When the user opens the Advanced Report tab in the Reports module, a query builder will be displayed to assist the user in constructing a custom search. In order to provide the user with clear instructions on building this report type from scratch, each "step," or available field, is describe in list-form below. 

1. Enter a formal title -- This value will be used in the header of the output report.
2. Include STIP Projects and STIP Funding to the Output -- These buttons allow the user to quickly add pre-defined columns to the output report.
3. Define the Filter Criteria -- The user can fill the Category dropdown, Item dropdown, Logical Operator dropdown, Value field, Booleans field, and parenthesis field. 

Both the STIP Projects button and the STIP Funding button (#2) are located beside the formal title field near the top right of the interface. The STIP Projects button will automatically add the STIP ID, Project Status, Mode, and Funding Program columns. The STIP Funding button will automatically add the Work Phase, Fund Source, STI Funded Category, Start Date, and Programmed Amount columns.

Filter Criteria

The filter criteria (#3) correspond to the information related to a project. In general, if a data field appears within a section of the Detail interface, it will show up in the list of Item attributes when its associated filter is selected. The filter criteria in the category dropdown are: 

• Project Details -- General, Project Prioritization, and Comments related to the STIP Project.

• Project Location -- Project Location information related to the STIP Project.

• Project Costs -- Information related to the STIP Project from the Project Costs table.

• Project Milestones -- Information related to the STIP Project from the Project Milestones table.

• Project Funding -- Information related to the STIP Project from the Project Funding table.

• Project Actions -- Information related to Project Actions such as Change Type, Item N Comments, Updated Date, and Updated By fields.

Column Selection

To the left side of the filter criteria is another defining box that contains the columns selected to be included in the report output. The user can click the “Select Columns to Include” hyperlink at the bottom of the box to define the columns, prompting a pop-up to appear. The pop-up hosts a list of every available report data column grouped by filter category and allows the user to select/deselect the checkbox next to the desired field. The data will move from the left, "Available," column to the right, "Current," area as the user makes selections. When the "Save Changes" button is selected, the popup will disappear, and the Selected Columns box on the Advanced Report interface will contain the selected values to use as filters for the report. Next to each column will be the numerical order that the columns are presented in the report output. To reorder the columns, the user can simply select a column and drag it to the order they wish for it to be displayed. By default, all columns that the user queried on will be added to the current selections. 

Query Buttons

At the bottom of the Advanced Reports interface, there are four buttons that help the user generate the appropriate report. These buttons are:

Output

After selecting all necessary filters, the user can click, "Run Report," in the lower, central space on the interface. This will prompt a new window to appear with the Advanced Report. All reports will list the columns that the user selected in the Selected Columns table.