<< Click to Display Table of Contents >> Producing a system report |
Access: Reports > Reports generator > Reports list
✓ There cannot be more than 50 reports in the processed report list and, since they are kept for five days, to keep your reports, save them on your workstation.
✓ The reports produced are kept for a period of five days. Save them to your workstation to keep them.
✓ The Microsoft® Excel (non-formatted) format is a report format that has no title, no page numbering, no groups or totals. It holds column headings and data. This format is useful to manipulate data directly into Microsoft® Excel.
✓ The orientation and the page format shown by default correspond to the values which optimize the presentation of the report. For example, if the width of the selected fields allows a “Portrait” orientation, this format will be selected by default.
✓ The “Delimited text” format is convenient with an interface compatible with your external systems.
✓ If you use the Report Creation function, note that the filter values can be defined by default in the report in order to accelerate production, but the filter values may still be modified at this step.
✓ To see examples, click here.
1Enter the name of the report to produce in the Report name field or select “standard” from the Group field dropdown list.
2Click on Refresh. The list of all the “standard” reports will be displayed.
3Check the box of the report to produce, then click on Produce.
4From the Criteria heading, select the language of your choice and the report format. Depending on the chosen format, different fields will appear to enable you to select an item from a drop down list.
5If you wish to print your chosen criteria on the first page of the report, check the box of the Print criteria field.
6Check the Summary report box so the report only displays the totals according to the selected filters.
The box is available according to the following conditions:
✓ The selected report format is “Excel (formatted)” or “PDF”.
✓ The report contains a grouping and sub-totals.
7Depending on the report selected, the mandatory fields and the criteria shown under the Filters heading will differ. Make the selection according to your needs.
8When you have a date to enter in the Date field, click on the icon located at the far right of the line. A window will pop up in which you can select a company and a date.
9Click on Execute to generate the report.
The Production underway screen appears showing the name of the report to produce. When the report will be ready, the screen Report Produced will show.
You will then be able to select and view the report. You can also view the report later in the Processed reports function.