Report Configurations

Report configurations allow you to create custom report types in the RALS™ SYSTEM and combine data that are not available in any single data table. Report configurations can be used to create custom queries, define how data are displayed, create aggregate columns, add summary rows, and split data into separate tables.

See Supported Resource Types for more information about the scope of this reporting feature.

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Supported Resource Types
Default Reports
Institution Access
Adding
Editing
Cloning
Deactivating or Deleting
Splitting
Aggregated Reports and Custom Columns
Summary Rows
Fields

Supported Resource Types

Currently, report configurations can include data from the following resource types:

Default Report Configurations (Templates)

A default report configuration is a pre-defined report template.

Default report configurations are read only; they cannot be edited nor cannot be deleted.

The following default report configurations are available in the RALS™ SYSTEM:

Institution Access

Report configurations are a system-wide resource without any institution identity.

Adding

Report configurations can be added. See Add Fields for more information.

Editing

Report configurations can be edited. See View or Edit Details Fields for more information on editing a report configuration.

Cloning

Report configurations can be cloned. All values will be copied, except:

Field Notes
Name You will be prompted to enter a new one
Active Will be set to true, even if cloned from a deactivated report configuration
Default Will be set to false, even if cloned from a default report configuration

Deactivating or Deleting

Report configurations can be deactivated.

Splitting

Reports can be split into separate tables based on any groupable attribute in the dataset. A separate data table will be displayed in the report for each unique permutation of values in the dataset from the selected Split By attributes.

Aggregated Reports and Custom Columns

Enabling aggregation on a report allows you to create custom columns, consolidate rows, and make calculations. There are two types of custom columns:

For each custom column, the following must be defined:

Field Name Notes
Name Must be unique for the report; must contain 1-128 characters; the following characters and strings are prohibited: [ ] “-root”
Type Aggregated or calculated
Aggregated Columns

An aggregate column will display a count of items in the dataset that match a certain filter criteria.

When creating an aggregated column, you must set the filter criteria:

Field Name Notes
Filter A filter can be created from any attribute in the dataset that is not reliant on instutition access or certification group access
Calculated Columns

A calculated column allows simple calculations based on aggregated columns.

When creating a calculated column, you must create an equation by defining the following:

Field Name Notes
Supports Filtering During Report Creation When enabled, the custom column will be filterable after the report is generated
Equation Used to calculate the numeric value to be displayed in the custom column; an equation can be defined using aggregate and custom columns; see equation limitations for details
Select Column to Insert into Equation Clicking on an item in the list will insert it into the equation field at the cursor’s location
Number of Decimals Values will be rounded to the selected number of decimals
Suffix Appended to the end of the calculated value; unit of measure for the value
Equation Limitations

Valid equations follow the following rules:

Aggregated Report Display

A report with aggregated or calculated columns will display:

Summary Rows

When enabled, summary rows for sums and averages will be displayed at the bottom of each data table in the report. You can choose to display a sum or average for any numeric column in the dataset. There are two types of summary rows:

Field Description
Sum Displays a sum of the data values in the selected column(s)
Average Displays the mean of the data values in the selected column(s)

Fields

Report configuration fields are located in the following places in the RALS™ SYSTEM:

Data Table Fields

When viewing report configurations in a data table, the fields are defined as follows:

Field Notes
General
Key Unique identifier
Active Indicates whether the report configuration is currently active in the RALS™ SYSTEM
Default Indicates if the report configuration is a default configuration (i.e., a template)
Name Name for the report configuration
Primary Resource Starting point for collecting data for the report; all other data stems from this resource
Resource Types List of the resource types that will be included in the dataset
Notes
Notes Open text field that can be used at the user’s discretion
Add Fields

When adding a report configuration, the fields are defined as follows:

Field Notes
General
Name Name associated with the report configuration; must be unique
Primary Resource Starting point for collecting data for the report; all other data stems from this resource
Configuration
Related Data Additional resource included in the dataset by one of the primary resource’s fields; the primary resource can have multiple connections; broadens the report’s ability to include columns and filters from resources outside of the primary resource; you can select from resources for which you have read or manage access
Columns Columns/attributes that will be part of the dataset
Filters Filters that will be available as criteria when generating the report
Splitting
Split By Attributes that will be used to split the dataset into separate data tables; options include all groupable attributes in the dataset
Aggregation
Aggregate Data Enables the report to consolidate data into aggregate rows
Group By Attributes that will be consolidated into aggregate rows; options include all groupable attributes in the dataset
Columns
Columns Defines which columns are displayed on the report and in what order; if aggregate data is enabled, see custom columns for more information; if aggregate data is not enabled, all columns included in the dataset will be displayed
Filter Defaults
Filter Defaults Default values for the filters that will be available when generating the report; filters reliant on instutition access or certification group access are not available
Summary Rows
Columns to Sum Defines which columns to sum; options include all numeric columns included on the report
Columns to Average Defines which columns to average; options include all numeric columns included on the report
Notes
Notes Open text field that can be used at your discretion
View or Edit Details Fields

When viewing or editing a report configuration details record, the fields are defined as follows:

Field Notes
General
Name Name associated with the report configuration; must be unique
Default Indicates if the report configuration is a template (i.e., a default configuration)
Configuration
Primary Resource Starting point for collecting data for the report; all other data stems from this resource
Related Data Additional resource included in the dataset by one of the primary resource’s fields; the primary resource can have multiple connections; broadens the report’s ability to include columns and filters from resources outside of the primary resource; you can select from resources for which you have read or manage access
Columns Columns/attributes that will be part of the dataset
Filters Filters that will be available as criteria when generating the report
Splitting
Split By Attributes that will be used to split the dataset into separate data tables; options include all groupable attributes in the dataset
Aggregation
Aggregate Data Enables the report to consolidate data into aggregate rows
Group By Attributes that will be consolidated into aggregate rows; options include all groupable attributes in the dataset
Columns
Columns Defines which columns are displayed on the report and in what order; if aggregate data is enabled, see custom columns for more information; if aggregate data is not enabled, all columns included in the dataset will be displayed
Filter Defaults
Filter Defaults Default values for the filters that will be available when generating the report; filters reliant on instutition access or certification group access are not available
Summary Rows
Columns to Sum Defines which columns to sum; options include all numeric columns included on the report
Columns to Average Defines which columns to average; if aggregate data is enabled, options include all numeric columns included on the report
Notes
Notes Open text field that can be used at your discretion