Tutorials

Data module

Data tutorials

These tutorials demonstrate how to use the tools to enter data and generate reports using the Data module.

Start

• Creating a new project — shows the steps to create a new project, including adding a new client reference

Features

• Creating point features — demonstrates creation of points using the navigator map and Point dialog with type and report lookups
• Creating point features from Google Earth — shows how to copy a feature from Google Earth™
• Updating point features from Google Earth — shows how the position of points can be updated from Google Earth™
• Creating point features using a KMZ file — shows how to import a KMZ file to create multiple features
• Moving point features — demonstrates how to move point features in the navigator map by dragging
• Moving point features using the Create Point dialog — demonstrates how to shift points using a single click
• Changing coordinate systems — shows how to change a coordinate system and update the values
• Changing point coordinate values — demonstrates how changing one coordinate system automatically updates all other systems that are defined
• Creating a KMZ file — shows how to create a KMZ file
• Update locations using a KMZ file — shows how to import a KMZ file to update (or create) multiple features
• Setting coordinate systems — demonstrates how to set coordinate systems and update the coordinate values

Data entry

• Assigning a report template — shows how to assign a report template to a record, and the resulting workflow menu
• Record and table navigation using workflow menu — shows how to use the workflow menu and navigator to filter data in the grid
• Navigation using report preview — demonstrates how the report preview can be used to navigate data
• Table navigation — provides an overview of table navigation using the workflow menu and table tree
• Grid customisation — shows some of the common grid customisations and how to reset your setup
• Using lookups — shows some tips to efficiently use lookup lists
• Editing lookups — demonstrates how to edit values in lookup lists (permission dependent)
• Using Continuous Range — provides an overview of how to use the continuous range feature
• Using Auto Fill — shows how to use the auto fill tool
• Using Copy Down and Clear Down — shows how to use the copy down and clear down tools
• Copy data into Excel — demonstrates how to copy data from the grid into Excel
• Paste data from Excel (creating new rows) — demonstrates how to paste data into the grid from Excel, creating new records
• Paste data from Excel (updating existing rows) — demonstrates how to paste data into the grid from Excel, updating existing records
• Using the Description Builder — quick demonstration of how to use the description builder
• Using the Description Builder — copy existing description — shows how to use the copy function in the description builder
• Using the Description Builder — creating quick sets — runs through the creation and use of a new quick set

Reporting

• Generating individual reports — shows how to generate a single report
• Generating split reports — shows how to control the page type that is generated in split reports
• Generating combined reports — shows how to generate combined reports and control the order of pages
• Creating report PDFs — demonstrates the process to save a report to PDF format

Systems

• Using the Vane system — shows how to use the standard vane calibration system

Reference data

• Add equipment data — shows how to create new equipment records and update calibration data

Report module

Report tutorials

These tutorials demonstrate the various ways to use the Report module.

General

• Selecting report filters — demonstrates the options available to filter data in reports
• Managing report templates — shows how to archive old reports without deleting these from the system

Design

• Working with multiple templates — shows how to bring multiple templates into designers and copy data between them
• Reloading the report dictionary — shows the process to change the filters used in the designer without closing anything
• Exporting a template to file — demonstrates saving a template into a .mrt file
• Importing a template from file — demonstrates opening a .mrt template file