reports:introduction

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reports:introduction [2015/03/30 03:30]
fergus [Report Basics]
reports:introduction [2022/05/26 04:18] (current)
Mark Glover [Supervisor mode (reporting over mutiple stores)]
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-====== Report Basics ====== +{{indexmenu_n>10}} 
-{{entry>60.Reports/1.Report Basics|*}} +====== 13.01. Report basics ======
 Click // Report// , and this menu appears: Click // Report// , and this menu appears:
  
 {{ :reports:report_menu.png }} {{ :reports:report_menu.png }}
  
-<note important>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>+<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. 
 +</WRAP> 
  
 Reports on purchasing are displayed when // Purchasing// is selected: Reports on purchasing are displayed when // Purchasing// is selected:
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 **Printer:** Select this option to display.the print window. The preview of the report can be displayed by turning on the print preview. **Printer:** Select this option to display.the print window. The preview of the report can be displayed by turning on the print preview.
  
-**Open in Excel:** If the `Open in Excelbox is checked, mSupply will immediately open the report as a spreadsheet in MS Excel, assuming MS Excel is installed on your computer; this feature also opens the report as a spreadsheet in Staroffice/Openoffice. [We've included special code to make sure they open using the "Calc" module of these applications.]+**Open in Excel:** //If the Open in Excel// box is checked, mSupply will immediately open the report as a spreadsheet in the spreadsheet application (MS Excel, OpenOffice/LibreOffice Calc etc.) you have installed on your computer. 
  
   * 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 may ask you for the location of your spreadsheet program, which is then stored for future reference. +  * mSupply automatically detects any spreadsheet application you have installed on your computer (i.e. any application that is associated with .xls or .xlsx files). You do not have to set the location of this application.
-  * 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 ".html". Hence, it can be opened by any web-browser or spreadsheet application on any platform or operating system. **Save to HTML file:** If this option is selected, your report will be saved with extension ".html". Hence, it can be opened by any web-browser or spreadsheet application on any platform or operating system.
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 === 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.  mSupply users can create these - refer [[reports:custom_reports#custom_reporting_tutorial|Custom reports]] 
 +  * **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.  We have not wanted to delete the older reports, so we have kept them, and named the new report with **[Excel]** in the title. 
 +</WRAP> 
 +<WRAP center round tip 60%> 
 + 
 +Reports produced for Excel will sometimes not have the data formatted correctly, particularly, dates - refer to [[https://superuser.com/questions/817110/unable-to-get-excel-to-recognise-date-in-column|this]]. 
 +</WRAP> 
 + 
 + 
 + 
 + 
 +==== 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' records are to be included in the report. 
 + 
 +See the [[other_stuff:misc_topics#supervisor_mode_-_all_stores|25.01. Miscellaneous topics: Supervisor mode - all stores]] page for details. 
 + 
 + 
 +\\ 
 +\\ 
 +|  //  Previous:  **[[reports:]]** | | Next: **[[reports:items_and_stock]]** //  | 
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2015/03/30 03:30
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