Report Templates grid

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Report Templates grid

ReportTemplate2

 

The Report Templates grid in the Administration navigation pane displays reports that are presently available within your AyaNova database.

 

From this grid you can

Make reports inactive so they do not display for selection

Change report names as they are displayed for selection

Identify the size of the report, perhaps determining why a report takes longer to print than another.

Determine who created the report template and who last modified it  and when.

Import report templates obtained from other AyaNova users, consultants, and from the AyaNova website

Export report templates to provide to other AyaNova users

Assign report template access for a specific security group

Assign report template access for users of a specific region

 

This Reports grid is not where you customize the report template; it is for managing reports as a whole.

 

If you need to edit the actual design of a listed report template, you would go to that grid or entry screen from where that report template is selected, and open it via the Design view to edit it.

 

For example, if you wanted to customize the Client Banked Service Balance report template, you would open the Clients navigation pane, open the Client grid, drop down the Print selection, hold the SHIFT key and select the report template Client Banked Service Balance

 

 

Security Group internal object: Object.Report

 

NOTE: Only if the user is of User Type Administrator User will this user be able to view the Report Templates grid

Forbidden: User of that security group can not access the Report Templates grid at all (nor can view any reports from any grid or entry screen has access to)
 
Read Only: User can view the Report Templates grid but can not edit (and can view reports from grids and entry screens have access to but not create new or edit existing)
 
Read/Write: User can access the Report Templates grid, view and edit (and can view reports from grids and entry screens have access to, as well as create new and edit existing report templates)

Read/Write/Delete: User can access the Report Templates grid, view and edit and delete (and can view reports from grids and entry screens have access to, as well as create new and edit existing report templates)

 

Report Template grid columns:

 

Active

Identifies if this report template is active or not


Key

Identifies from where this report template is available from


Record Created

Displays the date this report template was first created


Record Created By

Displays who first created this report template


Record Last Modified

Displays the date this report template was last modified


Record Last Modified By

Displays who last edited this report template


Region

Displays the Region this report template will display for


Report

Identifies the name of the report template as it displays in AyaNova

Select to open the Report Template display window

Size

Identifies the size this report template takes up in the database