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reports:introduction [2015/02/24 21:36] – [Report Basics] fergus | reports:introduction [2023/04/04 14:03] (current) – [Header and footer] Gary Willetts | ||
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- | ====== Report | + | {{indexmenu_n> |
- | {{entry> | + | ====== |
Click // Report// , and this menu appears: | Click // Report// , and this menu appears: | ||
- | {{ : | + | {{ : |
+ | |||
+ | <WRAP center round important 60%> | ||
+ | For some reports, the default setting includes //all items//, and as most stores will have several hundred items - maybe over 1,000 - reports on all items will, if printed, use a great deal of paper. If you must have a printout of your report, please exercise caution when selecting the criteria, and so avoid wasting paper. | ||
+ | </ | ||
- | <note important> | ||
Reports on purchasing are displayed when // Purchasing// | Reports on purchasing are displayed when // Purchasing// | ||
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**Printer: | **Printer: | ||
- | **Open in Excel:** If the `Open in Excel' | + | **Open in Excel: |
* When this box is checked, you will first be asked to save the report. Once you have given it a name, the report will be saved, and then automatically opened in spreadsheet form. | * When this box is checked, you will first be asked to save the report. Once you have given it a name, the report will be saved, and then automatically opened in spreadsheet form. | ||
- | * The first time you use this option, | + | * mSupply |
- | * The location can also be set by choosing **File > Preferences** and clicking on the // This Computer// tab. | + | |
**Save to HTML file:** If this option is selected, your report will be saved with extension " | **Save to HTML file:** If this option is selected, your report will be saved with extension " | ||
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=== Header and footer === | === Header and footer === | ||
- | You can choose what information will be displayed at the top and bottom of each page. The default report heading is set according to the report you are printing. By default, the date will print on the left and the page number on the top right of each page. | + | You can choose what information will be displayed at the top and bottom of each page. The default report heading |
If you have filled in a default header and footer in the Preferences, | If you have filled in a default header and footer in the Preferences, | ||
=== Preview on screen before printing === | === Preview on screen before printing === | ||
- | |||
This option turns on print preview. Note that you can also turn on print preview from the print window that is displayed after you click the OK button. | This option turns on print preview. Note that you can also turn on print preview from the print window that is displayed after you click the OK button. | ||
- | // Previous: [[preferences:general|General preferences]] Next [[reports:pagepro|The PagePro Report Editor]]// | + | ==== Output to Excel ==== |
+ | Most reports can be output to an Excel file. This is particularly helpful if you are wanting to analyse a large amount of data. | ||
+ | |||
+ | As at July 2021, there are three methods of producing Excel reports from mSupply: | ||
+ | * **Quick reports** - Easiest to create, fastest to run, but least flexible in terms of formatting. | ||
+ | * **SRP reports** - More powerful than Quick reports | ||
+ | * **XL Plugin reports** - Most powerful in terms of formatting, but slowest in terms of operation. | ||
+ | |||
+ | <WRAP center round info 60%> | ||
+ | Sometimes new, more powerful versions of existing reports have been created using the XL Plugin specifically for the purpose of analysis using pivot tables and filters. | ||
+ | </ | ||
+ | <WRAP center round tip 60%> | ||
+ | |||
+ | Reports produced for Excel will sometimes not have the data formatted correctly, particularly, | ||
+ | </ | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | ==== Supervisor mode (reporting over mutiple stores) ==== | ||
+ | If you wish to report over mutiple stores at once, you can be given permission to use Supervisor mode. When you are in this mode, report filter windows will have an additional store list added ot the window so that you can choose which stores' | ||
+ | |||
+ | See the [[other_stuff: | ||
+ | |||
+ | |||
+ | \\ | ||
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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