Subject: Coral Reporting Capabilities ....
From: John Shott <shott@snf.stanford.edu>
Date: Mon, 03 Jan 2005 22:05:31 -0800

SNF Lab Members:

Happy New Year!!!

We have deployed an initial version of the Coral Reporting Engine which should be avialable to most of you using any web browser.  There is a link under the main SNF web page (http://snf.stanford.edu)
under the "News: 1/1/05" section.  Alternatively, you should be able to reach this by pointing your browser to:
http://opencoral.stanford.edu/cocoon/xreporter/en-US/datasources.

Most of you should be able to access these reporting capabilities with your normal Coral login name and your remote Coral password.  THOSE OF YOU WHO LAST CHANGED YOUR REMOTE CORAL PASSWORD OVER 6-8 MONTHS AGO WILL HAVE TO RESET YOUR REMOTE CORAL PASSWORD IN ORDER TO SUCCESSFULLY ACCESS THE CORAL REPORTING TOOL.  I'll explain more about this later.

This reporting capability is built upon an open source package named xReporter.  We have established a modest set of initial reports and expect that these will be augmented and refined over time.  Most of the reports allow you to specify a set of parameters ... such as beginning and ending dates ... for each report. Once you login, you will see that you have one data source named "Coral". Click that and you'll see the reports that you can run.
Once you execute a particular report request, you will see it displayed on your web browser ... with 50 rows of data displayed on each page.  Once you are looking at this data, please notice the "Excel" and "PDF" buttons on the left side of the page.  If you click the "Excel" button, it will generate an Excel file and allow you to either open it or store it. We believe that Excel files will be of use to many of you (and please remember that Open Office on the Unix platforms should open and read these files as well.)  Similarly, the "PDF" button will produce an Adobe Acrobat document appropriate for printing.

Most of you will see reports labelled "My Reservations", "My Activities", "My Accounting", "My Current Equipment", and "Current Equipment".

My Activities will show you all lab activities (equipment activity, reservations, staff charges, etc.) over a particular time window.  If that time window is the current month (start of 01/01/05 and end of 02/01/05 ..... dates are typically entered with MM/DD/YY) it will show your usage thus far in the month.  That will include equipment usage up until about 5 a.m. of the current day.  Equipment that is still enabled will not show up.  Also, equipment that was disabled after 5 a.m. will not show up until the following day.

My Accounting can be used to show billing information either for previous months or for the current month (subject to the 5 a.m. resrtiction mentioned previously).  Please note: while the new caps are in effect, the 10% charge for equipment usage exceeding 160 hours in a given month is not yet functional .... so, for the moment, you'll have to track that based on equipment usage listed in the "My Activity" report.

There are also reports that allow you to print or examine your equipment reservations, to check all currently enabled equipment, or to check the equipment that you have that is currently enabled.

You may send your comments, questions, and feedback related to this reporting capability to coral@snf.stanford.edu.  We will also plan to have more complete "How To" documentation in the near future, but felt that the basic usage should be sufficiently intuitive to be of use to many of  you as it stands.  We certainly expect that we will generate additional reports that seem desirable or appropriate.  As this is a siginficant new capability ... and one that will likely place a load on our database hardware, we ask for your patience as we try to fine tune this system to better meet your Coral reporting needs.

Unfortunately, I will be out of the office for serveral days this week, but will hope to be in e-mail contact if you have any problems or questions.

As this note is already rather long, I'll send our another message explaining the details of  why some of you who have not set or changed your remote Coral password in the last 6-8 months may need to do so in order to run the Coral reporting engine.

Thank you for your continued supprt,

John