Editing the Body of Reports

To edit the body of 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          Click Edit

8.1                Click 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 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 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 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
          • Click the gear to Alternative Text
          • Click the gear to Sub Total
          • Click the gear to Grand Total

Step 17        Click the Report Part Properties tab on the right side of the page to further adjust the view of the report

17.1              Update the General Info section, if desired

• • • • • • Grid Style drop down - determines the style of the grid
          • Separator Style drop down - determines style of separator

17.2              Update the Table settings, if desired

• • • • • • Adjust border settings and background colors

17.3              Update Columns settings, if desired

• • • • • • Input numbers to adjust column width and set the alignment settings

17.4              Update Headers settings, if desired

• • • • • • Customize the font, alignment, word wrap and how the header will be managed when exporting report

17.5              Enable or disable using a separator when grouping

17.6              Update the View settings, if desired

• • • • • • Enable or disable Pagination
          • Select the number of Columns per export page

17.7              Enable or disable a Page Break

Step 18        Click Save button and choose Save

Step 19        To navigate back to report view, click the Report Viewer button

Article Reference: MDP303