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Software Version: 2021.02.19 and newer
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Page Header
| Fields | Description | |
| 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 editability rules do not apply to 'Direct Print' type reports. 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: The editability rules do not apply to 'Direct Print' type reports. 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 editability rules do not apply to 'Direct Print' type reports. 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 editability rules do not apply to 'Direct Print' type reports. 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 editability rules do not apply to 'Direct Print' type reports. Database Fields: ERPx_MFFunctionalArea.FunctionalAreaSK, ERPx_RSReport.FunctionalAreaSK | Is History Tracked |
| 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 |
| 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 editability rules do not apply to 'Direct Print' type reports. Database Field: ERPx_RSReport.ReportName | |
| Report Path | Database Field: ERPx_RSReport.ReportPathOverrideServer | Displays the URL of the report server. Database Field: ERPx_MFSysPreferences WHERE PreferenceName = 'ReportServerURL' |
| Data Source | Identifies the Data Source that SSRS connects to for generating the report. | |
| Report Folder | Displays the folder within the Report Server where the physical report file (RDL) is located. Database Field: ERPx_MFSysPreferences WHERE PreferenceName = 'ReportServerDirectory' |
Page Detail
Toolbar Icons | Description | ||||||||
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| Deploy Reports | Selecting one or more reports and clicking the 'Deploy Reports' icon deploys them to the report server, assuming there are no errors. | ||||||||
| Re-Deploy DataSource | Selecting one or more reports and clicking the 'Re-Deploy DataSource' icon will re-deploy the corresponding report. | ||||||||
| Help |
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| Fields | Description | ||||||||
| Checkbox | Used to select the report to deploy/re-deploy. | ||||||||
| Current Version | Identifies the existing version of the report on the server. If the report does not currently exist on the report server, this field will be blank. If a version of the report exists on the server an eight digit number will be displayed representing the associated date for that report. For example, 20200529 would mean the current version is May 29th 2020. This field is never editable. Database Field: ERPx_RSReportDefinition.VersionNumber | ||||||||
| Error | Displays a message to the user with any known issues with the report prior to it being deployed. | ||||||||
| Latest Version | Identifies the most recent version of the report. If the report does not currently exist on the report server, this field will be blank. If a version of the report exists on the server an eight digit number will be displayed representing the most recent date for that report. For example, 20200529 would mean the latest version is May 29th 2020. This field is never editable. Database Field: ERPx_RSReportDefinition.VersionNumber | ||||||||
| On Report Server | Identifies whether or not the report exists on the report server. This field displays 'Yes' when the report exists on the report server and is blank when it does not. This field is never editable. | ||||||||
| 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. This field is not editable after save on the Manage Reports Record View. Database Field: ERPx_RSReport.ReportName | ||||||||
| Status | Identifies the current 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'. Reports that are not able to be deployed, usually because no report definition exists, will display the status 'Error'. This field is required and never editable by the user. Database Field: ERPx_RSReport.ReportStatusEN | ||||||||
| Use in Company | Identifies which Company/Companies within NorthScope |
will have access |
, after the |
selected report(s) are deployed. |
This is a |
multi select lookup that defaults to |
the value that was selected on the record view for the associated report. This field is not required, however if no company is selected the report will not be available for use within NorthScope |
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Note: The editability rules do not apply to 'Direct Print' type reports.
Database Field: |
ERPx_RSReportCompany.DataEntityCompanySK |
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