Report generation is a key functionality of many business software and web applications. With the power of databases and information collection, it has become increasingly important for business owners and organizations to generate real-time reports on metrics relating to their dynamic business needs. A report generator is a computer program that takes information from a database and uses it to produce a detailed, easy-to-interpret document of important information relating to traffic and usage metrics, registered user and customer information, employee data and more.

Recently, Wired Solutions developed a robust report generation engine to respond to the needs of the AFMC Student Portal project, an interactive web-based bilingual service designed to facilitate the application and placement of medical students for undergraduate visiting electives at 17 faculties of medicine in Canada.

AFMC administrators required the ability to pull and organize data collected throughout the Student Portal system – generating a concise and easy-to-interpret CVS document based on a number of dynamic data filters or criteria.

In response, Wired Solutions developed the Reports module, a flexible, fully customizable report generator that allows AFMC administrators to obtain real-time results on information stored within the Student Portal database.

Key features of the Reports module include the ability to save reporting configurations and the use of Dynamic Groups, which allows administrators to save their reports, including the filters and data they have selected. This eliminates the need to rebuild the same report each time. Throughout the Reports module, Wired Solutions maintained strict security protocol, utilizing security rules to prevent unauthorized users from accessing the reporting interface.

Here's a snapshot of how the reporting engine works:

Step 1: Build a report by Selecting an Existing Group or Creating a New Group

Administrators can create a report by either selecting from existing Dynamic Groups, which will use a previous report as the starting point (with the ability to make any necessary changes), or by creating a new Group, which allows the administrator to build a report using an entirely new set of filters.

Step 2: Set primary data filters that comprise the basis of the report.

Administrations use drop down menus to select the data fields, sub-fields, operators (equal, not equal, null, not null) and values.

Sub-field, Operator and Value filter options are based on the Field Name selection. As a result, the set of filters available within the sub-field drop down are relative to the selection made in the initial Field Name parameter. Multiple rows of data filters can be added or removed.

Step 3: Select the fields used to aggregate the report data.

Once the report filters have been defined, administrators can then select the fields of data that will comprise the column headings of the final report. These fields are used to organize the data delivered in the final report.

Selecting a field opens up a list of sub-fields, which can then be selected by dragging a sub-field from the Pool of Fields column and dropping it into the Selected Fields column (the right and left arrow buttons can also be used). Selected Fields can be re-arranged by selecting the field and moving it up or down the list.

Step 4: Previewing and generating the final report.

After selecting all of the data and sub-fields to be represented, administrators can either run the report or save the report for later.

Selecting “Run Report” will generate a preview of the first 50 results included in the final report. This allows administrators to catch any incorrect data filters. To complete the process, administrators simply click the Download Report button, which generates a CSV excel document for the final report, saved directly to the users Downloads folder.

To find out how report generation can help you learn more about your organization, customer database or business operations, contact Wired Solutions via email at sales@wiredsolutions.ca or toll free at 1-877-549-4733.

 

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