Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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
Info
titleExample
Client Reference Name, Job Address, Site Start/Job Address, etc.


Warning
Important: If

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.

Warning
Important: If

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.

Description Group

Free text area for notes regarding the report. A definition of what the report does, or is meant to show. The description will be displayed on the Reports list of the Reports screen.

...