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reports:manage_reports [2018/01/31 10:56] – [Add report] Gary Willetts | reports:manage_reports [2021/08/24 07:56] (current) – [Delete selected reports] Gary Willetts | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
- | + | ====== 13.10. | |
- | ===== Manage | + | |
{{ : | {{ : | ||
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== Options in the Report Management window: == | == Options in the Report Management window: == | ||
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== Delete selected reports == | == Delete selected reports == | ||
+ | Report(s) no longer required may be selected and deleted from mSupply. This only applies to custom reports (//cus// in the //Type// column); standard reports (//std// in the //Type// column) cannot be deleted. | ||
- | Report(s) | + | == Disable reports == |
+ | You can disable reports that you no longer | ||
== Duplicate report == | == Duplicate report == | ||
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Should one of the built-in reports not quite meet your needs, you have the opportunity to create a duplicate of that report, and then modify it to meet your needs. The first step is to select the closely matching in-built report; in our example we'll use the // expiring_items_date// | Should one of the built-in reports not quite meet your needs, you have the opportunity to create a duplicate of that report, and then modify it to meet your needs. The first step is to select the closely matching in-built report; in our example we'll use the // expiring_items_date// | ||
{{ : | {{ : | ||
- | the window that appears has already selected a name for your report, using the name of the in-built report prefixed by "// my_// "; you may change this name should you wish. The Permissions drop down list allows you to specify users having access to your report; the options are // All users// , or // Only me// . Should you wish your report to become the default one rather than the in-built report, then check the // Make default// checkbox. When you click on OK, the report you have just created now appears at the foot of the list of reports from the item on the menu Report> | + | the window that appears has already selected a name for your report, using the name of the in-built report prefixed by "// |
== Edit report == | == Edit report == | ||
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The editing of reports using the powerful editor has been extensively covered earlier in this section. | The editing of reports using the powerful editor has been extensively covered earlier in this section. | ||
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**Permissions: | **Permissions: | ||
- | **Type of form:** This defines where your report will appear in the system i.e. its context in the report manager list. For example, if you select "Pick list" then the custom report will be available when a printing a suggested status customer invoice, if you pick " | + | **Type of form:** This defines where your report will appear in the system i.e. its context in the report manager list (Note: this only applies to PagePro reports, not Quick reports - Quick reports do not have a type). For example, if you select "Pick list" then the custom report will be available when a printing a suggested status customer invoice, if you pick " |
**Comment: | **Comment: | ||
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**Report file:** This is the actual file containing the report. Locate it on your computer using the //Open// button. | **Report file:** This is the actual file containing the report. Locate it on your computer using the //Open// button. | ||
+ | |||
== Revert selected reports == | == Revert selected reports == | ||
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This button allows intrepid souls to save face by undoing the damage they have done to a particular report! The report that was installed with mSupply will be reloaded from the disk, and any changes you have made to the version stored with the data will be discarded. | This button allows intrepid souls to save face by undoing the damage they have done to a particular report! The report that was installed with mSupply will be reloaded from the disk, and any changes you have made to the version stored with the data will be discarded. | ||
- | == Revert | + | == Revert |
This button returns all in-built reports to their original state when you installed mSupply; exercise caution when using it. Custom reports which you have designed are not affected. | This button returns all in-built reports to their original state when you installed mSupply; exercise caution when using it. Custom reports which you have designed are not affected. | ||
== Save selected reports == | == Save selected reports == | ||
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All reports are automatically saved by mSupply in the default folder. There may be occasions when you wish to save one or more reports on a removable storage medium - e.g. a pen drive - and this button allows you to do this; a window appears allowing you to specify the location in which you wish to save the selected reports. | All reports are automatically saved by mSupply in the default folder. There may be occasions when you wish to save one or more reports on a removable storage medium - e.g. a pen drive - and this button allows you to do this; a window appears allowing you to specify the location in which you wish to save the selected reports. | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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