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Custom Column Reports

Custom Column reports get some of their features from custom reports, some from the advanced exporter, and some that are uniquely their own. Like custom reports, you can choose what information is displayed, define your own filters, and generally build the report from scratch. But instead of using the Report Designer, you drag-and-drop available fields onto the list of fields to be printed, and VSys handles formatting the report and sizing the columns.

Steps in this task

  1. Click on the Custom Column link on the Reports panel.
  2. Optionally, load a built-in or saved report by clicking on the appropriate link or click Cancel to close the report window and start from scratch.
  3. Select the Initial source, which indicates the base data to be used. This may be people, account records, certifications, memberships, trainings, hours, assignments or other records.
  4. Set your filters. These will filter the records being printed (account records, certifications, memberships, etc.) and on the person associated with that record.
  5. Use the Add another filter link to add any additional filters.
  6. Choose Landscape printing to have VSys rotate the paper so it's wider than it is tall.
  7. Check Use multiple lines if needed to have the fields wrap into multiple lines for each record. If this is checked and VSys does wrap fields, it will include a line between each record to make the report easier to read.
  8. Select a font size.
  9. Set your address criteria, if needed. Choose which address types are preferred by setting an order here, and include (any) as the last fallback address type if you want the letter to go to any valid address even if it's not selected here. Then include or exclude incomplete addresses (those missing one or more of an address line, city, state and zip/postal code), and whether people who don't have an applicable address should be excluded or included.
  10. Set your sort criteria.
  11. Choose the fields to be printed. This involves scrolling through the list of pipelines, and the fields in them, on the left, then dragging those fields to the right.
    Re-arrange fields by dragging them up or down on the list.
    Remove a field by dragging it back to the left side.
  12. Edit the title, width, or alignment of any field by right-clicking on it and selecting Edit.
  13. Choose the printer or special device to send the report to.
  14. Click the Print button to run the report.

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Sample: Volunteers with DOB, kiosk and e-mail

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Sample: Account records in a year

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Sample: Awards given in 2008-09

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Sample: Assignments for the next 30 days

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Sample: Hours in the past 30 days

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Sample: Trainings in 2009

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Sample: Kiosk user IDs

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Sample: Assignment crediting details

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In This Section

Custom Column Report Formats

See Also

Reports

Report Concepts

Account Records

Assignment Calendars

Assignment Calendars (RTF)

Assignments Listings Reports

Awards Reports

Comments Reports

Configuration Reports

Demographics Reports

Expiring Certifications Reports

Hours Reports

Hours Summaries Reports

Hours Summaries Grids Reports

Interview Reports

Invalid Addresses Reports

Job Associations Reports

Job Definition Reports

Mandates

Memberships

Others

People Reports

Phone Lists Report

Profiles Report

Program Statistics Report

Recurring Assignments Report

Relationships Report

Security Reports

Sign-in Lists Report

Slot Details

Slot Summaries Report

Summary/Crosstab Reports

Survey Details Report

Survey Summaries Report

Training Reports

Who's Checked In Report

Who's Late/No-show Report

Advanced Reporting Tools

Advanced/Custom Reports