Page Comparison

...

...

In Report View Mode, you can modify the list layout, including filters, sorting, and grouping, and then save the changes in a User View.

...

View

...

.

Defining Report Properties

...

1. To create a custom report in the Report Designer, click  and then click Report.

   Anchor
   Access Access

    
   
2. Enter the following properties:
   • Title, Subtitle, and Description. To Include description in report, select the check box.
     Note: It is important to create reports with unique titles. If a new report is created with an already existing name (capitalization will not differentiate the titles), the report cannot be run via Scheduled Tasks.
   • Source:
     • IMOS
     • Veslink Forms (when paired with a Veslink environment): Includes data from the Veslink forms currently in the local IMOS database.
   • Access: Private, Public, or by Security Group or Active Directory Group. For each group, you can assign either Read Only () or Read and Write () rights for this report.
     • Only Owners and Security Administrators can edit or delete reports.
     • Group members with Read and Write access () can create copies of that report only.
     • Members with Read Only access () can only run the report.
   • Output: The different Output types have different options.

     Anchor
     Output Output

     • List
     • CSV, PDF, Word, or XML:
       
       • You can select check boxes to specify optional output details:
         • Save report output in the specified folder: Enter a location for storage and easy access by other users.
         • Specify output filename: Enter a filename for the output file.
       • For PDF and Word, font (bold, italic, color) and field (color, alignment) attributes are maintained on export.
     • Excel:
       
       • You can select check boxes to specify optional output details:
         • Save report output in the specified folder: Enter a location for storage and easy access by other users.
         • Specify output filename: Enter a filename for the output file.
       • Font (bold, italic, color) and field (color, alignment) attributes are maintained on export.

         Anchor
         ReportingDB ReportingDB

     • Reporting DB:
       
       Note: Use of the Reporting Database, to have custom reports output to a SQL server database, requires a separate license. To set it up, in the Data Center , under Other, click Reporting Databases.
   • IMOS User Distribution and Address Book Distribution (for CSV, Excel, PDF, Word, and XML Output types only): Reports can be distributed to IMOS Distribution Lists and to those Address Book contacts with the Reports check box selected on the Contacts tab. To distribute the report, either select it in the Report List and click the Distribute hyperlink or create a Scheduled Task in the Messaging Service.
     • To prevent distribution of empty reports, select the Distribute Only Report With Data check box.
     • For more information, see the Messaging Service Manual.
   • Layout: Select Default or Custom. With a Custom Layout (for Word, Excel, or PDF), you can alter text size, column and line spacing, page orientation, page margins, logo image upload, headers and footers, and other page properties.
     
3. Click OK. The Report Designer appears with Design Mode selected:
   
   • The report columns appear on the left, with blue headings.
   • The workspace columns are on the right, with orange headings.
4. The primary Tables (related to setup in the Data Center) appear; to also see functional Tables (related to use in voyages), click  and then click Show All Tables.

...

1. Show All Tables.

...

Designing the Report

To learn about designing a report, see the following:

...

After creating your report, you can export it. Click  and then click Excel, PDF, Word, CSV, or XML.