Difference between revisions of "What is global reporting?"
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== Summary == | == Summary == | ||
| − | Global Reports allow access to | + | Global Reports allow access to module Report Generators from various locations within Platinum. Information such as Customer, Supplier and Stock Codes can be picked up by a Global Report to give information about the current item being viewed. |
| − | + | Environment Variables within a page allow the system to detect specific pieces of information and pass them on to the report you are running e.g. within a Unit Record you could produce a customised profit report without having to type in the unit number. | |
== More Information == | == More Information == | ||
=== Configuration === | === Configuration === | ||
==== Report Filter ==== | ==== Report Filter ==== | ||
| − | * Go into the Report Generator and create a new report, setting the Sort Order and Column Details as usual. | + | * Go into the {{Menu|Report Generator}} and create a new report, setting the Sort Order and Column Details as usual. |
* In the "Report Filters" press {{KeyPress|S-F6}} on the first line to turn it into a formula line. | * In the "Report Filters" press {{KeyPress|S-F6}} on the first line to turn it into a formula line. | ||
* Use the {{DataValue|$ENV}} function to access global variable. | * Use the {{DataValue|$ENV}} function to access global variable. | ||
| − | ** E.g. <code>S01 = $ENV{"S01ST"}</code> would set the report to only give stock details for the stock code in the {{DataPrompt|Global Variable}} {{DataValue|S01ST}}. | + | ** E.g. <code>S01 = $ENV{"S01ST"}</code> would set the report to only give stock details for the stock code in the {{DataPrompt|Global Variable}}{{DataValue|S01ST}}. |
* Enter any other filters on the remaining lines. | * Enter any other filters on the remaining lines. | ||
* Save the report. | * Save the report. | ||
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==== Report Assignment ==== | ==== Report Assignment ==== | ||
* Go to the accept which you want to link the report to. | * Go to the accept which you want to link the report to. | ||
| − | * Click on | + | * Click on {{Menu|Reports|Global Reporting.}} |
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
* Select the relevant module. | * Select the relevant module. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ENTER}} to list the reports. |
* Highlight the report and click {{Button|Choose}}. | * Highlight the report and click {{Button|Choose}}. | ||
* Click {{Button|Close}}. | * Click {{Button|Close}}. | ||
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=== Run the Report === | === Run the Report === | ||
To run the report, click on "Reports" on the menu bar. If there is only one report linked to this field it will be shown at the top of the list. If there are other reports you may need to click on "Global Reporting" to find your report then press {{Button|Start}}. | To run the report, click on "Reports" on the menu bar. If there is only one report linked to this field it will be shown at the top of the list. If there are other reports you may need to click on "Global Reporting" to find your report then press {{Button|Start}}. | ||
| − | {{Tip|text=Pressing {{KeyPress|A-B}} will run the first global report assigned to this accept.}} | + | {{Tip|text=Pressing {{KeyPress|A-B}} will run the first global report assigned to this accept.}} |
=== Available Variables === | === Available Variables === | ||
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Go to the field where you want to be able to access a report. | Go to the field where you want to be able to access a report. | ||
| − | * Click on | + | * Click on {{Menu|Reports|Available Variables.}} |
* The variables available to you will be listed along with there description and current value to help you identify which variable to use in your report filter. | * The variables available to you will be listed along with there description and current value to help you identify which variable to use in your report filter. | ||
| Line 43: | Line 43: | ||
* Use the <code>[[REF:rprgfenv|$ENV]]{}</code> function to access the value of the Global Variable in your report (see above). | * Use the <code>[[REF:rprgfenv|$ENV]]{}</code> function to access the value of the Global Variable in your report (see above). | ||
| − | == See | + | == See also == |
| + | * [[Getting started - Report Generator|Getting Started - Report Generator]] | ||
| + | * [[One line report from the report generator]] | ||
* [[REF:rprgfenv|$ENV]] | * [[REF:rprgfenv|$ENV]] | ||
| − | |||
| − | {{KB_Tags| | + | {{KB_Tags|report generator, global reports}} |
| − | {{FAQ}} {{KB_RGen}} | + | {{FAQ}}{{KB_RGen}} |
Latest revision as of 13:58, 8 July 2024
Contents
Summary
Global Reports allow access to module Report Generators from various locations within Platinum. Information such as Customer, Supplier and Stock Codes can be picked up by a Global Report to give information about the current item being viewed.
Environment Variables within a page allow the system to detect specific pieces of information and pass them on to the report you are running e.g. within a Unit Record you could produce a customised profit report without having to type in the unit number.
More Information
Configuration
Report Filter
- Go into the " Report Generator" and create a new report, setting the Sort Order and Column Details as usual.
- In the "Report Filters" press <Shift+F6> on the first line to turn it into a formula line.
- Use the '$ENV' function to access global variable.
- E.g.
S01 = $ENV{"S01ST"}would set the report to only give stock details for the stock code in the "Global Variable"'S01ST'.
- E.g.
- Enter any other filters on the remaining lines.
- Save the report.
Report Assignment
- Go to the accept which you want to link the report to.
- Click on " Reports Global Reporting."
- Click [Add].
- Select the relevant module.
- Press <Enter> to list the reports.
- Highlight the report and click [Choose].
- Click [Close].
Copying to another Location
 | Each global report is tied to a particular location in Platinum. When you click on the "Global Reports" option in the "Reports" menu it will say "Current Location:" and displays the location at the top of the box. If you move to another field and look again you will this will change. |
To add a report to another location, move onto the relevant accept the go into the Global reports option. Find the report in the list then press [Copy]. It will then be linked to that location too.
Run the Report
To run the report, click on "Reports" on the menu bar. If there is only one report linked to this field it will be shown at the top of the list. If there are other reports you may need to click on "Global Reporting" to find your report then press [Start].
 | Pressing <Alt+B> will run the first global report assigned to this accept. |
Available Variables
These Global Variables allow your Global Report to drill down to the information that is currently being display. In the "Sales Ordering" where you enter both customer and stock codes, 'S01ST' would be available for the stock code and 'A02RP' would be available for the customer code.
Go to the field where you want to be able to access a report.
- Click on " Reports Available Variables."
- The variables available to you will be listed along with there description and current value to help you identify which variable to use in your report filter.
Further Details
These variables can used anywhere a report generator function can be used. E.g. Report Columns.
- Use the
$ENV{}function to access the value of the Global Variable in your report (see above).
See also
