Report settings

Please note that this form can be found in two different places of the Client. Here in the Report section of the main menu, and also in the menu called Basic data in the admin section. See links below:

"Client" -> "Main menu" -> "Reports" -> "Report settings".

"Client" -> "Administration" -> "System settings" -> "Basic data" -> "Report settings".

The version of Report settings in the Report section will only show reports based on the user. This difference is visible in the selection for the column user name in the form seen below, and in the form seen in the Admin section. To read more about what types of reports Balthzars supports, go to the Report documentation.

From version 22.8.0 several changes were made to this form. Two new columns appear called Last report will run/Next report will run. There is also a new field called Next report run.   

   

This form is dynamic and supports 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 there 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
Here you can use the search function to find the folder.

File name
Here you can see the file name connected to the selected report, if that exists.  

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.

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.

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
This field will show data for date/time for the next report run, if that exists. To change date/time in an existing report, first select the report in the form seen above, second click on the button Edit to activate the field. Third confirm any/all changes done in this field with the button Update.