Click the ExpressView option and the screen changes to the report designer. A tutorial dialog pops up and you should watch it at least once. For now, click the Skip Tutorial option.
The database icon is now active. It shows a list of data sources, organized into general categories (Events, Membership, Money, etc.) The Membership category has been expanded to show various types of member data (Contact Log, Interest Members, etc.) The Interest Members sub-category has been expanded to show individual fields that are available from the database.
We have created these data sources and field lists to shield you from the internal complexity of the database. Where information must be collected from multiple sources, this work has been done for you. We have also hidden the internal information used by ClubExpress so that you only see your actual data.
The icons at the top allow you to filter the available field list to show only alpha, number, date/time, or other fields. Each icon is a toggle. Click once to activate and highlight; click a second time to deactivate.
You can select data fields from multiple categories and sub-categories and drag them over to the workspace.
To begin, let’s create a simple tabular report about your members’ interests. Click on the arrow to the left of Membership to see a list of available fields and drag over Interest Category name and Interest Name. Then pull down the Interest Members fields and drag over the Member’s Full Name, Mobile Phone and Email. The workspace now looks like the following:
The ExpressView Designer is showing a column for each data element. It displays a Totals panel at the bottom, showing “Count” formulas only because this is text data that cannot be aggregated any other way.
- Run - Switch to Live Data mode, where the report is designed using actual data rather than placeholders. In Live Data mode, the categories and fields panel on the left is unavailable.
- Save - Save this report. A panel appears on the right side allowing you to enter and name, description, and folder for the report. Click Save Report Info to complete the save.
- Export - Export this report. A drop-down menu appears to select the format and to customize settings.
- Refresh - Refresh the data shown. Only active when Live Data is enabled.
- Report Display Options - Control how report sections are shown in Live Data mode.
- Show Visualization - Display a visualization chart based on the data added to the report.
When you select Live Data mode, all panels disappear or are grayed out and the actual report appears.
Click a heading to see options to edit the heading text or change the sort order. You will also see the Style panel on the right side of the screen, to change the appearance of this heading.
Note that these choices are also available by right-clicking on the column heading.
Click an item in the Report Totals section near the bottom of the report to see a drop-down menu like the following, which allows you to change what total value appears.
When you create groups, arrows on the right side of each group allow you to collapse that group, hiding the details and showing totals only, or to expand the group and show all detail rows.
On the right side of the screen are a series of icons which, when clicked, open different configuration panels. These options may also be selected when you select a section of the report itself or one of the options in the popup wheel.
See Managing ExpressView Reports