This form can be found in two separate places in the Client.
"Client"
-> "Administration" -> "System settings" -> "Basic data" -> "Report settings"
"Client" -> "Main menu" -> "Reports" -> "Report
settings"
The idea behind this form is to make it easier to search for/edit existing reports. Please note that each report has separate documentation, and here you can read more about how different reports work.
From version 22.8.0 some changes are made to this form. In the list of available reports to change settings for, two columns have been changed. Last report was run/Next report will run now had date/time in them. There is also a new setting called Next report run where it is possible to change the date/time as well.
This form is dynamic and supports the Balthzars grid system. To activate it right-click on a column header and select "Column chooser" in the menu that appears. When that is done a new menu will appear, as seen in the bottom right corner in the picture above. From here you can either add new columns or remove old ones. It is also possible to group one or more columns to see data for only the selected column/s.
Name
Here you can see the name of the selected report.
User
name
Here
you can see the user name connected to the selected report.
Email
address
Here you see
the email address connected to the user of the selected report.
Message group
Here it
is possible to select a message group that will receive the report. A message
group is created via "Client" -> "Administration" -> "System
settings" -> "Basic data" -> "Message groups". Here
is more
information about how that works.
To
printer/Printer
First activate
the checkbox for "To printer", once that is done select the printer in
the drop-down menu of available printers. If the checkbox is not activated, then the selection in the printer
menu will be mute.
Copies
Here you can decide how many copies of the report should be printed.
Folder
This search function can be used in two ways.
Either find existing reports, and/or use it to enter the specific search path to the place
where a new report should be saved.
File
name
This field is connected to
the search folder menu above. The file name is the name/format used to save the report, for example: TestReport.pdf.
Schedule
type
Here you can select a special type of
schedule for the selected report. The options are:
Daily/Monday/Tuesday/Wednesday/Thursday/Friday/Saturday/Sunday/Monday-Friday/Tuesday-Saturday/First day of the
month.
Scheduled
time
This is
connected to the choice made above. For example, if Monday is selected as
schedule type, and the time entered is 10:00:00, the selected report will
be scheduled to start on Mondays
10:00:00.
Quick
report
If this
checkbox is activated it will be visible in the Quick reports menu in the Print
menu in eTouch. However, the checkbox for "In eTouch" must also be
activated. Here
is more information on how this works.
Available for
all
This
checkbox will determine who can access the selected report. If activated all can access it, if not activated only the
creator can access it.
In
eTouch
If this checkbox
is activated the selected report will be visible in the Quick report menu, in
eTouchs Print menu. However, the checkbox for Quick report must also be
activated. Here
is more information on how this works in eTouch.
Custom
data
If this tick
box is activated the selection the report is based on will change. Now the
selection will come from eTouch instead of Client.
Save in [x]
days
The
number of days the system should save the report. It is important
to not choose a low number of days here, since the system will
remove the report after the selected number of days.
Save to file archive
If you
wish to save this report to the file archive you activate this button. You can
then find it via "Client" -> "Administration" -> "System settings" ->
"Basic Data" -> "File storage" -> "Database Files". Here
is more information about
it.
Next report run
In
this field the date/time for the next scheduled report run can be visible, if
that exists. To change it, select
a report from the list of available reports, then use the Edit
button. Once the date/time is changed, then
save the changes with the Update button.