Note This section is intended for a System Administrator, as it may require associated Rights.

To add a new report, first save the file to the Reports Directory Store. See Find the report directory.

• Open the relevant selector form where the report is to be run from. This example uses the 'Person List (Basic)' report in the Person selector screen.
• On the left pane click and select Reports, a list of currently installed reports will show, the description is taken by default from the file name, but is editable to reflect the type of report.
• 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.
• 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.
• Set the Access level to limit who will be able to View, Print or Export a report. See note below on 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.
• 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 on a local machine.

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Back to Reports

Access Levels
User levels are set within the Maintenance → Users menu. if the Report's levels are 98 Export, 99 Print and 100 View, and the User's Access level is 98, the User can View, Print and Export the report. However, if the User's Access level is raised to 100, then the User is only able to View the report on screen - the Print and Export option will not be available. Raising the Report's Access level above the User's limit will hide the report from the User's view. This might be a very useful option for sensitive or Management reports. If this is a general report, then leave this setting as (0).