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 '''copy''' a ''system'' report and use it as a template for a 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 '''export''' a ''system'' report and '''import''' it as a ''user'' report and then use that as a template for your new ''user'' report.
 
*''User'' reports are '''never''' overwritten by a Program Update.}}
 
*''User'' reports are '''never''' overwritten by a Program Update.}}
  
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This article explains how to export and import the ''system'' report as a ''user'' report which avoids the report being over written.
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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 ==

Revision as of 11:07, 11 March 2008

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 export a system report and import it as a user report and then use that as a template for your new user report.
  • User reports are never overwritten by a Program Update.

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

  • Go to the Report Generator that the system report is installed.
  • Click [Advanced].
  • Change the "Report Type" from 'User' to 'System'.
  • Click [Search].
  • Highlight the report and press <F8> "Export".
  • Click [OK] defaulting to '.REPORT.??' (The ?? will change depending on the module your report is in. (e.g. '.ST' for Stock, '.OP' for Order Processing etc).
    • The system report is now saved in the 'REPORT.??' file and we need to import it back as a user report.
  • Click [Advanced].
  • Change the "Report Type" from 'System' to 'User'.
  • Press <Shift+F8> "Import".
  • Click [Enter] Defaulting to "REPORT.??".
    • You now have a copy of the system report.
  • 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 parameter 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 parameters.

Go to "Stock Control" -> "Stock Parameters" -> "Report Parameters".

  • Change the 'S' to a 'U' for the "Depot Movements List".


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