Report Builder incorporates a variety of filters and math functions to help you define and refine your report queries in order to generate insights into your program activity. The following video tutorials walk you through the process steps to show you how to most effectively make use of these reporting enhancement tools.
Beeline also offers certification training for our system reporting through our online Beeline University. Reporting is dynamic and supports various organizational and process differences, supply bases, and supplier management practices. All users are encouraged to complete this self-directed training. Learn key aspects of the VMS lifecycle, Report Builder, and administrator functions. If you are not already registered with Beeline University, you will need to create your login account before proceeding to the Self-Directed Level II Reporting Certification course available here.
Report Builder Video Tutorials:
Report Builder Overview
A 5-minute video to walk a new user through the core options of Report Builder. Click here to view the video.
Adding Fields to a Base or Standard Report
Learn how to enhance your reports by adding fields. Click here to view the video.
Please note: Access to the dashboard referenced in this video is acquired by completing the Beeline Level II Certification. For questions about the Level II Certification, please email us at training.beeline.com
Concatenating Fields and Concatenating with a Static Value
Learn how to concatenate two or more fields in Report Builder. Coverage includes how to associate a static value, such as a dash to separate your concatenated fields. Click here to view the video.
Filters and Operators
Filtering or limiting the results (output) from your reporting queries. Click here to view the video.
Drill Level Reporting
Learn what drill level reporting is and where/when to use it. Click here to view the video.
Date Field Function
Explains how to use a variety of date/time related fields, such as # of Day, Business Days Between, Hours Until, etc., to enhance your reports. Click here to view the video.
Static Field Function
Explains how to use static fields (fields that will not change, such as Cost Center, Assignment ID, User Name, etc.), to enhance your reports. Click here to view the video.
Financial Field Function
Explains how to use budget-related fields to incorporate financial information into your reports. Click here to view the video.
Conditional Formatting via Options
Explains how to use various display and alignment options, as well as formatting techniques to enhance the visual presentation of your report contents. Click here to view the video.
Parameterized Report
Explains how to incorporate preset selection criteria into your reports. Click here to view the video.
Chart Reporting-Maps
Learn how to create reports that associate statistical data to visual geographic maps. Once the report is generated, viewers can click on the map areas and drill down to detailed statistical reports. Click here to view the video.
Chart Reporting-Horizontal
Explains how to create a report when the Chart Type selection is set to Horizontal. The report results display as bar charts and give viewers the ability to click and drill down to detailed statistical reports. Click here to view the video.
HTML Report
Explains how to create a report when the Output Type is set to HTML. Results display in HTML format but there is no export option for this data. Click here to view the video.
Formatted Report
Explains how to create a report base when the Output Type is set to Formatted Report. Formatted Report includes a variety of Report Options. Once you set your options and run the report, the results displayed can be exported based on a variety of format selections. Click here to view the video.
Publish then Overwrite
A review of how to Publish reports, including the Overwrite option. Click here to view the video.