DataViewer empowers the user to access and analyze detailed records and refine dispensary information to help you complete your reporting and research needs.
Accessing DataViewer
To access DataViewer:
- Select Modules and DataViewer or press (KEYBOARD: ALT + O then ALT + 5)
- Then enter your PIN
Dataviewer Explained
DataViewer is broken down into 3 main sections
- Report Categories
- Report Panel
- Report Display
- Report Categories
To run a report, select it from the list of Report Categories located on the left hand side of the screen.
When you select a category, that section will expand and show you the list of reports under that category.
Select the report you wish to run and you will see the Report Panel populate with the name of the selected report.
If you have custom layouts created for the selected report you will be asked to choose which layout you want to use:
- Reports Panel
The Reports Panel is located in the top section of every Data Viewer report.
Below you will see an explanation of each of the elements within the Reports Panel:
Report Date Range
This is used to enter a ‘From Date’ and a ‘To Date’ as search criteria
Favourite
This is used to save the report to the Favourite section in Report Categories.
Run Report
This is selected to run the selected report
Select Columns
This is used to Add or Remove columns from the selected report.
Clicking Select Columns will bring up the column chooser window:
Here you can:
- Show All - this will make every column visible
- Show Selected Only - this will make visible only the columns you have ticked
- Hide - this will hide the columns you have ticked
- Show - this will make visible the columns you have ticked
Toggle Best Fit
This is used to expand/collapse the viewed search criteria to best fit the width of the screen
Search Results
Clicking Search Results will show / hide the Search Box.
This can be used to search for a key phrase/word from the search results to further refine the search.
Type in some text and press (KEYBOARD: ENTER) or click Find and the system will filter the list of results to only show rows that have a match.
To show all results once again, click Clear.
Print Report
This is used to print out the finished selected report.
Clicking Print Report will open the Print Preview screen.
Here you can use the mouse to manually adjust the margins of the page and of each column to get the best fit.
N.B. if you wish to add / remove columns from the Print Preview, use the Select Columns function
Edit Filter
Edit Filter is used to add very specific filters to the report results.
Clicking Edit Filter will display the Filter Editor screen.
For more information on this advanced functionality please view the associated Training Video.
Clear Filter
This is used to clear any filters that have been applied to the report
Schedule
This is used to schedule a report to run Daily, Weekly or Monthly. It can be formatted in either Excel or PDF and is sent by email.
Please contact Touchstore Support so the relevant background service can be setup to allow DataViewer to email reports out.
Export to Excel
This is used to export the report to a file in Excel format.
Export to PDF
This is used to export the report to a file in PDF format.
Save Changes
This is used to save the layout of the report. Any filters that have been applied to the report will automatically apply whenever this specific report is run. The Filters can be removed by selecting clear filters and again saving the original layout.
Export To Text
This is used to save the report to a file in Rich Text Format format.
Save as New
This is used to save the report under a new name to encompass the changes/alterations made for quick access. The Saved report will become available in the original report category and can be selected when the "base" version of the report is selected to be run.
N.B. ensure to give the layout a meaningful name!
Export To Web
- This is used to export the report to a file in HTML format.
- Report Display
This section of DataViewer is where the generated report will display.
Adding/Removing totals to a Dataviewer Report
After running a report it is possible to add a numerical SUM/COUNT/AVG function at the bottom of the Report Display section.
To do this:
- Locate the column that you want to add a function to
- Columns with only text in them are not suitable - only columns with number values should be used
- Right click the space below that column.
You will be given the option to:
- SUM - add up the values in each cell and give a total at the bottom
- MIN - display the smallest value found in that column
- MAX - display the largest value found in that column
- COUNT - display a count of the number of rows
- AVERAGE - display the value across all rows
- NONE - remove the function that was previously selected, if any
