Report Writer

This module handles the creation of template-based fixed reports through a WYSIWYG report editor. Use fixed reports when you have specific visual layouts in mind or you need to add in additional elements to the reports being sent out, such as a signature block. Reports can also call sub-reports, allowing for reporting on varying data sources that all contain a common account element.

Tab – Report Writer

Refresh	Refresh the data and lookups in the module.
Clone Report	Duplicate the currently selected report. This copies the report configuration but not any associated presets in the Report Writer.
Edit Report	Launches the editor for the currently selected report.
New Report	Launches the New Report window, which creates a new entry from one of the available templates.

New Report Window

Report Title	Title that will display at the top of the report; this can be changed in the report editor.
Report Category	Selects the Category that the report will appear in. This does not affect template selection.
Table Template	Contains a listing of all available data templates. Each individual report is built around a single template.

Available Templates

Admissions, Discharge, or Services	Report on the admissions, discharge, and services tables from our patient abstract tables.
Asset Detail	Detail level reports from the Asset Manager module.
Asset Master	Master table reports from the Asset Manager module.
Asset Procurement	Procurement details from the Asset Manager module.
BI Scorecard Detail	Detailed report on Executive Knowledge Manager dynamic indicators.
Billings Accounts Receivable Detail	Reports on data in the Billings Accounts Receivable tables.
Budget Activity Allocated Status	Reports on current status from the Budget Activity module.
Budget Documents & Notes	A high-level view that looks at all documents and notes across the entire budget.
Cost Centre Code Table	A report on the Cost Centre table.
Cube Notes	A high-level view that looks at all documents and notes across all cubes.
Dashboard/Scorecard Notes	A high-level view that looks at all documents and notes across the scorecards and dashboards.
Employee Class Types	A report on the Employee Class table.
General Ledger Actual	Reports on the ESM General Ledger Actual table.
General Ledger Actual & Budget Summary	Comparison report between the ESM General Ledger Actual and ESM General Ledger Budget tables.
General Ledger Actual & Budget Summary with Cost Centre & Secondary Trees	Comparison report between the ESM General Ledger Actual and ESM General Ledger Budget tables, integrated with the Cost Centre and Secondary trees.
General Ledger Actual with Trees	Reports on the ESM General Ledger Actual table, integrated with the Cost Centre and Secondary trees.
General Ledger Budget	Reports on the ESM General Ledger Budget table.
General Ledger Budget with Trees	Reports on the ESM General Ledger Budget table, integrated with the Cost Centre and Secondary trees.
General Notes and Attachments	A high-level view on notes and attachments.
GL Budget Prepare Detail	Reports on the Budman General Ledger table. Useful for GL and Salary budget data.
GL Budget Prepare Super Tree Summary	Reports on the Budman General Ledger table. Useful for GL and Salary budget data. Integrated with the Super Tree.
GL Budget Prepare Tree Summary	Reports on the Budman General Ledger table. Useful for GL and Salary budget data. Integrated with the Cost Centre and Secondary trees.
GL Cube Cost Centre Secondary No Trees	Reports on Cube 1101, does not require reporting trees.
GL Cube with Cost Centre Default View	Reports on the default view from Cube 1101.
GL Cube with Secondary Default View (2101)	Reports on the default view from Cube 2101.
GL Trends	Reports on Cube 1102.
GL with EmpClass EarnBenefit	Reports on Cube 1114.
Grouped General Ledger Detail	Reports at a high level on the ESM General Ledger Actual table.
Grouped Inventory Actuals	Reports at a high level on the ESM Inventory table.
Grouped Payroll Actuals	Reports at a high level on the ESM Payroll Actual table.
Inventory Actual	Reports at a detail level on the ESM Inventory table.
Inventory Actual with Trees	Reports at a detail level on the ESM Inventory table, integrated with trees.
Inventory Cube	Reports on Cube 1105.
OCDM Trial Balance	Reports on the OCDM Trial Balance table.
PAC Actuals	Reports on PAC’s Actual table.
Patient Episode Detail	Reports on PAC’s Episode Detail.
Payroll Actual	Reports on the ESM Payroll Actual table.
Payroll Actual with Trees	Reports on the ESM Payroll Actual table. Integrated with Cost Centre, Employee Class, and Earning/Benefit Trees.
Payroll Budget	Reports on the ESM Payroll Budget table.
Payroll Budget with Trees	Reports on the ESM Payroll Budget table. Integrated with Cost Centre, Employee Class, and Earning/Benefit Trees.
Payroll Specialized	Reports on Cube 1220.
Project Detail	Reports on the Project Detail table.
Project Detail with GL Trees	Reports on the Project Detail table, integrated with trees.
Salary Budget Prepare Distribution Detail	Reports on the Budman General Ledger table, including full periods distribution of budget amounts.
Salary Cube	Reports on Cube 1215.
Salary Cube – Employee	Reports on Cube 1210.
Salary Grid Types	Reports on the Salary Grid code table.
Salary Master	Reports on the Salary Master table.
Salary Payroll Trends	Reports on Cube 1202.
Score Card Indicator No Division	Reports on Cube 1121.
Score Card Indicator with Division	Reports on Cube 1120.
Secondary	Reports on the Secondary Account code table.
Statistics	Reports on the Budman Statistics table.
User Cost Centre Security	Reports on the User Security table, includes assigned cost centre ranges.
Voucher	Reports on the Voucher database.
Worksheet Items and Allocations	Reports on the Budman Salary module’s Schedule tab.

Grid – Report Writer

The report writer grid contains a listing of all reports created in the system. Any report that is, by default, read only is an example report from GoWSI.

Grid columns are as follows:

Title	Title of the report. This only auto-populates the report title upon report creation, any future changes are not auto-updated.
Category	Category of the report. This value does not change anything about the report itself.
Table	The underlying data view for the report. This cannot be changed and is set at report creation.
Security Level	If set, only users with at least the selected security level will be able to run the report.
Active	If yes, the report will be displayed as available in the report writer.
Is Readonly?	If checked, no edits can be made to the report.
Is Public?	If checked, any user that meets security requirements will be able to view and run the report. If unchecked the report becomes only available to the creator.
Is Sub-Report Only?	If checked, the report will not be available to run directly and can only be called as a sub-report from another report.

Report Editor

1 – Menu Ribbon	Contains menu option and certain layout/component configuration options.
2 – Toolbox	Contains a listing of all components that can be added to report itself.
3 – Work Page	Layout of report components and visual editing of their contents occurs here.
4 – Contents Panel	This contains a listing of all components active in the report and all data fields available for use, split over two tabs.
5 – Properties Panel	When a component is selected this section changes to expose all available properties and configuration options.
6 – Sort/Group Panel	The sort and group panel is used for summary/detail levels in the reports.

Menu Ribbon

Tooltips are available for all menu options.

Home

Report	Save saves the current report window. Save All saves all open reports in the designer.
Data	Add Calculated Field creates a new formula field. Add Parameter adds a new parameter to the report. Add User Preset Parameters is a specialized type of parameter that can be set and saved to a Run Report Preset.
Font	Controls the default font settings for any new components if nothing is selected or the font settings for the currently selected components.
Alignment	Controls the default text alignment for any new components if nothing is selected or the alignment settings for the currently selected components.
Borders	Controls the default borders for any new components if nothing is selected or the border settings for the currently selected components.
Styles	If styles are available/in use this can be used to extract or set the style for a component.

User Preset Parameter Popup

Is Lookup	If checked, the parameter will be treated as a lookup value (an ID number that resolves to a record).
Lookup Table	The table that is used to resolve the ID number.
Name Prefix	The automatic name prefix given to the parameter.
Name	The unique name portion of the parameter.
Description	Description of the parameter’s purpose.
Allow Null	If checked, the system will run without a value entered.
Value	The default value for the parameter.

Layout

Alignment	This panel enables if multiple components are selected and controls vertical and horizontal alignment.
Layout	Controls grid alignment, bounds, horizontal and vertical spacing, and common width/size among selected components.

Page

Margins	Controls the empty space around the report contents.
Orientation	Determines whether the page operates in Portrait or Landscape mode.
Size	Controls the paper size.
Page Color	Changes the color of the paper.
Watermark	Allows for the creation of a custom watermark for all pages of the report.

View

Show	Toggles visibility of various visual helpers on the report.
Zoom	Provides an alternate way of handling current zoom values.
Windows	Toggles visibility of various panels/windows in the report designer.

Special

URL Filter Helper

Used to help create a URL for integrated web reporting with Executive Knowledge Manager.

Other Buttons

Designer	Toggles the editor to Report Designer mode.
Preview	Toggled the editor to Report Preview mode.

Toolbox

Components can typically be dragged from the toolbox onto the work page or selected and then placed through a left click. Components typically contain either fixed values or expression/field based assignments.

	Pointer – when this is highlighted you are able to select and manipulate components already placed.
	Creates a label text box.
	Creates a check box component.
	Creates a rich text component. For more details on Rich Text formatting/markups please see: https://en.wikipedia.org/wiki/Rich_Text_Format
	Creates a picture box.
	Creates a panel. Panels are useful as they can contain other components and keep them grouped.
	Creates a table component. A table is basically a self-maintaining panel that contains a grouping of label boxes. It is more convenient to create multiple report fields within a table than by using individuals labels.
	Creates a panel where each individual character of the displayed text is separated into its own cell.
	Line tool.
	Shape tool.
	Creates an auto-formatting bar code with multiple options of encoding.
	Creates a chart to be inserted into the report. Has its own editor that is called when initially inserted.
	Creates a crosstab. Crosstabs are a semi-automated group and chart component.
	Creates a gauge component.
	Creates a sparkline component.
	Creates a sub-report line. The sub-report is a reference to another already created report and only handles data commonalities between the two.
	Creates a table of contents for the report.
	Creates a page info component.
	Creates a page break component. This is only necessary where page breaks must occur within a single band, page break settings are available on band configuration.
	Creates a cross-band line.
	Creates a cross-band box.

Work Page

The work page holds the visual components in use for the report. The page is divided into sections based on the group/sorts chosen for the report. There are also various additional headers and footers available and creatable.

Manipulating components is as simple as selecting them. Most components have a greater than sign that allows for editing of the most relevant properties.

The popup menu when right clicking on a component will change depending on the selected component, but the following options are typical:

Bring to Front	When components are overlapping this option will cause this component to be rendered in front of all other components.
Send to Back	When components are overlapping this option will cause this component to be rendered behind all other components.
Align to Grid	Realigns the position of the component to the current grid definition.
Fit Text To Bounds	Increases the font size to the maximum that can be displayed within the current component.
Fit Bounds To Text	Shrinks the component so that its bounds do not exceed its current contents.
Cut	Cuts the component to the clipboard.
Copy	Copies the component to the clipboard.
Paste	Pastes the component on the screen into the currently selected band.
Delete	Deletes the component from the screen.
Zoom	Changes the zoom value of the Work Page.
Add To Gallery	Will add the current component to the gallery, allowing it to be quickly selected for reuse.
Properties	Redundant, sets the current component to be the selected component in the Properties panel.

The popup menu when selecting the work page itself is as follows:

Design in Report Wizard	This launches the report design wizard, a tool that offers a step by step creation guide for creating a new report.
Edit and Reorder Bands	This launches a popup that provides an easy to manipulate listing of all bands in the report.
Edit Bindings	Provides a listing of every component on the report that is bound to a field/formula. This can provide a convenient editing method when you know what you need to change without needing to know where the value appears on the report.
Paste	Pastes the component present in the clipboard.
Expand All Bands	Expands all bands in the Work Page.
Collapse All Bands	Collapses all bands in the Work Page.

TopMargin	The Top Margin appears at the top of every page.
ReportHeader	The Report Header appears once on the first page.
PageHeader	The Page Header appears at the top of every page.
GroupHeader	A Group Header appears at the beginning of a sort/group value. We recommend using the Sort/Group Panel rather than this insert.
Detail	The Detail Panel is the lowest level of the report and can only display individual source lines.
GroupFooter	A Group Footer appears at the end of a sort/group value. We recommend using the Sort/Group Panel rather than this insert.
ReportFooter	The Report Footer appears at the end of the report. It will typically be used for grand totals.
PageFooter	The Page Footer appears at the end of every page.
BottomMargin	The Bottom Margin appears at the bottom of every page.

VerticalHeader	This creates a vertical Header within the selected band.
VerticalDetail	This creates a vertical Detail within the selected band.
VerticalTotal	This creates a vertical Total within the selected band.

Unbound

This creates a new report area. We recommend using a sub-report call instead.

Contents Panel

The Contents Panel contains all components, fields, and parameters involved in the report and the data sources.

The Report Explorer lists all components added to the Work Page. The top-level item is the page itself and can be selected to access additional page formatting options. Components can be dragged and dropped within the explorer to reorder or swap them.

The Field List is divided into two sections. The first section is the report’s data view and a full listing of fields. If you right click on a field in this section you’ll be provided with the Calculated Field Menu. At the bottom are the report Parameters. Any parameter that is named identically to a standard System Parameter will automatically be set to that parameter at runtime. Right clicking in this section will provide you with the Parameter Menu.

Calculated Field Menu

Add Calculated Field	Creates a new calculated field and selects it automatically, changing the Properties Panel to the new field item.
Edit Calculated Fields…	Creates a popup containing only calculated fields in the report.
Remove All Calculated Fields	Removes all calculated fields in the report.

Edit Calculated Fields Popup

Left Panel	Contains a listing of all calculated fields in the report.
Data Member	Do not edit.
Data Source	Do not edit.
Expression	Contains the expression, click on the ‘…’ beside the text to launch the expression editor.
Field Type	If set, the expression will always resolve to the selected data type. We recommend setting this.
(Name)	Name of the calculated field.
Display Name	Display name of the calculated field.

Properties Panel

The Properties Panel provides access to all component settings. It will automatically switch to whatever component has been selected, whether that selection happens on the Work Page or in the Contents Panel. If properties have a small grey checkbox beside them their value can be set using a formula.

The Properties Panel contains the following tabs:

1 – Appearance	This controls settings related to the visual look and size of the component. You will find things like font settings, size settings, color, and padding options.
2 – Behavior	This controls settings related to how components behave on the page. You will find things like page break settings, visibility, word wrap settings, and position anchors.
3 – Data	This contains settings related to contents of a component. It may include things such as text to be displayed, format strings, summary/grouping levels, default values, and database links/formulas.
4 – Page Settings	This contains settings related to how the report is presented, including landscape mode, margins, page size, and printer settings. This is typically only accessible from the highest component in the Report Explorer, and if you intend to use the report as an export report to excel with only a single tab for the entire report, Roll Paper is the setting to accomplish this.
5 – Miscellaneous	This contains a variety of other options for the component. Most notably, this tab contains the URL information for hooking up a report to Executive Knowledge Manager’s Web Reporting features.
6 – Favorites	This contains a subset of the other tabs, often containing the most used settings for the component.

All properties have in-software documentation as to their function. It is typically hidden behind the Sort and Group panel – pop out the panel or close it to see the help.

Sort/Group Panel

The Sort/Group panel is used to determine summary levels and data ordering in the report. Groups and sorts are fundamentally identical – if you are creating a header or footer band on the item then it’s a group, and if you’re not then it’s a sort.

Add a Group	Adds a field as a group, defaults to show a header.
Add a Sort	Adds a field as a sort, does not automatically create a header.
Delete	Deletes the currently selected group/sort.
Move Up/Move Down	Changes the ordering of the group/sort.
Field Name	Field name that the system uses as the group/sort value.
Sort Order	Determines the order that the group/sort displays on the report.
Show Header/Show Footer	Deletes (uncheck) or adds (check) a header or footer band on the Work Page. If you add the header or footer through the context menu on the Work Page the checkbox will update to reflect your changes.