Difference between revisions of "Modifying a report generator system report"

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Sometimes it may be necessary to change a ''system'' Report Generator report. You may want to add or report information from the report.
 
Sometimes it may be necessary to change a ''system'' Report Generator report. You may want to add or report information from the report.
  
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{{Warning|text=You cannot edit a ''system'' report as any changes that you make will be overwritten when you next run a [[Downloading_a_Platinum_Update|Platinum Program update]]. You can '''export''' a ''system'' report and '''import''' it as a ''user'' report and then use that as a template for your new ''user'' report.
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{{Warning|text=You cannot edit a ''system'' report as any changes that you make will be overwritten when you next run a [[Downloading_a_Platinum_Update|Platinum Program update]]. You can '''copy''' a ''system'' report which will then be saved as a ''user'' report which may then be edited.
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*''User'' reports are '''never''' overwritten by a Program Update.}}
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* ''User'' reports are '''never''' overwritten by a Program Update.}}
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As only ''user'' reports can be copied, this article explains how to export and import the ''system'' report as a ''user'' report which avoids the report being over written.
 
  
 
== More Information ==
 
== More Information ==
 
*Go to the Report Generator that the ''system'' report is installed.
 
*Go to the Report Generator that the ''system'' report is installed.
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*Click {{Button|Advanced}}.
 
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*Change the {{DataPrompt|Report Type}} from {{DataValue|User}} to {{DataValue|System}}.
 
 
*Click {{Button|Search}}.
 
*Click {{Button|Search}}.
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*Highlight the report and press {{KeyPress|F8}} "Export".
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*Highlight the report you want to copy and press {{KeyPress|A-F8}} "Copy".
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*Click {{Button|OK}} defaulting to {{FileExt|REPORT.??}} (The ''??'' will change depending on the module your report is in. (e.g. {{FileExt|ST}} for Stock, {{FileExt|OP}} for Order Processing etc).
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*Choose a new three letter {{DataPrompt|Report code}} and {{DataPrompt|Description}} for the copied report.
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** The ''system'' report is now saved in the {{FilePath|REPORT.??}} file and we need to import it back as a ''user'' report.
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*Click {{Button|OK}}.
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*Click {{Button|Advanced}}.
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*Highlight the newly created ''user'' report and press {{KeyPress|F5}} to edit the report and make the changes required.
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*Change the {{DataPrompt|Report Type}} from {{DataValue|System}} to {{DataValue|User}}.
 
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*Press {{KeyPress|Shift+F8}} "Import".
 
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*Click {{Button|Enter}} Defaulting to "REPORT.??".
 
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**You now have a copy of the ''system'' report.
 
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*Press {{KeyPress|F5}} to edit the report and make the changes required.
 
  
 
=== Using the Report ===
 
=== Using the Report ===
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{{Note|text=In order for these changes to take effect it may be necessary to the change some system parameter to use this new user report.
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{{Note|text=In order for these changes to take effect it may be necessary to the change some system setting to use this new user report.
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{{Example|text=To change the {{DataPrompt|Depot Movements List}} in the "Stock Control" you need to do the above on the report {{DataValue|MOV}} in the Stock Control Report Generator, in order for the Stock Control to use the new ''user'' report you will need to amend the stock parameters.
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{{Example|text=To change the {{DataPrompt|Depot Movements List}} in the "Stock Control" you need to do the above on the report {{DataValue|MOV}} in the Stock Control Report Generator, in order for the Stock Control to use the new ''user'' report you will need to amend the stock setting.
  
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Go to "Stock Control" -> "Stock Parameters" -> "Report Parameters".
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Go to {{PlatinumSettings}} and change the {{DataValue|S}} to a {{DataValue|U}} for the {{DataPrompt|Depot Movements List}}.}}}}
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* Change the {{DataValue|S}} to a {{DataValue|U}} for the {{DataPrompt|Depot Movements List}}.}}}}
 
  
 
== See also ==
 
== See also ==
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*[[How do I import a Report Generator template?]]
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* [[How do I import a report generator template?]]
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* [[How do I export a report generator template?]]
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{{KB_Tags|system report, editing, modify, user report, export, exporting, import, importing, copy}}
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{{MClass}}{{KB_RGen}}
  
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{{MClass}}{{KB_Tags|system report, editing, modify, user report, export, exporting, import, importing}}{{KB_RGen}}
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{{KB_Ref|RP91}}

Latest revision as of 05:31, 12 April 2019

Summary

Sometimes it may be necessary to change a system Report Generator report. You may want to add or report information from the report.

You cannot edit a system report as any changes that you make will be overwritten when you next run a Platinum Program update. You can copy a system report which will then be saved as a user report which may then be edited.
  • User reports are never overwritten by a Program Update.

More Information

  • Go to the Report Generator that the system report is installed.
  • Click [Search].
  • Highlight the report you want to copy and press <Alt+F8> "Copy".
  • Choose a new three letter "Report code" and "Description" for the copied report.
  • Click [OK].
  • Highlight the newly created user report and press <F5> to edit the report and make the changes required.

Using the Report

In order for these changes to take effect it may be necessary to the change some system setting to use this new user report.
To change the "Depot Movements List" in the "Stock Control" you need to do the above on the report 'MOV' in the Stock Control Report Generator, in order for the Stock Control to use the new user report you will need to amend the stock setting. Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and change the 'S' to a 'U' for the "Depot Movements List".

See also


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Keywords AND Misspellings
system report, editing, modify, user report, export, exporting, import, importing, copy
Tags

RP91

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