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Report Templates

Report Template Groups

Defining Report Criteria

Using Template Groups to Create Criteria

To streamline the process of creating new criteria, the Millennium Reporter offers a large set of report criteria templates. These templates can be used as the starting point for the creation of new criteria.

The templates contain all the settings, variables, and a minimum set of criteria statements needed to run a report. Each can be run, just as it is presented to you, though it is more likely that you will at least want to make some edits to the criteria statements in order to focus the selection to a particular set of constituents.

To use a Report Criteria Template to create a new report, perform the following steps:

  1. On Millennium Explorer, click Reporting>New Criteria.
  2. Click the name of the template group that contains the template you want to use.

    3. Example: To construct an Events World report, click on the Event template group. A list of the available report criteria templates will show in the display area.

  3. Click the name of the template you want to use. The Report Form opens.
  4. Edit the Report Title if necessary.
  5. Select the report Format/Utility to use with this criteria, if necessary. See Report Form, Formats/Utilities.
  6. Review the default settings for the Combine Names, Remove Spouses, Allow Duplicates, and Include Deceased options and change as needed. See Report Form-Details for more information.
  7. Select the Criteria tab to start constructing criteria statements. See Defining Report Criteria for step-by-step instructions.
  8. If it is necessary to make changes to any of the criteria statements that you have created, select the criteria line and click Edit, or use the Cut and Paste functions to remove a line or move a line to a new position.
  9. To define Report Options for this report, select Options>Report Options.
  10. To set Parameters for this report, select Options>Parameters.
  11. To save the report criteria, click Save or Save As. See Saving the Report for more information.

  12. To run the report from select the Run tab. See Running the Report for more information.

    Note: If you click Run before you save the criteria, you will be prompted to save the criteria before the system runs the report.