Creating and/or Editing Linq Analytics Reports

Frequently, you will need to print a report from Linq Analytics. You will need to access ERP-Linq to do so.

Login to ERP – LINQ
Click on Linq Analytics

To create a New Document: For this example, let’s say we want to create a new report that shows all current homebound teachers for the school year 2019-20.

• Click on the last icon on the right, it has a blue swirl with a red ball
• On the next page, click on the icon that looks like a blank piece of paper
• Choose the correct Universe then click OK
• You have now been directed to a page with three boxes: Result Objects; Query Filters; Data Preview
• The Result Objects Box – This is where you add the fields for the data that print on the document.
• The Query Filters Box – This is where you add fields to query (such as active employee, school year, or Earn Code if you want to only search for specific earn codes, etc.)
• Data Preview – It is just what it says. Use this to preview your document once it is created. This allows you to make changes to your report BEFORE running it, while you are still in the creation page.
• To create the example document as listed above: In the box on the left (Universe Outline), you will see a list (Employees, Calendar, Client Information, Deductions & Benefit Master, etc.). We usually only use the Employees or Positions, you can see your options by clicking on the + sign to the left of the word Employees.
• Note: Usually you cannot Mix between all of these Main folders. Since we usually only use the Employees series of folders and the Positions series of folders, do not mix between these two.
• For example, when you click the + sign next to Employees, you will notice a bunch of additional folders that are indented a bit. You can pull data from any of these folders, including the Position Detail folder, up to but NOT including Calendar. Notice that Calendar is not indented. This is because Calendar is a Main folder.
• When you click the + sign next to Positions (which is different from the Position Detail folder), you will see different folders which are also indented a bit. You can pull data from any of these folders, up to but not including Tasks.
  

Back to creating a document:

• Under the Employees folder, drag Employee Name to the Result Objects box.
• Under the Employees folder, drag the field Active Status to the Query Filters Box. You will see boxes next to the Active Status words appear, click on the drop down arrow at the far right of the second box and click Prompt. By doing this you get the option to pick the active status.
• Under the Employees folder, scroll down and click on the + sign for the file folder Jobs.
• Drag Contract Year to the Query Filters Box. Again, you’ll see boxes appear. Click on the drop down arrow at the far right of the second box and click Prompt.
• Go back to the list under Jobs folder and click on the + sign next to the folder Pays (you can use this folder because it is still under the main folder of Jobs).
• Drag and drop both the Earn Code and Earn Code Description to the Result Objects Box.
• Go back to the list under Pays and drag the Earn Code to the Query Filters Box. Again, you’ll see boxes appear. Click on the drop down arrow at the far right of the second box and click Prompt.
• Now go to the Data Preview box and click on the Refresh button.
  This is where you add the values to your prompts.
• In the Prompts Summary box, you should see the three options you created earlier: Enter values for Active Status, Enter values for Contract Year and Enter values for Earn Code.
• Click on the first option, Enter values for Active Status and click on Refresh Values.
• You’ll see options appear in the box in the middle of the document.
• Click on the word Active then click on the > under the words Selected Values. You will see Active appear in the Selected Values box.
• Now click on the Enter values for Contract Year in the Prompts Summary box and click on Refresh Values
• You’ll see new options appear in the box in the middle of the page. Click on 2019 and then click on the > under the words Selected Values. You will see 2019 appear in the Selected Values box
• Now click on the Enter values for Earn Code in the Prompts Summary box and click on Refresh Values. You’ll see new options appear in the box in the middle of the page. Click on HOMH and HOMK and click the > under the words Selected Values. You will see both HOMH and HOMK appear in the Selected Values box.
• Also, you should now see Active, 2019 and HOMH;HOMEK appear next to the three options in the Prompts Summary box. Click OK.
• You should bounce back to the Query Panel page and now see data listed in the Data Preview box.
• If this box remains empty, try refreshing it again.
• If still empty, then you have to change some of your choices in either the Result Objects box or the Query Filters box. On this example, you shouldn’t have an empty box, but if you are creating a different document, you may have to play around with your field choices to get the correct combination.
• Once you see and approve of the data in the Data Preview box, click Run Query at the top of the page.
• You will see the Prompts Summary page. This should already be filled in with your options (because you did it when you did the Data Preview).
• Click OK
• You’ll see a box “Document Autosave and Recovery” and click OK.
• You now see the document you created.
  To change the formatting of the document you created:
• Click on the title and change it to something like “Homebound List”.
• To increase the size of the columns:
• Go to the line to the right of the column title.
• You will see your pointer change from the white arrow to a black left/right arrows with two lines in between.
• Click and move the line to the right to increase the column size or to the left to decrease the column size.
• Do this for all columns you wish to resize.
• To save the document to Linq Analytics:
• Click on the drop down arrow to the picture of a floppy disc.
• Click on the Save As.
• In the Name box, give it a new name, such as Homebound Instructors and click Save.
• Your document is now saved into Linq Analytics for further use.
• If you don’t do this, your document will not save.
• Often you will want the document to be saved as an Excel file. To do this:
• Click on the picture of a drive with a right arrow.
• Under the File Type box, click the drop down arrow and choose Excel
• The bullet already checked for Prioritize easy data process in Excel, which is what you want.
• Click OK.
• The Excel file will download.
• Click Enable Editing once you are in the excel spreadsheet.
• You can now sort, adjust columns, etc. in the except spreadsheet.
• Note: The excel spreadsheet has NOT been saved to your computer. You will have to save it like any other excel file you create.
  You are now finished. You can X out of Linq Analytics.
  

To Edit a Previously Created Report:

Login to ERP – LINQ
Click on Linq Analytics

• At the Home screen, click on the Documents tab
• Scroll down or click the arrow to the right until you locate the report you want to edit.
• Double click on the report name to open the report.
• Click OK on the box that comes up: Document Autosave and Recovery
• Click on the word Design (upper right corner)
• Click on the icon (upper left) of a yellow mouse/pencil (to the left of a refresh icon). This is the Edit Data icon.
• You should now see the Universe Outline on the left and the three boxes in the middle: Result Objects; Query Filters; Data Preview.
• As discussed above under Creating a New Report, make any adjustments to the current report and then
• Click the Refresh icon for the Data Preview box.
• Follow the instructions above for saving/printing/downloading the report