X•Press Reports 2.0 User`s Manual
Contents
1. Schedule and is available with all reports Report Scheduling Iv Report Schedule Active Next Run Date Last Run Date Report Frequency Interval Daily M Weekly Monthly Select Custom Time Zone Optional Please Select Email Addresses separated by commas Email Body Text Report Schedule Active Scheduled reports can be suspended deactivated until needed again Use the check box next to the Report Schedule Active text Checked means the schedule is active and will be delivered as specified Next Run Date and Last Run Date The first two fields of the scheduling interface request a Next Run Date and a Last Run Date Dates need to be entered in MM DD YYYY format or by using the pop up calendar accessed from the calendar icon If you want to receive a report each Monday enter the calendar date for the next Monday in the field The Last Run Date is the date that the reports will stop being delivered and the schedule will be cleared from the system Enter the day following the last report that you wish to have sent Frequency Interval The Frequency of the report is how often it will be delivered The choices are Daily Weekly and Monthly If the monthly day value is greater than the number of days in a given month the report will run on the last day of the month Table of Contents Page 15 Reports Sub Tabs cont d Custom Time Zone The default Please Select will set the time zone to 999 which is e2. e Standard reports created by CDS for use by all clients Special Purpose Reports links to the housing vendors login pages Specialty Reports reports created for specific event or client requirements Customer Specific reports created for specific event or client requirements User Defined standard or client specific reports customized by the user Report Builder reports created by users through the Report Builder tool Report links appear under titles in blue bars that describe the type of report Standard reports are broken into several categories by what information they contain The categories are Registration Marketing Revenue Exhibitor Onsite and Administration In most cases a summary report is shown and the list reports are linked from within the summary report Reports that are scheduled appear with an envelope icon after the report name Clicking the envelope icon will open the scheduling interface for the associated report Several of the popular summary reports have quick access graphs available To the right of the reports will be an image representing the type of graph associated with the report Clicking on the graph icon opens a pop up window with the graph The graphical data is based on the current filters and parameters applied to the report by the user User Defined reports based on any of the eight reports with graphs will also include the graphic reporting capability Favorite Reports allows the user to set freque
3. s organization name and the Access Level which is by default set to Client User Both fields are read only User Administration Wie lt new user gt Fields displayed in bold red text are required for each administer record Passwords must be at least 8 characters long and contain both alph and numeric characters Organization and Access Level are read only fields Demo Company x Selecting a username from the pull down menu populates the fields with that user s contact and login information After entering or updating a user s profile information the administrator clicks the Save Update link to save the user information The Reset button returns the profile information to the last saved state How to Enter a New User 1 Select Add New User from the pull down menu 2 Enter the new user s contact information in the fields provided Fields labeled in red are required Password must be a minimum of 8 characters and contain both numbers and letters Make sure the user s status is Active A status of Inactive will not allow the user access to the XePress Portal If access to Report Builder is required make sure to check off RB Access 3 Click the save update button to save the new user s account 4 Next Step will be to assign reports and events This can be done on the Report Access tab Reset a User s Password An option is provided to reset a user s forgotten
4. password Note The current password is not displayed on the Profile page for security reasons 1 Select the user s name from the pull down menu 2 Select the Reset Password button A randomly generated password will be displayed for the administrator as well as emailed to the user Users are able to change their passwords using a link on the XePress Portal Home Page but must enter their current password before selecting a new password Page 25 Table of Contents Users Tab cont d Report Access The Report Access interface is used to assign report access to users on an event by event basis iser Adiministration _ Profile VESE lt Select User Account gt gt ean lt Select Event gt bd Select the User and Event then choose the report or reports available for this user Report selections are specific to the event shown above in the event pull down menu You can use the account template pull down menu to select pre defined users reports ol cedeleenti iach Bact tla CDS Demo 2 Sales amp o gt gt The username for which reports are being assigned appears in the pull down menu in the dark blue masthead of the body area Changing the name that is displayed reloads the page with the report selections for the new user To the right of the Username pull down is the Event pull down menu The event pull down menu lists all the events assigned to the organization for the currently selected user
5. results the summary counts the number of record instances in the main report e g a summary of badges on an un flattened report will show the number of times a badge appears in the primary report Flattening the report will show each badge with a count of 1 Page 20 Table of Contents Reports Report Builder cont d Advanced Operator Function Grouping Report Builder gives the user the ability to define groups of data and include them in primary and summary reports Groups are built by selecting a single field and defining which data stored in that field belongs to the group e g several states can be grouped together and defined as a region Once a group is defined it can be used like any other field tech Directs w no TDR Item Column Selection Ordering and Filtering Registration al Number Equal a First Name Equal All Last Name Equal All 1 What is your i PRIMARY job Equal pe Director function Item Code Equal All Has TOR Item Item Code Group Equals TOR Item Code Group Not Equal Has TOR Item a To define a group first choose the field that contains the data to be grouped e g the state field Then select the Group Equals choice from the operator s pull down menu Once the grouping operator is selected a pop up window opens requesting the user enter a name for the group Group names appear with the user entered name followed by the text Group Click the OK button to save the g
6. the left or right arrows The left double arrow will bring you to the first page while the left single arrow will bring you back one page at a time Likewise the right double arrow will bring you to the last page while the right single arrow will bring you forward one page at a time By changing the number of records per page the paging will change accordingly Results Grid Report results are shown in a grid format with ten 10 result records per page This can be changed by using the Show records per page The first row of each results grid contains the column labels in bold text Clicking a column label sorts the results in ascending order by that column a second click sorts the results in descending order Results are shown at a predefined width columns for wide reports are accessed using the horizontal scroll bar that appears below the results grid Print Results The output options displayed to the right in the blue strip of the header allow the user to print the results or export the results to Excel The Print Results button opens a formatted document in a new window that includes the name of the report the event and the administrator The run date as well as the filters parameters and number of records are also included at the top of the report Export to Excel The output options displayed to the right in the blue strip of the header allow the user to print the results or export the results to Excel The Export to Ex
7. will be available with the print and export functions Page 12 Table of Contents Reports Functions cont d Results Report Results are displayed at the bottom of the page below the Search Criteria and Current Parameters sections 28189 records returned View results only page gt print report export to Excel 123 45 6 7 8 9 10 Last Page Registration Number Registrant Reg Date and Time Reg Category Quantity Item Code Report Navigation The yellow navigation links displayed to the left in the blue strip of the report header show the path that was followed from the XePress Reports Home Page The path links allow users to back track to the previous report viewed in the series Page Results Links The tan strip in the header has a list of result page numbers that can be clicked to jump to a specific page Groups of ten pages are displayed simultaneously with links for First Page and Last Page on either end of the page numbers depending on where are Clicking the ellipses brings up the next group of 10 page links for larger reports 28189 records returned View results only page print report gt export to Excel First Page 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 Registration Number Registrant Reg Date and Time Reg Category Quantity Item Code Results Grid Report results are shown in a grid format with twenty 20 result records per page The first row of each results grid contains the co
8. 0000 who ordered three items would be shown in one row in the report with the three items separated by commas When a report is flattened and multiple associated items are included they are each separated by commas to display their relationship For example items and item prices displayed in the same report would include an equal number of entries for both Example Item 1 Item 2 Item 3 Item Price 1 Item Price 2 Item Price 3 This one to one relationship is always shown even if one of the items has a blank zero or null value Zeros and null are used as placeholders where necessary Messages The Messages area of the screen displays information about different parts of the Report Builder page as well as for system error messages relevant to use of the Report Builder If an error message is displayed a chime sounds to alert the user to the presence of an error description Schedule Scheduling a Report Builder report is the same as a standard report See the Schedule section for more details NOTE Unsaved Report Builder reports cannot be scheduled Clicking the schedule tab on an unsaved report will open the save window that requests a report name and optional description After saving the report the schedule interface will open Clear The Clear sub tab deletes all of the fields added to the report and starts the user over To remove all fields from a report click the Clear sub tab You will be brought to a confir
9. Client Administrators Administrators can then create accounts and assign access privileges to Users from their organization Please Enter Username and Password Login 63 Username Password Enter a Username and Password in the fields provided and click the Login button to access the system Passwords used by the system must contain a minimum of eight characters A combination of alpha and numeric characters is required Your organization s system administrator can reset a forgotten password Portal Masthead The XePress Portal masthead repeats throughout the Portal and X Press Reports interfaces gon LO 3 f Change Event gt Logout gt Monday March 11 2013 X Press Reports 2 0 _ Home Reports Graphs Users XPress Reg Help The right hand side displays the tab links Above the tab links is the current day s date the username of the currently logged in user and the active event name Page 3 Table of Contents General Information cont d Change Events The Change Events button allows the user to change the active event database Each user is assigned to an organization and has access to that organization s events as dictated by their administrator The operations performed in XePress Reports are for the active database shown in the light blue strip of the masthead Clicking the Change Events button brings the user to an interface where they can change the active event da
10. Columns interface allows columns to be added and removed from a standard report as well as giving the user the ability to change the display column order There are two scrolling lists in the interface The one on the left displays all the columns that are available for inclusion in the report The list on the right displays the columns that are currently in the report Report Columns Move columns from the available list to the selected list using the add remove arrows Once the list is complete highlight a column in the selected columns list and use the move up move down arrows to dictate the column display order aiae Goltin Adding and Removing Columns Between the column lists are arrows to add and remove fields to from the report To add a field highlight a field or fields in the available columns list on the left click the Add button to move the fields over to the right hand list To remove a field from a report highlight the field or fields in the Selected Columns list and click the Remove button Display Order of Columns On the right of the Selected Columns list is an Arrange element for controlling the display order of columns To change the column order in a report highlight the field name to be moved and click either the up or down arrow to move the column name within the list New columns added to Selected Columns always appear last in the list After selecting columns and determining their display
11. Export and Print Users Tab Profile Report Access Builder Access Delete 23 23 23 24 25 26 26 Introduction Product Description The CDS XePress Reports reporting tool gives Clients the ability to fully explore and utilize their event related data to its fullest potential Whether looking for a quick summary of registration counts or drilling down into a multilayered and detailed report the CDS XePress Reports reporting tool will give you a quick and easy path to all event information XePress Reports was designed for Event Management by Event Managers Using state of the art Microsoft architecture the X Press Reports tool enables users to run pre defined summary reports using event related data and then customize the results to meet their specific needs The standard reporting product includes hyper link drill downs into filtered lists custom filters and user defined data sorting URL http www XePressregportal net Version Information CDS XePress Reports Version 2 0 Release date April 2013 System Requirements e JE 7 0 or greater IE 8 must be in Compatibility View e PC with Windows XP Vista Windows 7 and Windows 8 Table of Contents CDS Privacy Policy Privacy Statement Convention Data Services Inc CDS is committed to respecting the privacy rights of our customers and all visitors to our web sites We take this matter very seriously and have instituted many policies and procedur
12. Report access can be assigned to a user on an event by event basis by selecting the event in the pull down then selecting the reports from the list below Copying an Existing User s Access List A pull down menu of users appears above the report list in the body area of the page Selecting a user from the pull down will check off the reports that are part of the group s definition Assigning Reports The main area of the page lists all of the reports available for each organization Check boxes appear before each report name checking the box adds the report to the user s list of available reports for the selected event After assigning reports to a user click the Save Update button to record the selections to the user s record IMPORTANT You must click the Save Update button before changing events in the pull down to save selections for each event How to Assign Report Access to a User 1 Select the user s name from the User pull down menu 2 Select the event from the Event pull down for which reports will become available 3 OPTIONAL Select another user s name from the Select account to use as a template pull down and click the Copy user selections button to duplicate a user s report selections 4 Select reports for the user s account by clicking the check box before each report name 5 Click the save update button to save report selections for the user Page 26 Table of Content
13. aunch Page The Launch Page provides access to the event reporting system Reports appear as links and include Standard Reports divided into six sections Customer Specific Reports User Defined Reports and Report Builder Reports The report list that appears on this page is specific to each user and each event i e a user may have some reports for one event that do not appear when they access a different event Report access is managed by the client administrator Graphs Tab The Graphs tab provides the user visual representation of data for the most popular reports in the form of graphs presented as pie bar line or map style graphs Each graph will display the most up to date data set and will include any filters applied to the standard report by the user Clicking on the graph header will bring the user to the report where the data is pulling from Users Tab The Users tab is an administrative interface used to add modify and delete system users as well as assign access to specific reports and to share Report Builder reports The Users interface is available only to client administrators Regular client users will not see the tab when logged into the system The interface is divided into several screens that are accessed using a sub tab menu that appears below the masthead at the top of the body area of the page O g ox od eee Role Report Access Builder Access Delete Y lt new user gt z The sections of the Users
14. cel button opens a formatted CSV document in a new window Different browsers will open the file differently Some will allow you to save the file or open using a default product like Excel while others will default immediately to Excel Page 23 Table of Contents Graphs Tab Graphs Users will now see Graphs as an option on the main tab bar This tab provides a visual representation of the top eight summary reports Data is displayed in pie bar line and map graphs Each graph is downloadable and exportable by right clicking on the image The data in each graph is dynamic based on the data results in the report Any filters or parameter changes are reflected in the graph Clicking on the graph title brings the user to the specific report __ Home Reports Graph Users XPress Reg Help _ Sraphs Xpress Event Summary More Reports Domestic Summary Payment Summary AE en en CK 17 465 00 Mc 61 165 00 E 1 175 H 176 350 M 351 525 H 526 700 vI 120 055 00 4 E 701 9879 Page 24 Table of Contents Users Tab Profile In the main body area of the page is a box that contains user profile information At the top of the box is a dark blue strip with a pull down menu of user names The first choice in this pull down menu is Add New User When entering a new user the fields are left blank except for the Organization field which defaults to the Administrator
15. ds Members of a group can belong to more than one group definition NOTE if data from a single field in included in more than one group the totals shown in the summaries may amount to more than the total number of individual records for that field Page 21 Table of Contents Reports Report Builder cont d Run Report Once your fields have been entered click the Run Report button to generate the report results The Report Results are displayed at the bottom on the page Flatten Results The Flatten Report check box that appears at the bottom of the field selection window allows a primary report to show each instance of a record s appearance on a single line or to group records by either badge or order number Flatten Results works best with Demos Items and or Payments as each of these can have multiples per record If a report of registrants includes registration numbers badge IDs and items ordered an unflattened report would include rows with the same registration number for each item that was ordered For example if Registrant 200000 ordered three items the registration number would appear three times in an unflattened report with each row having a different single item name Flattening the primary report by checking the box provided makes the registration number or order number unique in the report so it appears on only one row with the multiple items associated with it separated by a comma For example Registrant 20
16. e Systems World Gems etc Page 10 Table of Contents Reports Functions cont d Criteria When the selected filter column has a limited set of predefined choices e g States Reg Category Payment Method the search criteria field appears as a list box with the predetermined choices shown for some operators Users can use lt ctrl gt click to highlight individual non consecutive selections or lt shift gt click to highlight multiple selections in a range from the list The predetermined lists are driven by the operators and only provide choices when the operator command is Equal or Does Not Equal all other operator commands use a text field for the criteria definition Some filter columns that use a text field for criteria accept multiple requests that are comma separated Applying Filters After selecting the column action and criteria click the Add button below the selection fields to apply the filter to the report results Active filters are listed below the selection menus in the area titled Current Selections Each filter displays the column name action and criteria that was entered and is followed by a Remove button Multiple filters can be applied NOTE Applying too many filters may result in a report that contains no records Check filters carefully Parameters The Parameters section appears in the right hand column above the report results and is labeled Current Parameters Parameters are used to de
17. e filter column and operator selected determine how the criteria menu data is displayed some fields pull choices dynamically from the database e g Registration Category or Country while others provide a text field to type in criteria e g Last Name Operator Commands The operator commands appear in the pull down labeled Select Action and provide different options for filtering criteria The list of operator commands is the same for all columns in all reports The operator commands and their functions are described below Equals Filters the data set to equal one or more selected values only Example Reg Category CN Returns only CN Does Not Equal Filters the data set to return values NOT equal to the selected criteria Example Reg Category lt gt CN Returns any record other than CN Greater Than Greater Than filters values greater than the value entered Only one action value can be entered at a time Used for both numeric and alphanumeric values Example Item Code gt IT1 Returns IT2 IT3 PD1 etc Less Than This function works exactly opposite of the Greater Than function Example Item Code lt IT1 Returns HA2 JP3 F1 etc Greater Than or Equal Range Start This function is used in two ways The first is similar to the Greater Than function The second function is to use the Greater Than or Equal function as the beginning date filter To filter out only a range of dates the user must e
18. ections then click the save fields button All new fields added to a report using Quick Pick will default to equaling all values in the field for the criteria Quick Pick can also be used to add or remove fields Registration Extra Info Order Items Payments Registration iv Registration Number Badge V Last Name LastName I Company Company I Street Address 2 Street2 I State State O Country Country I Ext Ext 7 Email Email I Reg Category RegClass im Secondary Promo Promo2 I Verified Verified First Name FirstName Z Tile Title I Street Address Street T City City I Postal Code Zipcode I Phone Phone I Fax Fax I Handicap Accom HandicapBtn Primary Promo Promol I Reg Date RegTimeStamp I Handicap Text HandicapText Page 18 Table of Contents Reports Report Builder cont d Add New Field or Edit an Existing Field Once a report has been created there may be a need to add additional fields or to enhance the criteria or operating command To make changes to an existing field click on the field to open up an editor tool To add a new field just click add new field or use Quick Pick Field Group Registration gt Pres Order BR Field Last Name LastName J Operator Eqa ti sts Criteria Do not enter All as a search criteria Save Field Field Group This pull down data set is divided into six sections Each section stor
19. es different data relative to the user s event Order This pull down menu allows the user to change the display order of field selected The pull down menu contains several options e The Delete option will delete the entire row from the report results When the pull down menu is set to Delete the field will be removed when Save Field is clicked e The Clear option will clear all the Criteria set for the entire row This allows new Criteria to be set or the default of All to be saved if nothing is provided e The numbers represent the column order To change the order of the columns select the position number from the pull down list The row will move to that position and reshuffle the field list The field list is always shown in the order that the fields will appear in the final report NOTE Apply the changes to your data results by clicking the Run Report Field Name This pull down list will display all fields available associated with the Field Group selected Operator The pull down menu defines the data set or operator commands for the criteria The choices are the same as those available for the XPress Reports with the exception of two additional Report Builder special features The operator commands and their functions are described under the Reports Functions section There are special Operator commands unique to Report Builder and are listed as Summary and Grouping Both provide the user powerful opt
20. es to insure that your privacy rights as stated herein are not violated The following briefly outlines our privacy policy and details the measures we have taken to safeguard and protect your privacy Information We Collect When you visit our web site we may automatically collect statistics about your visit This information does not identify you personally but rather about your visit to our web site We may monitor statistics such as how many people visit our site which pages people visit from which domains our visitors come and which browsers people use We use these statistics about your visit for aggregation purposes only These statistics are used to help us improve the performance of our web site Personal and Event specific information may be collected along with a Request for Proposal For example this information may include your company name contact name address telephone number e mail address event name event location services required and event dates Page 2 Table of Contents General Information Overview The XePress Portal is the access point to event information and tools for CDS clients From the main portal page users can access registration information reports and user privileges Login The Login page requires a valid username and password to access the system There are two levels of client access to the system Administrators and Users Your CDS Registration Manager can create accounts for
21. fi CONVENTION BY DATA SERVICES XePress Reports 2 0 User s Manual Convention Data Services Inc a Massachusetts Registered Corporation hereinafter referred to as CDS having its principal office at 107 Waterhouse Road Bourne Massachusetts 02532 Table of Contents Introduction Product Description URL Version Information System Requirements CDS Privacy Policy General Information Overview Login Portal Masthead Change Events Logout eReports Home Tab Reports Tab Graphs Tab Users Tab XePress Reg Tab Help Tab Home Tab Welcome Favorite Reports Last Ten Reports Product Support Announcements Reports In General Launch Page Report Types Reports Navigation Report Navigation Pe PF BB WwWWN DN DN PRP PP Pp a a a wo wow Table of Contents cont d Reports Functions Search Criteria 9 Parameters 10 Graphs 11 Results 12 Print Results 12 Export to Excel 12 Reports Sub Tabs Columns 13 Sort Order 13 Schedule 14 15 Reset 16 Save As 16 Delete 16 Reports Report Builder Quick Pick 17 Add New Field or Edit an Existing Field 18 Field Group 18 Order 18 Field Name 18 Operator 18 Criteria 19 e Advanced Operator Function Summary 19 e Advanced Operator Function Grouping 20 Run Report 21 Flatten Results 21 Messages 21 Schedule 21 Clear 21 Save As 22 Delete 22 Results 22 Print Results 22 Export to Excel 22 Table of Contents cont d Graphs Tab Types Data
22. fine the scope of the data set available for a report and change from report to report even within drill downs Most reports in the system include the parameters of Start Date and End Date Many reports also include the Registration Category and Verified fields Each report has a default set of parameters that appear when the report is accessed After changes have been made to the parameters the Finish button must be clicked to apply the parameters to the report results Some examples of common parameters are listed below Date Parameter Date parameters can be entered in two ways Absolute and Relative An Absolute date is a specific date and is entered in the format MM DD YYYY Relative dates have a relationship to the current day and are entered in the format Today 5 The 5 represents the number of days in the past counting back from the current day Using a relative date ensures that the report results will remain current when days or weeks pass between user visits or scheduled report delivery Both formats can be used together to allow a report to be run starting at a specific date and ending on the current day Example to run a report for the past week enter Today 7 as the Start Date and Today as the End Date Reg Category Parameter Where applicable the Reg Category is available as a parameter Users can use lt ctrl gt click to highlight individual non consecutive selections or lt shift gt click to highlight m
23. interface are e Profile used for maintaining user contact and login information e Report Access used for assigning report access on an event by event basis e Builder Access used for assigning field access for custom report creation e Delete used for removing users WARNING Once a user s profile has been deleted all custom reports both User Defined and Report Builder reports will be permanently removed and they cannot be retrieved again Use extreme caution when deleting any user profiles XPress Reg Tab The XePress Reg tab is a link that brings the user to the XPress Registration interface Commonly referred to as the pack end the interface allows for the searching and updating of registrant records A separate login is required Help Tab The Help tab link provides access to both the full help text for XPress Portal as well as help text specific to the page from which it was accessed The help text can be viewed online or exported as a PDF document for printing A copy of this User s Manual is also available from the Help screen Page 5 Home Tab Welcome Table of Contents The Home tab welcomes the user to the XePress Portal This tab is also the first place you will see upon login The Home page is divided into three panels The left hand panel is the Welcome box and includes your Favorite Reports list and the Last Ten Reports you accessed for quicker reporting The center panel is the sys
24. ions to enhance their reports Page 19 Table of Contents Reports Report Builder cont d Criteria The Criteria menu appears as either a pull down menu or a text box based on which field type is being added to the report If the selected field has predefined data e g Reg Categories States etc then the criteria menu appears as a pull down list with the criteria choices prefilled A dynamic or predefined criterion that shows in the pull down menu is selected by clicking on each choice to be applied as a filter Criteria that have been selected appear in white text over a blue highlight To deselect a criteria choice click on a highlighted selected criteria and it will become deselected If the field is open ended or user defined e g Last Name Payment Amount etc the criterion appears as a text box A text criterion is entered by typing in the text box When entering criteria for dollars and percentages it is not necessary to enter the or symbols enter just the numeric value to be filtered Each column that is added to a report can have its own filter criteria Be careful not to add so many filter criteria that there are no results when the report is run Selecting or entering nothing will default the criteria selection to All Advanced Operator Function Summary The Summary operator command creates a separate report that summarizes the data from any single field There are no limits to the number of summary
25. lder reports has the same interface The common elements for each report include sub tab navigation links filtering criteria report parameters and the report results Special Purpose Special Purpose Reports are available to clients with integrated housing with either OnPeak or Travel Planners The reports listed are links to the administration site for the corresponding housing vendor and require a separate login Customer Specific There may be data or report formats that are not available as part of the CDS standard report package In these instances CDS will provide Custom Report creation services upon request for an additional fee Custom reports appear in the third column of the reports launch page underneath the section header Customer Specific Reports Any CDS created Customer Specific report can be carried over from event to event year to year as long as the data used in the report is similar Copying custom reports must be done by a CDS Administrator Custom reports can also be saved as a User Defined report Please contact your Account Executive or Registration Manager for additional information about custom reports User Defined All the standard reports in the system allow the user to apply custom settings and then save the report for later use Reports saved by a user are referred to as User Defined Reports User Defined reports appear in the third column on the reports launch page under the headline User Defined Repo
26. lumn labels in bold text Clicking a column label sorts the results in ascending order by that column a second click sorts the results in descending order Results are shown at a predefined width and additional columns for wide reports are accessed using the horizontal scroll bar that appears below the results grid Drill Down Reports Some report results are displayed in blue indicating that they are a drill down link to another report Clicking the data link will open the new report and pass the relevant parameters from the referring report to the new report Print Results The output options displayed to the right in the blue strip of the header allow the user to print the results or export the results to Excel The Print Results button opens a formatted document in a new window that includes the name of the report the event and the administrator The run date as well as the filters parameters and number of records are also included at the top of the report Export to Excel The output options displayed to the right in the blue strip of the header allow the user to print the results or export the results to Excel The Export to Excel button opens a formatted CSV document in a new window Different browsers will open the file differently Some will allow you to save the file or open using a default product like Excel while others will default immediately to Excel Page 13 Table of Contents Reports Sub Tabs Columns The
27. mation screen before the fields are removed All the fields operators filters summaries and groups will be deleted when this sub tab is used Page 22 Table of Contents Reports Report Builder cont d Save As The Save As sub tab saves all of the current report settings including field selections filters summaries and groups To save a report click the Save As sub tab A screen will appear with fields for entering a name and description for the report Click the Finish button to save the report information The new report will appear as a text link on the Reports Launch page in the third column underneath the title Report Builder Reports Delete The Delete button removes the report from the database Once clicked the report will no longer appear as a link on the Reports Launch page Only the user who created a report has the ability to delete it If the report is shared with another user the other user will not be able to delete the report Results Report Results are displayed at the bottom on the page Hide Results When working with summaries the results may be hidden to limit scrolling Select Hide Results to temporarily hide the results grid To display the grid again click the show results button Data is not affected when hiding results Results Paging The tan strip in the header has a list of records returned followed by the result page numbers To skip to a specific page use the pull down or
28. me Delete used to delete User Defined reports only appears for User Defined reports e f Columns Sort Order Schedule Reset_ Save As X Select Search Criteria Current Parameters Report Controls and Results The parts of each report s control panel and results are e Search Criteria filters and pares down the results set e Current Parameters defines the scope of data returned for results Results display of the reports results e Print formatted printing of report results e Export as Excel exporting results to Excel CSV file Select Search Criteria Current Parameters Select multiple criteria by Ctrl clicking more than one selection from a scrolling list or separate text criteria with a comma for multiple matches Start Date Partial text criteria is allowed T Format Dates _ ast aiaae d MM DDA Y or Today KXX Select Column Select criteria End Date Demo r Format Dates EE MMM DDNY of Today XXX 3 print report ea ex Page 9 Table of Contents Reports Functions Search Criteria Search Criteria appears on the left hand column above the report results and is labeled Select Search Criteria and allows filters to be applied to any column visible in the report results To apply a filter choose the column name from the pull down menu labeled Select Column Apply an operator command from the Select Action pull down menu Then choose the data set in the Select Criteria section Th
29. nter a start range date filter as well as an end range filter using the Less than or Equal function Example Item Code gt IT1 Returns IT1 ITS IT3 etc Example Start Date Reg Date and Time gt 03 08 10 Returns only those records on or after this date Less Than or Equal Range End This function works exactly opposite of the Greater Than or Equal function Example Item Code lt IT1 Returns IT1 HA2 JP3 etc Example End Date Reg Date and Time lt 04 14 10 Returns only those records on or before this date Contains The Contains function is a wildcard search Use this alphanumeric feature to search for a particular text string anywhere in the results field Examples Company Contains Soft Returns Microsoft Peoplesoft etc Does Not Contain The Does Not Contain function works exactly opposite of the Contains function Only one value can be entered at a time Examples Company Does Not Contain Soft Returns any record where the word soft is not present anywhere in the Company field Starts With The Starts With function checks the leading characters of the data and returns all results with an exact match Examples Company Starts With So Returns Software Systems Southern Bell etc Ends With The Ends With function checks the ending characters of the data and returns all results with an exact match Examples Company Ends With ems Returns Softwar
30. ntly run reports as favorites from the launch page To the left of the report name is a star Selecting this star marks the report as a favorite The third column contains non standard reports The first time a user enters the system there will be no reports listed in this column unless they have ordered a Client Specific report beforehand User Defined reports are specific to each user not to the organization As each user customizes and saves a report the name they assign appears in the User Defined list The last category in the third column is Report Builder reports The first link in the list is BUILD NEW REPORT Clicking this link brings the user to the Report Builder interface Report Builder reports are specific to each user not to the organization Page 7 Table of Contents Reports In General cont d Report Types Standard Standard reports are canned reports created by CDS for use by all clients Access to Standard Reports is controlled by the administrator on an event to event basis Standard reports are broken into several categories according to the information they contain The categories are Registration Marketing Payment Exhibitor Onsite and Administration Under each collapsible blue title bar is a list of available reports Each report name is a link that opens the Report Specific Home Page where results and customization options are contained for each report Each report except for Report Bui
31. order click the Finish button to apply the changes and return to the report results screen Sort Order The Sort Order interface allows report results to be sorted by one or more columns NOTE You can sort a single column by clicking the column label header on the report results grid Any column included in the report can be used for sorting Select the column name from the pull down list select the sort order of descending or ascending from the second pull down then click Add to apply the sort to the report results Multiple sort orders can be specified in the Sort Order interface The application sorts results in the order that the sort specifications appear in the list Delete sorts by clicking the Remove button that appears after the filter name in the list Report Sorting Columns Direction dono wl Ascending zla gt No columns selected Page 14 Table of Contents Reports Sub Tabs cont d Schedule The XePress Reports system includes the ability to schedule a report and have it delivered as a CSV Excel email attachment The user enters the start date end date and frequency of the report to be delivered and can enter multiple emails for delivery to a variety of people IMPORTANT NOTE Reports are generated each morning and sent out around 3AM ET Setting a Schedule To deliver a report the user fills out information in the Report Scheduling interface which is accessed using the sub tab
32. ort order then click the Save As sub tab button The Save interface opens with a text field to enter a report name and a description After entering a name and optional description click Finish to save the report On the Reports Launch page the report name will appear in the right hand column of the page under the headline User Defined Clicking the report name on this page will reopen the report with the settings that were saved Saved reports can also be scheduled Report Save As Enter the name of the new report Enter Report Description Delete The Delete button only appears for User Defined and Report Builder reports Standard and Custom Client reports cannot be deleted by system users To delete a User Defined report click Delete on the sub tab A window appears to confirm that the report should be permanently deleted Click the Continue button to delete the report Page 17 Reports Report Builder Report Builder gives the user the ability to create a custom report from scratch Schedule Clear Save As Delete Field Name Registration Number Order Last Name Operator Criteria Quick Pick I Messages E add new field gt Quick Pick When starting a new Report Builder report the user will immediately see an easy to use field selector that makes building any report quick and simple Just select the fields required in the report from the various s
33. page To the left of the report name is a star Selecting this star marks the report as a favorite The marked reports then appear on the Home tab in the Favorite Reports section All favorite reports can be accessed right from the Home tab by clicking on the report name Last Ten Reports This feature remembers the last ten reports run by the user and puts them on the Home tab under the Last Ten Reports section All last ten reports can be accessed right from the Home tab by clicking on the report name Product Support In the center panel is a form field that is sent directly to CDS XePress Portal Help Desk When information is typed into the scrolling text box and submitted an email with the user s information name and email address is sent to the help desk The technical support staff quickly responds to requests submitted using this form usually within 24 hours If you need an immediate response please call your Registration Manager The user may also contact the help desk by using XePressReports cdsreg com Announcements The right hand panel is the Announcements section Updates alerts and enhancements will be posted when there are any changes made to the Portal or Reports in general Page 6 Table of Contents Reports In General Launch Page The Launch Page is the access point for all event reports Reports appear as links that bring users directly to the specific report s results page Report links are of four types
34. quivalent to 3AM ET or midnight Pacific Time The four other options in the drop down are e Midnight Eastern Time Zone e Midnight Central Time Zone 1AM ET e Midnight Mountain Time Zone 2AM ET e Midnight Pacific Time Zone 3AM ET All reports will continue to be generated and sent around 3AM ET However the data in the report is pulled based on the time zone selected For standard reports with a Start and End date parameter the scheduler will run based on the appropriate date time stamp For example the Reg Category List runs on the reg date time stamp while the Item Tier Summary runs by item date time stamp For any report that has no date parameter like the Duplicate Registrants report the data will always run cumulative through 3AM ET regardless of the time zone selected Email Addresses Up to ten email addresses can be added to a delivered report Enter the email addresses in the text window provided and separate them using a comma Message The email sent from XPress Reports and has a standard subject line that identifies the event and report name The body of the email contains information about the attached report including a list of the filters and parameters that define the report The free text field on the Schedule interface is used to add a personal message to the email The message appears after the report specifics Testing and Saving After all the required information is entered into the fields the report can be
35. reports that can be generated from the primary data set To create a summary first add the field to be summarized to the primary reports data set by selecting the field from the table selecting an operator and entering criteria if desired Add a new line to the field window by clicking on the blank row at the end of the list Select the field that was just added to the report Choose the operator Summary from the pull down menu The criteria menu will disappear To apply filtering criteria to a summary add the filters to the field that is displayed in the primary report Column Selection Ordering and Filtering Quick Pick Registration Number Equal First Name Equal Last Name Equal State Equal ountry Equal country Summary Summaries appear just below the primary report in the same report format In the masthead of the Summary report is a pull down menu that lists all of the summaries that were created for the primary report Select the summary to be viewed from the pull down menu and the page will reload with the selected summary report NOTE The field selected for summary reports must also appear as a field choice in the primary report gt ea es gt print report gt export to Excel 145 records returned Page 1 of 8 lt lt lt gt gt gt ShowP0 records per page gt Summary counts and percentages reflect the filters that are applied to the primary report results When running summaries on un flattened
36. roup name Scripting must be enabled in your browser for the grouping function to work After naming the group use the criteria menu to select the members of the group e g for a group named New England built from the State field select the states Connecticut Maine Massachusetts New Hampshire Rhode Island and Vermont Click a new row or the Update Field Entry button to save the group definition Now that the group is defined it can be used like any other field The field pull down menu now includes a virtual table called Groups at the bottom of the list Rolling over the Groups table displays the field groups that have been defined e g State Group Select the Field Group name to use it in a report The operators of equals not equal etc can be applied to the field group as with any other field The groups that have been defined will show up in the criteria menu e g New England Mid Atlantic etc Not choosing any criteria defaults the filter to All NOTE Defining a group does not include it automatically in the primary or summary reports Once the group is defined it must then be added to the primary and or the summary reports To use a group as a Summary it must first be included in the primary report as with any other field Then it can be selected from the field menu and given the operator of Summary You can create as many groups as you desire from the same field or from different fiel
37. rt names which are chosen by the user are text links that open the report results page Report Builder Report Builder includes all the capabilities of standard reports allowing users to Save Schedule and Delete reports Because of the large amount of flexibility built into Report Builder a wider variety of reports is available to users IMPORTANT NOTE e Changes made in the Report Builder interface are written directly into the database Once a report is saved the first time there is no need to re save the report as all changes and updates are automatically saved as they are made e To avoid overwriting the formatting of a saved report make another copy of the report using the Save As button and perform updates on the new report Page 8 Table of Contents Reports Navigation Report Navigation Each report except Report Builder reports has the same interface The common elements for each report include sub tab navigation filtering criteria report parameters and the report results The name of the report is displayed to the left of the sub tab navigation Sub tab Navigation The tabs available with each report are e Columns add or remove columns in a report as well as determine their display order e Sort Order custom multi field sort order for data results e Schedule schedule reports to be delivered via email e Reset resets report to original settings e Save As saves all customization and allows custom report na
38. s Users Tab cont d Builder Access Builder Access allows a client administrator to share reports created through Report Builder Oa Report Name X Select the report you would like to duplicate the destination event for the new report and then Ctrl click to select one or more recipients Important Report Copy Notes e You will only see the Report Builder reports for the event into which you are logged e You will see the creator s name in parenthesis at the end of the report name e The copied report will have a three digit number appended at the end i e 001 002 etc Each copied version will increment by one e A dialogue box will appear after the copy button is hit describing any warnings or errors that occurred during the copy function For example if the copied from Event uses Demo 5 but the copied to Event does not use Demo 5 an Error will show up indicating the Demo field has not been copied to the new report Delete a User Profile The Delete button on the User sub tab should be used cautiously Once a user s profile has been deleted all custom reports both User Defined and Report Builder reports will be permanently removed and cannot be retrieved Use extreme caution when deleting any user profiles Page 27
39. tabase Begin typing the event name part of the event name or the CDS event code to get a list of matching events You may also select the event name from the drop down list Home Reports Graphs Users XPress Reg Help Please enter search criteria to access an event Enter Choose Event f O enter at least 3 characters Or select event from drop down menu Choose Event Please Select ia Logout Clicking the Logout button in the top right corner of any XePress Portal screen ends the session and returns the user to the Login screen 20 minutes of user inactivity will result in the application automatically logging the user out of the system and returning them to the Login page eReports In the bottom right hand corner of the login page is a link to the CDS XePress eReports eReports are smartphone friendly versions of several popular reports particularly those needed in the onsite environment The URL can be added as a favorite to any internet enabled smartphone Use your portal login to access this tool Please Enter Username and Password enor Login gt Q Click for Xpress eReports Page 4 Table of Contents General Information cont d Home Tab The Home tab welcomes the user to the XePress Portal This tab is also the first place you will see upon login The Home page is divided into three panels Reports Tab The Reports tab brings the user to the XePress Report L
40. tem support and the last panel is announcements WELCOME TO XePRESS PORTAL point for all of you o your organization s events Favorite Reports Last Ten Reports Invite a Colleague Registrations Promo Code Summary Favorite Reports t data and run reports for all of f T Home repone crepe users Preso Reg He XePRESS SUPPORT HELP FORM Please use the form below for help or support while using X Press Portal Please send comments and questions to XpressReports cdsreg com submit gt Click here to change your password XPress Reports is an online service for the Management and dissemination of CDS client s event data Please review CDS s privacy policy before using this secure web site ANNOUNCEMENTS dule Support ts Suppor Report Training Sche vee report Training Read More Abandonment Follow Up Enhancement 1 24 2013 XPress Reports Support New parameters added to drill downs Read More Item Tier Summary rt More rep Read IE9 Compatibility Mode 3 15 2012 XPress Reports Support IE9 users must be in compatibility mode Read More Geographic Domestic Summary Enhancement include Canada provinces Read More XePress eReports Quick Link 7 21 2011 XPress Reports Support Easy access to XePress eReports Read More Renart Scheduler Fnhancement This feature allows the user to set frequently run reports as favorites from the launch
41. tested by clicking the Test button An email is delivered to all email accounts listed in the same format that is used when the report is delivered automatically When satisfied with the scheduling setup of the report click the Finish button to save the information and activate the automatic scheduling feature Maintaining a Schedule When a report is scheduled an envelope appears after the report name on the Report Launch page Clicking the icon opens the Schedule interface for that report with the scheduling information displayed Changes can be made to the schedule and then saved to update the automatic scheduling of the report Table of Contents Page 16 Reports Sub Tabs cont d Reset The Reset button can be used with any report to restore the default settings Each report has default settings which includes a selection of columns in a predefined display order and default parameters Clicking the Reset button opens a Screen requesting confirmation to reset the report Clicking Continue brings the user back to the Reports Launch Page The next time the report is opened it is in the default state WARNING Using Reset will remove all user defined filters added columns changed parameters and sort order preferences from the report Report Reset Save As All reports in the system can be customized and then saved To save a report make the changes desired to columns filters parameters and s
42. ultiple selections in a range from the list for inclusion in report results Verified Parameter The Verified parameter refers to whether a registrant has received their badge or not To select both Verified and Unverified registrants use the All selection Page 11 Table of Contents Reports Functions cont d Graphs Some reports have an additional section which includes a graphical representation of the data results Graphs may be displayed as a Pie Chart Bar Graph Line Graph or Map 5 records returned View results only page m gt w Graph I Payment Summary CL 9 300 00 AE 6 437 00 DI 50 00 f MC 2 329 00 VI 12 639 00 Right click on graph to print or export gt print report export to Excel Payment Type Payments Total Revenue Type Percentage AE 34 6 437 00 27 87 cL 1 9 300 00 0 82 DI 1 50 00 0 82 MC 15 2 329 00 12 30 VI ral 12 639 00 58 20 a2 An Fee an The Graph section can be shown or hidden depending on the user s choice 5 records returned EJ view results only page pa EJ Show Graph t gt print report gt export to Excel Payment Type Payments Total Revenue Type Percentage AE 34 6 437 00 27 87 cL 1 9 300 00 0 82 DI 1 50 00 0 82 MC 15 2 329 00 12 30 VI 71 12 639 00 58 20 122 30 755 00 All graphs can be printed or exported as an image or PDF by right clicking the graph image Or if using mobile devices an icon
Download Pdf Manuals
Related Search