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: 2021.02.19 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 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 what they wish to download. The options include:
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| Edit | Opens the selected record for editing. If a record is not selected, the page will not open. If more than one record is selected, the edit window will open for the 1st report selected. |
| 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. |
| Help | Opens the online WIKI help page for the current page.
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| Import Report Package | Opens the Import Report 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 | 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. |
| 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.
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 required and can be edited from the record view. It must be <= 50 characters and is always editable.
Database Field: ERPx_RSReport.DisplayName |
| Functional Area | Identifies the Functional Area, in NorthScope, the report is assigned to. This is required and can be edited from the record view and is always editable. Functional Areas represent the collection of Transactions, Master Files, Inquires, and Reports that pertain to unique areas of operations within the software. The Functional Areas include:
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 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.
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.
Database Field: ERPx_RSReport.ReportName |
| Report Type | Identifies how the report is classified with the report type. This is required and comes from the Report Type field on the record view. This field 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.
Database Fields: ERPx_MFDataEntityCompany.CompanyName, ERPx_RSReportCompany.DataEntityCompanySK |
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