reports:manage_reports

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reports:manage_reports [2019/10/25 20:03] – [11.09. Manage reports] Emily Porrelloreports:manage_reports [2021/08/24 07:56] (current) – [Delete selected reports] Gary Willetts
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- +====== 13.10. Manage reports ======
-====== 11.09. Manage reports ====== +
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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) no longer required may be selected and deleted from mSupply+== Disable reports == 
 +You can disable reports that you no longer wish users to be able to select when printing. Do this by checking the checkbox in the report's //Is disabled// cell. This applies to //ppro// type reports only (see the //Editor// column); //qrep// type reports cannot be disabled.
  
 == 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// report, then click on the // Duplicate report// button; 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// report, then click on the // Duplicate report// button;
  
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 == 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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 **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 ==
 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 all == == Revert all ==
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 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.
  
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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: [[reports:misc_built-in_reports|16.08. Other Reports]]     Next: [[reports:report_templates|16.10. Report templates]]//+\\ 
 +|  //  Previous:  **[[reports:misc_built-in_reports]]** | | Next: **[[reports:report_templates]]** //  |
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  • Last modified: 2019/10/25 20:03
  • by Emily Porrello