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The first step in creating a new report is selecting the data that it pulls. You can choose from several methods for retrieving report data:

After you have selected the data source, you should set the data sort order.

Creating a Data Export


Uses the Advanced Export functionality in Searches to create a data export for your report.

 To create a data export
  1. On the Report Options tab, click Get Report Data.
  2. Select Create a Data Export.
  3. In the Select Export Type window, select one of the following:
    • File Export — This option enables you to create a single file containing selected export information. If you are unsure of which export type to choose, select this option.
    • Database Export — This option enables you to create multiple files that are linked by common fields.
  4. Click OK. The ACS Data Export Designer displays.
  5. Optional: Click Description to enter a description of the export.
  6. On the Groups and Fields tabs, manage the options to your liking.
  7. Click Save & Close. The export is generated automatically.
  8. A message displays indicating that you can limit the number of records exported. Do one of the following:
    • To limit the number of records exported, enter the maximum number of records to export and then click OK.
    • To export all records, click OK.

Importing an ACS Advanced Export


You can import an existing Advanced Export to retrieve data for your report.

 To import an ACS Advanced Export
  1. On the Report Options tab, click Get Report Data.
  2. Select Import an ACS Advanced Export.
  3. Select the advanced export file.
  4. Click OK.
  5. A message displays indicating that you can limit the number of records exported. Do one of the following:
    • To limit the number of records exported, enter the maximum number of records to export and then click OK.
    • To export all records, click OK.

Creating an Org Staff/Activities Extract


You can extract Organizations data into Report Designer. You must have the Organizations module to use this option.

 To create an Organizations Staff/Activities extract
  1. On the Report Options tab, click Get Report Data.
  2. Select Create an Org Staff/Activities Extract.
  3. Under Date Selection, select the Effective Date.
  4. To include only active staff in the extract, select Include Active Staff Only. (Otherwise, both active and inactive staff are included.)
  5. Under Staff Phone/E-mail Settings, select the data you want to export for:
    • Business Type
    • Mobile Type
    • Pager Type
    • Fax Type
    • E-mail Type
  6. Under Include Activity Groups, select Include All to include all Activity Groups. Or, select only the Activity Groups you want to include.
  7. Click Save.

Creating a People Direct Datasource


If you have more than one ACS Financial Suite dataset, you can select a specific dataset as your report data source. If have only one dataset, it is selected as the People Direct Datasource by default.

 To create a People Direct Datasource
  1. On the Report Options tab, click Get Report Data.
  2. Select Create a People Direct Datasource.
  3. To include archived datasets in your list of options, select Include Archived Datasets.
  4. Select the dataset.
  5. Click OK.

Creating a Financial Direct Datasource


If you have more than one ACS People Suite dataset, you can select a specific dataset as your report data source. If have only one dataset, it is selected as the Financial Direct Datasource by default.

 To create a Financial Direct Datasource
  1. On the Report Options tab, click Get Report Data.
  2. Select Create a Financial Direct Datasource.
  3. To include archived datasets in your list of options, select Include Archived Datasets.
  4. Select the dataset.
  5. Click OK.