PERSONA Campus Online > Rich Client

Custom Reports are created in the Rich Client and can be modified and viewed in either the Rich or Web Browser Client Applications. Reports are used to find specific information based on the report criteria set by the operator. For example, "I want to see how many times Bob Smith used the reader at the front door."

To create a custom report, open the Rich Client and click on the "Report" icon. From there click on the "New" button to activate the report generator.

When a new report is desired, select a report definition and default values are automatically populated for the report.

The remainder of the user interface is devoted to the report wizard. Unlike most simple wizards, the report generator allows you go to any screen in any order, and displays the appropriate information. There are some tasks that are inherently affected by order; for instance, it would not make sense to provide layout information for the fields on the report before selecting the desired fields. The report wizard selects default values (including default fields) so that the user needs only specify the few attributes that interest them.

The report can be configured using the tabs along the top.

Report Setup:

The setup screen shows information about the report. The report name can only be modified when creating a new report. The View SQL button brings up information on the SQL query that the report will run.

Report Criteria:

The criteria screen allows the user to select the criteria for what data is included in the report. Date options include all, a selected date range, and a period such as the previous day. Date options are only available for the Transaction and Event report types. The criteria options work as filters. For example, when the operator selects some readers in the left column, the center column is now filtered and only shows events from those readers. Selecting more or less items to the left will alter the lists visible towards the right.

Report Sort/Group:

The SORT/GROUP screen allows the user to format the report and how the data will be sorted and grouped.

Report Columns:

The Columns screen allows the user to select which columns are on the report.

Report Layout:

The Layout screen allows the user to select the in which order fields appear on the report, the line they appear on, and the width of each column. Some additional formatting options are included.