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**Note** This section is intended for a System Administrator, | **Note** This section is intended for a System Administrator, | ||
\\ \\ | \\ \\ | ||
- | To add a new report, first save the file to the Reports Directory Store. See [[ug8-1|Find the report directory]]. | + | To add a new report, first save the file to the Reports Directory Store. See [[ug8-1|Find the report directory]]. |
+ | 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.\\ | ||
*Open the relevant selector form where the report is to be run from. This example uses the ' | *Open the relevant selector form where the report is to be run from. This example uses the ' | ||
*On the left pane click and select **Reports**, | *On the left pane click and select **Reports**, | ||
*Dependant on the rights assigned, you should have a set of tab buttons, **Open**, **New**, **Edit** and **Delete**. If these are **not** available to you, contact your system administrator. | *Dependant on the rights assigned, you should have a set of tab buttons, **Open**, **New**, **Edit** and **Delete**. If these are **not** available to you, contact your system administrator. | ||
- | *Click on the **New** tab, a box appears, click **Browse** and point this to the Reports Directory Store for the file. | + | *Click on the **New** tab, a box appears, click **Browse** and point this to the Reports Directory Store for the file. Check the file type - the default is .rtm for a ReportBuilder report, .xml is for a job that will perform an action |
*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. | *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 | + | *If no Sort Order is set the reports are listed alphabetically. If only one report has a sort order it is UNDER all the records where it is blank. |
*Set the Access level to limit who will be able to **View**, **Print** or **Export** a report. See [[ug8-18|Reporting Access Levels]] | *Set the Access level to limit who will be able to **View**, **Print** or **Export** a report. See [[ug8-18|Reporting Access Levels]] | ||
+ | *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. | ||
+ | *If this report is only to be run for a range of **Divisions**, | ||
+ | *Permission to save the report PDF to Docs - tick to allow | ||
+ | *Contains Form Fields - the report can be set up so that on a PDF the field is editable. | ||
*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**, | *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**, | ||
- | *When you are happy with the settings click OK, the name appears on the reports list and is now ready to run. | + | *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. | + | |
- | \\ | + | |
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