reports:introduction

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reports:introduction [2021/04/26 14:34] Gary Willettsreports:introduction [2023/04/04 14:03] (current) – [Header and footer] Gary Willetts
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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 appears in the right hand //Heading// field and is automatically set according to the report you are printing: you can edit this as required and what is entered in this field is what will be printed as the report title. By default, the date will print on the left and the page number on the top right of each page.
  
 If you have filled in a default header and footer in the Preferences, these will be displayed at the top left (for the header) and the bottom centre (for the footer) If you have filled in a default header and footer in the Preferences, these will be displayed at the top left (for the header) and the bottom centre (for the footer)
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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.
 +
 +
 +==== 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>
 +
 +
  
  
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 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. 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]] page for details.+See the [[other_stuff:misc_topics#supervisor_mode_-_all_stores|25.01. Miscellaneous topics: Supervisor mode - all stores]] page for details.
  
  
  • Last modified: 2021/04/26 14:34
  • by Gary Willetts