Run time: 9:55
In this video you’ll learn about WorldShare Reports, specifically standard or pre-defined reports. You’ll learn how to access the reports, and how to use user prompts and input controls to select data for the report, and view or filter that data.
Note: With report authoring permission, you can access metadata reports from Reports in the left navigation.
Note: A standard report will only run once all fields in the Prompts window are marked with a green check mark.
When you run a standard report, the Prompts window may require you to enter a value for a required field prior to running the report. Prompts vary depending on the data in a specific report, and you may be required to enter several values before a report will run. Standard reports use a combination of three different prompt fields: Optional, Pre-populated, and Required.
An optional field, identified by a green check mark (), may be left blank. If an optional field is left blank, the report will display all available values for that field. If a value is entered for an optional field, the report will display data for that value only (e.g. a specific branch).
A pre-populated field, identified by a green check mark (), provides a value for a prompt. You can modify a pre-populated field or accept the default value.
A required field, identified by a red arrow (), is blank and requires you to provide a value before the report will run. If the field is a date prompt, it will provide an example of how to format the date in the text field (e.g. M/d/yyyy). Many date prompts provide a calendar widget, which allows you to set the date from a calendar.
After you run a report, you can modify your initial prompt selections through the User Prompt Input pane. You can enter new parameters into a field, or click Advanced to launch the Prompts window. Once you have finished modifying the initial prompts, click Run to apply the new prompts to the report data.
Run time: 7:34
This video demonstrates how to sort and format reports, including switching between portrait and landscape modes, aligning and wrapping text, and repeating a table header on each page.
Run time: 6:31
This video demonstrates using functions to calculate sums, counts, or averages in a report; inserting breaks to calculate subtotals; and creating simple formulas.
Run time: 5:32
In this video you will learn why and how to add input controls to a report in WorldShare Report Designer.
Run time: 8:30
After watching this video, you will be able to determine when to use a variable, differentiate three kinds of variables, and create and use variables in reports.
Run time: 5:58
After watching this video, you will be able to select a chart type, add a chart to a report and format it, and turn a table into a chart.