25.4. Using the Report Editor
When creating formatted list reports, Arctic will open a drag and drop style report editor that will allow you to add any information you need to the report or remove any unnecessary data included in the report by default. You can also control the look and feel of the report by manipulating font styles and sizes.
Remember when creating formatted lists, these reports are designed to be able to be used "straight out of the box". Which means that no matter what kind of formatted list you chose to create, you can simply give the report a name and then scroll to the bottom of the Report Editor and click "Submit" to save it and you will have a report that you can use immediately. This works well when you first start using Arctic and are unsure what information you might want on the report or how exactly you will use the reports available. As you become more comfortable with the system you can then edit these "standard" reports to include any additional information you need or start a new report from scratch.
Below are some basic instructions on how to create a custom "Trip Roster". These instructions will also give you a basis for understanding the drag and drop Report Editor that will help you when you want to create other Formatted List reports.
To create a Trip Roster:
Step 1: Go to the "Reports" menu and choose "Manage"
Step 2: On the "Browse Reports" page choose the "Formatted Lists" tab. Next click the "Create" icon in the "Trip Roster" section of the tab as shown here:
Step 3: This will open the report editor.
The first part of this page allows you to create a name for the report, assign it to a specific business group or to trips with a specific keyword.
You can also tell it whether you want to include subtrips on the roster and if you want group mode reservations broken down individually or kept together in one reservation listing. For some of the built-in reports, you will also be able to set conditions for the information that will be pulled when the report is run.
As you scroll down the page you will see sections that pertain to the following areas of the report:
Header - This is where you can have the name of the trip, trip guest counts, trip start and end dates, etc., print for the report.
Reservations - In the reservations section, you will be able to set the information you want displayed per reservation on the trip
Guests - The guest section will be where you set the information you want pulled for each guest on the trip.
Divider - This area can can have general information and notes or be left blank to separate the guest list from the guide list.
Guide - The guide section is where you will designate the information you want added to the report pertaining to the guides for the trip.
Footer - You can also set information to be displayed in the footer of the report.
Step 4: To add or change the information appearing in the report, you will see a data palette at the bottom of the screen as shown here:
Each heading in the data palette will open to display the various bits of information that you can add to the report as shown here when reservation is selected:
Notice each bit of information that can be added is in a blue data box. Each of these blue data boxes can be dragged onto the report and dropped in a cell of the table. The blue data boxes correspond to how Arctic will compile the report when you run it -- the data described in the blue box will be inserted into the cell when the report is run.
To remove a blue data box from the report click it and drag it back down to the data palette and this information will be removed from the report.
You can also add text to the report by clicking on a blank cell as shown here:
The cell editor will allow you to add any text you want to the cell you chose. You can also format the text by using the option buttons in the cell editor. If you click the "Merge" button, Arctic will merge the cell with the one immediately to the right of the chosen cell. If you want to merge more than one cell, you can click merge again and Arctic will merge the existing cell again with the one to its immediate right. Once a cell has been merged, Arctic will add an "Unmerge" button to the cell editor so you can undo the merge if you want.
Step 5: Once all of the data has been added and the cells have been formatted the way you wish, you can click "Submit" to save the report.
Once a report is created you can edit it by going to the "Browse Reports" page and clicking the "Edit" button that will be shown next to the report you created.