Report Configuration – Details
- Silas Canning (Unlicensed)
Analytics
Field | Description |
|---|---|
Name | Report Name. This is a unique identifier for the report. |
Description | Report Name that is seen by the users. |
Web Description | Report Name Shown on MoveClient/Movepartner. |
RB Report Library | The file directory on your server of the Crystal/Word file. |
Version | File name of the Crystal/Word file. |
Excel Version | Excel Procedure name to be used in Moveware code. |
RB Version | Report Builder Version of Report. |
Dialogues | Which tab in the Reports module is the report visible in. The options are: Sales To add a report to multiple tabs, enter them with a space in between (i.e. Analysis Other). |
Procedure | Moveware Procedure for the Report. This is driving the behavior of each filter to be used in the report. An incorrect procedure will cause filters to not work properly. |
Report List Type | The type of entry in the reports menu. Either Parent or Report. Parent means it is a report group (in Bold) on the Reports Module. For instance, the Analysis tab has a "Financial" group. |
Parent | The name of the report's parent in the Reports module. |
Sort Order | The order the report displays in on menus, ordered from lowest number to highest. If |
Group | Security Group from Employee setup. |
Diary Update | If set to Y, the linked diary action will be completed when running the report. |
Is Unique | Creates a new diary action every time the report is run. |
Web Access |
|
Use Filter: R/P | Filter by each Removal Plan (Job) |
Use Filter: Waybill | Filter by each Waybill (Job) |
Show in | Show on the specified screen (display in the document drop-down menu) if the field is “Y”. |
R/P | Show on Removals Management (Jobs) screen. |
Waybill | Show on Waybill screen. |
Daily Diary | Show on Daily/Operational Diary. |
Web | Show Report on (M) MoveClient, (P) MovePartner or (Y) Both. |
Quick R/P | Show on Quick Removal Management (F12). |
Rate Req | Show on Rate Request screen. |
Debtor | Show Report on (D)ebtor Management, (C)RM, or Both (Y). |
Creditor | Show on Creditor (Supplier) Management. |
Selected Types | Show the Report for Selected Job Types/Cost Centres (EXP, IMP) in Quick Print (Blank for All) |
Avail. Branches: | Show the report for only selected branch. (Blank for All). If Display Branches are used, a Disp. Branch field will be available to show the report for only selected brand. (Blank for All). |
Report Type | R = Crystal Report |
Excel Security |
|
Save as Prompt | Auto-Save word document after merge (Y/N). |
Status | Active/Inactive. |
Merge (Y/N): | Merge for Microsoft Word Merge. |
Merge Version | Table for Merge. |
File Name: | Location of word document file. |
Save As Name | Save As File Name. |
Directory | Default Directory to save the Report to. |
Filter | Filter for Report in Report Page - the correct procedure must be set up within the report for this to work |
Detail | Report Detail seen by the users in the report menu. |
Help | Comments. |
Company | Show the selected company. (Blank for All). |
Action | The diary action the report is linked to. |
Timeframe | Default timeframe for the timeframe filter. |
Tariff | Show Report only for the selected Tariff Accounts (Blank for All). |
Def. Language | Default Language for Report. |
CR Group | Dynamic group options for Group By. This will list out the groups and they are seen in the Report Groupings Table. |
Max Groups | The maximum number of groups that the report can run . The report must have the correct procedure running to use these groups. |
Def Groups | The number of default groups the report uses. |
Default Values | The default values when generating the report in Reports Menu. Double click a default value to change it. Default Users Branch: Y or N |
Report Groupings Table | Defaults when the report is run using groups. |