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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| reports:report_templates [2020/08/07 00:00] – [Editing and deleting templates] Craig Drown | reports:report_templates [2022/02/15 12:55] (current) – [Creating templates] Gary Willetts | ||
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| {{indexmenu_n> | {{indexmenu_n> | ||
| - | ====== 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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| + | <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! | ||
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| + | 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. | ||
| + | </ | ||
| When you click on the **Save Template** button, a window opens for you to enter the template' | When you click on the **Save Template** button, a window opens for you to enter the template' | ||
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| When you're finished, click on the **OK** button to save the template. | When you're finished, click on the **OK** button to save the template. | ||
| - | ===== Running templates ===== | ||
| - | <WRAP important center round 90%> | ||
| - | If you are in supervisor mode, templates work as normal but you must select the stores to unclude in the report. The store selection is **not** stored as part of the template. If you don't select the stores, you will get a //No data to report on// message and no report will be generated. | ||
| - | </ | ||
| + | |||
| + | ===== Running templates ===== | ||
| To run the templates you have created, choose **Report > Run saved report...** in the menus: | To run the templates you have created, choose **Report > Run saved report...** in the menus: | ||
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| {{struct-status> | {{struct-status> | ||
| ---- struct data ---- | ---- struct data ---- | ||
| - | pagestatus.status | + | pagestatus.status |
| ---- | ---- | ||