Lesson 1: The Basics

Lesson 1-1 - Designing a List of Shipping Countries Report

1. From the ReportList.aspx page Click on "Design a New Report".
2. Under the "Data Sources" tab - Click on the drop down arrow and choose "Orders"
3. Under the "Fields" tab - Click on the drop down arrow and choose "ShipCountry". Leave the "Description" box as it is. (this will be discussed in another lesson).
4. Click on the "Preview" tab to see the Izenda report you just created.
5. Click on "Save as" tool bar button, name your report, for example "Lesson 1-1", and enter the category you want the report to be shown under, for example "Training", click ok. Now you have a saved Izenda report.

Figure 1. Screen shot from report made in Lesson 1-1

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Lesson 1-2 - Adding additional fields, using field functions, using field formats, & sorting the data.

1. If you did not just complete lesson 1-1 then you will need to load it. This can be done from the reports list or report designer. It will be under the "Training" category and labeled "Lesson 1-1". In report designer just click the name. In reports list you click the pencil next to the name and this will load the report in report designer.
2. Let's add some more information to the report. Click the fields tab.
3. In the bottom most row under the field label, select "ShipCity" from the drop down box
4. I'd also like to see the "Order ID" & "Freight". Repeat Step 3 but select "Order ID" and then "Freight".
5. The freight field is a dollar amount so select the "$0.00" format from the format drop down box.
6. Click Preview. You will see the fields have been added.
7. I'm interested in the number of orders to each city and the total freight spent shipping the orders. To see this information we need to add some functions to the fields.
8. Click the "Fields" tab.
   
9. Next to the "OrderID" field select "count" from the function drop down box. This will count the number of order IDs from the previous report. Let's change the description to "Orders" by entering that into the description textbox.
   
10. **Notice that when a function is selected all of the fields default to using the group function.
11. Next to the "Freight" field select "sum" from the function drop down box. This will sum the freight. Let's change the description to "Freight" by entering that into the description textbox.
12. Click the "Preview" tab. Now let's sort the data alphabetically by country.
    
13. Click on the "Fields" tab. Then click on the "sort a-z" checkbox on the same row as the "ShipCountry" field.
    
14. Click the "Preview" tab. Now the data is sorted. Let's save the report.
    
15. Click on the "Save as" tool bar button, name your report, for example "Lesson 1-2", and enter the category you want the report to be shown under, for example "Training", click ok. Now you have a saved Izenda report.
    

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Lesson 1-3 Visually Grouping & Subtotal Function

1. If you did not just complete lesson 1-2 then you will need to load it. This can be done from the reports list or report designer. It will be under the "Training" category and labeled "Lesson 1-2". In report designer just click the name. In reports list you click the pencil next to the name and this will load the report in report designer.
2. Notice how some countries have multiple cities listed. We can visually group by the country and have a cleaner report. Click on the "Fields" tab.
3. Click the "VG" check box in the "ShipCountry" field row. Note: When using VG it must be the first field in the fields tab. If the field you select to Visually group by is not the first field then use the up arrow icons to make it the first field.
4. Click the "Preview" tab. Now the data is sorted by the Ship Country. Let's add subtotals for each Ship Country.
5. Click the "Fields" tab.
6. Select "Sum" from the "subtotal" dropdown box.
7. Click the "Preview" tab. Subtotals have been added. Let's save the report.
8. Click on the "Save as" tool bar button, name your report, for example "Lesson 1-3", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.
   

Figure 3. Screen shot from report made in Lesson 1-3

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Lesson 1-4 Adding a Summary and a Title

1. If you did not just complete lesson 1-3 then you will need to load it. This can be done from the reports list or report designer. It will be under the "Training" category and labeled "Lesson 1-3". In report designer just click the name. In reports list you click the pencil next to the name and this will load the report in report designer.
2. There is a lot of data here so let's add a summary. Click the "Summary" tab.
3. Under the "Fields" dropdown - Click on the drop down arrow and choose "ShipCountry".
4. I'd also like to see the total number of "Orders" & "freight" cost in the summary. Repeat Step 3 but select "Order ID" and then "Freight".
5. For the "Ship Country" field select the "group" function and select the "sort a-z" checkbox. This will group the data together by country and sort the data alphabetically.
6. For the "Order ID" field select the "count" function and change the description to say "Orders". This will count the number of Order IDs for the country.
7. For the "Freight" field select the "Sum" function and the "$0.00" format. Change the description to say "Freight". The will sum the freight for all orders sent to each country.
8. Let's add a grand total so we can see how much business we have done. Select the "Add Grand Totals" check box.
9. Click the "Preview" tab. You will have to scroll down to the bottom to see the report.
10. Let's move the summary to the bottom of the report. Click on the "Style" tab.
11. Scroll down until you see the report order. Click on the down arrow next to "Summary" until it is below "Details". Now it will be at the bottom of this report. Let's also add a title.
12. Click on the "Misc" tab. In the "Title" text box enter "Orders and Freight By City and Country"
13. Click the "Preview" tab. Now the Report is Titled and in the order I want. Let's Save it.
14. Click on the "Save as" tool bar button, name your report, for example "Lesson 1-4", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 1-5 Exporting a Report

1. If you did not just complete lesson 1-4 then you will need to load it. This can be done from the reports list or report designer. It will be under the "Training" category and labeled "Lesson 1-4". In report designer just click the name. In reports list you click the pencil next to the name and this will load the report in report designer.
2. Click on the Excel button on the tool bar.
3. You will see a box that asks "Do you want to open or save this file".
4. Click "Open".
5. Now you will see a "web" version of the report.
6. Click file, save as.
7. Decide where you want to save the file and name the file.
8. Change the "Save as type" to Microsoft Excel Worksheet.
9. You now have an Excel document which shows the information on your PC Lesson 1-4 report.