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How do reports work?

If your account has been setup to access reports, you should see reports in the left navigation bar of the system.

leftnav

From there you can navigate through to various reports. When selected, some reports will ask you for some initial input criteria (like a date range), and then you hit a button to process. Some don’t have any initial criteria, and will execute the report after you select it.

Below is a description of the features of our reports.

Sorting

When the report is on the screen, you can click on most of the column headings to change the sort order of the data for the report. If you click once, it will sort all rows of your displayed report in order by that column. Click again, and the data will be sorted in reverse order for that column.

Filtering

Simple Filtering

Simple filtering is shown below. It’s a search box that will search any element of the report for what you type, and return only those rows that match.

simplefilter

In this example above, you can see that someone typed the word “Dixie” in the simple filter box, and two horses were returned. If the word “Dixie” had been found in the Facility, Barn, Stall or any other field on this report, those rows would have remained on the screen as well.

Advanced Filtering

If you hit the advanced filtering button, you apply a filter on specific columns. This allows you to control which columns get searched in the report results.

advfilter

In this example, only report rows with the word “South” in the Barn column are shown.

Clear all filters

At anytime, you can click the “Clear all filters” button, and the full results of the report will be shown on the screen.

Export

There are two export methods for most reports. Export to PDF or to CSV.

Export PDF

PDF is a universal format for well formatted output. Our system provides a presentation format ready to be saved to disk or printed on your printer. While most personal computers and web browsers already have a PDF viewer, if your system doesn’t, we recommend downloading the software from Adobe here at http://get.adobe.com/reader/

Once your report is filtered and sorted as you see fit, you can hit the export PDF button and view a well formatted report, and from there, send it to a printer or save it on disk.

Export CSV

The other format is CSV. CSV stands for Comma Separated Values, and it’s a standard format for importing/exporting data from different application systems. It’s also a format that Microsoft Excel opens. Once your data is in excel, you can do lots of additional manipulations and formatting to meet your customized needs.

Once your report is filtered and sorted as you see fit, you can hit the export CSV button and your personal computer will open the data with whatever program it’s setup to use, or it may offer to save the file to disk as well.