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Our Reporting Goals

Our Reporting Goals. 1. Add flexibility to report appearance. SITESPLUS 2010 “Ugly” Report. Our Reporting Goals. 1. Add flexibility to report appearance. 2. Update Output Formats. SITESPLUS 2010. Text. HTML. Word ‘97. Excel ‘97. Our Reporting Goals.

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Our Reporting Goals

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  1. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  2. Our Reporting Goals 1. Add flexibility to report appearance SITESPLUS 2010 “Ugly” Report Presented at the 2014 Gravitec Store Location Conference by James Puffer

  3. Our Reporting Goals 1. Add flexibility to report appearance 2. Update Output Formats SITESPLUS 2010 Text HTML Word ‘97 Excel ‘97 Presented at the 2014 Gravitec Store Location Conference by James Puffer

  4. Our Reporting Goals 1. Add flexibility to report appearance 2. Update Output Formats 3. More report automation for “polished” reports Reduce clerical time and costs 4. Solve annoying report problems. a. Reports that are too wide for the page Presented at the 2014 Gravitec Store Location Conference by James Puffer

  5. Our Reporting Goals 4. Solve annoying report problems. a. Reports that are too wide for the page OK Not OK Presented at the 2014 Gravitec Store Location Conference by James Puffer

  6. Our Reporting Goals 1. Add flexibility to report appearance 2. Update Output Formats 3. More report automation for “polished” reports Reduce clerical time and costs 4. Solve annoying report problems. a. Reports that are too wide for the page b. Pagination of large reports Presented at the 2014 Gravitec Store Location Conference by James Puffer

  7. Our Reporting Goals 4. Solve annoying report problems. b. Pagination of Large Reports What can you do with a huge table like this? Presented at the 2014 Gravitec Store Location Conference by James Puffer

  8. Our Reporting Goals 1. Add flexibility to report appearance 2. Update Output Formats 3. More report automation for “polished” reports Reduce clerical time and costs 4. Solve annoying report problems. a. Reports that are too wide for the page b. Pagination of large reports c. One report per Excel book d. Only one SitePad document open e. Inflexible macro system Presented at the 2014 Gravitec Store Location Conference by James Puffer

  9. New Report “Look and Feel” Full Menu and Toolbar (both hide-able) “Sync” Switch: Synced: Report will update automatically. Limited editing. Unsynced: Report will not be updated automatically. Full editing capabilities. Excel-based Sheet Presented at the 2014 Gravitec Store Location Conference by James Puffer

  10. Convenient Report Tab Tab Closed Tab Open Treeview of available reports is only open when the mouse is over the [Reports] tab. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  11. Report Styles! You can create styles to provide complex formatting: ► Fonts for body, title, headings and footers ► Row colors, alternating if desired ► Gridlines ► Report borders ► Tightness of rows and columns Very flexible and easy to define and change styles Presented at the 2014 Gravitec Store Location Conference by James Puffer

  12. Report Styles! Store List with “Plain Roman 12” style: Presented at the 2014 Gravitec Store Location Conference by James Puffer

  13. Report Styles! Store List with “Yellow Roman 12” style: Presented at the 2014 Gravitec Store Location Conference by James Puffer

  14. Report Styles! Store List with “Blue Roman 12” style: Presented at the 2014 Gravitec Store Location Conference by James Puffer

  15. Report Styles! Totals Report with “Plain Amanda 12” style: Presented at the 2014 Gravitec Store Location Conference by James Puffer

  16. Report Themes! A Theme is a collection of reports with associated styles. “Blue Roman” Theme “Yellow Roman” Theme Presented at the 2014 Gravitec Store Location Conference by James Puffer

  17. SiteCalc ► New look and feel for Windows 7 and 8 ► Working cut / copy / paste ► Broader set of abilities, smarter with reports ► Much larger capacity ► Multiple reports within each workbook ► Modern range of output formats: Excel 8 Adobe PDF Excel 2010 (OpenXML) Comma-separated (CSV) XML Direct email Presented at the 2014 Gravitec Store Location Conference by James Puffer

  18. SiteCalc 2010 SiteCalc after a totals report has been sent to it. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  19. SiteCalc Preserved report style! 2014 SiteCalc after a store report has been sent to it. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  20. SiteCalc New Tab! 2014 SiteCalc after a second report has been sent. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  21. SiteCalc New Tab! 2014 SiteCalc after a third report has been sent. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  22. The “Smarter” SitePad! Solution-1: No more ugly Word documents Report SitePad Document Resizable columns Table with style preserved Presented at the 2014 Gravitec Store Location Conference by James Puffer

  23. The “Smarter” SitePad! Solution-2: Wide reports Report SitePad Document Report is scaled to fit Presented at the 2014 Gravitec Store Location Conference by James Puffer

  24. The “Smarter” SitePad! Solution-3: Really Wide reports (pagination) Smart Page Breaks! Presented at the 2014 Gravitec Store Location Conference by James Puffer

  25. The “Smarter” SitePad! Solution-4: Partial Reports Select part of a report, click on the Word icon, and a partial report is created, retaining correct headings. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  26. Stronger Macro System Better Macro Editor Run from the editor Run one line at a time Print your macro Line numbers Presented at the 2014 Gravitec Store Location Conference by James Puffer

  27. Stronger Macro System Better Macro Controller See which line is running Run one line at a time Presented at the 2014 Gravitec Store Location Conference by James Puffer

  28. Stronger Macro System New Macro Commands THEMEthemenameAllows you to set the current theme STYLEstylename Set the report style EXCELSEND Create an Excel sheet from the report WORDSCALE Set the report to Word, scaled PAGE Start a new page in the document PORTRAIT and LANDSCAPE Set the page orientation GET ? Prompt user for a project filename, then open that file Presented at the 2014 Gravitec Store Location Conference by James Puffer

  29. Stronger Macro System New Macro Commands: Logic FOREACHMODELandENDFOREACHMODEL SITESPLUS will execute all of the command lines between these two commands for every model in your project. Example: FOREACHMODEL REPORT TO WORDSEND ENDFOREACHMODEL These lines will generate a Totals report for every model in your project. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  30. Stronger Macro System New Macro Commands: Logic IFBALANCEandENDIFBALANCE SITESPLUS will execute all of the command lines between these two commands only if the current model is a balanced model. IFPROJECTIONandENDIFPROJECTION SITESPLUS will execute all of the command lines between these two commands only if the current model is a projection. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  31. Stronger Macro System New Macro Commands: Logic IFBALANCEandENDIFBALANCE IFPROJECTIONandENDIFPROJECTION Example: FOREACHMODEL IFBALANCE REPORT TO ENDIFBALANCE IFPROJECTION REPORT PRTO ENDIFPROJECTION ENDFOREACHMODEL Your balanced model will generate this report. All of your projection models will generate this report. Presented at the 2014 Gravitec Store Location Conference by James Puffer

  32. Resulting Report System Macros Reports Themes Styles SitePad SiteCalc Output Formats Word 2003 Word OpenXML Excel XML HTML Adobe PDF Comma-separated-values email Presented at the 2014 Gravitec Store Location Conference by James Puffer

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