The purpose of this page is to view, add, edit, remove reports within NorthScope. Additionally, users can deploy reports to the report server, download report files and import report packages.
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| Toolbar Icons | Description | ||||||||
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| Delete |
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| Deploy Reports | Opens the Deploy Reports Record View which allows users to select one or more reports to deploy/ re-deploy to the report server. | ||||||||
| Download | Opens a drop-down menu for the user to select what they wish to download. The options include:
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| Edit |
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| Excel |
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| Help |
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| Import Report Package | Opens the Import Report Package Record View which allows users to browse to a .nsrpt file and import the corresponding report. Users may only import one report package at a time. | ||||||||
| New |
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| Save |
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| Fields | Description | ||||||||
| Checkbox |
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| Description | Identifies the description of the report that was entered on the record view. This is not required and can be edited from the Description field on the record view. It must be <= 1000 characters and is always editable.
Database Field: ERPx_RSReport.Description | ||||||||
| Display Name | Identifies the user-friendly name that will be displayed in the Print Dialog and on each of the Reports List Views. This is required and can be edited from the record view. It must be <= 50 characters and is always editable.
Database Field: ERPx_RSReport.DisplayName | ||||||||
| Functional Area | Identifies the Functional Area, in NorthScope, the report is assigned to. This is required and can be edited from the record view and is always editable.
Database Fields: ERPx_MFFunctionalArea.FunctionalAreaSK, ERPx_RSReport.FunctionalAreaSK | ||||||||
| Help | A hyperlink that displays the value 'View'. Clicking on the link opens the help page for the corresponding report. If there is no help page for the associated report, this field will be blank. This field is never editable by the user. Database Field: ERPx_RSReport.OnLineHelpURL | ||||||||
| Launch From | Identifies where the report can be run from:
This is required and comes from the Launch From field on the record view. This field is always editable.
Database Field: ERPx_RSReport.ReportLocationEN | ||||||||
| Report Name | Identifies the report file name (RDL Name) of the report installed on the Report Server. This is required and must be <= 50 characters. This field is not editable after save.
Database Field: ERPx_RSReport.ReportName | ||||||||
| Report Type |
This This is required and comes from the Report Type field on the record view. This field is always editable. Database Field: ERPx_RSReport.ReportType | ||||||||
| Status | Identifies the status of the report. For standard reports shipped with NorthScope, the status will default to 'Not Deployed' until the user deploys it. Reports that are manually added by the user, if successful, will save as 'Deployed'. Reports that are not found on the report server or their location is not in the standard location will display a status of 'Unknown'. Database Field: ERPx_RSReport.ReportStatusEN | ||||||||
| System Version | Identifies whether the report is a NorthScope shipped report. This is required and will display 'Yes' when the associated report is a shipped report. If users download a report rdl/package and make changes to a shipped report and re-upload/deploy it, the System Version column will be blank, and the original shipped report will display 'Yes' in this column. Database Field: ERPx_RSReportDefinition.IsSystemVersion | ||||||||
| Use in Company | Identifies which Company/Companies within NorthScope has access to the associated report. This is not required and can be edited from the record view. If all companies have been selected the value *ALL* will be displayed in this field and if no companies have been selected, then this field will be blank. This field is always editable.
Database Fields: ERPx_MFDataEntityCompany.CompanyName, ERPx_RSReportCompany.DataEntityCompanySK |
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