In Module Reporting Fields - Revision history

Philip Lacey at 15:57, 10 June 2015

2015-06-10T15:57:36Z

Philip Lacey at 11:55, 20 May 2015

2015-05-20T11:55:57Z

Philip Lacey at 08:56, 20 May 2015

2015-05-20T08:56:49Z

Philip Lacey: Created page with "In module reporting fields are used to replace the standard reporting fields in a form. They can be used to replace the report headings in the ''My Reports'' and ''My Team Re..."

2015-05-20T08:21:23Z

Created page with "In module reporting fields are used to replace the standard reporting fields in a form. They can be used to replace the report headings in the ''My Reports'' and ''My Team Re..."

New page

In module reporting fields are used to replace the standard reporting fields in a form.

They can be used to replace the report headings in the ''My Reports'' and ''My Team Reports'' sections in the Inbound, Outbound, Case Management and Quality modules.

== Standard Fields ==

All reports in bxp have standard reporting fields.

These fields have been pre-selected by the bxp development team as they are considered to provide the most commonly needed information for the majority of clients.

In some cases however alternative reporting fields may be required, such as a field that has been added by a user to a form.

This field can be used in place an existing field.

== Custom Reporting Fields ==

Should a field that is not in the standard report be required then it is possible to use any of the fields that are available in that form.

In order to changes these fields access is required to the Form Management module.

''Main Menu >> Form Management >> Form - Primary Management >> Form - Advanced Settings''

Open the ''Advanced Options'' section and scroll down to In-Module Reporting Fields

[[File:In_Module_Reporting_1.png]]

← Older revision		Revision as of 15:57, 10 June 2015
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	Once finished click save and run any of the ''My'' or ''Team'' reports and the fields will change the fields entered in the In-Module Reporting field.		Once finished click save and run any of the ''My'' or ''Team'' reports and the fields will change the fields entered in the In-Module Reporting field.
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		+	[[Category:Module Specific:Data Profiling]]
		+	[[Category:Module Specific:Form Management]]

← Older revision		Revision as of 11:55, 20 May 2015
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	As many fields as needed can be entered in this field but in order to stop the reports looking squashed the recommended amount is 5.		As many fields as needed can be entered in this field but in order to stop the reports looking squashed the recommended amount is 5.

−	For this example form	+	For this example form 726 will be used.
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		+	The values specified in this box need to be the database field names and not the field mapping names.
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		+	In order to get the correct database field names, open field mapping and look in the left column.
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		+	[[File:In_Module_Reporting_2.png]]
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		+	In the In-Module Reporting field place the following fields in the box replacing X with the id of the form fields being changed.
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		+	intCDA_X_Id,strCDA_X_field_0_0,strCDA_X_field_0_1,strCDA_X_field_0_2,strCDA_X_LastDateTime
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		+	[[File:In_Module_Reporting_3.png]]
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		+	Once finished click save and run any of the ''My'' or ''Team'' reports and the fields will change the fields entered in the In-Module Reporting field.

← Older revision		Revision as of 08:56, 20 May 2015
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	Open the ''Advanced Options'' section and scroll down to In-Module Reporting Fields		Open the ''Advanced Options'' section and scroll down to In-Module Reporting Fields
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	[[File:In_Module_Reporting_1.png]]		[[File:In_Module_Reporting_1.png]]
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		+	As many fields as needed can be entered in this field but in order to stop the reports looking squashed the recommended amount is 5.
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		+	For this example form