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Advanced Reports

PMG Support
  • Updated

This is a tool that is located on the Reports section of the Reports tab.

Function

The Advanced Reports interface (Advanced_Reports.png) provides a set of tools to create user defined queries and reports.

Sections

The Advanced Reports interface is divided into 7 sections:

  1. Report Title -- Specifies a name for a set of search criteria for future recall.
  2. Data Dropdown -- Specifies which HPMS Data Table the interface will use when running the report.
  3. Precision and Identity Column Controls -- Applies general settings to the output report.
  4. Query Builder -- Specifies a combination of available data elements for creating a custom query and report.
  5. Available Output Columns -- Specifies the available data items that can be included in reports.
  6. Output Field Controls -- Customizes the report output through the combined use of the add, remove, and remove all buttons with the Available Output Columns and Selected Output Columns lists. 
  7. Selected Output Columns -- Specifies the data columns to be included in the output report. 

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Controls

This interface hosts the Data Table dropdown control, alongside these controls:

Control Section Used To...
Report Title Textbox Report Title Display a name that characterizes the search elements. 
Decimal Places Textbox Precision and Identity Column Controls Set the maximum number of decimal places displayed for numeric values in the output report. Data with higher precision will be rounded to the specified decimal place.
Identity Columns Button Precision and Identity Column Controls Add a preconfigured set of columns to the Selected Output Columns list at the bottom of the form. Route ID, From Measure, and To Measure are added when the Identity Columns button is pressed.
Category Column Dropdown Query Builder Select the Business data types.
Item Column Dropdown Query Builder Select an Item refined by the Category selection.
Logical Column Dropdown Query Builder Provide query operators (equal, not equal, etc.).
Value Column Dropdown Query Builder Select valid values for the data column or type in where set values do not exist.
Add/Remove Item (+ and X) Buttons Query Builder Add additional criteria to the query (+) or remove criteria from a query (X). The remove option is not presented in the first row since the interface requires at least one search criteria.
Join Dropdown Query Builder Group or create conditional queries; used in conjunction with the parentheses controls. 
Parentheses Textboxes  Query Builder Group or create conditional queries; used in conjunction with the join control. 
Reset Criteria Button Query Builder Clear all criteria and reset the form.
Enter SQL Button Query Builder Switch to a SQL entry window. In this mode, the Enter SQL button will change to “Enter Criteria” which can be used to switch back to the traditional query builder mode. 
Data Item Assistance Link Query Builder Show general information on the available data items in a pop-up window.
Verify SQL Button Query Builder Validate the entered SQL statement when in SQL entry mode.
Run Report Button Query Builder Execute the query based on the selected criteria. At least one output column must be selected, using the Identity Column control or Output Field Controls, to enable the Run Report button.
Plus and Minus Buttons Available Output Columns Expand and Collapse the lists of available data items.
Add (>) Button Output Field Controls Add fields from the Available Output Columns list to the Selected Output Columns list.
Remove (<) Button Output Field Controls Remove a field from the Selected Output Columns list.

Remove All (<<) Button

 Output Field Controls Remove all fields from the Selected Output Columns list.
Sort Order Up/Down Arrows Selected Output Columns Indicate that the currently selected item is in ascending (up arrow) or descending (down arrow) sort mode and change the current sort direction by clicking the arrow.
Reorder the Report Column Sequence: Double Up/Down Arrows Selected Output Columns Move a selected item to the top/bottom of the list.
Reorder the Report Column Sequence: Single Up/Down Arrow Selected Output Columns Move a selected item up/down one row in the list.
Save Query Button Selected Output Columns Open a pop-up form used to save the query to the database.
Load Query Button Selected Output Columns Reload previously saved queries from a pickable, pop-up list.

Output Reports

The results of an executed query are displayed in a pop-up report. The Report Name, Search Criteria, Run Date, and Number of Records will be displayed at the top of the report. There are also some controls offered at the top of the output report:

Control Used To...
Map Symbol Color Dropdown Select the color for displaying the report results on a map.
Map Link Toggle to the Map Frame and highlight the records in the selected map symbol color.
Print Link Open the Windows Print Dialog to customize and print the results.
View in Excel Link Open the file in Excel or save the results locally in Excel format. 

Workflow

The steps below show how to use the controls in the interface.

SC HPMS Advanced Reports.png

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