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Report Mappings

VETtrak has a huge range of default reports that can be run either through right click menu items on various nodes throughout the software or within the Standard Reports area. 

You may wish to utilise a Custom Report that is a modification of one of the existing standard or built-in reports in VETtrak. In this case, you will need to configure VETtrak to locate and run the custom report file.

To do this, go to the Report menu and select Report mappings.

The Report Mapping wizard will open. The wizard is separated into 3 distinct areas, accessible by pushing the Next and Back buttons:

 

Built-in Report Mappings

The first page of the wizard allows you to add replacements for any of the inbuilt reports that you access by a right-click menu in VETtrak.

A common example of a report of this nature can be seen when right-clicking an enrolment and selecting Show reports:

If you wished to customise the default Confirmation Report in VETtrak, you could then configure this customised report within this wizard.

To map a customised report:

  1. Locate the particular report that your customised version is designed to replace on the left hand side.
  2. Click in the empty box to the right and a small button with three dots will appear ()
  3. Clicking on this button will prompt VETtrak to display a Folder Browser window:

    Within here, navigate to the folder containing the report file

    NOTE: This can differ depending on whether you utilise VETtrak Hosting or run VETtrak locally.
  4. Select the report file, and press the Open button and the path will be placed into the right hand column
  5. Continue to click Next and then Finish to save the mapping

When you next run the report in the usual way, the modified version will display instead of the default one.

 

Award Report Mappings

Mapping Awards allows you to integrate the custom award reports directly into the VETtrak UI for the sake of convenience. You can then prompt an award report to display from places such as the Client ManagerProgramme Manager or even within Data Insights.

The Award Report Mappings area of the report mapping wizard is slightly different, as it requires you to create entries for your Awards based off your needs.

 

To map an Award Report, click the Add () button to add a new report. The Add Award Report Mapping Wizette will open.

  1. Enter the Report Display Name - this should indicate the kind of award it is, and will display in the Show Award menu.
  2. Select what Award Type it is - Certificate, Statement or other. This dictates what kind of awards can make use of this report option. (ie A Certificate award can only run a Certificate type award report)
  3. In the Report file name area, click the button with the three dots (). This will prompt VETtrak to display a Folder Browser window:

    Within here, navigate to the folder containing the report file and select the report file.
  4. Click Open.
  5. Click Next to move on to the next page.

To then run the mapped award report, You can now right-click on an existing award, and select the Show Award option to prompt the report to run:

 

Standard Report Mappings

The third page of the wizard allows you to add replacements for any of the Standard reports that you access within the Standard Report Explorer in VETtrak.


The steps to map a customised report are identical to mapping a Built-in Report:

  1. Locate the particular report that your customised version is designed to replace on the left hand side.
  2. Click in the empty box to the right and a small button with three dots will appear ()
  3. Clicking on this button will prompt VETtrak to display a Folder Browser window:

    Within here, navigate to the folder containing the report file

    NOTE: This can differ depending on whether you utilise VETtrak Hosting or run VETtrak locally.
  4. Select the report file, and press the Open button and the path will be placed into the right hand column
  5. Continue to click Next and then Finish to save the mapping

When you next run the Standard report in the usual way, the modified version will display instead of the default one.

 

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    Tags:
  • Reports
  • Custom Reports
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