Difference between revisions of "Report Template"
(Created page with "The Report Template system gives the ability to generate reports based on the data with PRS, assisting in displaying and reporting on whatever is required. All main panels within PRS allow for reports, and each can have as many reports as is required. == Creating a Report == To create a report, you will need the "Design Reports" Security Token. Then, simply navigate to any screen on PRS, and click the little arrow in the ribbon bar at the top, as displayed in the p...") |
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=== Loading & Saving === | === Loading & Saving === | ||
On the left hand side of the report grid, there are two buttons for loading and saving reports from/to files. This allows you to take a report template and reload it somewhere else. Note that this is prone to errors, since a report is intrinsically tied to the type of data that is being loaded; hence, if you export a report for [[Kanban|Tasks]] and then import it for [[Job|Projects]], there will most likely be | On the left hand side of the report grid, there are two buttons for loading and saving reports from/to files. This allows you to take a report template and reload it somewhere else. Note that this is prone to errors, since a report is intrinsically tied to the type of data that is being loaded; hence, if you export a report for [[Kanban|Tasks]] and then import it for [[Job|Projects]], there will most likely be errors, since the data that represents a Job is different from that of a Task. Hence, this is not recommended unless you know what you are doing. | ||
== Report Design == | == Report Design == | ||
Revision as of 00:57, 16 December 2022
The Report Template system gives the ability to generate reports based on the data with PRS, assisting in displaying and reporting on whatever is required. All main panels within PRS allow for reports, and each can have as many reports as is required.
Creating a Report
To create a report, you will need the "Design Reports" Security Token. Then, simply navigate to any screen on PRS, and click the little arrow in the ribbon bar at the top, as displayed in the picture. This will open up a new grid, from which you can create new report templates. Each report template in this grid acts as a "template" for the report; it tells PRS how to display the data. To create a new report, simply click the "+" button down the bottom, and fill in the required fields.
Fields
Name
The name is the name of the report, displayed in the main ribbon of PRS. It should be descriptive about what data the report displays.
Visible
Determines whether the report should be visible in PRS. If this is not checked, there will be no way to generate the report. This should be used when you have old reports that are no longer necessary, but you don't want to delete them in case you need them again, or, if you are currently working on a report's design and don't want it to be visible yet.
All Records / Selected Records
These fields determine what data should be used in the report. Most panels in PRS have a way to select data, and these fields determine whether all data in PRS should be used, or just the records that have been selected. If neither are selected, the report will not be able to be generated. If both are selected, there will be an option to choose which one when generating the report later on.
Loading & Saving
On the left hand side of the report grid, there are two buttons for loading and saving reports from/to files. This allows you to take a report template and reload it somewhere else. Note that this is prone to errors, since a report is intrinsically tied to the type of data that is being loaded; hence, if you export a report for Tasks and then import it for Projects, there will most likely be errors, since the data that represents a Job is different from that of a Task. Hence, this is not recommended unless you know what you are doing.
Report Design
TBC
Generating Reports
TBC