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Software Version: 2022.03.18 and newer
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| Toolbar Icons | Description | Delete|||||||||||||
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| Close | Clicking this toolbar icon will close the current record and return to the Manage Reports List View. | |||||||||||||
| Save |
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| Deploy Reports | Opens the Deploy Reports page 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 which type of file to download. The options include: "Download RDL", "Download Query", and "Download Report Package". Choosing Download RDL will download the RDL (Report Definition Language) file, which is a file extension for an XML file used on Microsoft SQL Server reporting services. If Download Query is selected, a zip file containing the SQL file/s used to create the associated report will be downloaded and if Download Report Package is selected, a .rpt file (named .nsrpt in NorthScope) which is a report file format will be downloaded for the associated report. | Edit | ||||||||||||
| Insert excerpt | Edit - LV | Edit - LV | ||||||||||||
| nopanel | true | Excel | ||||||||||||
| Insert excerpt | Excel - LV | Excel - LV | ||||||||||||
| nopanel | true | Favorites | ||||||||||||
| Insert excerpt | Favorites Add/Remove - Global | Favorites Add/Remove - Global | ||||||||||||
| nopanel | true | Grid Layout | ||||||||||||
| Insert excerpt | Grid Layout - Global | Grid Layout - Global | ||||||||||||
| nopanel | true | Help | ||||||||||||
| Insert excerpt | Help - Global | Help - Global | ||||||||||||
| nopanel | true | |||||||||||||
| Import Report Package | Opens the Import Report Package page 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 | ||||||||||||
| Insert excerpt | New - Global | New - Global | ||||||||||||
| nopanel | true | Save | ||||||||||||
| Insert excerpt | Save - RV Header | Save - RV Header | ||||||||||||
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| Fields | Description | Checkbox | ||||||||||||
| Insert excerpt | Checkbox | Checkbox | ||||||||||||
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| Display Name | Identifies the name of the report that is shown on the associated Reports List View or Print Dialog window. This is required and can be edited from the record view. It must be <= 50 characters and is always editable. Note: The editability rules do not apply to 'Direct Print' type reports. Database Field: ERPx_RSReport.DisplayName | |||||||||||||
| Functional Area | Fields | Description | ||||||||||||
| Allowed Formats | Identifies the file formats that you will allow the report to be exported in when printing from the Print Dialog. This is a single select lookup that defaults to blank on New but is required to save. If missing, the message "At least one allowed format must be specified" will be displayed on Save. This is always editable. The lookup contains:
Database Field: ERPx_RSReport.ReportExportTypeEN | |||||||||||||
| Description | Identifies the description of the report. This defaults to blank, 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. 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 Report List Views. This defaults to blank and is required and must be <= 50 characters. If left blank, this will default to the 'Report Name' value. This is always editable. Database Field: ERPx_RSReport.DisplayName | |||||||||||||
| File to upload | Displays a text box and browse button for the user to upload a report. When the user clicks the 'Browse' button, the file explorer window opens allowing the user to select the .rdl (Report Definition Language) file they wish to upload/deploy. If another file type is selected, the message "You are only allowed to upload rdl files" will be displayed on Save. This is always editable. | |||||||||||||
| Form | This is used to identify the page(s) you can print the report from. This is only enabled for reports that Launch From a 'Print Dialog'. This is a single select lookup that defaults to blank and is only enabled when the Launch From is set to 'Print Dialog'. If blank, the report will not be displayed in any print dialog window within the Functional Area. The lookup contains an option for ALL as well as all the available pages the report can be added to within the Functional Area. Database Field: ERPx_RSReportForm.FormSK | |||||||||||||
| Functional Area | Identifies the Functional Area(s), in NorthScope, the report is assigned to. This is a multi select lookup that defaults to the first value available in the list. This is required and is always editable.
Database Fields: ERPx_MFFunctionalArea.FunctionalAreaSK, ERPx_RSReport.FunctionalAreaSK | |||||||||||||
| Is History Tracked | THIS IS NOT CURRENTLY USED Database Field: ERPx_RSReport.IsHistoryTracked | |||||||||||||
| Launch From | Identifies where the report | can be opened is launched from. This is | required and comes from the Location field on the record view. This field is always editable. Note: The editability rules do not apply to 'Direct Print' type reports. a single select lookup that defaults to blank on New but is required to Save. If missing, the message "Report Location is required" will be displayed. The lookup contains:
Database Field: ERPx_RSReport.ReportLocationEN | |||||||||||
| On Report Server | Identifies whether or not the report exists on the report server. This displays 'Yes' when the report exists on the report server and is blank when it does not. This is never editable. Reports that are not on the Report Server will not run. | |||||||||||||
| Report Name | Identifies the report file name (RDL Name) of the | associated report that the user entered on the Record View. This is required and must be <= 50 characters. This field is not editable after save.Note: The editability rules do not apply to 'Direct Print' type reportsreport installed on the Report Server. This is a text box that defaults to blank on New, this value is a reference that is not visible to the user launching the report (they see the 'Display Name'). This is required and if missing, 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 must be <= 50 characters and is only editable on New. Database Field: ERPx_RSReport.ReportName | ||||||||||||
| 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 | |||||||||||||
| Report Path | Used to set an alternative file system location for individual reports. This text box defaults to blank on New and allows the user to enter an alternative path of the associated report being uploaded. This is typically only used for reports located on another server as opposed to the NorthScope report server. Database Field: ERPx_RSReport.ReportPathOverride | |||||||||||||
| Report Parameter Type | Identifies the format of the report data. This is a single select lookup that defaults to the first value available in the list. This is required and is always editable. The lookup contains the following values:
Database Field: ERPx_RSReport.IsControlParameterXML | |||||||||||||
| Report Type | Identifies how the report is classified. This is a single select lookup that defaults to blank on New. This is required else the message "Report Type is required" will be displayed on Save. The lookup contains the values in the ReportType Enumeration Class.
Database Field: ERPx_ | RSReportDefinitionRSReport. | IsSystemVersionReportType | |||||||||||
| 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. Note: The editability rules do not apply to 'Direct Print' type reports. This is a multi select lookup that defaults to "*ALL*" on New. This is not required, however if no company is selected the report will not be available for use within NorthScope. This is always editable. Database Field: ERPx_RSReportCompany.DataEntityCompanySK |
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