Building a Simple Custom Report

Flight Vector offers a Simple Report Builder to help customers create the custom reports they require for their organization. To use this feature, users will need the "Can Create Custom Reports" permission.

 

 

Instructions

1. Navigate to Reports> Customize from the menu bar to access the report editor.

2. Click the green plus (New) button to create a new report.

    

    

3. Add a title and choose an option for what type of information will go on each row.

    

    

   On each row settings change the type of fields available and the way information is displayed.

   1. Request – Each row is unique with a request number.

   2. Request (Split for multipatient) – Each row is unique to the patient. This means requests with multiple patients would have two rows with the same request number and the unique patient name or identifier.

   3. Request (Split for multiasset) – Each row is unique to the asset identifier. The unique value on the report will be an asset identifier.

   4. Request Leg – Information related to each specific leg. (Examples: Date/Time, PIC/Crew, On/Off times and Origin/Destination)

   5. Record Management Entry – Reporting related to patient information and patient fields

   6. Flight Following – Flight Following request reporting

   7. Hospitals – Exporting of information from the Edit> Hospitals dialog

   8. Agencies – Exporting of information from the Edit> Agencies dialog

   9. Scheduled Request - Each row is unique to scheduled requests

   10. Asset – Information from the Edit> Assets dialog (NNumber, Call Sign, Staffing, Air Frame, Availability, Database ID)

   11. Call Sign - Information for call signs

   12. Crew – Information from the Edit> Crew dialog (Names, Crew Type(s), Role, Database ID, Number of Calls, Hours on Calls, Hours on Duty)

   13. Request (Split for multicrew) – Each row is unique to a crew member (Pilot, Paramedic, Nurse, Etc..).

   14. Base Out of Service – Base Out of Service reporting. This is similar to the canned Out of Service Log report, however, only includes Base Out of Service Reasons.

   15. Asset Active/Backup Change – Logs of active and backup asset changes

   16. Call Sign Out of Service – Out of service events for Call Sign Out of Service only.

4. This example is going to build a ‘standard’ report with Request on Each Row. The process is the same for the other types, but the fields available change depending on the row setting chosen.

5. To create a report level filter, select the primary checkbox next to the Filter Type.

   1. Select the options within each Filter Type that should be included in the report.

      1. Checking the checkbox will include the item, clearing the checkbox will exclude it.

      2. Note: Unchecking the primary filter for “Asset”, “Disposition”, “Call Type” will turn off filters for all subsequent values in the respective section.

   2. The screenshot below indicates the following report level filters:

      1. Asset Type

      2. Disposition

      3. Call Type

          

6. To add and editing custom columns, Click the New button (Green Plus) in the middle right of the dialog to add new columns.

   1. Adjust the Contents dropdown to change the type of information contained in the column.

      1. The default for all new columns is Number.

          

         Note: Flight Vector recommends working with data and columns in Excel or similar. The CAD Custom reports export as CSV (Comma Separated Values) and often data is easier to summarize and analyze in programs built to work with data.

         1. Type: Information displayed as counting, percentage or value columns. Value is the most common.

         2. Title: The name of the column as it appears in the header of the report.

         3. Contents: Field to display.

         4. Restrict To: allows for restriction or inclusion of specific values.

         5. Combine By: Options for combining or counting similar values. Most common usage is “One Value…”.

         6. Create count table for column: Options for counting value entries.

            1. Include sum row

            2. Include average row

         7. Combine rows when this column is the same: Combining identical values by row for summarizing.

         8. Time Field: Time related items including options for time differences.

            1. From and To: Time difference calculations. If the “to” field is blank, the column will just be the time that is in the left-hand time box.

            2. Format: Display formatting options such as Date, Time, Date and Time, and Time (Seconds).

   2. Columns can be moved around by clicking the header and dragging left to right to re-order. They can also be dragged down to a second row allowing more fields in the report if they won’t all fit on one line. These reports are best viewed in CSV format with Excel or similar programs.

   3. Click OK on the “Report Creator” window to save the report.

   4. Run the custom report the same way as Canned reports. These can be selected from the report dropdown and will be listed alphabetically below the canned reports.

Report Example: