Editing and Saving Reports

To edit Reports, follow these steps:

Step 1          Log into the MDP

Step 2          Click Discovery in the main menu

Step 3          Hover the mouse over Reporting

Step 4          Click Reports

All available reports based on the user’s assigned role(s) are listed here.

Note:  All reports built by Marquis are grouped within the Marquis category and are further segmented into sub-categories to easily locate specific types of reports based on the information they will provide. Any reports that have been customized by your institution will be located within your own institution category.

 

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

Step 6          To select a report, click 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 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          To configure the default filter parameters, click the > Filters button

8.1                To expand the filter section, click the ellipsis icon , hold, and drag down

8.2                Click each filter field to designate a new selection, if desired

8.3                If a drop-down arrow is present, click it and make a selection from a list

8.4                For Multiple Selection fields, click the drop-down arrow and click as many selections, as desired

8.5                To remove a selection from a Multiple Selection field, click the drop-down arrow and click the X next to the desired selection to be removed

8.6                For date fields, click in the field and type in the date or select it within the calendar box

Step 9          Click the Save button and choose Save

The report will now always default to those filter parameter selections moving forward.

To add or remove fields to the filter section, continue to the next sub step.

Step 10        Click Edit

10.1              Click Quick Edit

Step 11        Click the arrow next to Filter to reveal filters

Step 12        Click the the ellipsis icon , hold, and drag down to display all filters

Step 13        Click the number in the Filter box of the Filter that needs to be adjusted

Step 14        Update Filter settings, as desired

14.1              Click the drop-down arrow in the first box to determine what operator selections will be available. Select either Comparison, Equivalence, or Field Comparison

14.2              Click the drop-down arrow in the second box to select the default operator

Note: Equivalent selection will enable the ability to select from a list of lookup selections within the filter. If either of the Comparison options are selected, further operators will be enabled such as Blank, Not Blank, Between, or Greater Than, etc.

 

14.3              If Equivalence is chosen, select Single or Multiple to determine how many selections will be allowed

14.4              Click the drop-down arrow in the “Select” box to define a default selection(s)

14.5              Click the edit Cog icon to view the filter properties and apply further configuration

• • • • • • Source identifies the Type of filter, name of filter Data Source and Filter Name
          • Filter Operator will define the parameters of the filter
          • Use Lookup checkbox will apply any system Lookup Values available for the field
          • Additional Filter Settings are available for further configuration
            • Filter Alias – re-titling filter
            • Visible  - checkbox
            • Required  - checkbox
          • Filter Formatting for the display of the filter
            • Format
            • Select the font type, sizes, bold, italicized and underline
            • Select the Color

14.6              Click OK button to retain any changes

Step 15        To delete a filter, click the number in the Filter box that needs to be removed

Note: Please be aware that there is not a confirmation message or warning when deleting a filter. Once deleted, it will have to be manually added back as there is not a recall option.

 

15.1              Click the trash can icon

Step 16        To add a new filter, click the plus symbol in the upper right corner

16.1              Place a checkmark in the box of the desired field to filter on

16.2              Click OK button

16.3              Click the number in the new filter box added

16.4              Configure the filter and operator settings

16.5              Click the edit cog button to view the filter properties and apply further configuration

Step 17        Click Save button and choose Save

Article Reference: MDP302