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WinTRAK ProPAK
and Series ITS
Report
Capabilities
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An
Interactive Elective which provides dynamic criteria
filters to execute standard and custom reports
WinTRAK™
provides three basic report tools in both ProPAK™ Call
Accounting and Series ITS™ Facilities Management:
- Report
Manager to select and launch specific reports
- TRAK
Reporter, a powerful stand-alone utility that enables
Report Manager to operate as a minimized function
- Batch
Manager to automatically generate selected reports
Within
the Report Manager , three categories of reports are
available-Standard Reports, Template Reports and
Template Copy Reports-depending on the WinTRAK software
package you have installed.
Standard
Reports are included as part of the core product in all
ProPAK Call Accounting packages. With Standard Reports,
a set number of fields are provided for reporting. You
may select criteria (such as date range, call type,
minimum cost and organization), but you cannot change
the fields themselves. Template and Template Copy
Reports are the two elements which comprise the TRAK
Report Writer, a custom report generation offering. TRAK
Report Writer is available either as an option for
ProPAK II, or included as part of the basic ProPAK III
and Series ITS packages.
Template
Reports , with dynamic criteria filters, provide more
flexibility than standard reports. These filters enable
you to set conditions and sort, group or summarize data
fields by a variety of methods.
Template
Copy Reports are template reports that may be customized
to meet your specific needs. Each report provides
dynamic criteria filters. Select any combination of
fields to sort, group or summarize. The resulting report
can be output in a completely customized format. This
enables you to create and store specific report
templates with the click of a button.
Report
Manager
Report Manager allows WinTRAK users to generate all
reports in a simple three step process:
- Step 1:
Select a report
- Step 2:
Select the report criteria
- Step 3:
Launch the report
When you
choose a report via the Report List Box, a criteria
filter allows you to select specific data from the
fields available for that report. Criteria filters may
be based on elements such as date range, call type, and
minimum cost. The type of report you select determines
which fields are available.
The
Report Launcher is the final window of the report
generation process. Simply point-and-click to: 1) send
the report to a screen, disk file or printer, 2) add it
to a batch, or 3) edit the report's final appearance.
TRAK
Reporter
TRAK Reporter provides the same functionality as
Report Manager, but is developed specifically as a
stand-alone application. WinTRAK users can click on a
separate icon to run TRAK Reporter minimized in the
background. This means that once reports are initiated,
you can perform other Windows-based tasks while the
reports continue to process.
Batch
Manager
Batch Manager enables WinTRAK users to automate
reporting functions. With Batch Manager, you may define
a report or series of reports to be generated at the
same time, in a group or "batch." Batches may
be scheduled to run monthly, weekly, daily or one time
only.
There is
virtually no limit to the number of batches that can be
created, so you may create all the batches necessary to
meet the unique information needs of your complex
projects.
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