Editing Body of Reports (CLTX902) – Marquis

This procedure is designed to provide the step-by-step process of saving down and configuring a CallTrax NEXT report to provide the desired information.

Step 1 Log into CallTrax NEXT

Step 2 Click on Discovery in the main menu

Step 3 Hover the mouse over Reporting

Step 4 Click on Reports

Note: All CallTrax NEXT reports are grouped within the Marquis/CallTrax category and are further segmented into sub-categories within CallTrax. Any reports that have been customized to your institution will be located within your own institution report category.

Step 5 Click on the desired category to isolate a type of report, if desired

Step 6 To select a report, click on the bold report name

Step 7 Prior to customizing, click Save As in the top right menu

7.1 Modify the report Name

7.2 Save As will be defaulted to “Reports”

Note: The Category and Sub-category enables the ability to further organize the reports configured and saved specifically for your institution but are not required.

7.3 To select an existing category, click the drop-down arrow and click on the desired category

7.4 To create a new category, type in the desired category name and click ENTER on the keyboard

7.5 To select a sub-category, click the drop-down arrow to select from a list or type in the desired sub-category and click ENTER on the keyboard

Note: If inputting a new category or sub-category, you must click ENTER on the keyboard in order to establish them. If you do not click enter, the category or sub-category will be removed. The new category will show in the All Reports menu on the left side of the page under your Institution’s name.

7.6 Click the Ok button

Step 8 Click Edit

8.1 Select Design

Step 9 Scroll down until the Report Body is shown

9.1 Hover over the report title in the body of the report until a dark gray menu bar is shown

9.2 Right click the menu bar and click Switch to Configuration Mode

Step 10 To update the Report Title & Description, scroll to under the filter section

Step 11 The Report Header will be set up by Marquis for you, so no adjustments are needed.

Step 12 Update the content within the Report Title & Description section

12.1 Click in the Title box and type in the desired title

12.2 In the Description box, type in a description for the report based on changes that have been implemented

Step 13 Continue to Report Body section for configuration changes

13.1 Change the Title of the report in the Report Body section

Note: The Title that is created here will show up in the Dashboard Elements library used for building dashboards. Re-title the report based on the changes that have been implemented to ensure the ability to locate the report as well as understand what data is represented within it when building dashboards.

13.2 Click the edit cog next to the Title box to apply font changes

13.3 Create a new Description, if desired

13.4 Click the edit cog next to the Description box to apply font changes

Step 14 To additional columns of data, locate the desired field in the Data Source list displayed on the left

14.1 Click on the desired field and drag it into the columns box

14.2 Click, hold and drag the field within the columns box to re-order where it will display in the report

Step 15 To remove a field, click the X next to the field in the columns box

Note: There is not a confirmation message or undo option when removing a field. Once the X is clicked, the field is removed immediately and will have to be added back manually, if needed.

Note: The report will display any changes made in the configuration immediately in the Preview area.

Step 16 To further customize a field, click on a field in the columns box and Field Properties will display to the right

16.1 Field Properties: Data Source

Field Name Alias – type in a name of choice to be used instead of the system field name within the report
Visible – Use the checkmark to identify whether or not the field will display on the report.

16.2 Field Properties: Data Formatting

Click the drop-down arrow for Function to adjust the Function applied to the field
Click the drop-down arrow to adjust the Format of the field
Enter number of Pixels to adjust width, if desired
Select the desired font settings for the field
To Sort, click on
Click on the gear to Alternative Text
Click on the gear to Sub Total
Click on the gear to Grand Total