the OnFetchData event.  Typically, the structure of the script will be:
-−
-<code>
- Sub OnFetchData(eof)
-    ' The value of the userfield must be changed for each report.  This report is querying Installation Cost. It is case sensitive.
-    If instr(rpt.Fields("FieldDefName").value, "Installation Cost")>0 then
-      rpt.sections("Detail").Visible = True
-      rpt.Fields("FieldDefName").value=rpt.Fields("FieldDefName").value
-    else
-      rpt.sections("Detail").Visible = False
-    end if
- End Sub
-</code>
-When you have finished entering the script into the window, click “Close”.
-−
-To add more than one of the Userfields, you would use an “or” statement.  In this example the 2 Userfields we wish to display are Installation Cost and Installation Date :
-−
- Sub OnFetchData(eof)
-   ' The value of the userfield must be changed for each report.  This report is querying Installation Cost. It is case sensitive.
-   If instr(rpt.Fields("FieldDefName").value, "Installation Cost") or instr(rpt.Fields("FieldDefName").value, "Installation Date")>0 then
-     rpt.sections("Detail").Visible = True
-     rpt.Fields("FieldDefName").value=rpt.Fields("FieldDefName").value
-   else
-     rpt.sections("Detail").Visible = False
-   end if
- End Sub
-−
-Now that we have finished customizing our report, we can go to the "File" menu and select "Save".  At this point we can preview our report by going "File-Print".
-−
-This process of creating a report is the same, regardless of the type of report we are creating. By following the basic concepts of creating this report you should be able to create most of the day-to-day reports needed.  If additional assistance is still required, please contact Dot2Dot support for assistance.
-−
-=== Deleting Information ===
-−
-To remove a field or a text box from the report, simply select the appropriate item. Once selected, hit the DELETE key on your keyboard. Ad Manager will then remove that field from the report. Remember, if you remove a field, check to see if there was a corresponding text label that also needs to be deleted.
-−
-=== Changing Information ===
-−
-If you wish to change the size, position or content of a field, select the field you wish to change. Once selected, you can move the field around the report, and resize it as appropriate. To change the size or font, go to the Property Toolbox window and click the ellipsis (...) next to Font. If you wish to change the content of the field, you can click on DataField in the Property Toolbox and select a new field of information to display.
 == Available Locations Report ==

@@ Line 37: / Line 37: @@
 To add specific User fields, you must create a script in the Subreport. Ensure that the “FieldDefName” field and a “Value” field are on the Subreport layout prior to creating the script.  Click on “View Script” ( ).  Scripts are created using Visual Basic syntax.
-[userfieldreport.jpg]
+[[File:Userfieldreport.JPG]]
 In this screen, select “Report” as the Object and “OnFetchData” as the event.

@@ Line 29: / Line 29: @@
 ====Adding User fields to a report====
 Create a Subreport on the main Report for the Userfield object you wish to add.
-In the User Field Subreport, select the “FieldDefName” and “Value” fields (one at a time) from the Fields Toolbox, drag and place on the layout in the desired postion.
+In the User Field Subreport, select the “FieldDefName” and “Value” fields (one at a time) from the Fields Toolbox, drag and place on the layout in the desired position.
 To add specific User fields, you must create a script in the Subreport. Ensure that the “FieldDefName” field and a “Value” field are on the Subreport layout prior to creating the script.  Click on “View Script” ( ).  Scripts are created using Visual Basic syntax.
@@ Line 68: / Line 71: @@
     end if
   End Sub
 === Deleting Information ===

@@ Line 1: / Line 1: @@
 == Adding Your Own Reports ==
@@ Line 29: / Line 27: @@
 If you want to add a field to a section of a Ad Manager report, scroll through the Fields Window and find the field you wish to display. Once you have found the desired field (you may need assistance from Market Information Services' staff via telephone or email support), simply drag the field onto the report. You can then position the field in the desired location and change the width (and height) of the field by clicking and dragging its edges.
 If you want to add some text to the report (e.g. a Column title), click on the Aa icon in the controls. You can then draw a box on the layout. This box will represent the position of your text. To change the text, make sure the box is selected and go to the Property Toolbox window and click in the CAPTION field. Whatever you type in this field will become the text displayed in that section of the report. To change the Font, click the ellipsis (...) next to Font in the Property Toolbox window and select the desired Font settings.
 === Deleting Information ===

@@ Line 298: / Line 298: @@
 The "Availability (in days)" option allows you to specify the interval you wish to use for finding the information on how many Faces are available and how many are booked. The number entered here acts as a multiple, and data are provided accordingly. For example, if you enter an Availability of 7, information on how many Faces are available is provided for 7, 14, 21, 28, etc. consecutive days.
-This report will take some time to generate as it has to check the availability of each Face for each time frame for each week selected. In order to speed up the processing time, the program gives you the option to choose the number of consecutive weeks worth of data you wish to see by entering it in the "Number of Weekly Increments" field. The fewer the number of consecutive weeks reported on, the faster the report will generate.
+This report will take some time to generate as it has to check the availability of each Face for each time frame for each week selected. In order to speed up the processing time, the software gives you the option to choose the number of consecutive weeks worth of data you wish to see by entering it in the "Number of Weekly Increments" field. The fewer the number of consecutive weeks reported on, the faster the report will generate.
 The "Media" field allows you to identify which media type you wish to run the report for.
@@ Line 538: / Line 538: @@
 === Exporting Your Report To Another Application Format ===
-If you wish to export this report for use in another program, click on the Export button. A Save As window will open. Here you must select the place you wish to save the file. Choose the name for the file and type it in the File Name field as shown below:
+If you wish to export this report for use in another software, click on the Export button. A Save As window will open. Here you must select the place you wish to save the file. Choose the name for the file and type it in the File Name field as shown below:
 [[File:New_Report_Export.JPG]]
-Once you have selected a file type, given it a name and identified a place to save it, click on the Save button. To open the report in a Word type program save as a text file (*.txt). To open in a spreadsheet program like Excel, save as a Microsoft Excel File (*.xls) type. To create an Adobe file for easy e-mailing to clients and staff, save as an Adobe PDF File (*.pdf) type.
+Once you have selected a file type, given it a name and identified a place to save it, click on the Save button. To open the report in a Word type software save as a text file (*.txt). To open in a spreadsheet software like Excel, save as a Microsoft Excel File (*.xls) type. To create an Adobe file for easy e-mailing to clients and staff, save as an Adobe PDF File (*.pdf) type.
@@ Line 663: / Line 663: @@
 On the report, the information in the bottom half of the screen displays the Posted and Covered information instead of the Start and End information on the Location List.
-The report is used to provide information on what has been delivered for this contract as of a certain date. The information in the Market Summary box contains calculations as of the date of the report. Locations that have not yet been covered in the program are displayed without a cover date.
+The report is used to provide information on what has been delivered for this contract as of a certain date. The information in the Market Summary box contains calculations as of the date of the report. Locations that have not yet been covered in the software are displayed without a cover date.
@@ Line 677: / Line 677: @@
 On the report, the information in the bottom half of the screen displays the Posted and Covered information instead of the Start and End information on the Location List.
-The report is used to provide information on what has been delivered for this contract as of a certain date. The information in the Market Summary box contains calculations as of the date of the report. Locations that have not yet been covered in the program are displayed without a cover date.
+The report is used to provide information on what has been delivered for this contract as of a certain date. The information in the Market Summary box contains calculations as of the date of the report. Locations that have not yet been covered in the software are displayed without a cover date.

@@ Line 772: / Line 772: @@
 To display the data on your report in a specific order, click on the Order button on the Print Screen of your report.
-Each report is divided into groups of data. Each of these groups can be ordered. The example below shows the Order Screen of a Location List Report.
+Each report is divided into groups of data. Each of these groups can be ordered. The example below shows the Order Screen of a [[Reports#Location List Report|Location List Report]].
 [[File:New_Order.JPG]]

@@ Line 700: / Line 700: @@
 This report provides information on what space has been CHARTED not allocated based on sales information.
-For availability based on Contract information, see Contracted Open Space Reports.
+For availability based on Contract information, see [[Reports#Contracted Open Space Reports|Contracted Open Space Reports]].
 The Scheduled Open Space Report provides information on how many faces have been scheduled and how many are available in each of your markets over future time frames.

@@ Line 642: / Line 642: @@
 [[Reports#Scheduled Open Space|Scheduled Open Space reports]]
-[[Reports#Time Space Reports|Time Space reports]]
+[[Reports#Time Space Report|Time Space reports]]
 Subcontracts - [[Reports#Scheduling Summary Report|Scheduling Summary]] (both overview and detailed version)

@@ Line 640: / Line 640: @@
 [[Reports#Contracted Open Space Reports|Contracted Open Space reports]]
-[[Reports#Scheduled Open Space Reports|Scheduled Open Space reports]]
+[[Reports#Scheduled Open Space|Scheduled Open Space reports]]
 [[Reports#Time Space Reports|Time Space reports]]