The Report screen allows for the creation of a report based on an established template and within the required category. Aspects of the report can be set at this point, such as default sort criteria and base selection formula.
Procedures
Creating A Report
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Should an additional report based on the same report template be required, it would require a new name. This is not enforced as a unique report number is allocated for each report created for a selected template.
General Group
Field | Description |
|---|---|
Template | Report template on which a report is based. Click the Template popup button to select. |
Category | Report category to which a report belongs. Click the Category popup button to select. |
Default Sort Template | A specific sort template may be applied to a report at the template level. If empty, the sort order of the report is defined either in the report or in the report profile. Click the Default Sort Template popup button to select. Example: Client Reference Name, Job Address, Site Start/Job Address, etc. Important: If the default sort template is modified for a report template, all reports based on that report template will also require updating. |
Default Report Profile | This field/function is currently disabled. |
Criteria Method | Specific criteria method selected for the report. The criteria method refers to the data that will be displayed in the report. Click the Criteria Method popup button to select. Important: If the criteria method is modified for a report template, all reports based on that report template will also require updating. |
Name | Name given to the report. The name is automatically generated based on the name of the report template but can be manually entered, if required. |
Reference | Reference name given to the report. Click the Reference copy button to copy the report name or manually enter a reference name. The name is automatically generated based on the reference name of the report template but can be manually entered, if required. |
Number | Internally generated number. This field is locked and cannot be edited. |
Can Print? | This field/function is currently disabled. |
Can Preview? | This field/function is currently disabled. |
Can Export? | This field/function is currently disabled. |
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Formulas entered here automatically override any other base selection formulas either selected, added to a report, or added to a report at runtime. Base criteria added into this dialog are also found in the Standard Criteria dialog.
