Differences

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

--- ug8-2 [2014/09/18 12:02] – external edit 127.0.0.1
+++ ug8-2 [2017/12/01 16:35] – external edit 127.0.0.1
@@ Line 9: / Line 9: @@
   *Click on the **New** tab, a box appears, click **Browse** and point this to the Reports Directory Store for the file.
   *When you have found your report file, highlight and click on **Open**. The name appears under **Description** in the browse box, edit this if required.
-  *If this report is only to be run from a specific **Branch**, selct it from the drop down list, else leave blank for all Branches.
+  *If this report is only to be run from a specific **Branch**, select it from the drop down list, else leave blank for all Branches.
   *Set the Access level to limit who will be able to **View**, **Print** or **Export** a report. See [[ug8-18|Reporting Access Levels]]
-  *There are 2 tick boxes marked **Preserve Report Order** and **Preserve Report Selection**. These may be applied under certain conditions, e.g. the people are sorted by the **Keyname** in the selector screen, but suppose our report sorted by **PersonID** and you wanted it to reflect this, tick the **Preserve Report Order** box, when now run the report will be sorted by the PersonID. It is possible that an error message will be dislpayed if a report cannot adhere to the ordering, in this case the box must be ticked in order to run. In the case of **Preserve Report Selection**, you may not want to report on the records selected but on the criteria set within the report. In this case this box would be ticked in order to overide the selector screen choice.
+  *There are 2 tick boxes marked **Preserve Report Order** and **Preserve Report Selection**. These may be applied under certain conditions, e.g. the people are sorted by the **Keyname** in the selector screen, but suppose our report sorted by **PersonID** and you wanted it to reflect this, tick the **Preserve Report Order** box, when now run the report will be sorted by the PersonID. It is possible that an error message will be displayed if a report cannot adhere to the ordering, in this case the box must be ticked in order to run. In the case of **Preserve Report Selection**, you may not want to report on the records selected but on the criteria set within the report. In this case this box would be ticked in order to overide the selector screen choice.
   *When you are happy with the settings click OK, the name appears on the reports list and is now ready to run.
 If the report to be installed is located elsewhere, and you have followed the procedure to install it, you will be prompted to save this by default to the reports directory store, if you decline this, then you will only be able to run this report from this local machine.