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| Toolbar Icons | Description |
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| Close | Clicking this toolbar icon will close the current record and return to the Manage Reports List View. |
| Help | Can we add a help icon to this? |
| Fields | Description |
| Allowed Formats | Identifies the available file formats that the associated report can be exported in from the Print Dialog window. This is a single select lookup that defaults to blank on New. This field is required else the message 'At least one allowed format must be specified' will be displayed on Save. This is always editable and affects the format that the user can export the report in from the Print Dialog window for example. The lookup contains: PDF, Word, Excel, CSV. Note: The Database Field: ERPx_RSReport.ReportExportTypeEN |
| Description | ADD DEF/ GLOBAL CONTROL HERE. This is a text box that defaults to blank on New and allows the user to enter information pertaining to the report that is useful to users and the company. This field is not required and must be <= 1000 characters. This is always editable and will be visible for reports set to be located on the Reports Page. Note: Database Field: ERPx_RSReport.Description |
| Display Name | Identifies the name of the report that is shown on the associated Reports List View or Print Dialog window. This is a text box that defaults to blank on New and allows the user to enter a name for the report that will be displayed to the user. This field is required and must be <= 50 characters. If left blank, this will default to the 'Report Name' value. This is always editable. Note: The Database Field: ERPx_RSReport.DisplayName |
| File to upload | |
| Form | ADD DEF/ GLOBAL CONTROL HERE. This is a single select lookup that defaults to blank and is disabled on New until the Location type 'Print Dialog' is selected. This field is not required, however if a value is not selected the associated report will not be displayed in any print dialog window. This field is only editable when the Location is set to 'Print Dialog'. The lookup contains the available pages the report can be added to appear in the print dialog window based upon the Functional Area selected. Note: The Database Field: ERPx_RSReportForm.FormSK |
| Functional Area | Identifies which area in NorthScope the report is located. This is a single select lookup that defaults to the first value available in the list. This field is required and is always editable. Note: The Database Fields: ERPx_MFFunctionalArea.FunctionalAreaSK, ERPx_RSReport.FunctionalAreaSK |
| Is History Tracked | Database Field: ERPx_RSReport.IsHistoryTracked |
| Location | Identifies where the report can be opened from. This is a single select lookup that defaults to blank on New. This is required else the message 'Report Location is required' will be displayed on Save. The lookup contains: Print Dialog, Reports Page, Direct Print. Note: The editability rules do not apply to 'Direct Print' type reports. Database Field: ERPx_RSReport.ReportLocationEN |
| On Report Server | Database Field: |
| Report Name | Identifies the name of the associated report. This is a text box that defaults to blank on New and allows the user to enter a name for the report, this value is not visible to the user. This field is required else the message 'Report Name is required' will be displayed on Save. Report Names must be unique, if a duplicate name is entered the message 'Report Names must be unique' will be displayed on Save. This field must be <= 50 characters and is only editable on New. Note: The Database Field: ERPx_RSReport.ReportName |
| Report Path | Database Field: ERPx_RSReport.ReportPathOverride |
| Use in Company | Identifies which Company/Companies within NorthScope has access to the associated report. This is a single select lookup that defaults to *ALL* on New. This field is not required, however if no company is selected the report will not be available for use within NorthScope. This is always editable. Note: The Database Field: ERPx_RSReportCompany.DataEntityCompanySK |
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