Using the Report System
Welcome to Candle's reporting system! We hope the advanced system built into Candle will serve better and provide the flexibility you need to operate your school.
To access the reporting module, choose All Reports under the Reports header on the left-hand side. Here we see a list of all the reports in system, grouped by category. Take a look at the first report. The top half of the card is a preview of what the report will look like when it is run. Below it, is the Name, date updated and several other details. Click any report to run it.
Searching Reports
When you first access the reports page, the search bar is already selected for you and you can immediately begin typing to find your report.
Candle automatically removes the group headers from the search results for a cleaner view.
Pinning Reports
To pin a report, click the pin beside the report's name. This will pin the report to the top of the list for your user, allowing you quick access to reports you use often. Each user sees his/her own list of pinned reports.
Viewing Reports
To view a report, select the report you would like to run the list. The report viewer will load. Across the top, you will see the control bar--this provides you with various functions, such as printing, exporting to PDF, and searching the report.
On the right-hand side, you will see the parameters area. This allows you to tweak the parameters by which the report was run. For example, if you would like to run the Patron report for last year, click the Term dropdown and choose the year you want. Then click Preview.
Printing/Exporting a Report
Click the report you would like to print in the list of reports. When the report is loaded and you have chosen the correct parameters, click the Print icon in the middle of the control bar at the top. This will open the browsers print dialog and print the report.
To export a report, click the Paper icon button on the left of the printer icon. In the dropdown that appears, choose the format with which you would like to export the report.
Sometimes, print drivers will cause the rendered result to be dramatically zoomed in or out. Follow this guide to fix the issue.
Modifying a Report
To open a report in the report designer, click the pencil icon the report tile in the list of reports. This will take you to the report designer. See Report Designer Introduction. Please note that the report designer is in beta and is not fully supported.
Advanced Usage
To make a link to jump to a certain place on the reports page, you can use HTML Anchor Links. The name of the category is the anchor for the category. For example, if you wanted to create a link to the Library section, the link would be https://your.candle.server/reports#Library. Try it here at candle.school.