Create a Report Using the Manual Method

To create a new report:

  1. In Maytas 5, click the M5 logo at the top left of the screen.
  2. Select New | Report.
  3. The report wizard will be displayed. Enter the following details:
    • Report Name – The name to be displayed for the report.
    • Category – The report category (e.g. Learner, Assessor, Employer, etc). You can either enter a new category or choose an existing category from the dropdown box.
  4. Additional options can be displayed by clicking More Options:
    1. Sub Category – A sub category can optionally be entered to allow for more precise categorisation.
    2. Orientation – Reports can be shown in portrait or landscape.
    3. Page Title – The title which will be displayed at the top of each page.
    4. Page footer – This will be shown at the bottom of each page.
    5. Line Spacing – The top slider determines the spacing between each row.
    6. Font Size – The bottom slider sets the size of the font.
  5. All the above details can be modified once the report has been created. Click Next when ready.
  6. Click Advanced.

  7. The master table must now be selected. This will act as the ‘root’ table of the report, and other tables can be joined to it. For example, for most learner-related reports it is recommended to select Trainee Basic Details as the master table, as this will allow you to join to all learner-related tables.

    By default, the display names of each table are shown. To show the table names as they are actually called in the database, click the button. This can be useful for advanced users. You can also search for a table by clicking the button and entering the table name (both the display and the actual name will work).

  8. Click Next and Finish to create the report.