2011-11 Release - Justice
22131: Flex Reporting Grid and Interface Updates
A new grid has been integrated into the Flex Reports interface. All
Flex reporting grids will now contain the same features as the previously
implemented Accounting Reports grid.
These new features will
greatly enhance the data manipulation capabilities of the report results.
Here is a list of new features that will now be available on all Flex
Reports.
Report Grid Features
--Grouping - a user can drag a column
up to the header and group by that column. Note: Money fields can be
setup as currency that will also provide a Sum amount for each group.
Please also note that if a column name has a space in the title, it cannot be
used for grouping. An easy fix would be to remove the space in the column
title.
--Sorting - a user can click on a column name to sort ascending,
descending, or cancel a sort.
--Exporting - a user has a variety of
export options available for extracting data results. See Exporting
below
--Filtering - a user can enter a filter expression at the top of the
column grid and filter down the data that is displayed. To enable a
filter, type the filter text into the column filter textbox, then click the
filter icon to select the filter application (i.e., “Greater than”, “Equal to”,
etc.). The grid will automatically update.
--Paging - reports
that return more than 20 records will have paging ability at the top and bottom
of the report grid. Additional paging features include a "Go To" exact
page and the ability to update the number of records returned per page.
--Selection across Pages - records can now be selected across multiple
pages within the returned result set. Selected records will be saved for
exporting or applying FixSQL to only selected records
--Select All Page
Records / Select All Grid Records - reports that have paging enabled will
support both a page level "select all" via a checkbox in the header row of the
grid. In addition, options will be available to select all returned grid
rows (max 1000).
All Grid Features will remain intact even when
new Parameter filters are applied. To clear all parameters and filters,
please click the report link at the top of the page to start over.
Exporting Data Results
Exporting results come in a
variety of ways:
--Current Page (Word, Excel, Excel Html, PDF, CSV) – this
will only export the results shown on the current grid page.
--Entire Grid
(Word, Excel, Excel Html, PDF, CSV) – this will export all results returned in
the entire grid. Note: The maximum number of records exported with
this feature is 1000.
--Selected Records (Word, Excel, Excel Html, PDF,
CSV) - this will export all records that have been selected throughout the
entire grid.
--Full Result Set - uses the TBS backend service, and only
supports CSV – this option will only be available if more than 1000 records
matched the report results. This file type, for most users, should
automatically open in Excel.
Note: The Excel export option will
export all data into a spreadsheet with no formatting, however the general
grouping and sorting will remain intact. Any sum totals however will not
be exported. To keep the group sum totals, be sure to use the ExcelHTML
option.
Report Security & Search Criteria
Please note that
all results are filtered based on user access and User Search
Criteria
Report Maintenance
For users that maintain and add
new Flex reports, TBS now supports adding Flex Reports for databases other than
just TBS. A new "Control Database" admin tool is available to designate
which database Flex Reports are being maintained. Please be sure to
contact PTT regarding this feature prior to use.
In addition, given this
new feature, when viewing any of the Flex Report Admin screens (reports,
parameters, groups, etc.), a message will be displayed at the top of each screen
informing the user of the Control Database that is being updated.
PTT
assistance is required to have additional databases be made available.
22136: AdminTools: Show a table of users with access to each report
Need to see who has access to a report? There is now a new "Users With Access" tab on the Flex Reports Edit screen. This will show the list of users with access to the selected report. Please note - this tab may take a few seconds to load as it parses through all users and their permissions.
22137: AdminTools: Report Group Maintenance
Maintaining Flex Report Groups just got easier! A list of existing report groups has been added to the report group maintenance page for easy reference.
22132: Features: Show SQL for Reports
For users that can see the Executed SQL box on the flex screen, the Executed SQL, Fix SQL, and Pre SQL are now displayed if they exist and are run.
22046: Flex Parameters can now reference databases besides TBS
Previously, Flex Reports could only reference parameter fields from TBS. This has been expanded to now support additional databases other than just TBS. The parameters can have full data entry validation applied as well. This requires setup by PTT prior to use.
22094: Group Updating
Bug Fix: Users have the ability to associate an Group identifier with an Agent. When that Agent is selected, the Group field is updated on the customer screen. A bug was found that caused this field update to fail. The bug has been corrected.
22230: Flex Report Issue - Search Criteria causing report bug
Bug Fix: There was an issue with appending SearchCriteria onto flex reports. We were assuming a where clause to exist on all reports but they did not. This has been fixed to support the absence or existence of where, order by, and group by clauses.