Generating reports

Last updated: 2023-02-23

Staff can generate default system and WisDOT custom reports.

Info: Reports can be generated immediately, or scheduled for either a later date or time, or a combination of both. Reports can be saved and printed at a later time. Use the "Enable Scheduling" option to schedule a report to be run at a later date.

1. From any component, select Open Global Actions Menu | Generate Report located at the top of the screen.
   
   
   
2. On Generate Report screen 1 of 5, search for and select the report. Note that there are 3 different types of reports produced in the system:
   • Basic report - report output in PDF format
   • XLS report - report output in XLS spreadsheet format
   • All database records report - report is run against all records in the database (criteria selection is required) and is denoted by (*) in the report name.
   • Screens 2-5 may change based on the report type.
     
     
     
3. Generate Report, screen 2 of 5, varies based on the report type selected. After selecting data, click on the right arrow to go to screen 3.
   • Basic or XLS report - The user select specific records for the report output. For example, select multiple DWRs for a date range, multiple diaries for a date range, or multiple change orders.
     
     
   • All database records report - The user MUST select one record on the list (not ALL records) to create the report.
     
     
     
4. Generate Report, screen 3 of 5, appears only when staff are required to select report parameters including what subreports to print, begin and end date range for the report, or if the report should be run at statewide or region level. Make the appropriate selections and click on the right arrow to go to screen 4.
   • Report example with parameters:
     

     Info:
     Manually enter Begin and End Dates in this format with the "/".
     MM/DD/YYYY
     The date picker option (selecting a date from the calendar) does not work consistently.
     

     
   • Report example without parameters:
     
     
     
5. On Generate Report, screen 4 of 5, staff are prompted to select the report output type.
   1. Output Type – Select “Generate as PDF”.
      

      Info:
      If the "Generate as PDF" option results in this error, go back to screen 4 of 5 and select "Download PDF" to rerun the report and place the output results as a PDF file in the \Downloads folder.
      
      

   2. Report Layout Source – Select “Custom” to use the custom WisDOT report template.
   3. To generate the report, choose from the options below:
      1. To schedule the report to run later, click on the right arrow to go to screen 5.
         OR
         
      2. Click <Execute> to generate the report immediately.
         
         
         
6. If the option to schedule the report was selected, complete the required fields below on Generate Report, screen 5 of 5.
   1. Click <Enable Scheduling> to schedule the report.
   2. Select the appropriate Schedule Frequency (e.g., Once, Daily, Weekly, Monthly) followed by a start time.
   3. Click the <Calendar> button to select a Run on Date followed by how often to run the report. An expiration date can be set.
      
      
      
7. The report will open in a new browser tab. Print or save the report.
   

 

Info: If the Generate Available Data Output checkbox is checked on screen 4 of 5, a report containing all the parent entities, child entities, fields, data types, and data values used to create the base report will be generated. This report is used by the system administrators.