The Project Summary report provides a detailed view of project information. This report is similar to the Project Summary provided from the Simple Reports interface; however, from Standard Reports, the user has advanced filtering options for running reports and the full Funding Outlay table.
Filters
The user has the STIP and Revision filter options that they can fill before running the report. However, there are also more advanced filters which provide the user with further narrowing abilities. The "Category" dropdown filtering option-- the first to be editable on the advanced settings-- presents two choices to the user: Project Details and Project Location. Either selection here will prompt additional attributes to become available to the user in other dropdown boxes.
After selecting a category, the Item dropdown box becomes editable. It has seven options: STIP ID, Mode, Funding Program, STI Funded Category, Division, County, and MPO/RPO. The Value column content is dependent upon the user's selection in the Item dropdown. The correlation and descriptions of the Item and Value columns are described below.
| Item | Filter Category | When selected, the Value column will contain... |
| STIP ID | Project Details | A text field to enter the STIP ID in whole or in part. |
| Mode | Project Details | A picklist of all Modes. |
| Funding Program | Project Details | A picklist of all Funding Programs. |
| STI Funded Category | Project Details | A picklist of all STI Categories. |
| Division | Project Location | A picklist of all Divisions. |
| County | Project Location | A picklist of all Counties. |
| MPO/RPO | Project Location | A picklist of all MPO/RPOs. |
The next available filter after Item and Value is the Logical operator dropdown box. The user may choose to search within string records here, using Logical operators such as “Begins With,” “Ends With,” or “Contains.”
If the user wishes to add additional search options or constraints, they may click the "Add Criteria" Button (Plus ) on the next empty row in the criteria table. If the user wishes to remove a criterion, they may click the "Remove Criteria" Button (Minus
). If the user wishes to remove all criteria, they may use the "Clear Criteria" button located at the bottom left of the table.
When the user has added more than one criterion, they may select a Boolean (AND NOT, OR NOT), and/or enter parenthesis, to combine the criteria together. These can be combined, nested, and chained to create distinct searches.
The advanced filtering options offered in the Standard tab allow more user capabilities. However, the user can opt to not add any advanced filters, causing the report to return all projects in the selected STIPs/Revisions.
Report Format
The Project Summary report header will include the report title, STIP Name, and STIP Revision (if applicable). A legend that clarifies the Work Phase icon meanings will be included below the report title and on each page of the report. The report results will be grouped and sorted by Division, County, Mode, and STIP ID.
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