CODI 2005 – Day Two (pm)

I Didn’t Know Web Reporter Could Do That! (Valerie M. Chase – valerie.chase@sirsidynix.com / eric.graham@sirsidynix.com)

As we haven’t had Web Reporter installed yet, kinda of everything was “I didn’t know that”!

Anyway, hopefully these notes will act as a reminder once we’re up and running…

filters…

  • once you’ve run a report, you can run the re-prompt to reselect the filters for the report without going all the way back
  • “view filter”s limit the existing results (rather than re-running the report)
  • “qualify” works well for limiting by dates, etc
  • to create new filters, you need to use the desktop client:
    • select “new” / “filter”
    • if you want a prompt, you need to hit the “prompt” button
  • prompts can be either single select (drop down list), multi-select, check boxes, or radio buttons (use the web options “modify” button to do this)
  • right-click, “search for dependants” will show you every report that uses a specific filter

consolidations…

  • allows you to do a grouping (e.g. combine all the “reference” types together)
  • remember to enable subtotals!
  • you can use consolidation to group together months (e.g. “summer”, “winter”)

metrics…

  • e.g. create a new metric to combine phone, OPAC, etc renewals to get the total renewals

threshold…

  • add a new qualification to highlight parts of the report results (e.g. show certain results in red)

advanced formatting…

  • e.g. change year format from “2005″ to “05″

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