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  Insert excerptDef - Not DefinedDef - Not Definednopaneltrue 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. 


Software Version: YYYY2022.MM.DD and 03.18 and newer

Table of Contents
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Help
Toolbar IconsDescription
Delete
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Delete - LV
Delete - LV
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Deploy ReportsOpens the Deploy Reports page 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

which type of file

what they wish to download.

 

The options include:

"Download RDL", "Download Query", and "Download Report Package".  Choosing Download RDL will download the RDL

 

  • Download RDL - Downloads only the RDL file. The RDL (Report Definition Language) file
, which is a file extension for an
  •  is the XML file used on Microsoft SQL Server reporting services
If
  • Download Query
is selected, a
  • - Create a zip file containing all the
SQL file/s used to create
  • embedded SQL from the associated report
will be downloaded and if
  • RDL.
  • Download Report Package
is selected,
  • - Creates a ".nsrpt
file (named .nsrpt in NorthScope) which is a report file format will be downloaded for the associated report. 
  • " file that contains the RDL and all external SQL queries.
Edit

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Edit - LV
Edit - LV
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 If more than one record is selected, the edit window will open for the 1st report selected.

Excel
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Excel - LV
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Favorites
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Favorites Add/Remove - GlobalFavorites Add/Remove - Global
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Grid Layout
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Grid Layout - GlobalGrid Layout - Global
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Help - Global
Help - Global
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Import Report PackageOpens the Import Report Package page 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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New - Global
New - Global
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Save
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Save - RV Header
Save - RV Header
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FieldsDescription
Checkbox
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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. 

(lightbulb)  The editability rules do not apply to 'Direct Print' type reports.  

Database Field: ERPx_RSReport.Description

Display Name

Identifies the user-friendly name of the report that is shown on the associated Reports List View or Print Dialog window.  This 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 <= 50 200 characters and is always editable. 

(lightbulb)  The editability rules do not apply to 'Direct Print' type reports.  

Database Field: ERPx_RSReport.DisplayName

Functional Area

Identifies

which area

the Functional Area(s), in NorthScope, the report is

located

assigned to.

 

This is required and can be edited from the record view and is always editable. 

(lightbulb)  The editability rules do not apply to 'Direct Print' type reports.   

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Def - Functional Area
Def - Functional Area
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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

Launches Launch From

Identifies where the report can be opened from.  run from:

  • Print Dialog
  • Reports Page
  • Direct Print

This is required and comes from the Location Launch From field on the record view.  This field is always editable. (lightbulb)  The editability rules do not apply to 'Direct Print' type reports.  

Database Field: ERPx_RSReport.ReportLocationEN

Report Name

Identifies the report file name (RDL Name) of the associated report that the user entered installed on the Record View.  This Report Server. This is required and must be <= 50 200 characters. This field is not editable after save.(lightbulb)  The editability rules do not apply to 'Direct Print' type reports.   

Database Field: ERPx_RSReport.ReportName

Report Parameter Type

Identifies how the format of the report is classified with the report type.  data.  This is required and can be edited from the record view and is always editable. 

Database Field: ERPx_RSReport.IsControlParameterXML

Report Type

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Def - Report Type
Def - Report Type
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This is required and comes from the Report Type field on the record view.   This field

is editable? not editable after save?

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.  (lightbulb) The editability rules do not apply to 'Direct Print' type reports.  

Database Fields: ERPx_MFDataEntityCompany.CompanyName, ERPx_RSReportCompany.DataEntityCompanySK

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