General

The Executive Reporting Menu provides access to a generalized report writer.  Using "data views" provided by MyFBO.com, subscribers can generate an infinite variety of reports to meet their specific needs.

New reports are created by selecting a data view that contains the data of interest to the subscriber and entering a report name.  Report details are then specified using the "Edit" function next to the report name.  Alternatively, a new report similar to an exiting report can be created using the "Copy" function and then the "Edit" function. 

Report Row Selection

Row selection is accomplished through the application of filters to your data.  Filters serve to include or exclude flag rows based on the value of selected data fields.  A report with no filters includes ALL possible data rows.

To create a filter, select a data field name in the "Possibilities" column (refer to the illustration below) and make it your selection by clicking the right arrow () button.  To remove a filter, select "--none--" from the Possibilities column and click the right arrow button.  

There are three kinds of filters because there are three kinds of data in your database:

• Flag data (yes or no values) such as "active student" or "club member"
• Date / time data such as "flight review date"
• Text or numerical data such as "last name" or "medical class"

Two opportunities are provided to filter based on flag data because such filters are common.  For example, you might want to know all customers who are active students and club members.

For each data field you select as a filter, you must also enter the values of that data field that you wish to include in your report from the "Include Values" column of the Edit Report page.  The illustration shows a filter based on Last Name with values from "A" through "E."  Note that the maximum value is specified as "Ez" to include all last names beginning with "E."

Report Column Selection

To specify the columns that will be included in your report, select data fields from the Possibilities column and click the right arrow () button.  It's best to do this in the order in which you would like the columns to appear -- from left to right.  However, you can rearrange the order of your columns by clicking a field name included in your selections and then using the and buttons to reorder the columns.  You can also remove columns from your report, sending the data field name back to the Possibilities column, by clicking the field name and the left arrow () button. 

Report Presentation

The process for specifying the sort order is nearly the same as specifying a data filter -- select a data field name in the Possibilities column and click the right arrow () button.  Up to three sort fields can be selected.  Data fields used in the sort should appear in your report field selections.  (Otherwise the purpose of the sort is unclear to the report reader.)  In the illustration, the primary sort is by State with a secondary sort (i.e., within State) by Last Name in descending order.

For standard reports, the software automatically totals all report fields that can be totaled.  You can request subtotals on all report fields that can be totaled when the value in some other data field / data column changes.  For example, in the illustration, subtotals by state are specified.  For subtotals to prove meaningful, the data field selected as the "break" column should be included in your report field selections and your sort field selections. 

For additional information, please see Executive Reporting and Running Reports.

Edit Report