Report manager
Reports > Report manager
The Report manager form is used to view, manage, and run (submit for processing) reports, and it is displayed immediately after a report is created or edited in the Report wizard. Otherwise, it is available in the Reports folder, on the navigation menu.
Depending on the Reports form rights of the user, the following actions can be performed in this form:
Run a report
Find and select the report template you wish and then click the Run icon.
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Note that filters may be applied per column to find a report in a quick way; e.g. by Type or by Name. Also, you can show or hide the colums you wish by clicking the |
The Run action will display the Run report (also called Report batch pop-up) window where you can:
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See useful information such as Current report queue, Historical execution time and Approximate time to completion.
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Set criteria for editable filters and system filters (Record name, Exclude filter and, if the proper access right is set, the Record group filter too).
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Select the format for the report: PDF, Excel 2007, HTML, XML or File export (to download all files you have included in the report).
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Have the possibility of zipping the file (note that this checkbox is disabled for Excel 2007).
Click the Run report button.
A new window is displayed, informing you that your report has been placed in queue. Click the Go to report queue button to continue with the Report and import queue form, where you wait for the generation of the report output file, or click the Close button if you prefer to keep working in other forms of the application, while your report is generated, and open the Report and import queue form later to check if it is ready.
Edit a report
Select a report template and click the Edit icon. This action will display the Report wizard form, where you can go through its different windows to edit the desired settings. Once the wizard is finished, the Report manager will be again displayed.
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Note that edition of multiple reports at the same time using different tabs/windows under the same login session is not supported. |
Other features
Get the list of all the reports displayed in an xlsx file by cliking on the Export to Excel icon.
Also, depending on your access rights, use other icons to create a new report (you will be redirected to Report wizard), delete and get detailed information.
The Create new button opens the Report wizard form, in order to start creating a new report template.