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Software Version: YYYY.MM.DD and newer
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The purpose of the Manage Reports Record View is to add or edit reports within NorthScope. Reports added here will be visible from the Report page, Print Dialog, or direct print windows within various Functional Areas.
Software Version: 2022.03.18 and newer
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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. | ||||||||
| Save |
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| 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 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. Database Field: ERPx ERPx_RSReportRSReportForm.ReportExportTypeENFormSK | ||||||||
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| nopanel | true | 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.DescriptionIsHistoryTracked Display Name | ||||||||
| Launch From | Identifies | the name of where the report | that is shown on the associated Reports List View or Print Dialog windowis launched from. This is a | text box single select lookup 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. |||||
| File to upload | Displays a text box and browse button for the user to upload a report. When the user clicks Browse the file explorer window will open for 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 field is always editable.
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| Form | Identifies which page/s the corresponding report has access to within NorthScope. 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.
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.
Database Fields: ERPx_MFFunctionalArea.FunctionalAreaSK, ERPx_RSReport.FunctionalAreaSK | ||||||||
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 report 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 | ||||||||
| 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. | IsHistoryTrackedLaunch From ReportPathOverride | |||||||
| Report Parameter Type | Identifies | where the format of the report | can be opened fromdata. | 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. 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.
Database Field: ERPx_RSReport.ReportName | ||||||||
| Report Path | Database Field: ERPx_RSReport.ReportPathOverridedefaults 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_RSReport.ReportType | ||||||||
| Use in Company | Identifies which Company/Companies within NorthScope has access to the associated report. This is a single multi 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. Database Field: ERPx_RSReportCompany.DataEntityCompanySK |
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