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Custom Reporting
Training

For internal use only
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Addin...
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Addin...
Features
•
•
•
•

Available to Administrators only for this release
Ability to create custom reports and save for later us...
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Addin...
Getting To Custom Reporting

For internal use only

6
Getting To Custom Reporting

For internal use only

7
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Create a Custom Report
o Adding Fields
o Addin...
Layout Familiarity

For internal use only

9
Layout Familiarity

For internal use only

10
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Add...
Creating Custom Report
•
•
•
•
•
•

Data Sources
Fields
Summary
Charts
Filters
Report Style

For internal use only

12
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Add...
Creating Custom Report Fields

•

First select the Data Source
o Defines what you want to report off of

For internal use ...
Creating Custom Report Fields

•
•
•

It’s time to define fields
Depending on the field type, will allow you different opt...
Creating Custom Report Fields

•
•
•
•
•

Sort defines the sort order
A defines which type of calculation will occur with ...
Creating Custom Report Fields
•

Numeric Fields
o Do calculations using the A
checkbox such as
addition, subtraction, divi...
Creating Custom Report Fields
•

String Fields
o Concatenate (combine fields) using
the A checkbox
o Other functions



...
Creating Custom Report Fields
•

Date Fields
o Many different options under function
o Calculations

 Count
 Minimum
 M...
Creating Custom Report Fields

•
•
•

The fields section can include pivot tables
Additional fields can be added to the pi...
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Add...
Creating Custom Report Charts

•
•

For internal use only

Can add up to two charts to a report
Many different chart types...
Creating Custom Report Charts

•

For internal use only

Trend chart allows you to plot values
against dates

23
Creating Custom Report Charts

For internal use only

24
Creating Custom Report Charts

•

Pie chart
o Show as 3D
o Show as regular Pie chart or Donut chart
o Explode largest slic...
Creating Custom Report Charts

For internal use only

26
Creating Custom Report Charts

•

Plot
o Can leave as a plot or connect to make
a line

For internal use only

27
Creating Custom Report Charts

For internal use only

28
Creating Custom Report Charts

•

For internal use only

Bar Graph
o Optional to include a line
o Change to a horizontal g...
Creating Custom Report Charts

For internal use only

30
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Add...
Creating Custom Report Filters

•
•
•
•

Create filters to remove unwanted information for the data set
Variety of types o...
Agenda

•
•
•
•

•

Features
Getting to Custom Reporting
Layout Familiarity
Creating a Custom Report
o Adding Fields
o Add...
Creating Custom Report Styles
•
•
•
•
•

Let the report be formatted with your color scheme
Change the order of the charts...
Creating Custom Report Filters

For internal use only

35
Upcoming 6.2 Training

• 6.2 Schedule Module Enhancements Training
Webinar
o May 23: 10:00 am cdt
o Register at
http://www...
Upcoming Education
Compliance Webinar Series with Seyfarth Shaw LLP

•

Preparing for the Affordable Care Act (ObamaCare)....
Customer Follow Contest!

• Follow what is going on at EPAY
•

Systems on Twitter and/or
LinkedIn and be entered for a
cha...
For internal use only

39
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Custom Reporting Trainging with Bluforce

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Published on

Learn how to create and optimize a custom report with Blueforce as we discuss:

-Features
-Getting to Custom Reporting
-Layout Familiarity
-Create a Custom Report
-Adding Fields
-Adding Charts
-Adding Filters
-Changing Report Style

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Custom Reporting Trainging with Bluforce

  1. 1. Custom Reporting Training For internal use only
  2. 2. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Create a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 2
  3. 3. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Create a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 3
  4. 4. Features • • • • Available to Administrators only for this release Ability to create custom reports and save for later use Create custom charts, calculations, filters, styles, etc… Export out to: o CSV o PDF o Excel o Word o Rich Text Format o XML o Open Office For internal use only 4
  5. 5. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Create a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 5
  6. 6. Getting To Custom Reporting For internal use only 6
  7. 7. Getting To Custom Reporting For internal use only 7
  8. 8. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Create a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 8
  9. 9. Layout Familiarity For internal use only 9
  10. 10. Layout Familiarity For internal use only 10
  11. 11. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Creating a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 11
  12. 12. Creating Custom Report • • • • • • Data Sources Fields Summary Charts Filters Report Style For internal use only 12
  13. 13. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Creating a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 13
  14. 14. Creating Custom Report Fields • First select the Data Source o Defines what you want to report off of For internal use only 14
  15. 15. Creating Custom Report Fields • • • It’s time to define fields Depending on the field type, will allow you different options Fields can be grouped together o VG = Visual Grouping which will separate the data out to different tables For internal use only 15
  16. 16. Creating Custom Report Fields • • • • • Sort defines the sort order A defines which type of calculation will occur with the previous field Function defines how to group, sum, counts, minimum, maximum Format defines how to display the information depending on the field type Move fields around to arrange the order by drag-n-drop For internal use only 16
  17. 17. Creating Custom Report Fields • Numeric Fields o Do calculations using the A checkbox such as addition, subtraction, division, multipli cation o Other functions     Count Maximum Minimum Group For internal use only 17
  18. 18. Creating Custom Report Fields • String Fields o Concatenate (combine fields) using the A checkbox o Other functions     Count Maximum Minimum Group For internal use only 18
  19. 19. Creating Custom Report Fields • Date Fields o Many different options under function o Calculations  Count  Minimum  Maximum  Number of Days Old  Average of how many Days Old  Total the number of Days Old o Grouping can be done in many different ways  By Day  By Month Name (abbreviated version as well  By Day of Week  By Date  By Year & Month (abbreviated version as well)  By Week  By Year & Quarter For internal use only 19
  20. 20. Creating Custom Report Fields • • • The fields section can include pivot tables Additional fields can be added to the pivot table by selecting the insert row Pivot tables can also calculate totals for sub totals at the bottom of the report and side totals to the right of the report For internal use only 20
  21. 21. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Creating a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 21
  22. 22. Creating Custom Report Charts • • For internal use only Can add up to two charts to a report Many different chart types o Trend o Pie o Plot o Bar o Funnel 22
  23. 23. Creating Custom Report Charts • For internal use only Trend chart allows you to plot values against dates 23
  24. 24. Creating Custom Report Charts For internal use only 24
  25. 25. Creating Custom Report Charts • Pie chart o Show as 3D o Show as regular Pie chart or Donut chart o Explode largest slice o Combine the lowest percentage (defined by you) For internal use only 25
  26. 26. Creating Custom Report Charts For internal use only 26
  27. 27. Creating Custom Report Charts • Plot o Can leave as a plot or connect to make a line For internal use only 27
  28. 28. Creating Custom Report Charts For internal use only 28
  29. 29. Creating Custom Report Charts • For internal use only Bar Graph o Optional to include a line o Change to a horizontal graph o Show a pareto o Stack values 29
  30. 30. Creating Custom Report Charts For internal use only 30
  31. 31. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Creating a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 31
  32. 32. Creating Custom Report Filters • • • • Create filters to remove unwanted information for the data set Variety of types of filters Dates can be filtered by date ranges Also can include conditional filter logic For internal use only 32
  33. 33. Agenda • • • • • Features Getting to Custom Reporting Layout Familiarity Creating a Custom Report o Adding Fields o Adding Charts o Adding Filters o Changing Report Style Upcoming Webinars For internal use only 33
  34. 34. Creating Custom Report Styles • • • • • Let the report be formatted with your color scheme Change the order of the charts, tables, etc… Change page layout Change the visual group style Change the number of records per page For internal use only 34
  35. 35. Creating Custom Report Filters For internal use only 35
  36. 36. Upcoming 6.2 Training • 6.2 Schedule Module Enhancements Training Webinar o May 23: 10:00 am cdt o Register at http://www2.epaysystems.com/scheduling Call Support at 877-800-3729 For internal use only 36
  37. 37. Upcoming Education Compliance Webinar Series with Seyfarth Shaw LLP • Preparing for the Affordable Care Act (ObamaCare). May 22: 12:00 cst • Reduce Costs with Pay Cards. June 19: 10:00cst • California Wage & Hour Labor Law--Avoiding Common Pitfalls with a Distributed Workforce. June 26: 12:00 cst • How to Avoid Costly Wage & Hour Pitfalls for Healthcare Employers with a Distributed Workforce. Sept 25: 12:00 cst • How to Avoid Costly Wage & Hour Pitfalls for Employers in the Hospitality Industry. Nov 6: 12:00 cst Register at www.EPAYsystems.com For internal use only 37
  38. 38. Customer Follow Contest! • Follow what is going on at EPAY • Systems on Twitter and/or LinkedIn and be entered for a chance to win a new iPad Mini! Learn more at http://www.epaysystems.com/customersocial-media-contest/ Connect with EPAY: o LinkedIn – follow our company page at EPAY Systems o Twitter -- @EPAYsystems For internal use only 38
  39. 39. For internal use only 39

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