Via Clients left side menu it is possible to find the form seen below which is called Quick reports. To see reports here the tick box called "Quick reports" has to be activated when creating reports. This can be done either via "Administration", "Client", or an individual report with access to the report settings menu. Quick reports can also be visibile in eTouch. See links below to the documentation for each form.
Form for report settings in
admin
Form for report settings in
Client
Form for quick reports in
eTouch
Form for quick reports in
Client
Form for settings for each individual
report in Client
Each report will be sorted on the name it was given when it was created.
Search
tool
The
functionality within the "Search tool" button was developed for a specific
customer. Therefore it is recommended to contact Delacroys support if you request any additional
assistance/information regarding this feature. What it does is that
it will search for orders. However, as of right now you can only use
the report production settings, here you
can find more information about that report. For this to work as intended
you have to go to the settings menu for the production settings report. In there
you activate the boxes called "Quick reports", and "Available in eTouch". When
this is done you can use the "Search tool" button and search for orders. A
new form will appear where you have to enter a tool ID, and then press save
to confirm this. Balthzar will search for that tool ID. First, it will look for
when it was last used on the active machine, and secondly, it will search for
when that tool ID was used at all. If the search is successful a report will be
created on the active machine. If the search is not successful nothing happens.
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
there is more information about it.
Save in
[x]days
Here you can select the number of days the
selected report should be saved. Either use the arrows up, and down, or enter a
number manually. For example, if you choose seven days the report will be saved
for seven days. Please note that when the number of days has passed the report
will be removed from the archives.
Show
report
This button
will show the report in the report viewer. It is also possible
to print the report from here.
Send report
to email
This button can either send the report to the
individual who created the report, or to a message group. Here
there is more
information that will explain how message groups works.