<p>If the report you need is not already available, the 'Guided Reports' Wizard will walk you through creating a custom report.</p>
-
<ul>
<li>Go to the 'Reports' module (usually under 'More' in your Global Nav)</li>
<li>Choose 'Guided Reports' under 'Guided Reports Wizard'</li>
<p>Answer the 6 questions presented in order to create your report.</p>
<p><strong>Step 1: Choose a Module to Report on</strong></p>
+
<ul>
<li>Choose a Koha module to build a report on (patrons, circ, cataloging, etc)</li>
<li>Click 'Next'</li>
</ul>
<p><strong>Step 2: Pick a Report Type</strong></p>
+
<ul><li style="color: #990000">IMPORTANT: Only Tabular should be chosen with this option</li></ul>
+
<p><strong>Step 3: Select Columns for Display</strong></p>
+
<p><strong>Step 4: Select Criteria to Limit</strong></p>
+
<ul><li>This is optional, if you don't want to limit results by any one field, just leave this section blank.</li></ul>
+
<p><strong>Step 5: Pick which columns to perform mathmatical functions on</strong></p>
+
<ul><li>This is optional, if you don't want to do any math on the results, just leave this section blank.</li></ul>
+
<p><strong>Step 6: Choose how you want the report ordered</strong></p>
+
<ul><li>This is optional, if you want the results to come out as they are in the table, just leave this section blank.</li></ul>
<h1>Edit Reports</h1>
<ul><li><em>Get there:</em> More > Reports > Guided Reports > Use Saved</li></ul>
-<ul><li>To edit a report click 'Edit SQL' beside the report</li>
-<li>A page with editable fields will open so that you can change the title, notes and SQL related to the report</li></ul>
-
+<ul>
+<li>To edit a report click 'Edit SQL' beside the report</li>
+<li>A page with editable fields will open so that you can change the title, notes and SQL related to the report</li>
+</ul>
<h1>Questions</h1>
-<p><strong>Can I have reports run on a schedule?</strong></p>
-
-<p>Yes, you can use the Task Scheduler tool.</p>
-
-<ul><li><em>Get there:</em> More > Tools > Task Scheduler</li></ul>
-
<p><strong>Is there a repository for reports?</strong></p>
<p>There is a page on the Koha Wiki: <a href="http://wiki.koha-community.org/wiki/SQL_Reports_Library" target="_new">http://wiki.koha-community.org/wiki/SQL_Reports_Library</a> with reports written by Koha libraries around the world.</p>
<p><strong>Can I have run-time defined parameters?</strong></p>
<p>Yes, you can: there is a specific syntax that Koha will understand as 'ask for values when running the report'. The syntax is <<Question to ask|authorised_value>>.</p>
+
<ul>
<li>The << and >> are just delimiters. You must put << at the beginning and >> at the end of your parameter</li>
<li>The <strong>Question to ask</strong> will be displayed on the left of the string to enter.
-<li>The <strong>authorised_value</strong> can be omitted if not applicable. If it contains an authorised value category, or <strong>branches</strong> or <strong>itemtype</strong> or <strong>categorycode</strong>, a list with the Koha authorised values will be displayed instead of a free field</li>
+<li>The <strong>authorised_value</strong> can be omitted if not applicable. If it contains an authorised value category, or <strong>branches</strong> or <strong>itemtype</strong> or <strong>categorycode</strong>, a list with the Koha authorised values will be displayed instead of a free field. If the authorised value is <strong>date</strong>, a date selector button will be added after the input field</li>
</ul>
+
<p>Note that you can have more than one parameter in a given SQL</p>
+
<p>Note that entering nothing at run time won't probably work as you expect. It will be considered as "value empty" not as "ignore this parameter". For example entering nothing for : "title=<<Enter title>>" will display results with title='' (no title). If you want to have to have something not mandatory, use "title like <<Enter title>>" and enter a % at run time instead of nothing</p>
+
<p>Sample :</p>
+
<ul><li>SELECT surname,firstname FROM borrowers WHERE branchcode=<<Enter patrons library|branches>> AND surname like <<Enter filter for patron surname (% if none)>></li></ul>
+<p><strong>See the full documentation for Custom Reports in the <a href="http://manual.koha-community.org/3.6/en/reports.html#customreports">manual</a> (online).</strong></p>
+
[% INCLUDE 'help-bottom.inc' %]