A report is a report design with saved parameters and a calendar for automatic execution. You create a new report in the Report design list with Create report from design.
The Reports list
Under Reporting module › Reports; the header counts the reports, for example Reports: 8. All administrators see all reports.
| Column | Content |
|---|---|
| Name, Description | name and description of the report |
| Design template | the design it is based on |
| Account name | the administrator who last saved it |
| Run state | Enabled: it runs according to its calendar. Disabled: its calendar is empty. No License: it has appointments but no free license Server: Scheduled reports, per report. |
| Command | Effect |
|---|---|
| Properties or double-click | opens the report window |
| Add copy | creates “(Copy) …” with the same design, the same parameters and the same calendar |
| Delete or Delete | deletes after the prompt Delete report and releases the license |
| Show | only with the permission Report: See: opens the report window without the calendar and without saving |
The report window
The window bears the name of the report; a new one is called New report. It shows the report in the DevExpress print preview, where you can print, set up the page, page through, zoom, export to PDF, Excel and other formats or send the report by email from your email program. In addition, there are Rename and Calendar.
- When the window opens, the parameters appear, with the period set to yesterday. Choose the values and confirm.
- The report runs. Only then can you use Save, Rename and Calendar.
- Save takes over the current parameters and the calendar, enters you under Account name, saves and closes the window.
- Rename asks for New name and Description in the Rename Report window; Save saves immediately and closes the window.
- Calendar switches between the report and the calendar for automatic execution.
A report runs on your computer: the Administration reads the data directly from the database. Long periods with detail tables need correspondingly more time and memory.