Custom Reports

Custom Reports are an easy way to add new report templates that can be used to extract data from ATMS™. A user must have the "Can Edit Custom Report Template" permission set on their account. If selected, this will allow the user to save and edit report templates in the custom report window. Without this permission set, they can still utilise existing report templates to generate reports.

To access the Custom Report Window navigate to the Main Actions Screen and click on the Custom Report button.

There are several settings on the custom report window. Lets have a look at them one by one:

Select Control Group

As we have already seen every piece of data stored about an action or project is entered through a control - whether that is a drop-down list, a text box, a date control, hyperlink or a check box.

These controls are grouped as complete sets and can be used by a project. They are necessary for each action. A user can select the control group that belongs to their project when creating a new report. This will allow them to load all the relevant filters for their project.

Search Report Template

There are two ways a user can create a new report: from scratch or by using existing Report Templates as a start and editing them to their specification.Once all editing is finished the user can provide a new name for their report and save all changes.

Special Filters

In this section the user can specify a range of special filetrs on top of the report builder filters (coming from the control group) that they need to make their report specific to their project. They have the option of:

  • Include Archived
  • Include On Hold
  • Require My Attention
  • Actions Involving Me
  • Actions Involving My Company

Build Custom Report Filter

As we discussed eariler a user can select the control group that belongs to their project when creating a new report. This will allow them to load all the relevant filters for their project.

The filters can be seen under the Build Custom Report Filter section. They work in the same way as when you add an action whether that is a drop-down list, a text box, a date control, hyperlink or a check box.

The Operator column will define how the query the builder will use to display the information selected and the buttons (Set, AND, OR, Clear and Generate Report) will build the query with every control selected.

So for example if we created a report that would need to show us actions created by a specific user on a specific date we would select the relevant filters like so:

  • Created By = Peter Henderson (click SET button to add it to the querry string)
  • Date Raised = 21/08/2009 (click AND button to add it to the querry string)

The query string will look like this: ( Creator = 'Peter Henderson' ) AND ( Created Date = '21/08/2009' )

You can select a report that will show actions from different projects so for example this time we can use the OR button like so:

  • Project = ATMS COMOPS 2008 (click SET button to add it to the querry string)
  • Project = ATMS A1 HAZID (click OR button to add it to the querry string)
  • Project = HSEQ (click OR button to add it to the querry string)

The query string will look like this: ( Project = 'ATMS COMOPS 2008' or Project = 'ATMS A1 HAZID' or Project = 'HSEQ' )

When you are done building your query simply Save your changes and click on Generate Report. The report will appear on a new screen.