Skip To:
- Designing Your Own Report
- Using Headers
- Print Preview
- Saving Report Design
- Save Report after Generating
- Deleting Report Design
Design Reports Screen
The user can design your own reports in any of the MyCCT report categories. Whilst the selection items vary, the method of creating any of the report types is the same.
Item Column
This column lists all possible items to be included in the report. Item names can be overtyped if necessary i.e. to shorten the name on the report to take up less space.
Include Column
Select as many items as required for the report by clicking on the Include box next to the item. This generates the data for the report.
When choosing items, be aware the information must be loaded in the Client file in order for it to be displayed in the report. For example, if choosing Debtor ID the Client must be linked to a Debtor for this information to be included.
Group Column
This field only becomes available when an item has been chosen. This field is used to sub-divide data within the item. (E.g. If supplier is selected on a report it groups data at each change in supplier.) Any number of items can be selected for grouping.
If used in a Sales Report it will subtotal the figures at each change.
Order Column
The order that the items appear on the report is determined by the number in the Order column. These numbers can be changed by overtyping or using the scroll arrows.
Where Column
Two selection boxes appear in the Where column after an item has been ticked if there are further choices available.
Specific search criteria can be requested in the Where columns after the item has been ticked. The symbols in the first Where column offer the following options:
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= |
Equal – Item must exactly match the chosen criteria to appear on Report |
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> |
Greater than – Item must be greater than the criteria specified |
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< |
Less than – Item must be less than the criteria specified |
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<= |
Less than or Equal to – Item must be less than or equal to the criteria specified |
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>= |
Greater than or Equal to – Item must be greater than or equal to the criteria specified |
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LIKE |
Similar to – Item should be similar to the criteria specified |
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<> |
Less than and Greater than – Item must not match criteria specified in the report |
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NOT LIKE |
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BETWEEN |
This field is only available for Trip Reports – Created date |
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Blank field |
Removes any specified criteria |
When a symbol has been chosen a second box will appear with an icon containing 3 dots.
Click on the icon to access the drop down menu containing further search criteria. Criteria can then be entered into the second field manually with special consideration given to the following:
- Criteria is not case sensitive, therefore AAA and aaa are viewed as equal
- % signs can be used to signify a broad search after selecting Like in the previous field e.g. for post codes -%40%- will retrieve all postcodes beginning with 40
- Dates must be in a valid CCTE format - YYYY/MM/DD
- Pattern matching between values cannot be specified, such as listing values between $5000 and $10000
- Quotation marks should not be used
After completing the design click on Generate Detail to produce the Report or Save Design As to save the Report Design. Date ranges can only be entered for Departure Dates in the Quote module and Transaction Dates in the Sales module.
Designing Your Own Report
For any of the design report types, use the following general steps:
Navigate to the Design option of the required module to activate the fill-in screen. (e.g. Design Quote Report).
Select as many Items as required for the Report by placing a tick in the include box next to the Item. Tick the Group box next to the selected item if sub-dividing or sub-totalling of the item is required.
Change the number in the Order column depending on what order the user wants that Item column to appear in the Report.
Choose the required symbol from the first Where box if further criteria or breakdown is required, this will enable the Criteria definition field to become available. To display the list of available criteria click on the (…) icon.
Click on Generate detail at the bottom of the screen to display the Report.
Generate Summary is only available if an item has been Grouped.
Click on Generate Detail or Generate Summary to Display the Report.
In this example Trip Code, Consultant ID, Departure Date, Trip Status and Service Type are the Items chosen for inclusion.
Trip Status has been Grouped so that the data is sorted into groups by the Status of the Trip. The Where fields have been used to include flights only.
Using Headers
If a Header is required it can be added prior to saving the Report. Click on the Headers button in the MyCCT Toolbar.
The dialogue window will appear allowing Title and/or printer settings to be applied.
Headings can be tailored by selecting the following settings:
- Change the style of the Heading using the Bold, Italic and Underline Buttons.
- Report layout can be Portrait or Landscape.
- Use the Zoom function to increase or decrease the size of the Report.
- Printer functions can be set using the Print to list and the Setup button.
Click on Apply to save the settings and then close and print to send the document to the printer.
Print Preview
Use Print Preview to display the document on the screen to check for possible changes prior to sending to the printer.
Margins can be altered by using the mouse to drag the arrow icons located within the displayed rulers (in line with the blue marker lines.)
Once settings have been applied the user can save your document as previously described above.
Saving Report Design
To save this Design so that the user can rerun at any time, click on Save Design As at the bottom of the fill in screen.
A Save Report As window will appear.
Complete the window with the Name of the Report Design and who it is available to. All consultants or an individual consultant.
This Report Design will now appear in the chosen module for reuse.
Items chosen can be modified by adding or deleting as required. If changes made need to be permanent the Report Design needs to be resaved by clicking on Save at the bottom of the fill in screen.
Save Report after Generating
Once the user has generated the Report with the required information, click on the Save data as Icon in the MyCCT Toolbar or click on File/Save data as from the main Toolbar.
The Save As window will appear:
Navigate to the required folder using the Save In box. Click on the Save as Type drop down and select the format to save the Report in. Excel or Excel with Headers is recommended for most reports.
The Report can be retrieved from this folder at any time for further study.
Deleting Report Design
To delete a Report Design, click on the Report name to populate the fill in screen and then click on Delete at the bottom.
A pop up window will appear confirming the report design is to be deleted, click on yes and the Report name will disappear from the Debtor module.