Software Version: YYYY.MM.DD and newer
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| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| 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 | Opens the selected record for editing. If a record is not selected, the page will not open. |
| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| 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 | Opens a new blank record for data entry. |
| Save | Saves the changes made to the record.
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| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| 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 | Identifies which area in NorthScope the report is located. This is required and can be edited from the record view and is always editable. Note: The editability rules do not apply to 'Direct Print' type reports. Database Fields: ERPx_MFFunctionalArea.FunctionalAreaSK, ERPx_RSReport.FunctionalAreaSK |
| Launches From | Identifies where the report can be opened 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. Database Field: ERPx_RSReport.ReportLocationEN |
| Report Name | Identifies the 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 reports. 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 |
| System Version | 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. Note: The editability rules do not apply to 'Direct Print' type reports. Database Field: ERPx_RSReportCompany.DataEntityCompanySK |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.