Contents - Index


Reports: General - Queue

After a report or query has been run, it is placed into a holding queue for viewing, printing, or exporting. Reports remain in this queue until you delete them.

Each print queue entry contains information for when it was run, how many ALMSys database records were created for the report, the date range used for the report, and the internal link name that ALMSys uses to link to reports.

It is important for you to understand that ALMSys does not keep an image of the report in the print queue; it only stores data records. When you view the report or data, ALMSys sorts it into the default sort order for that report. When viewing as a report, you can override the soft sort on the report.

Viewing Entries
On the left panel of the screen there is a "View Queue Entry" box with buttons. There are three buttons that might appear:
  • Report, This will show you the ALMSys predefined report. Sorting may be overridden before viewing the report. A report may be printed or exported in a PDF format from with the report viewer.
  • Spreadsheet: This will show you a spreadsheet of the data. If you wish to sort this differently than the default sort, then use the spreadsheet's sorting features to accomplish this.
  • Data Grid: This will take all of the data extracted for the report and show it to you in a raw data format. You may sort this data by clicking on any of the column headings shown in the resulting grid.
  • Special Spreadsheet: This will create a specially formatted spreadsheet for this report.
  • Export as PDF: This will export the queue entry as a PDF file and then open it up for viewing.

    Overriding the Sort Fields
    Report "Soft Sort" fields may be overridden. Click the Override Sort or Sort Overridden button to view and edit the sort override fields.

    Spreadsheet Setup
    When you run your own query, the results are placed into the print queue. If you want to define a spreadsheet for this data, simply click the Spreadsheet button in the Spreadsheet Setup box in the left panel.

    The spreadsheet screen has the following fields:
  • Spreadsheet Title: The name for the spreadsheet. This will appear in cell A1.
  • Ready for Spreadsheet Export: Check this box when your spreadsheet definitions have been completed.
  • Include Location Name in Heading: If your query contains the location name, then check this and it will appear in cell A2.
  • Show Start Date: This will show the starting date of the date range in the top spreadsheet row.
  • Show End Date: This will show the ending date of the date range in the top spreadsheet row.
  • Show Grand Totals: If your query contains the location name (and number), the spreadsheet will be show each location on a different tab. If you want a grand totals tab, then check this box and a summary of each location will be presented and tallied.
  • Separate Locations: This will create separate tabs for each location. (Only if "Combine Locations" is not turned on.)
  • Freeze Panes: You may specify the row and column on which to freeze the spreadsheet pane for scrolling. The row is typically set to the first data row.
  • Column for Counting Record: The data records will be counted using the "COUNTA" function. Normally, it will use the first column of data to count. In order to count properly, the column used must contain data on each and every line. It is recommended to use the customer's account number as the count column.

    All available fields from your query are presented in the list below the data control fields. Only those fields that appear in the "Fields on Spreadsheet, In Order" box will be displayed on the spreadsheet. Double click on each field desired in the "Available Fields for Spreadsheet" list and they will be copied to the left box. You may use the contol buttons to arrange the fields in the order desired. If you wish to skip a column, then use the Add Column Skip button.

    Each data field selected will appear on the spreadsheet in the order you specified, with column headings already provided. When you are done editing this screen, click on the Save & Exit button at the top of the window.

    (Note: There is an administrative function which will allow you to control some of the overall report formatting. See Administrative: Report Formatting for more details.)

    Deleting Queue Entries
    There are three buttons provided for deleting queue entries no longer needed. Again, entries stay in your queue until you explicitly delete them. These buttons are at the top of the window and allow you to delete an individual entry, all that have the check box marked, and all entries. The latter two delete options will ask you to confirm your delete(s).

    Moving Queue Entries
    You may use the Move to Other User button to move either the indicated print queue entry or all print queue entries to a different ALMSys user.