HeadMaster Customer Reports Iimages.acswebnetworks.com/1/322/HMCustomReportsI.pdfHeadMaster Custom Reports I - Page 4 Step 3. Right-click on the report and click Copy . Step 4. Rename

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HeadMaster Customer Reports I

HeadMaster Custom Reports I - Page 2

Table of Contents

Why would you customize a report? ........................................................................ 3 How to copy a report ................................................................................................ 3 Setting up Report Builder Tools ............................................................................... 5 Anatomy of a Report ................................................................................................. 7 Report Builder Tools ................................................................................................ 8 Moving around in Report Builder .......................................................................... 10 Inserting text & memo fields .................................................................................. 11 Inserting database text fields.................................................................................. 13 What are SubReports & why would you use them? ............................................... 15 Previewing a Report ................................................................................................ 18 Other Report Builder Options ............................................................................... 20


Why would you customize a report?

HeadMaster provides you with over 120 predefined reports, but the report may contain information that you want to remove, or the report may need information added to it. Being able to customize reports is a great feature that is offered to all HeadMaster clients. Customizing reports can be easy once you learn how to use the tools.

Please note that with the release of HeadMaster 10.0, only select reports will be available for customization. These reports include: report cards, transcripts, enrollment form, student profile, and more to be announced.

How to copy a report

When you access HeadMaster Reports, you will see that all the reports have a blue icon beside them. These are the original templates. You cannot edit the template; however, you can create a copy of the template and edit the copy. To make a copy of a report: Step 1. On the Home screen, click Reports.

Step 2. Select the report you want to copy. The report is now highlighted.


Step 3. Right-click on the report and click Copy.

Step 4. Rename the report and click OK.

Your copied report now has a yellow icon beside it. You are ready to customize this report.


Setting up Report Builder Tools

To edit your copied report: Step 1. Select the report. The report is now highlighted.

Step 2. Right-click on the report and click Edit. Your report opens in Report Builder.

Tip: Depending on the amount of information found in the report, Report Builder may take a few moments to open your report. Please be patient.


To set up your Report Builder tools: Step 1. Click View.

Step 2. Click Toolbars.

Step 3. Click Format.

Repeat steps 1-3 to display the following toolbars: 1 - Standard Components 2 - Data Components 3 - Advanced Components 4 - Format 5 - Edit 6 - Size 7 - Draw 8 - Align or Space

Tip: You can move the toolbars around to fit your needs.

Tip: If you want to remove the grid dots from your screen, click View > Grid Options and clear the Display Grid check box.


Anatomy of a Report

To become familiar with Report builder, you need to learn the basic parts. Header: Located at the top of the report. The header appears at the top of every page of the report. Details: Contains the main area of your report. Most of your data is displayed here. Footer: Appears at the bottom of every page of the report. Group Header: Prints at the start of each new Student/Class, and reprints on overflow. Group Footer: Prints at the end of each new Student/Class, and reprints on overflow.

Note: The Group Footer and Summary immediately follow data. If the report ends half- way through the page, then these print in the middle of the page. However, the Footer always prints at the bottom of the page regardless of where the report ends.


Report Builder Tools

This section covers tools that you will use most often. To use the tool, click the icon. Next, click the location where you would like to insert the object in the report. Label: Adds text to a report.

Memo: Allows you to type several sentences or a paragraph with word-wrapping within a defined area.

Shape: Inserts a square, rounded square, rectangle, rounded rectangle, ellipse, or circle.

Line: Inserts vertical lines (left or right) or horizontal lines (top or bottom).


Database Text: Displays information pulled from the HeadMaster database.

SubReport: Allows you to create compartmentalized details within a report.

Send to Front/Back: Moves objects in front or in back of other objects.

Size: Sets all selected objects to a uniform width or height.

Align/Space: Positions all selected objects uniformly.


Moving around in Report Builder

You can move fields around in the report by clicking and dragging the fields. You can also move fields as indicated below: 1 – To move a single field, click the field. Next press and hold the Control key while pressing the arrow keys on the keyboard. You can also click and drag the field by using your mouse. 2 - To move multiple fields at once, press and hold the Shift key and click all of the fields you want to move. (The circles surrounding the object will turn gray.) Next, to move the objects, click and drag the selection, or press and hold the Control key while pressing the arrow keys on the keyboard. 3 - To access a SubReport, click on the appropriate tab at the bottom of the window.


Inserting label & memo fields

To insert a label: Step 1. On the toolbar, click the Label icon.

Step 2. In the report, click the location where you want to place the label. The Label box appears.

Step 3. To edit the label, enter your text in the Edit box. (You will need to delete Label#.)

To change the width and height of the label, click and drag the white circles.


To insert a Memo field: Step 1. On the toolbar, click the Memo icon.

Step 2. To change the width and height, click and drag the white circles.

Step 3. To enter text in the memo field, right-click on the memo field and select Lines.

Step 4. Enter your text in the memo field and click OK.

Tip: To text-wrap your memo, right-click on the Memo box and select CharWrap.


Inserting database text fields

To insert information from the HeadMaster database, you must insert a DBText field. To insert a DBText field: Step 1. Click the DBText icon.

Step 2. In the report, click the location where you would like to place the database text field. The DBtext box appears.

Step 3. Select an information pipeline.


Step 4. Select the information that you want to display from the pipeline.


What are SubReports & why would you use them?

A SubReport is a way to create compartmentalized details within a report. For example, you are working on a student report and would like to display student activity information. To do this, you need to create an Activity SubReport to extract the information from the database. When you add a SubReport, the information in that report will move up or down as a group depending on the length of the data listed above it. This keeps your report from looking too cluttered or displaying overlapping data due to a lack of space between the data. To insert a SubReport: Step 1. Click the SubReport icon.

Step 2. In the report, click the location where you would like to place the SubReport. The SubReport box appears.

Step 3. Select an information pipeline for the SubReport.


Step 4. Click the Custom Selection SubReport tab.

Custom Selection is the pipeline used to display custom fields on reports.

Step 5. Insert a title (if wanted) by inserting a label.

Step 6. Minimize the white space for Title and Summary.

Note: When you minimize the white space, you must point your mouse to Title or Summary. The arrow changes to an "I-beam" or "Double-arrow". Then, click and drag Title or Summary up until all white space is gone.

Step 7. Insert labels and database text fields and select the information you would like to

display.


Tip: Once you enter all of the necessary fields, you can then minimize the white space in the Detail area.

Step 8. To return to the main report page, click the Main: Student tab.

Step 9. To have your new SubReport shift with the other SubReports, right-click and select ShiftRelativeTo.

Step 10. Select the component you want your new SubReport to shift with. Click OK.


Previewing a Report

You have two options to preview a report. Option #1: Click the Preview tab.

Note: When you click the Preview tab, this gives you the opportunity to view your report before you save it. However, it may take several moments for the preview to appear.

Option #2: On the Reports menu, click Preview. Step 1. Save your report, then click Close.

Step 2. To highlight your newly customized report, select the report name.


Step 3. Click Preview.

Tip: Previewing your report in this manner requires you to save your work before viewing it. However, the reports tend to open quicker than using the Preview tab inside Report Builder.


Other Report Builder Options

To resize selected fields to the same width/height: Step 1. Select the field that is the desired size you want for all selected fields.

Step 2. While holding the Shift key down, select all other fields you want to resize.

Step 3. Click the type of resizing icon (shrink width to smallest) you want.

Your fields are now the same width.


To align all selected fields in a column: Step 1. Select the field that you want all selected fields to be aligned with.

Step 2. While holding the Shift key down, select all other fields you want to align.

Step 3. Click the Align left icon.

Your fields are now aligned properly.


To align all selected fields in a row:

Step 1. Select the field that you want all selected fields aligned with.

Step 2. While holding the Shift key down, select all other fields you want to align.

Step 3. Click the Align bottom icon.

Your fields are now aligned horizontally.



Class Evaluation

Class: HeadMaster Customer Reports I

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HeadMaster Customer Reports Iimages.acswebnetworks.com/1/322/HMCustomReportsI.pdfHeadMaster Custom Reports I - Page 4 Step 3. Right-click on the report and click Copy . Step 4. Rename