TABLE OF CONTENTS

The WOS reporting module allows for a variety of reports to be provided. All reports are developed with printing in mind so they can be easily exported and shared with others.

Reports are provided as links from the Reports -> Report Links page. External reports, like the WOS Insight PowerBI or any reports developed in Instalink, can also be included as links in this list of reports.

Report Filters

  1. Available filters are provided in the section to the right of the report

  2. Set the desired parameters and click Preview to load the updated report

  3. To set a multi-select parameter
    1. "select all" will add all the available parameters to the selection
    2. "clear selection" will remove all selected parameters from the view
    3. An individual selection can be removed by clicking the "x"
    4. Clicking in the parameter field will pull up the available list of items and they can be selected by clicking on them one at a time

 

  • - Toggle Print Preview 

    1. Shows how the report will look when the report is printed

    2. Calculates and displays each printed page

    3. ">Enables the page navigation to the left of the print preview button

  • - Export Report

    1. Multiple export formats are available

  • - Toggle Filters

    1. Filters are on by default and will display to the right of the report

    2. Filters can be toggled off for a cleaner page look if desired

  • - Zoom in or out

    1. Increase or decrease the size of the report

  •  - Toggle Report View

    1. Cycle between standard, full report, page width

    2. Double clicking in the report will also toggle on this value 

  • - Search within report contents

    1. Search for and jump to contents within the report

Column Sorting

  1. Column sorting must be configured during the design of the report
  2. Click on the sort icon to cycle between Default Sort, Ascending, Descending
  3. The sort icon will be updated to show the current selected sort


Note: Sorting is not available when the report is in Print Preview.




Report Development

The WOS reporting module allows for reports to be built outside the standard development cycle. Reports can be published and customized without waiting for a release .

A set of Standard reports are published to each WOS site. The reporting module allows for customized reports to be published to a specific site and doesn't require all WOS customers to have the same list of reports.  

WOS Reports will follow a similar vetting process as development of the WOS systems. A WOS Review Team will decide if a report is general enough to be included as a Standard report. Customized reports are possible but will often require the customer to pay for the development time.


Note: WOS Reports will follow a similar vetting process as development of the WOS systems. A WOS Review Team will decide if a report is general enough to be included as a Standard Report. Customized reports are possible but will often require the customer to pay for the development time.