Explore Option within Reports Module

Explore Option within Reports Module

The Reports module of eGenuity software provides the ability to perform queries on the SQL database, based on desired criteria, and export the results to an Excel spreadsheet for analysis and/or reporting purposes. 

 

Data Explorer and Export offers the same abilities outside of the eGenuity Reports module.

 

Obtain Report Data

1.      Open eGenuity software

2.      Select Business Management from top panel menu

3.      Select My Reporting from left panel menu

4.      Click on Reports icon


 


 


a.      Select Reports tab

b.      Report Title:  Select desired report

c.      Period:  Select preset time period from drop-down menu

OR

d.      Start Date:  Set specific date with calendar option

e.      End Date:  Set specific date with calendar option

f.       Click on Explore button




                                                    i.     Layouts:  Default is currently only option

                                                   ii.     Set desired criteria

1.      Column Name:  Displays information type

2.      Visible:  Select for Column Name to appear in query results

3.      Position:  Location column will appear in query results

4.      Operator:  Select desired option from drop-down menu

·        Between:  Results desired between Value #1 and Value #2

·        Equal:  Results match exactly to Value #1

·        Greater than (>):  Results are greater than Value #1

·        Less than (<):  Results are less than Value #1

·        Like:  Applies to alpha fields only

·        Starts with:  Applies to alpha fields only

·        Value #1:  Data entry field used in conjunction with Operator designation

·        Value #2:  Data entry field used in conjunction with Operator designation.   Only required if Operator set to Between

·        Show All Columns:  Selects all columns under Visible

·        Hide All Columns:  Deselects all columns under Visible

·   Results display in worksheet format in bottom portion of screen

 


 

g.      To save layout format for future use, select File (disk icon) from top panel menu

 




                                                    i.     Layout Name:  Enter desired name

                                                   ii.     Select Ok(F5)

 



 

 

Export to Excel

1.      Select Excel icon from top panel menu

2.      Select desired location and file name

3.      Select Save




 

 

 

View in Excel

  1. Open exported file by either double-clicking on the file or opening Excel software then selecting file
  2. Results display in worksheet form to allow format manipulation and/or sorting as desired




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