reports:report_templates

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reports:report_templates [2020/05/15 14:03] – Gary Willettsreports:report_templates [2022/02/15 12:55] (current) – [Creating templates] Gary Willetts
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-====== 13.10. Saving report templates ======+====== 13.11. Saving report templates ======
 Report templates are pre-set values for the filters used to create particular reports. They are a great way of assembling a set of frequently run reports and making sure they are generated with the correct settings. Report templates are pre-set values for the filters used to create particular reports. They are a great way of assembling a set of frequently run reports and making sure they are generated with the correct settings.
  
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 {{ :reports:report_template_current_stock_settings.png?400 |}} {{ :reports:report_template_current_stock_settings.png?400 |}}
  
-When you click on the Save Template button, a window opens for you to enter the template's details:+<WRAP important center round 90%> 
 +If you are in supervisor mode, you can select which stores the report is run over. The stores you include in the report are also saved with the template. The first store in the list is selected by default so that at least one store is always selected so, if you forget to select the correct stores you wish a report template to be run over, you might get a shock when you run it outside supervisor mode - the report might be run over a different store! 
 + 
 +If you want the report to be run over the currently logged-in store only then don't create it in supervisor mode, create it while logged into any store. 
 +</WRAP> 
 + 
 +When you click on the **Save Template** button, a window opens for you to enter the template's details:
  
 {{ :reports:report_template_save_template.png?400 |}} {{ :reports:report_template_save_template.png?400 |}}
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 ===== Running templates ===== ===== Running templates =====
-To run the templates you have created, go to //Report > Run saved report...// in the menus:+To run the templates you have created, choose **Report > Run saved report...** in the menus: 
 {{ :reports:report_template_menu.png?400 |}} {{ :reports:report_template_menu.png?400 |}}
  
-When you click on this report option, a pop-up window is displayed containing all the names of the report templates that have been created and that you are allowed to run (either you created or others created with the Public viewing preference checked):+or click on the //Run saved report// item on the //Reports// tab of the Navigator:
  
-{{ :reports:report_template_run.png?300 |}}+{{ :reports:report_template_nav_run.png?400 |}} 
 + 
 +Either way, a window is displayed containing all the names of the report templates that have been created and that you are allowed to run (either you created or others created with the //Public// viewing preference checked): 
 + 
 +{{ :reports:report_template_run.png?500 |}}
  
 Note that the report templates are displayed in alphabetical order of name so, if you want them to appear in a particular order in this window, put a number at the beginning of all your template names. Note that the report templates are displayed in alphabetical order of name so, if you want them to appear in a particular order in this window, put a number at the beginning of all your template names.
  
-To run a report template, simply click on it and the report filter window will appear with the settings you selected when you created the report template. In this example, selecting the "Manager's monthly stock report" template, created in the Creating templates section above, opens the report filter window like this:+To run a report template, simply double-click on it and the report filter window will appear with the settings you selected when you created the report template. In this example, selecting the "Monthly stock report" template, created in the Creating templates section above, opens the report filter window like this: 
 + 
 +{{ :reports:report_template_current_stock_settings.png?400 |}}
  
 Note that the filter settings are exactly the same as saved in the template. You can still manually change the filter settings in this window if you wish. Clicking on the **OK** button will run the report as usual and bring up the print options window: Note that the filter settings are exactly the same as saved in the template. You can still manually change the filter settings in this window if you wish. Clicking on the **OK** button will run the report as usual and bring up the print options window:
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 {{ :reports:report_template_print_options.png?300 |}} {{ :reports:report_template_print_options.png?300 |}}
  
-The //Form to use// drop down list will be set to the form you selected in the //Form to use for printing// drop down list when you saved the template. Again, you are free to manually change any of the settings in this window if you want to. To finally print out the report, click on the **OK** button.+The **Form to use** drop down list will be set to the form you selected in the **Form to use for printing** drop down list when you saved the template. Again, you are free to manually change any of the settings in this window if you want to. To finally print out the report, click on the **OK** button.
  
-In this way, you can see that to run any particular report template takes only 3 mouse clicks, no typing and no thinking. That's very helpful if you have to run the same set of reports every month!+In this way, you can see that to run any particular report template takes only 3 mouse clicks, no typing and no thinking. That's very helpful if you have to run the same set of reports every month for example!
  
 ===== Editing and deleting templates ===== ===== Editing and deleting templates =====
-To edit or delete report templates, click on //Reports > Manage report templates...// in the menus to open this window:+To edit or delete report templates, choose **Reports > Manage report templates...** in the menus or click on **Manage saved reports** on the //Reports// tab of the Navigator to open this window:
  
 {{ :reports:report_template_manage.png?600 |}} {{ :reports:report_template_manage.png?600 |}}
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 The table contains a list of all the report templates that have been created in the system. The table contains a list of all the report templates that have been created in the system.
  
-The **Quick search** text field allows you to filter which templates are displayed: only templates with names containing the text you typw in here are displayed in the list. Handy for finding a particular template if there are a lot in the list.+The **Quick search** text field allows you to filter which templates are displayed: only templates with names containing the text you type in here are displayed in the list. Handy for finding a particular template if there are a lot in the list.
  
   * **Delete** button: to delete a template, click on it in the list to select it then click on the **Delete** button to delete it. After you confirm the deletion the template will be removed.   * **Delete** button: to delete a template, click on it in the list to select it then click on the **Delete** button to delete it. After you confirm the deletion the template will be removed.
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  • Last modified: 2020/05/15 14:03
  • by Gary Willetts