How to create and customise the online reports/templates and change the tags?

Reporting in Schedule it ONLINE


Reports are simple files where you can control the layout/look of the data which is reported on. You use Filters to control the data in your reports. Tags are inserted into the report, which are replaced with real data once the report is run. All the available tags you can insert are shown at the bottom of the report editor when you are editing a report. You can edit reports from your Account Settings page, then press Edit Reports.

It is recommended you start with a sample that closely matches the layout you need then it can be copied and modified to fit your needs, rather than starting from an empty page and building the report from new.


Report Sections


You can style the page as you need but the data is built on 2 main sections and the tags are only used in these sections:

1, The ResourceLoop section can only be included once per report and will be repeated for each Resource being reported on, or selected in your Resource filter. Tags in this section generally start with SI-R (a Schedule it resource). Reports can just include this section if no event data is need, for example this report will create list of resources with their name and email address. This is a Resource Only report.

{{ResourceLoop}}
{{SI-R-Name}}, {{SI-R-EmailAdd}}
{{ResourceLoopEnd}}


2, The EventLoop section can only be included once per report and will be repeated for each Event being reported on, or selected in your Event filter. Tags in this section generally start with SI-E (a Schedule it event). Reports can just include this section if no resource data is need, for example this report will create a list of events with their title and start date. This is an Events Only report.

{{EventLoop}}
{{SI-E-Title}}, {{SI-E-DateStart}}
{{EventLoopEnd}}



It is possible to join these 2 main section and have a report that list resources with some details, and includes the events for that resource. In this example the report will have a section for each resource and under the resource name will be a list of all events tagged to that resource, below the list of a events will be a total of all the events hours. This is a Resource and Event report.


{{ResourceLoop}}
{{SI-R-Name}}
{{EventLoop}}
{{SI-E-Title}}, {{SI-E-DateStart}}
{{EventLoopEnd}}
SI-R-TotalResourceHours}}
{{ResourceLoopEnd}}




Report Editing

Our editor allows you to change the style and layout of your report templates just like a standard text document. To add extra data fields, set your cursor position where you want to add it, then pick from the list of available data fields shown at the bottom of the editor, then press Insert to insert the select data tag at your cursor position.

All Resource tags must be in-between the text {{SI-Resourceloop}} and {{SI-ResourceloopEnd}}. All Event tags must be in-between the text {{SI-Eventloop}} and {{SI-EventloopEnd}}.







Report Filters


When running any report the filter you have applied in your current view will be used. If you Save a filter, you can also have this automatically selected when you run the report. For example you could have a filter that only shows Holiday events for 2019 and a report layout with just the information needed for your Holiday reporting, selecting this Holiday report will auto select the Holiday filter. This allows you to fully customize the data shown in each report down to a subset of resources and events.

To save a filter, choose Search/Filter from the Schedule menu, set your filter criteria, and press Save. The name you give your Filter can then be selected in the report editor for any report.




Report Formulas


Whilst there are a number of built-in tags to give total hours, number of resources tagged etc, you can include mathematical formulas of your own to calculate values based on your report data. Once the report is created and all tags replaced with your data, then any calculations are run.

Some examples:

To get the events percent completed value as a fraction of 100 rather then a whole percentage you divide the events percentage value by 100. This is the tag to use:

SI-Calc{{{SI-E-Completed}} / 100}

To get the events price in pence/cents you can multiple the price by 100. This is the tag to use:

SI-Calc{{{SI-E-Price}} * 100}

Whole numbers only... (Other math functions round, floor, ceil, cos, sin, tan, scrt, log, abs)

SI-Calc{round({{SI-E-Price}})}


If you are storing the number allowed holidays in a resources details (information box 4) you can use a report (filtered for just Holidays) and show the days remaining. It takes the number found in the resources details field 4 and minuses the total events in the report for that resource. This is the tag to use:

SI-Calc{{{SI-R-Data4}} - {{SI-R-TotalResourceEvents}}}


Calculate a total cost of an event based in its hours duration and any fixed cost value you want to include in your report. This is the tag to use:

SI-Calc{{{SI-E-DurationH}} * 75.50}


Calculate the average number of events per day based on the days being reported on:

SI-Calc{{{SI-TotalReportEvents}}/{{SI-ReportDays}}}



Show the rate/cost of an event based on a resource price(from a resource in group 282) and event duration:

SI-Calc{({{SI-ResLoop}} {{SI-Show(282)}} {{SI-R-Price}} {{SI-ResLoopEnd}} * {{SI-E-DurationH}})curr}

...then add this cost to an internal store...

SI-Calc{store-add(SI-ResLoop}} {{SI-Show(282)}} {{SI-R-Price}} {{SI-ResLoopEnd}} * {{SI-E-DurationH}})}

...then at the end of the resources events show the total, less any event costs/adjustments...

SI-Calc{store-get+{{SI-R-TotalResourceCosts}}}


Return difference between total booked hours and available hours only if the value is more than zero...

SI-Function[if(({{SI-R-TotalResourceHours}}-{{SI-R-AvailableWorkingHours}})>0){({{SI-R-TotalResourceHours}}-{{SI-R-AvailableWorkingHours}})}else{0}]



Last updated on Jan 16, 2018
Schedule it Ltd
/faq/10807/how-to-create-and-customise-the-online-reports-templates-and-change-the-tags

Subscribe to our newsletter and receive our free scheduling tips and articles to help you improve the planning in your business. Unsubscribe anytime.

GET STARTED RESOURCES
Login Support and Help
Register Blog
Features Privacy Policy
Online Pricing Terms and Conditions
On-Prem Pricing Industry Sectors
Latest Version Reviews and Feedback
Live Webinar Status
APPS POPULAR SEARCHES
Web App Team Scheduling
iOS App Employee Planning
Android App Customer Scheduling
Zapier App Engineer Scheduling


Start Your Free Trial Today



Copyright © 2003-2020 Schedule it Ltd. All rights reserved.
Schedule it on LinkedIn   Schedule it on Twitter   Schedule it on YouTube   Schedule it on Facebook
Join Us - Live Webinar