pergamonmu:general:reporting
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision Last revision Both sides next revision | ||
|
pergamonmu:general:reporting [2017/08/08 13:31] admin |
pergamonmu:general:reporting [2017/09/08 14:43] admin |
||
|---|---|---|---|
| Line 32: | Line 32: | ||
| Three command buttons provide the ability to abort the report dialog using the [Close] button, [Run] the report to its intended destination, or to display information about the report version using the [?] button. | Three command buttons provide the ability to abort the report dialog using the [Close] button, [Run] the report to its intended destination, or to display information about the report version using the [?] button. | ||
| + | |||
| + | ==== Templates ==== | ||
| + | |||
| + | The Dynamic Reporting system allows the use of templates - recorded sets of criteria which can be reloaded to speed up the generation of repeat reports. | ||
| + | |||
| + | === Saving a Template === | ||
| + | |||
| + | If you wish to record a certain set of criteria and reporting format (selection and placement of fields), configure the criteria window as required then select [**Templates**] > [**Save Template**] from the bottom of the window. After requesting a description for the template, the template is saved into the database for later use. | ||
| + | |||
| + | === Using a Template === | ||
| + | |||
| + | In order to recover a template, load the Dynamic Report window and then select [**Templates**] from the bottom of the window. All previously saved templates for this report are displayed in the menu. Select the required Template from the menu to load it into the criteria window. | ||
| + | |||
| + | === Updating a Template === | ||
| + | |||
| + | In order to update a template with new criteria, load the Dynamic Report window and select the required template from the [**Templates**] menu, as above. Update the on-screen criteria with new selection and then reselect the [**Templates**] button and choose [**Update current template**]. | ||
| + | |||
| + | === Deleting a Template === | ||
| + | |||
| + | In order to remove a template which is no longer required, load the Dynamic Report window and select the required template from the [**Templates**] menu, as above. Once the template is selected, reselect the [**Templates**] button and choose [**Delete current template**]. | ||
| + | |||
| + | While the current template criteria are still displayed on-screen, the template is removed from the database. | ||
| ---- | ---- | ||
| {{:logo.png?nolink |}}\\ | {{:logo.png?nolink |}}\\ | ||
| [[:start|Pergamon Wiki Home]] | [[:start|Pergamon Wiki Home]] | ||
pergamonmu/general/reporting.txt ยท Last modified: 2017/09/08 14:48 by admin
Page Tools
