reports:report_templates

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reports:report_templates [2020/05/18 09:57] – [Running templates] 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 |}}
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 +<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: When you click on the **Save Template** button, a window opens for you to enter the template's details:
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 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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 |  //  Previous:  **[[reports:manage_reports]]** | | Next: **[[reports:custom_reports]]** //  | |  //  Previous:  **[[reports:manage_reports]]** | | Next: **[[reports:custom_reports]]** //  |
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  • Last modified: 2020/05/18 09:57
  • by Gary Willetts