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reports:report_templates [2021/04/29 09:14] – Gary Willetts | reports:report_templates [2021/08/10 11:47] – 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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+ | <WRAP important center round 90%> | ||
+ | If you are in supervisor mode, 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 **DON' | ||
+ | </ | ||
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, 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 DON'T FORGET to select the correct stores you wish the report template to be run over. | ||
- | </ | ||
+ | |||
+ | ===== 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: | ||