Differences

This shows you the differences between two versions of the page.

--- web_interface:unfpa_reports_app [2023/11/09 05:57] – [Using the app] Mark Glover
+++ web_interface:unfpa_reports_app [2023/11/20 10:48] (current) – [User permission] Ujwal Khatry
@@ Line 26: / Line 26: @@
 For details of how to add tags to stores, please see the [[other_stuff:virtual_stores#tags|Store tags]] page.
+==== User permission ====
+Make sure that the user has right to "Use the Dashboard". This check box control the login rights to the "UNFPA LMA reports app", without this the user will not be able to login.
+{{ :web_interface:user_logon_dashbaord.png?600 |}}
 ===== Using the app =====
@@ Line 54: / Line 58: @@
 On this window, make your selections to define what will go in your report:
   * **Report to create drop down list:** Select one of the following options:
-    * Quarterley review report
+    * **Quarterley review report**
-    * LMA IP SC Fact Sheet report
+    * **LMA IP SC Fact Sheet report**
-    * Stock on date
+    * **Stock on date**
-    * Ledger
+    * **Ledger**
   * **Include transactions in this date range in the report fields**: click on the **From** and **To** dates to select the dates from calendars. Only transactions with a confirmed date that falls between the **From** and **To** dates will be included in the report.
   * **Items to include in report drop down list:** Contains a list of all the master lists in your datafile. Select one to include only items from that master list in the report.
-  * **Include stock from these donors in the report drop down list:** You can choose one or more donors - if you do then only stock that came from them will be included in the report. You can also choose //None// (the default option), in which case a donor filter will not be applied.
+  * **Include stock from these donors in the report drop down list:** You can choose one or more donors - if you do then only stock that came from them will be included in the report. You can also choose //None// (the default option), in which case a donor filter will not be applied, and //all// transactions will be included.
+  * Store selection
-If you select any report in the **Report to create** drop down list //EXCEPT// the **Quarterley review report**, an additional store filter is added to the bottom of the options:
+    * If you selected the **Quarterley review report**, then it is only run on the ''UNFPA_Central'' store and you are not given a list of stores to include.  If no store is tagged as ''UNFPA_Central'', then this report is likely to fail.
+    * If you select any report in the **Report to create** drop down list //EXCEPT// the **Quarterley review report**, an additional store filter is added to the bottom of the options:
 {{ :web_interface:screenshot_2022-02-17_at_12.17.10.png?600 |}}