The Customizer screen allows users to take any existing label, report, or receipt format and customize it to their personal liking. The customizer allows the user to change the layout, add fields, remove fields, and even create new aggregated fields. With this feature the user will have the ability to create an unlimited number of layouts for every report so that every type of user can have their own personalized view of the report.

NOTE: For more information on reports, refer to Reports Use section. For information on generating reports, refer to the Generating Reports section.

To create a custom report layout:

Select File > Setup > Customizer from the menu bar to open the Customizer screen.

A new window will open up allowing you to select the report for which you want to create a customization. In the Manager tab, make a selection from the Choose a report drop-down list.

After you select the report you want to customize, the Customizations and Preview sections will be available. The Customization section displays all the available customization for the report and allows you to modify or create new customizations.

Click the New customization link to open the New customization. You will be prompted to name the customization in the New customization name field. Click OK when you’re finished to create a new tab with this name. If you do not want to create a new customization, click Cancel to return to the Customizer screen.

This tab is divided into two sections: The left portion of the tab displays the standard layout of the chosen report, and the right portion displays the properties for the items located in layout display.

The layout portion is divided into the following four sections:

Header: Items placed in this section of the layout will appear on the top section of every page that this report layout generates. The Special Actions portion of the layout allows you to create a grouping expression under its properties. If you click on the Header tag, you will have the ability to click the create a new group under this group link in the properties window. If you click this link, the datawindow.header screen is displayed. In this screen, you can create an expression that will organize the data you retrieve according to the expression specified.

Details: Items in this section display the results of the report. They do not repeat with every page of the report; instead, they are continuous.

Summary: Any items that give totals or are cumulative for the entire report should be listed here, as they will only be displayed at the conclusion of the report.

Footer: Items placed in this section of the layout will appear on the bottom section of every page that this report layout generates.

To delete or copy existing items on the report, selecting the item and right-clicking this will give you the options to Copy and Delete. If an item is selected in the layout, two new buttons will be available in the toolbar. These perform the function to Bring to top and Send to back. Copy makes a copy of the item, Delete removes the item from the layout, Bring to top places the control on the form and Send to back hides the control behind the form.

More than one item can be selected from the layout menu. This allows the user to align these items simultaneously to add consistence to the reports appearance. To select more than one item from the layout at once, hold down the Ctrl key and click to highlight the items.

To modify the location of the items on the form, click and drag the item to the location on the form where you wish to place it.

If you click on the blank form on the top left portion of the layout toolbar or right-click on an empty portion of the form and select New control, you will have the ability to add new controls to the form. These controls include the following:

Text: adds a new label to the form that will allow you to enter any static text. This is usually used to label a column or compound field so the user understands the value.

Column: opens the Choose a column screen and allows users to choose one of the available database columns to add to the report. Database columns are values stores in the database and their descriptions are usually self-explanatory. Click OK when you’re finished to add the column. If you do not want to add the column, click Cancel to return to the Customizer screen.

Compute: opens the Compute screen and allows users to create custom expressions using columns, existing computed fields and system mathematical function. This expression will add a computed column to the form based on the equation specified. The Compute screen is divided into two portions: the expression and items available to create an expression. The expression section displays the current equation under construction for this computed field. Click OK when you’re finished to create the custom expressions. If you do not want to create custom expressions, click Cancel to return to the Customizer screen. The lower portion displays four tabs that allow the user to select the items they want to use to construct the expression:

Columns: allows the user to select available database columns they want to use to construct the expression

Computes: allows the user to use existing computed fields in the construction of the expression.

Functions: allows users to use available mathematical functions available to be used within the expression.

Constants: allows users to modify the appearance of the computed field.

NOTE: The expression must be a valid mathematical expression. To check to make sure the expression is valid, click Check.

Line: allows users to draw a straight line on the form.

Ellipsis: allows users to draw an ellipsis on the form.

Rectangle: allows users to draw a rectangle on form.

Round Rectangle: allows users to draw a rounded rectangle on the form.

Button: allows users to add a button to the form. The user cannot add functionality to the button, but if the user requests it our development team could add functionality.

Image: allows users to add a static image to the form.

Group Box: allows users to add a group box to the form. A group box allows the user to group other controls into a container which has group properties that can be set. This is of limited use to the user, but can be used by our development team to add specific functionality.

Report: allows the user to add an existing report form to this report. Since the reports are divided into parts this allows the user to reuse various portions of existing reports to customize reports. This will make your report customizations consistent in information and appearance.

Save by clicking the Save changes button on the layout toolbar.

To modify the properties of the items on the form, you can select the item and then modify its properties in the properties section. The majority of the items in the form will be Text, Columns, Computed Fields and Child Reports. In the properties section, you have three buttons located on its tool bar; the first button which has two plus (+) images organizing the properties by category; the second has an A – Z image organizing the properties alphabetically; the third button hides/displays advanced properties.

The available properties and their functions are listed below for each:

Text Control

 

 

 

 

 

 

Column Control

 

 

 

 

 

 

 

 

Computed Fields

 

 

 

 

 

 

Child Report

 

 

 

Once a custom layout has been created you will have additional options available in the Manager tab: Rename the customization, Duplicate the customization, Modify the customization, Delete the customization, Export the customization and Affect customizations.

All of the above options are straight forward except the Affect customizations.  The Affect customizations link allows users to set up security rules for the selected customization. Click the Affect customizations link to open the Reports Affections screen.

In the Reports Affection screen, all the security groups set up in the system are displayed.  For the selected customization, the user can select whether the customization is available for that group and/or if it is the default layout.

To filter the security group list, click Filter and make a selection from the Name, Security Group, Available and/or Default drop-down lists. When you’re finished click OK to apply the filter. If you do not want to apply the filter, click Cancel. To remove a filter, click Clear filter.

To save the changes, click OK.

To exist without saving the changes, click Cancel.

To make the selected customization the default for all security groups, click Default All.

To remove the selected customization as the default for all security groups, click Default None.

Click the Run preview link to display a preview of the selected customization.

Click the Refresh link to refresh the selected customization if any changes were made to it.

A report from the system’s Report List shows the usual characteristics and some advanced features that can be used to modify a standard report from My Vision Express. Users can customize this report so that instead of printing out a separate page for each doctor and date they instead group the appointments only by doctor. Further, the report will have no page break but instead be a continuous listing of the entire appointments schedule for one doctor then listing all the appointments for the next doctor etc. For this example, the Calendar Appointments report will be customized.

To customize the Calendar Appointments reports

Select File > Setup > Customizer from the menu bar to open the Customizer screen.

Select Calendar – Appointment List from the Choose a report drop-down list.

Click New Customization and select the name for your customization.

You will notice that this report has a report grouping based on calendar date and resource.  This grouping assures that when the report is ran it organizes the report by appointment date for each doctor.  We will modify this grouping so that it just groups them by doctor and ignores the date.  Currently, when the report is printed it prints the header of the calendar date and resource for each group of appointments for a doctor.  Once modified, the header will just contain the doctor’s name and then list ALL appointments for this doctor instead of appointments for this doctor on a specific date.

Click on the gray line labeled 1: Header. This line displays the details regarding this group. Click the green icon of the Group definition property under General to open the datawindow.header screen.

In this screen, you have an expression that dictates how the report is organized. In the expression section, you have listed the values which you would like to use to group your results. In our case, these values are currently “calendarmaster_calendar_date” and “resources.” This expression assures that all the appointments pulled up by the report are organized so that they are displayed according to doctor and “calendarmaster_calendar_date.” We will modify this report so that calendar is not used to group the report. Instead, all scheduled appointments will only be grouped by the doctor, i.e. all appointments for a doctor will be listed under that doctor will not be organized by doctor and “calendarmaster_calendar_date.” To do this in the expression section, remove “calendarmaster_calendar_date.”

In the Expression section, delete the calendar_date since it is not being used in the grouping anymore and click OK.

In the properties section, uncheck the New page on break checkbox under General.  This will make the report continuous instead of breaking for each new group, i.e. it will not start a new page for each set of a doctor’s appointments.

The functional changes to the report have been made.  Now if you would like to change the appearance of the report you can move items in the layout around so that they appear how you would like them to appear on the report. You can right-click to select the Text, Columns or Compute controls and edit their font properties, background color, etc.

Save by clicking the Save changes button on the layout toolbar.

To assign this new customization as either a default layout or to specific security group, click the Manager tab and then click Affect Customizations. In the Affect Customization screen, modify the properties as you see appropriate. Click OK to save the changes.

To preview the new layout of the report, click the Run Preview link in the Preview section.

The standard labels from the system’s Report List can also be customized. For this example, the Patient File Folder label will be customized.

Select File > Setup > Customizer from the menu bar to open the Customizer screen.

Choose the Lab Copy - Patient File Folder label you want to edit from the drop down menu.

Click New Customization and select the name for your customization.

Right-click on the screen and select New control > Text.

On the right you will see a property box for the selected item. Rename the field Text to Birth date under General.

You will need to adjust the width which can be done via the property box Width field under Position or by clicking and dragging the end of the text box you just made. You will see a two-way arrow when you can expand it.

If you wish to change the Face name, Size or Text color, these options are found in the property box on the right under Font.

Click and drag your text to whatever position you wish it to be in.

Right-click on the screen again and select New control > Column to open the Choose a column screen.

Expand the selection under Contacts and select Birthdate. Click OK to add the column.

Click and drag the field to the location you want on the screen and adjust the format of the text like you did for the birth date text label.

Save by clicking the Save changes button on the layout toolbar.

At the top of the screen, click the Manager tab and click Run preview in the Preview section to view how your new label will look. Make any formatting changes as needed.

Lab Copies are more complicated report types because are constructed of multiple child reports on a parent report. However, users can modify reports with child-parent relationships and recognize them from the Report drop-down list.  For this example, the Spectacle Lens lab copy will be customized.

To customize receipts and lab copies:

Select File > Setup > Customizer from the menu bar to open the Customizer screen.

From the Choose a report drop-down list, select Lab Copy – Spectacle Lens (Master).

Click New Customization and select the name for your customization.

Enter a name for the customization and click OK. The parent report of the Spectacle Lens lab copy is displayed.  You will notice that this parent report is comprised of various other child reports that include: d_patientreceipt_patient_lab_new, d_labcopy_items_new, d_rp_labcopy_bottom_new, d_rp_ordersdetail_frame_spectaclelens and d_labcopy_items_treatments.

To modify the parent report used in the system, each child report must be modified to make changes to that section of the parent report.  For example, if you want to change how lens treatments are displayed, you must first modify the d_labcopy_items_treatments child report and then use that customization on this report.

In the Manager tab,  select Lab Copy – Lens Treatment from the Choose a report drop-down list.

Click New Customization and select the name for your customization. Enter a name for the customization and click OK.

The Lens Treatment child report is displayed.  Here you can modify the child report like any other report in the system.  In this example we’ll change the font size and color of the Lens Treatment text control. 

Click the Lens Treatment textbox. In the properties section, change the font properties Size to 20 and Text color to Blue under Font.

Save by clicking the Save changes button on the layout toolbar.

In the parent report tab, select the d_labcopy_items_treatments child report. In the Special Actions properties section, click on the choose customization for this report link to open the Choose a customization screen. 

Select the newly created child report customization from the Choose a customization drop-down list and click OK.  Now this section of the parent report has the changes made in the child report.

 

Save by clicking the Save changes button on the layout toolbar.

Click the Manager tab to preview the changes made to the parent report and select the Lab Copy – Spectacle Lens (Master) report.  Click the Run preview link. A screen will pop up asking you what order you would like to preview. Enter an order ID for an Order with Lens Treatments.  Enter the number 1 for the Address Display. 

A Lab Copy is generated with the Lens Treatment section modified to reflect the changes of the modified child report. This is the child report used to build this customization of the parent report.