Report Builder (Optional)

 

Report Builder is a separate user application that allows you to create your own ad hoc reports using your existing corporate data. Whereas users of the old Valiant Report Writer needed to possess at least an intermediate level of familiarity with Access and the creation of SQL-based queries to create reports, all Report Builder requires is familiarity with the Valiant application’s ”masters” and field names used in normal, every day operations. 

 

Report Builder supports three main types of reports: tables, matrixes, or charts. Creating a report consists simply of dragging the desired data fields into the design page.  There, you can add filters, formulas for calculations, sorting, and format criteria.  After the design phase, run your new report instantly.  You can then modify it or save it as is, export to a different file type such as .csv, pdf, etc., and publish it for use by others in your organization.

Click Report Builder on the Report Engine's Report Builder tab to access the application and display the Report Builder Home page.

Note

If permission for Report Builder is assigned but no reports, you cannot access the Report Builder.

This is because the Report Builder is only available as a tab in My Reporting – which requires at least one report assigned to the role in order to appear in the Report Engine menu.

If Report Builder and at least one report are assigned, My Reporting is available for selection.

When selected, the Report Builder tab is accessible.

 

 

Report Builder Home

 

Important

Report Builder is a separate application with its own time out parameters.  If, after 30 minutes, you do not run a report or start the Report Builder tool, the application will time out and you must log into VIP again.  (There is no time out once inside the Report Builder tool.)

 

The Home page displays a file folder for each Company database.  All reports associated with that database (if any) are included in the folder.

 

 If desired, the user may create additional folders for organizational purposes.

 

When creating reports (.rdl), they may be saved on your local PC.  You may upload these files to the Home page for your own convenience or access by other users.

The folder from which you initiate the upload operation is the folder that will contain the uploaded file. After the upload is complete, you can move the file to a different location.

 

displays additional information about items on the Home page.

 

provides access to the report building process for creating a new report.