Reports - Learning How To Create

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  • Report: A handy way to see how to make a Report, is to log into TNG Homepage.
  • Near the end of the page click on the link 'See a fully functional demonstration:


That link changes with each new version of TNG. Here's the TNGv11 demo

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You then have a choice between viewing the Public (i.e. end user) interface and the Administrative Interface. Choose the latter, where you can experience the back end of TNG, including the Setup & Configuration, the Data Import, and all other administrative functions. Again, here's the TNGv11 Demo
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  • You'll then need to login using the demo userid and password shown on the screen.
  • You can also select a template, if you want, from the top of the login screen, or from any of the subsequent Demo pages.

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  • On the main Admin screen, click on the Reports tile.

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  • Darrin has placed several reports in the Demo.
  • Click on the Edit icon (Editicon.png) to open any of them in the Reports Editor, and read the Help file to understand what each field means.
  • You can also click on the View (aka Test) icon (Viewicon.png) to run any of the reports.
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  • The editor has a report-builder that lets you create reports based on People and Events. The report-builder consists of interactive controls that let you select:
    1. Database Fields to Display in the report
    2. Selection Criteria
    3. Sort Fields
  • When you save a report built with the report-builder, the lists of Fields to Display, Selection Critera components, and Sort Fields are saved in the TNG database, and then, when you view a report, the reporting tool uses that saved information to create a SQL query, which it then runs.
  • At the bottom of the Report Data Entry screen, there is also a field that lets you enter a SQL statement directly. Direct SQL statements are much more flexible, and let you report on objects such as Families and Sources that the report-builder doesn't know about, but it also requires you to know precise TNG database table and field names in the TNG database, and to know the names of the key fields that relate TNG database tables to each other.
  • In the editor, you can play with the edit widgets, but you cannot save your changes.
  • Since the core database fields are the same in all TNG sites, you can repeat exactly what was done in the Demo in your site.


Related Links

See also Category:Reports and associated links