The first step in creating a custom report is to determine what criteria is needed to locate the list of records and then create the report layout. The following example contains the steps for creating a People report by district for people records that have been entered into the IQ database during a specific date range. The report data will be sorted by Full Name and will only include people records within a specific congressional district. Contact your IT Consultant for assistance with creating other custom reports in IQ.
How to create a custom People report from a new criteria based list:
Click the People module tab and click the Lists submenu link.
Select the Add List action. IQ displays the Review Query panel in the List Record page.
Click in the Name field and type "People by District".
Type "Report includes full name, address, phone and comments" in the Description field.
Click in the Usage field and select "Detail Report SQL"
Click in the Template field and select "Draft Template"
Click the Edit Query tab and select the Edit button located in the right frame.
Select Fields for People in the left frame to display a list of fields and select Entered Date.
Click in the Condition field and select "Greater Than or Equal To"
Leave the Value field empty. This allows the user to select a date when running the report rather than having a predefined date that must always be changed prior to running the report.
Click the Next button. IQ displays the first line of the query on the right side of the Edit Query panel.
Select Fields for People and select Entered Date.
Click in the Condition field and select "Less Than or Equal To".
Leave the Value field empty.
Click the Next button. IQ displays the second line of the query on the right side of the Edit Query panel.
Select Address in the Add New Query Lines frame below the Fields for People option.
Select Congressional District from the list of Address fields and accept the default values for How Many and Condition.
Type "VA11" in the Value field and select the Save button.
Click the Screen Builder tab and select the Edit button next to the first query line.
Click in the Usage field and select Prompt for this value.
Click in the Screen Prompt field and type "Start Date"
Click in the Field Depth field and select Single Valued
Type "Enter the Start Date for the created date for People records" in the Tool Tip field.
Select Required field in the Empty Value Rule field.
Click the Next button to go to Screen Builder Line 2.
Click in the Usage field and select Prompt for this value.
Click in the Screen Prompt field and type "End Date".
Click in the Field Depth field and select Single Valued.
Type "Enter the End Date for the created dated for People records" in the Tool Tip field.
Select Required field in the Empty Value Rule field.
Select the Save button.
The above new "People by District" custom report will appear under the Reports submenu link in the People module.