Revision as of 12:33, 14 April 2023

Extension Database Selection

Extension databases are bespoke sets of fields set up on the system by the administrator. From here you are able to report directly on these extension databases. On the first screen you will be presented the list of active extension databases on the system.

You will see a list of all Published extension databases available to report on. You can also switch between Archived extension databases if you wish to report on data which is no longer being used. There is also a filter option which makes it easier to find reports.

Click on the name of the extension database that you wish to report on.

Report Criteria

You will be displayed a list of fields based on the type of extension database and the fields in the extension database. Regardless of the type, you will see the Settings options at the top. This allows you to select from the following options:

• Types of fields to show - you can choose from Active, reportable fields (the default), active fields whether reportable or not, Reportable fields whether active or not, All fields. This option is useful if you just want the required reportable data or if you want to audit all fields used.
• Show Audit Fields - Will add a column to the report showing the user who created the entry and the date it was updated/created.
• Show Subtotals - Useful if you want the report to automatically sum the entries.
• Order - you can decide to order the results by date, client name, or by certain fields on the extension database.

Person/Organisation based

These extension databases appear either on the tabs of the record or at the base of the record. On the diagram below the fields of the extension database are highlighted by the red box.

• Client Surname - Enter the surname or organisation name to filter the results.
• Client ID Number - Enter the ID number of a person or organisation to filter the results.
• Linked to Active Organisations and People? - Specify if you wish to include inactive records.
• The fields in the extension database - Depending on which fields are in the extension database these will be listed so that you can filter on these fields.
  • Single Row Alphanumeric String - You will be displayed a single line text box to filter from.
  • Numeric Only - This will display a from and to box to filter using a numeric range.
  • Money - This will display a from and to box to filter using a numeric range.
  • Date - - This will display a from and to date box to filter using a date range.
  • Multi row text input box - This displays a text box to filter from, exact text match on part of a single word or sentence.
  • Select from options list - Displays the drop down of options so you can filter from one of the options.
  • Radio Button list - select the option you use to use as a filter.
• Report Sort By - Specify the sort order of the report.
• Show Subtotals When Sorted? - Displays subtotals for numeric and currency fields on the report.
• Show Active or Inactive fields? - Specify if you wish to include fields that have been made inactive.

Click 'Display in browser' to view the report and/or to add additional information or 'Export to spreadsheet' to create a spreadsheet of the data.

Referral based

This type of extension database is connected to referrals.

• Referral Date - Filters based on the date that the referral was created.
• Project - Reports on all projects or the project selected.
• Diary Reference Number - Specify the range of referral numbers you wish to filter by.
• Client Surname - Enter the surname or organisation name to filter the results.
• Client ID Number - Enter the ID number of a person or organisation to filter the results.
• Linked to Active Organisations and People? - Specify if you wish to include inactive records.
• The fields in the extension database - Depending on which fields are in the extension database these will be listed so that you can filter on these fields.
  • Single Row Alphanumeric String - You will be displayed a single line text box to filter from.
  • Numeric Only - This will display a from and to box to filter using a numeric range.
  • Money - This will display a from and to box to filter using a numeric range.
  • Date - - This will display a from and to date box to filter using a date range.
  • Multi row text input box - This displays a text box to filter from, exact text match on part of a single word or sentence.
  • Select from options list - Displays the drop down of options so you can filter from one of the options.
  • Radio Button list - select the option you use to use as a filter.
• Report Sort By - Specify the sort order of the report.
• Show Subtotals When Sorted? - Displays subtotals for numeric and currency fields on the report.
• Show Active or Inactive fields? - Specify if you wish to include fields that have been made inactive.

Click 'Display in browser' to view the report and/or to add additional information or 'Export to spreadsheet' to create a spreadsheet of the data.

Club, Clinic or Group based

• Club / Clinic / Group Name - Enter the name Club, Clinic or Group to use as a report filter.
• Linked to Active Clubs & Groups? - Specify if you wish to include inactive Clubs, Clinics or Groups.
• The fields in the extension database - Depending on which fields are in the extension database these will be listed so that you can filter on these fields.
  • Single Row Alphanumeric String - You will be displayed a single line text box to filter from.
  • Numeric Only - This will display a from and to box to filter using a numeric range.
  • Money - This will display a from and to box to filter using a numeric range.
  • Date - - This will display a from and to date box to filter using a date range.
  • Multi row text input box - This displays a text box to filter from, exact text match on part of a single word or sentence.
  • Select from options list - Displays the drop down of options so you can filter from one of the options.
  • Radio Button list - select the option you use to use as a filter.
• Show Subtotals When Sorted? - Displays subtotals for numeric and currency fields on the report.
• Show Active or Inactive fields? - Specify if you wish to include fields that have been made inactive.

Click 'Display in browser' to view the report and/or to add additional information or 'Export to spreadsheet' to create a spreadsheet of the data.

Display in Browser

This will display the report based on the specified criteria.

At the bottom of the report you will find the blue folder icon to access the Blue Folder Lookup for export options and mapping (not available for Club, Clinics or Groups reporting.

Export to spreadsheet

This will produce spreadsheet of the data based on the report criteria entered.