Reporting Extensions User Manual
Contents
1. Reporting Extensions User Manual Pa rity Md isc yrs Software Introduction Welcome to Parity Software s Reporting Extensions In this manual you will find instructions and guidelines on how to register setup and use Reporting Extensions It will include screen dumps of each related screens as well as instructions on the process of completing each window Symbols and Conventions This manual was written using U S English Please consult the glossary in this manual for definitions of unfamiliar terms The following symbols are used in the manual to make certain types of information stand out Y This symbol indicates helpful hints suggestions or shortcuts This is a warning symbol Extra care should be taken when performing processes where this symbol is displayed The following convention is used in this manual to refer to navigation and other information e File gt gt Save This symbol gt gt indicates the path or sequence of steps to follow in order to complete a particular process This example directs you to go to the File menu and choose Save Copyright Copyright Manual copyright 2010 Parity Software All rights reserved Your right to copy this documentation is limited by copyright law and the terms of the software license agreement As the software licensee you may make a reasonable number of copies or printouts for your own use Making unauthorized copies adaptations compilations or deriva2. 5 7 Report Setup The Report Setup window is used to define the reports that you wish to print This window can be launched as either a standard window or as a wizard Various fields will become available depending on the options selected Please refer to the Report Setup for each applicable Report Type for more information 1 Open the Report Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup Click the Wizard button to open the Report Setup Wizard window Enter a Name for the report Enter a Description for the report Enter or select a Report Group if applicable Click Next to open the next wizard window Select the applicable Report Type Click Next to open the next wizard window oO ON BD UH KR UU N If Great Plains was selected in step 7 select the Report Product 10 Depending on the selection made in step 7 enter or select the File Path URL Path Report Name 11 Click Next to open the next wizard window 12 Select a Printing Destination 13 If Printer was selected in step 12 enter or select a Printer Name 14 If Screen amp Printer was selected in step 12 enter or select a Printer Name 15 If File was selected in step 12 accept or change the output file name 16 If File was selected in step 12 select a file format 17 If File was selected in step 12 mark to Increment the file name if
3. 11 728 1001 5 Once we have received this form we will return it to you with the disk number and registration number 6 Enter the Disk Number and Registration Number in the fields provided 7 Click OK 8 Re open the Reporting Extensions Registration window If the product has been correctly registered the appropriate wording will appear in the bottom righthand corner PM PSREDev11 dic Registration 3 Setup 3 1 Application Setup The Application Setup window is used to perform Reporting Extensions application related tasks This window is usually used 1 Open the Application Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Application Setup Cards gt gt Reporting Extensions gt gt Application Setup 2 Click Recreate Tables if applicable 3 Click Grant Permissions if applicable 4 Click Recreate Palettes if applicable 5 If Recreate Palettes was chosen in step 4 select the destination for the palettes from the dropdown menu 6 Click Clear Toolbar if applicable 7 If Clear Toolbar was chosen in step 6 mark whether to Remove Parity Palettes if applicable 8 Click Recreate Defaults if applicable 9 Click Validate Reports Permissions if applicable 10 Click OK to save your changes and close the window when installing or upgrading Reporting Extensions FM PSREDev11 dic Application Setup A ll x A Grant Permissions Validate Reports Permissions 60 Recre
4. 6 Repeat steps 4 and 5 for each applicable Restriction Expression 7 Press Print You will receive a message asking if you wish to print the report Select Yes if you wish to print the report Select No if you do not wish to print the report 8 Repeat steps 2 to 7 for each applicable report To use the Reports Palette where the report has no restrictions 1 Open the Extended Reports palette Reports gt gt Parity Software gt gt Reporting Extensions gt gt Reports Palette Reports gt gt Reporting Extensions gt gt Reports Palette 2 Select the applicable report from the Extended Reports palette 3 You will receive a message asking if you wish to print the report Select Yes if you wish to print the report Select No if you do not wish to print the report 4 Repeat steps 2 and 3 for each applicable report
5. Run Days The Run Days that are available depend on the Recurrence Pattern selected Quick Pick button The Quick Pick button when pressed opens a dropdown menu This menu lists options to quickly select days on which the scheduled reports will run This is only available if Selected Dates is selected as the Recurrence Pattern The available options are as follows Saturdays Sundays Weekdays A report can be removed from the Report Scheduling window This will not remove the report from Reporting Extensions Once a report has been removed it will no longer run when it was scheduled to 5 8 1 To remove a report from Report Scheduling 1 Open the Report Scheduling window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Scheduling Cards gt gt Reporting Extensions gt gt Report Scheduling 2 Enter or select a Report Name 3 Press Delete You will receive a message asking if you wish to delete the report s schedule Select Yes if you wish to delete the schedule Select No if you do not wish to delete the schedule 4 Repeat steps 2 and 3 for each applicable report 5 Close the window 5 9 Field Browser The Field Browser window is used to link a pre defined report to any field or button on any window of any application installed in Microsoft Dynamics Great Plains To complete the Field Browser Setup using the tree view 1 Open the Field Browser window Cards gt gt Pari
6. applicable distribution list 5 Close the window 5 6 Report Groups The Report Groups window is used to setup groups that can be used to group similar reports together These reports have similar reporting requirements 1 Open the Report Groups window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Groups Cards gt gt Reporting Extensions gt gt Report Groups 2 Enter a Group Name Enter a Description 3 4 Press Save to save your changes 5 Repeat steps 2 to 4 for each applicable group 6 Close the window aia Report Groups File Edit Tools Help Debug Bee oe X oe Group Name Group01 Fl Description Group 001 4 4 gt Dl iy Group Name The Group Name is the name of the report group Description The Description is the description of the report group A Report Group can also be deleted However this will not delete the reports that have been assigned to the report group 5 6 1 To delete a Report Group 1 Open the Report Groups window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Groups Cards gt gt Reporting Extensions gt gt Report Groups 2 Enter a Group Name 3 Press Delete You will be asked if you wish to delete the group Select Yes if you wish to delete the group Select No if you do not wish to delete the group 4 Repeat steps 2 and 3 for each applicable group 5 Close the window
7. available formats are as follows Text File Tab Delimited Comma Delimited HTML File PDF File 5 7 4 Completing the MS Reporting Services Report Type Setup The URL Path is the Internet Address of the report The Printing Destination is the destination where the report will print A MS Reporting Services report can only be printed to screen The Restriction Expressions section is used to add restrictions to the report These restrictions are used to limit the number of records that are displayed in the report These restrictions are written using the syntax of the Report Type that has been chosen Please refer to your Report Type documentation for more information on the syntax that is used to restrict records Start as Wizard If this option is marked in the Report Setup window the Report Setup window will open as a wizard whenever the window is opened However this option will only be applied the next time that the User opens the Report Setup window The Report Setup Wizard windows are the same as the Report Setup window except that it is broken down into steps Action button The Action button when pressed opens a dropdown menu This menu lists various functions that can be performed Report Scripting If this option is selected the Report Setup Scripting window This window is used to add code that will be executed either before or after the report is run There are two Scripts options available Pre Script The code that is added
8. gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Enter or select a Report Name 3 Click the Permissions button and select By User Class from the list to open the Reporting Extensions Report User Class Permissions window 4 You will receive a message stating that user permissions have not been created for the report Select Yes if you wish to create permissions for the report Select No if you do not wish to create permissions for the report 5 If Yes was selected in step 4 validate the results 6 Click the Validate List button You will receive a message asking if you wish to build all non existing User Classes Select Yes if you wish to build all the non existing User Classes Select No if you do not wish to build all the non existing User Classes 7 Close the window To remove access By User Class 1 Open the Report Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Enter or select a Report Name 3 Click the Permissions button and select By User Class from the list to open the Reporting Extensions Report User ID Permissions window 4 Unmark the applicable User Classes 5 Close the window 5 7 1 Completing the Crystal Report Type Setup The File Path is the specified path where the Crystal Reports have been saved The Printing Destination i
9. is the name of the printer The Description is the description of the printer The printers that were defined in the Printer Definition window are the printers that are available for selection in this window Refer to printer Definition for more information Please note that the printers selected in this window will override the printers assigned to the Users in the User Default Printer window Screen and Printer The report will print to both the screen and the printer if this option is selected If this option is selected the Printer Name and Description fields become available The Printer Name is the name of the printer The Description is the description of the printer The printers that were defined in the Printer Definition window are the printers that are available for selection in this window Refer to printer Definition for more information Please note that the printers selected in this window will override the printers assigned to the Users in the User Default Printer window File The report will print to a file if this option is selected The report will print to the File Folder specified in the Reporting Extensions Setup window Refer to Reporting Extensions Setup for more information When this option is selected the Next File Name File Format Increment and Distribution List fields become available The Next File Name will be the name of the next file that is created The File Format is the format that the file will be created in The
10. is the name of the window from which the filter fields will run Filter Field Field Name The Filter Field Field Name is the name of the field from which the report will run Each of the Filter Fields tie up to the Restriction Expressions entered in the Report Setup window The Filter Field Field Name will attach itself to the Restriction Expression Please note that the number of Filter Fields is determined by the number of Restriction Expressions Report Name The Report Name is the name of the report The Description is the description of the report Report Destination The Report Destination is the destination where the report will print It can print to screen printer screen and printer or file Report Run Report Run is used to select when the report will run It can be run either Before Original or After Original The scrolling window displays the details of the reports that you have linked to a button or a field on a window Product ID The Product ID is the ID of the product for which the report has been defined The Form Name is the name of the form from which the report will run Launch Window Name The Launch Window Name is the name of the window from which the report will print Launch Field Name The Launch Field Name is the name of the field from which the report will print Select Field button The Select Field button is used to add the Launch Field Window and Field Names to the report This button can then be used to add
11. to this script will be executed before the report is run The default script that is loaded will when executed ask the User if they wish to print the report This script can be edited to suit your needs Please refer to the Reporting Extensions Software Developers Kit for more information Post Script The code that is added to this script will be executed after the report is run The default script that is loaded will when executed suppress the normal functionality of the launch field to which the report is linked This works in conjunction with the Field Browser window Refer to Field Browser for more information Please refer to the Reporting Extensions Software Developers Kit for more information The Code Inserts button allows the User to add more complex code to the Pre and Post Scripts Please refer to the Reporting Extensions Software Developers Kit for more information Copy Report This option if selected will copy the specified report and will save it using the name that you have specified This allows the User to use the same report but for different parameters For example one Item Number report could print to screen and the other could print to file When this option is selected the Report Setup Copier window opens The Source Report Name is the name of the report that you wish to copy This is automatically populated when you select Copy Report from the Action button dropdown menu The Description is the description of the rep
12. up to five Filter Fields to the report The number of Filter Fields selected will depend on the number of Restriction Expressions entered in the Report Setup window Refer to Report Setup for more information Update button The Update button when pressed will update the scrolling window with the selections made for the report Import button The Import button can be used to import a report link from a text file that contains the required information It works on the same principle as the Import function in the Report Setup window and will update the scrolling window automatically with the applicable report Refer to Report Setup for more information A report can also be deleted from the Field Browser window This will only delete the report s links and not the actual report 5 9 1 To Import a Report 1 Open the Field Browser window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Field Browser Cards gt gt Reporting Extensions gt gt Field Browser 2 Press the Import button 3 Browse to the location of the text file containing the report values 4 Press Open You will receive a message stating that the report was imported successfully Click OK 5 Repeat steps 2 to 4 for each applicable report 6 Press OK to save your changes and close the window 5 9 2 To Delete a Report 1 Open the Field Browser window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Field Browse
13. Description Default Printer Description I Printer Selection Allowed x User Class The User Class is the name that has been assigned to the UserClass in the User Class Setup window Description The Description is the description of the user class This is automatically populated once a user class has been entered or selected Default Printer The Default Printer is the default printer that the specified user class will print to Description The Description is the description of the default printer This is automatically populated once a default printer has been entered or selected Printer Selection Allowed The Printer Selection Allowed Crystal Reports Only box when marked allows the user to select another printer to print the reports on only if the report that is being printed has been designed using Crystal Reports If this box is unmarked the user will only be able to print to the printer that was specified as the default printer A printer can also be removed from the user class However this will not remove the printer from the list of defined printers 5 2 1 To remove a User Class Printer 1 Open the User Class Default Printer window Cards gt gt Parity Software gt gt Reporting Extensions gt gt User Class Printer Cards gt gt Reporting Extensions gt gt User Class Printer 2 Enter or select a User Class 3 Press Delete You will be asked if you wish to delete the
14. Line from the Show Hide Details dropdown list or Edit gt gt Delete Row from the tool bar Show Hide Details gt gt Delete Line Edit gt gt Delete Row 4 You will receive a message asking if you wish to delete the record Select Yes if you wish to delete the record Select No if you do not wish to delete the record 5 Repeat steps 2 to 4 for all applicable printers 6 Close the window 5 2 User Class Printer Definition The User Class Default Printer window is used to assign the printers that have been defined to a User Class Once a printer has been assigned to a User Class the Users that have been assigned to that particular class will be able to print to the specified printer However if a specific printer has been assigned to a User the User printer that was defined will override the printer that was assigned to the class to which the user belongs 1 Open the User Class Default Printer window Cards gt gt Parity Software gt gt Reporting Extensions gt gt User Class Printer Cards gt gt Reporting Extensions gt gt User Class Printer 2 Enter or select a User Class Enter or select a Default Printer 3 4 Mark Printer Selection Allowed if applicable 5 Press Save to save your changes 6 Repeat steps 2 to 5 for each applicable user class MM User Class Default Printer Fije x File Edit Tools Help Debug est Company 8 11 2010 E Save Z Clear X Delete User Class E
15. The Enable Report Scheduling box if marked will enable the Report Scheduling process to be performed The Report Execution User ID is the ID assigned to the User in the User Setup window who will execute the scheduled reports Refer to your Microsoft Dynamics Great Plains documentation for more information The User Name is the name of the user This will be automatically populated once a User ID has been entered or selected Refer to your Microsoft Dynamics Great Plains documentation for more information Print to File Folder The Print to File Folder allows the User to select a specific folder where the printed reports will be saved This is only applicable to reports that have been defined within Reporting Extensions and only if File has been selected as the destination for the report in the Report Destination window Refer to your Microsoft Dynamics Great Plains documentation for more information Printer Confirmation The Printer Confirmation box if marked will prompt the User confirm the printer to which the report is being printed This is applicable to all Users However if Report Scheduling has been enabled it is best that the Printer Confirmation box is unmarked as the reports will not print until the printer has been confirmed Refer to Report Scheduling for more information 4 Enquiry 4 1 Reports Management 4 1 1 Using the Reports Management window The Reports Management window is used to perform General Managemen
16. User s printer details Select Yes if you wish to delete the printer Select No if you do not wish to delete the printer 4 Repeat steps 2 and 3 for each applicable user class 5 Close the window 5 3 User Printer Definition The User Default Printer window is used to assign the printers that have been defined to a User Once a printer has been assigned to a User the user will be able to print to the specified printer However if a specific printer has been assigned to a User the user printer that was defined will override the printer that was assigned to the class to which the User belongs 1 Open the User Default Printer window Cards gt gt Parity Software gt gt Reporting Extensions gt gt User Printer Cards gt gt Reporting Extensions gt gt User Printer 2 Enter or select a User ID 3 Enter or select a Default Printer 4 Mark Printer Selection Allowed if applicable 5 Press Save to save your changes 6 Repeat steps 2 to 5 for each applicable user 7 Close the window PM User Default Printer User ID The User ID is the ID assigned to the User in the User Setup window User Name The User Name is the name of the user This is automatically populated once a User ID has been entered or selected Default Printer The Default Printer is the default printer that the specified user will print to Description The Description is the description of the default printer This is automatically popula
17. able 5 Mark to enable Report Scheduling if applicable 6 If Enable Report Scheduling was marked in step 5 enter or select the Report Execution User ID 7 Click OK to save your changes You will be asked if you wish to save your changes Select Yes to save your changes and close the window Select No if you do not wish to save your changes EM Reporting Extensions Setup J e x Fie Edit Tools Help Debug sa Test Company 8 11 2010 Y OK Cancel E pane iM Load defined Reports on Login User Name J Printer Confirmation Password Scripting Password scripting ely cta li ng Print to File Folder MS Reporting Services Server Report Scheduling TT Enable Report Scheduling I Log Scheduled Reports Execution Report Execution User ID TA User Name Load defined Reports on Login The Load defined Reports on Login box when marked will load all the reports that have been defined using Reporting Extensions when the User logs into Microsoft Dynamics Great Plains If this box is unmarked the reports that have been defined using reporting Extensions will not automatically print where they are set to print although these reports can still be printed from the Reporting Extensions Report Launcher window Refer to Using the Report Launcher for more information This box is marked by default Report Scheduling section The Report Scheduling section is used to enable Report Scheduling
18. applicable 18 If File was selected in step 12 enter or select a Distribution List if applicable 19 Click Next to open the next wizard window 20 Enter the appropriate restriction expressions 21 Click Next to open the next wizard window 22 Select the appropriate Script option and edit if applicable 23 Click Next to open the next wizard window 24 Click the Permissions button and select the appropriate option from the dropdown list 25 Click Finish You will be asked if you wish to create the report with the selected options Select Yes if you wish to create the report Select No if you do not wish to create the report 26 If Yes was selected in step 25 you will be asked if you wish to create permissions for the report Select Yes if you wish to create the permissions Select No if you do not wish to create the permissions 27 Click OK to save your changes and close the window Em Report Setup El Nam aroup Name Crystal Report Report Name The Report Name is the name of the report that you wish to define Description The Description is the description of the report Group Name The Group Name is the name of the report group to which the report belongs Refer to Report Groups for more information Palette box The On Palette box if marked will add the report that is being defined to the Reports Palette Report Type The Report Type is the type of report that you wish to define There are four report types
19. ate Defaults Y Recreate Stored Procs Version 3 0 7 a The window can be used for tasks such as the following Recreate Tables This button when pressed will re create the Reporting Extensions tables The user must be logged into Microsoft Dynamics Great Plains as sa when recreating the tables Grant Permissions This button when pressed will grant permissions for all users to access the Reporting Extensions tables and stored procedures The user must be logged into Microsoft Dynamics Great Plains as sa when granting permissions Recreate Defaults This button when pressed will re create the default setup options for Reporting Extensions Validate Reports Permissions This button when pressed will create permissions for those reports that do not have permissions and remove permissions for those reports that have been deleted The Application Setup window also displays the version of Reporting Extensions that is currently installed 3 2 Reporting Extensions Setup The Reporting Extensions Setup window is used to setup the Reporting Extensions module 1 Open the Reporting Extensions Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Setup Cards gt gt Reporting Extensions gt gt Setup Unmark to Load defined Reports on Login if applicable Mark Printer Confirmation if applicable 2 3 4 Select the Print to File Folder destination if applic
20. available These are Crystal Report Internet Page Great Plains MS Reporting Services The Printing Destination is the destination where the report will print The destinations available will depend on the Report Type selected Please refer to the Report Setup for each applicable Report Type The available destinations are as follows Screen Printer Screen and Printer File To Copy a report 1 Open the Report Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Enter or select a Report Name 3 Click the Action button and select Copy Report from the list to open the Report Setup Copier window 4 Enter a New Report Name 5 Enter a Description 6 Click Copy You will receive a message asking if you wish to copy the report Select Yes if you wish to copy the report Select No if you do not wish to copy the report 7 If Yes was selected in step 6 you will receive a message asking if you wish to copy the report s permissions to the new report Select Yes if you wish to copy the permissions Select No if you do not wish to copy the permissions 8 In the Report Setup window edit the report options as applicable 9 Press Save to save your changes 10 Repeat steps 2 to 9 for each applicable report 11 Close the window To Import a report 1 Open the Report Setup window Cards gt gt Parity Software gt gt R
21. ch recipient 6 Close the window PA Recipient Maintenance 51 x File Edit Tools Help Debug sa Test Company 8 11 2010 fe Save Z Clea X Delete E Recipient Name Chabedi o E Email Address chabedi parity co za M4 4 gt gt i D Recipient Name The Recipient Name is the name of the recipient Email Address The Email Address is the email address of the recipient Once Recipients have been defined they will be available for selection on the Distribution Lists A Recipient can be deleted from the system However if the recipient has been assigned to a Distribution List a message will be received stating this and asking if you would also like to remove the Recipient from the Distribution List 5 4 1 To delete a Recipient 1 Open the Recipient Maintenance window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Recipient Setup Cards gt gt Reporting Extensions gt gt Recipient Setup 2 Enter or select the applicable Recipient Name 3 Press Delete You will receive a message asking if you wish to delete the recipient Select Yes if you wish to delete the recipient Select No if you do not wish to delete the recipient If you select Yes and the recipient has been linked to a Distribution List you will be asked if you wish to remove the recipient from the Distribution List Select Yes if you wish to remove the recipient from the list Select No if you do not wish to remove the r
22. cipient Setup for more information A Distribution List can be deleted However the recipients on the Distribution List will not be deleted A Recipient can also be removed from the Distribution List 5 5 1 To remove a Recipient from the Distribution List 1 Open the Distribution List Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Distribution Lists Cards gt gt Reporting Extensions gt gt Distribution Lists 2 Enter or select a Distribution List ID 3 Highlight the applicable Recipient Name 4 Select Edit gt gt Delete Row from the tool bar You will be asked if you wish to delete the recipient from the distribution list Select Yes if you wish to delete the recipient Select No if you do not wish to delete the recipient 5 Repeat step 4 for each applicable recipient 6 Press Save to save your changes 7 Repeat steps 2 to 6 for each applicable Distribution 8 Close the window 5 5 2 To delete the entire Distribution List 1 Open the Distribution List Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Distribution Lists Cards gt gt Reporting Extensions gt gt Distribution Lists 2 Enter or select the applicable Distribution List ID 3 Press the Delete button You will be asked if you wish to delete the list Select Yes if you wish to delete the list Select No if you do not wish to delete the list 4 Repeat steps 2 and 3 for each
23. e gt gt Reporting Extensions gt gt Report Launcher Reports gt gt Reporting Extensions gt gt Report Launcher Enter or select the Report Name Click on the blue Report Name Close the Report Setup Inquiry window 2 3 4 View the information 5 6 Repeat steps 2 to 5 for each applicable report 7 Close the window EM Report Launcher II gt Screen El a Report Name The Report Name is the name assigned to the report in the Report Setup window Refer to Report Setup for more information Description The Description is the description of the report The Report Type is the type of report Destination The Destination is the destination where the report will print The available destinations are as follows Screen Printer Screen amp Printer File Restriction Expression The Restriction Expression is the restrictions on the report These are the restrictions entered in the Report Setup window Refer to Report Setup for more information Restriction Values The Restriction Values are the values of the restrictions Data Type The Data Type is the type of data that you are entering in the Restriction Values field The available types are as follows String Numeric Date Expression You can drill down to the Report Setup Inquiry window from the Report Name This allows the User to see the setup of the report without being able to edit the details 6 2 Reports Palette The Reports Palet
24. ecipient from the list 4 Repeat steps 2 and 3 for each applicable Recipient 5 Close the window 5 5 Distribution Lists The Distribution List Setup window is used to setup the distribution lists The Distribution Lists are used to distribute defined reports to specific recipients This list is used when File is selected as the Printing Destination in the Report Setup window Once the specified report has been printed to the specified folder it will automatically be emailed to the recipients on the Distribution List 1 Open the Distribution List Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Distribution Lists Cards gt gt Reporting Extensions gt gt Distribution Lists Enter a Distribution List ID Enter a Description Enter or select the Recipient Name Press Save to save your changes 2 3 4 5 Repeat step 4 for each applicable Recipient 6 7 Repeat steps 2 to 6 for each applicable Distribution List 8 Close the window EA Distribution List Maintenance Distribution List ID The Distribution List ID is the ID assigned to the Distribution List Description The Description is the description of the distribution list Recipient Name The Recipient Name is the name of the recipient Email Address The Email Address is the email address of the recipient This is automatically populated once a Recipient Name has been entered or selected Refer to Re
25. efunded If you downloaded this software in its demonstration form and you do not agree to the terms of the license you may retain the software only in its demonstration form solely for the purpose of passing on the demonstration software to another prospective buyer No refunds will be given for products downloaded off of the Internet that have been registered and activated Use of this product is covered by a license agreement provided by Parity Software with the software product If you have any questions please call Parity Software on 011 728 2999 Publication Date 2010 1 LICENSE You are granted a personal nontransferable and nonexclusive license to use the enclosed software under the terms stated in this Agreement Title copyright and ownership of the software and any and all related documentation remains with Parity Software Pty Ltd Parity Software This software and related programs may be used only on a single site licensed for use of Microsoft Business Solutions Great Plains Standard or Professional Edition for the number of concurrent users as provided for in the original Microsoft Business Solutions Great Plains Software registration and purchase Registration keys can be obtained directly from Parity Software You may not distribute copies of the registered and activated software or any of the associated documentation to others The demonstration version of the software may be distributed freely You may not modify
26. en successfully loaded an installation wizard will appear once you have logged into Microsoft Business Solutions Great Plains The Installation Wizard will create the Reporting Extensions tables grant access to these tables and create the Reporting Extensions Palettes in the chosen destination When the Reporting Extensions Installation Wizard is running you will have the option of selecting the destination for your Reporting Extensions palettes Please note that the path chosen will be determined by the destination selected for your Reporting Extensions palettes The palettes can be created on either the toolbar or on the Parity Software palettes The palettes can be removed from their current destination and recreated by using the Reporting Extensions Application Setup window 1 4 Installation Process 1 4 1 Installing the Chunk File In order to gain access to Reporting Extensions the chunk file needs to be loaded The procedure for loading the new chunk file depends on whether this is a first time installation or if you are upgrading to a newer version of Reporting Extensions If you are upgrading to a newer version and changes have been made to the Table Structures the Reporting Extensions Upgrade procedure needs to be followed 1 Copy the Reporting Extensions chunk file 2 Open the Microsoft Dynamis G P folder 3 Paste the copied Reporting Extensions chunk file in to the Microsoft Dynamis G P folder Right click on the chunk
27. eporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Click the Action button and select Import Report from the list 3 Browse to the location of the text file to be imported Click Open 4 During the import of the report you will be asked if you wish to create User permissions for the report Select By User ID to create the permissions for each applicable User Select By User Class to create the permissions for each applicable User Class Select None if you do not wish to create User permissions 5 Press Save to save your changes 6 Repeat steps 2 to 5 for each applicable report 7 Close the window To Import Code 1 Open the Report Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Enter or select a Report Name 3 Click the Action button and select Import Code from the list 4 You will receive a message asking if you wish to import over the current code Select Yes if you wish to import over the code Select No if you do not wish to import over the code 5 If Yes was selected in step 4 browse to the location of the file to be imported Click Open 6 Open the Report Setup Scripting window if you wish to see the code that was imported Action button gt gt Report Scripting 7 Test the code that was imported Refer to Test Code for more information 8 Pre
28. file and select Properties from the list Unmark the Read Only box Click Apply and then click OK 4 Start Microsoft Dynamis G P folder 5 Click Yes when asked if you wish to include new code in your Dynamics set file 6 Log into Microsoft Dynamis G P folder as sa 7 The Reporting Extensions Step 1 window opens 8 Press Next to continue with the Reporting Extensions installation Press Cancel to cancel the Reporting Extensions installation If Next is selected the Reporting Extensions Step 2 window opens 9 Select the components that you wish to install and where you wish to create the Palettes for Reporting Extensions Press Finish to complete the installation process Press Cancel to cancel the installation 2 Registration Once you have installed Reporting Extensions you need to register it No reports can be launched until Reporting Extensions has been registered However Reporting Extensions can be set up before the product is registered 2 1 Registering Reporting Extensions 1 Open the Reporting Extensions Registration window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Registration or Cards gt gt Reporting Extensions gt gt Registration 2 Ensure that the Company details are correct 3 Select the Print button 4 Print the registration form to screen and press Send To This will create an email Email this form to support parity co za Or print the form out and fax it to 27
29. n is pressed If a new User has been added to Microsoft Dynamics Great Plains Reporting Extensions will update the scrolling window with the User s details when the Validate List button is pressed By User Class This option if selected opens the Reporting Extensions User Class Permissions window This window is used to grant the User Classes permissions to the report selected The Report Name is the name of the report The Description is the description of the report The User Class is the ID assigned to the User Class in the User Class Setup window Refer to your Microsoft Dynamics Great Plains documentation for more information The Description is the description of the User Class Allowed will be marked if the User Class has been given access to the report The tickbox next to Allowed if marked will mark all the User Classes in the scrolling window A User Class can be deleted from the window This will not delete the User Class from Microsoft Dynamics Great Plains It will just remove the User Classes access to the report The Find field allows you to find a specific User Class The scrolling window will then display only that User Class Both permissions windows can be displayed by User Class or by User ID Wizard This option if selected will open the Report Setup Wizard The Wizard is exactly the same as the Report Setup but broken down into 7 steps 5 8 Report Scheduling The Report Scheduling window is used to sched
30. n the Report Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Enter or select a Report Name 3 Click the Permissions button and select By User ID from the list to open the Reporting Extensions Report User ID Permissions window 4 You will receive a message stating that user permissions have not been created for the report Select Yes if you wish to create permissions for the report Select No if you do not wish to create permissions for the report 5 If Yes was selected in step 4 validate the results 6 Click the Validate List button You will receive a message asking if you wish to build all non existing User ID s Select Yes if you wish to build all the nonexisting User ID s Select No if you do not wish to build all the non existing User ID s 7 Close the window To remove access By User ID 1 Open the Report Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Enter or select a Report Name 3 Click the Permissions button and select By User ID from the list to open the Reporting Extensions Report User ID Permissions window 4 Unmark the applicable User ID s 5 Close the window To grant permissions By User Class 1 Open the Report Setup window Cards gt gt Parity Software gt
31. nnoncnnncn nano rnnn rn rr rr rre rr rr 9 SU PD a ee ij eae la illo 10 Application Setup iia 10 Reporting Extensions SetUpP cooocccoccccoccnnoccnnacccnnca ran cnnn nr cnn rana nn nan rnn anna rra nana canaria 11 ENQUIEY vds snes ascents sats ac e daa le eto te tau id aaa aiaia 14 REPOFES MANAGE MEE rin a ia 14 Maltenante sacro siumuteuanrutusiuscitee nncnieit a toa ra 15 Printer Dei A aiaia ia tiene weet 15 User Class Printer DefinitiON voca caras cir o e eo 17 User Printer Definition ac A ta 18 Recipient SUP aii a as 20 Distribution ISS ii a a lit nie 22 Report GrOUPS risas A A zaz 24 Report Seta atcamsngdaaundiacagacumenutaunctge seams E A a A A EE E a a E AN aa EA 25 Report Scheduling sico ia ec a ce a a o tele 35 Field BroWSe armncrariitn a it AAA Aia aai 38 REPORTS urna A a A a a Wades 43 Report Launtht naaa pida 43 Reports Palette viii Aa 45 1 Installation 1 2 Installation Package Reporting Extensions may be obtained from the Internet A number of files can be downloaded from our Internet site www parity co za These files are regularly updated on our web site together with any updates These files include the chunk file the manual and supporting documents These files are usually available as a zipped file Take the zip file and unzip into its own directory 1 3 Minimum Requirements In order to gain access to Reporting Extensions the chunk file needs to be loaded Once the Reporting Extensions chunk file has be
32. ns Setup window Refer to Reporting Extensions Setup for more information When this option is selected the Next File Name File Format Increment and Distribution List fields become available The Next File Name will be the name of the next file that is created The File Format is the format that the file will be created in The available formats are as follows PDF File Comma Delimited Crystal Report Excel File HTML File Lotus 1 2 3 Word Document Rich Text Format Tab Separated Text Tab Separated Values Text File 5 7 2 Completing the Internet Page Report Type Setup The URL Path is the Internet Address of the report The Printing Destination is the destination where the report will print An Internet Page report can only be printed to screen 5 7 3 Completing the Great Plains Report Type Setup The Report Product is any application installed in Microsoft Dynamic Great Plains Once a product has been selected the Product ID will be displayed in the field alongside the Report Product field The Report Name is the name of the Microsoft Dynamic Great Plains report The Printing Destination is the destination where the report will print The available destinations are as follows Screen The report will print to the screen if this option is selected Printer The report will print to a printer if this option is selected If this option is selected the Printer Name and Description fields become available The Printer Name
33. orruption could occur Permissions Button The Permissions button when pressed opens a dropdown menu This menu lists the options for granting permissions to reports By User ID This option if selected opens the Reporting Extensions User ID Permissions window This window is used to grant the Users permissions to the report selected The Report Name is the name of the report The Description is the description of the report The User ID is the ID assigned to the User in the User Setup window Refer to your Microsoft Dynamics Great Plains documentation for more information The User Name is the name of the user By Class will be marked if the User has been assigned to a User Class The tickbox next to By Class if marked will mark all the Users in the scrolling window Allowed will be marked if the User has been given access to the report The tickbox next to Allowed if marked will mark all the Users in the scrolling window A User can be deleted from the window This will not delete the User from Microsoft Dynamics Great Plains It will just remove his access to the report The Find field allows you to find a specific User ID The scrolling window will then display only that User ID Validate List This button when pressed will validate the list of Users in the scrolling window If a User has been deleted from Microsoft Dynamics Plains Reporting Extensions will remove the User from the scrolling window when the Validate List butto
34. ort This is automatically populated when you select Copy Report from the Action button dropdown menu The New Report Name is the name of the new report that you are defining The Description is the description of the new report you are defining You can drill down on the Source Report Name This will take you to the Report Setup Inquiry window Refer to Report Setup Inquiry for more information Import Report This option if selected will allow you to select a text file containing report definition values and import these values This will create the report automatically This enables the report to be defined offsite and then imported into Microsoft Dynamics Great Plains The values in the text file will populate the appropriate fields in the Report Setup window according to the Report Type Import Code If this option is selected will allow you to select a text file containing code and import this code This code will then be inserted into the selected report s pre or post script This enables the code to be defined offsite and then imported into Microsoft Dynamics Plains The appropriate script will be automatically populated with the imported code Test Code This option if selected will enable the User to test the code that has been imported using the Import Code function This option will execute either the pre or post script depending on where the code was imported to Caution should be taken when performing this function as data c
35. orting Extensions gt gt Printer Definition 2 Enter or select the Printer Name 3 Enter a Description 4 Accept or change the Driver if applicable 5 Accept or change the Port if applicable 6 Press Update 7 Repeat steps 2 to 6 for all applicable printers 8 Close the window E Printer Definition LPT1 Printer Name The Printer Name is the name that was assigned to the printer when it was installed Description The Description is the description of the printer Driver The Driver is the operating system printer driver Microsoft Windows uses winspool and this driver is automatically defaulted Port The Port is the operating system printer port that the printer is installed to The port is automatically defaulted to LPT1 Scrolling window The scrolling window displays the details of all the printers that have been defined Update button The Update button when pressed will update the scrolling window with the printer that has been defined A printer can also be removed from the list of defined printers Clear Clears out all the fields in the window Redisplay Refreshes the window 5 1 1 To remove a printer 1 Open the Printer Definition window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Printer Definition Cards gt gt Reporting Extensions gt gt Printer Definition 2 Highlight the applicable printer in the scrolling window 3 Select Delete
36. r Cards gt gt Reporting Extensions gt gt Field Browser 2 Highlight the applicable report in the scrolling window 3 Press Delete You will be asked if you wish to delete the report s links Select Yes if you wish to delete the links Select No if you do not wish to delete the links 4 Repeat steps 2 and 3 for each applicable report 5 Close the window 6 Reports 6 1 Report Launcher The Report Launcher window is used to launch reports that have been setup regardless of their links This enables the User to print the required report without having to open the window that launches the report and selecting the field or button that will launch the report To use the Report Launcher 1 Open the Report Launcher window Reports gt gt Parity Software gt gt Reporting Extensions gt gt Report Launcher Reports gt gt Reporting Extensions gt gt Report Launcher 2 Enter or select a Report Name 3 Select a Destination Enter a Restriction Value 4 5 Select a Data Type 6 Repeat steps 4 and 5 for each applicable Restriction Expression 7 Press Print You will receive a message asking if you wish to print the report Select Yes if you wish to print the report Select No if you do not wish to print the report 8 Repeat steps 2 to 7 for each applicable report 9 Close the window To drill down to the Report Setup Inquiry window 1 Open the Report Launcher window Reports gt gt Parity Softwar
37. reverse engineer de compile disassemble or translate the software or related documentation without the prior written consent of Parity Software Pty Ltd 2 BACKUP You may make backup copies of this software solely for your own use You must reproduce and include the copyright notice on the backup copies If all or any portion of this software is included in other software packages then the copyright notice must appear on these other materials 3 TRANSFER You may not transfer this software to any other party There are no provisions whatsoever for any other transfer operation or use of the software by any other party whatsoever except for the original buyer of the product that has been registered with the Parity Software at the time of original purchase and software activation 4 LIMITED WARRANTY Parity Software warrants for a period of thirty days 30 days from the date of receipt that the software covered by this agreement will perform substantially in accordance with the accompanying written documentation You assume the entire risk as to the results and performance of the software This warranty gives you specific legal rights and you may also have other rights that vary from country to county Parity Software makes no claim in regard to the merchantability or suitability for any specific purpose of this or any other software product 5 ACKNOWLEDGMENT By registering activating and using this product you acknowledge that you ha
38. s the destination where the report will print The available destinations are as follows Screen The report will print to the screen if this option is selected Printer The report will print to a printer if this option is selected If this option is selected the Printer Name and Description fields become available The Printer Name is the name of the printer The Description is the description of the printer The printers that were defined in the Printer Definition window are the printers that are available for selection in this window Refer to printer Definition for more information Please note that the printers selected in this window will override the printers assigned to the Users in the User Default Printer window Screen and Printer The report will print to both the screen and the printer if this option is selected If this option is selected the Printer Name and Description fields become available The Printer Name is the name of the printer The Description is the description of the printer The printers that were defined in the Printer Definition window are the printers that are available for selection in this window Refer to printer Definition for more information Please note that the printers selected in this window will override the printers assigned to the Users in the User Default Printer window File The report will print to a file if this option is selected The report will print to the File Folder specified in the Reporting Extensio
39. ss Save to save your changes You will receive a message asking if you wish to save your changes Select Yes if you wish to save your changes Select No if you do not wish to save your changes 9 Repeat steps 2 to 8 for each applicable report 10 Close the window To Test Code 1 Open the Report Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Enter or select a Report Name 3 Click the Action button and select Test Code from the list You will receive a message stating that to test the code it has to be executed Select Yes if you wish to test the code Select No if you do not wish to test the code 4 If Yes was selected in step 3 specify the Dictionary ID in which to test the code 5 Verify the results from the code test 6 Repeat steps 2 to 5 for all applicable code 7 Close the window To Delete a Report 1 Open the Report Setup window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Setup Cards gt gt Reporting Extensions gt gt Report Setup 2 Enter or select a Report Name 3 Press Delete You will receive a message asking if you wish to delete the report Select Yes if you wish to delete the report Select No if you do not wish to delete the report 4 Repeat steps 2 and 3 for each applicable report 5 Close the window To grant permissions By User ID 1 Ope
40. t inquiries about reports that have been setup using 1 Open the Reports Management Enquiry window Enquiry gt gt Parity Software gt gt Reporting Extensions gt gt Reports Management Enquiry gt gt Reporting Extensions gt gt Reports Management BH Reports Management Enquiry E Resse Fewo G Group Name Group001 Q Fomo G Group010 q E A Y a Reporting Extensions Various ranges can be entered to filter the details displayed in the scrolling window Report Name The Report Name is the name assigned to the report in the Report Setup window The Report Name radio buttons allow you to enter a range of reports that you wish to display The All radio button if selected will display all the reports The Report Name radio button if selected will display only the reports that have been entered in the range Description like The Description is the description of the report The Description like radio buttons 5 Maintenance 5 1 Printer Definition The Reporting Extensions Printer Definition window is used to define the printers that will be used to print the reports that have been created Once the printers have been defined these then become the printers that are available for selection when defining the printers for the Users and the User Classes 1 Open the Printer Definition window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Printer Definition Cards gt gt Rep
41. te is used to create a shortcut to the defined reports When a report is setup in the Report Setup window you have the option of adding the report to the palette Refer to Report Setup for more information If this option has been marked and the User has been granted the appropriate permissions the applicable report will be on the Extended Reports palette when the Reports Palette is opened There is however a limit of twenty reports that can be displayed on the Extended Reports palette If the palette s pushpin is down the palette will be automatically displayed when the User logs into Microsoft Dynamics Great Plains If the reports have been setup with restrictions the Report Launcher window will open when the User attempts to run the report This will then allow the user to enter restriction Values in order to run the report Refer to Report Launcher for more information If the reports have been setup without restrictions the report will run immediately when the User attempts to run the report To use the Reports Palette where the report has restrictions 1 Open the Extended Reports palette Reports gt gt Parity Software gt gt Reporting Extensions gt gt Reports Palette Reports gt gt Reporting Extensions gt gt Reports Palette Select the applicable report from the Extended Reports palette Select the applicable Destination in the Reports Launcher window 2 3 4 Enter a Restriction Value 5 Select a Data Type
42. ted once a default printer has been entered or selected Printer Selection Allowed The Printer Selection Allowed Crystal Reports Only box when marked allows the user to select another printer to print the reports on If this box is unmarked the user will only be able to print to the printer that was specified as the default printer A printer can also be removed from the user However this will not remove the printer from the defined list of printers 5 3 1 To remove a User Printer 1 Open the User Default Printer window Cards gt gt Parity Software gt gt Reporting Extensions gt gt User Printer Cards gt gt Reporting Extensions gt gt User Printer 2 Enter or select a User ID 3 Press Delete You will be asked if you wish to delete the User s printer details Select Yes if you wish to delete the printer Select No if you do not wish to delete the printer 4 Repeat steps 2 and 3 for each applicable user 5 Close the window 5 4 Recipient Setup The Recipient Maintenance window is used to setup the recipients for the Distribution Lists Refer to Distribution Lists for more information 1 Open the Recipient Maintenance window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Recipient Setup Cards gt gt Reporting Extensions gt gt Recipient Setup 2 Enter the Recipient Name 3 Enter the Email Address 4 Press Save to save your changes 5 Repeat steps 2 to 4 for ea
43. tive works for commercial distribution is prohibited and constitutes a punishable violation of the law Warranty Parity Software disclaims any warranty regarding the sample code contained in this documentation including the warranties of merchantability and fitness for a particular purpose Limitation of liability The content of this manual is furnished for informational use only is subject to change without notice and should not be construed as a commitment by Parity Software Parity Software assumes no responsibility of liability for any errors or inaccuracies that may appear in this manual Neither Parity Software nor anyone else who is involved in the creation production or delivery of this documentation shall be liable for any indirect incidental special exemplary or consequential damages including but not limited to any loss of anticipated profit or benefits resulting from the use of this documentation or sample code License Agreement Parity Software PTY LTD Software License Agreement Carefully read all the terms and conditions of this Agreement prior to installing software Do not register and activate this software until you have read this entire Agreement Installing this software indicates your acceptance of these terms and conditions If you do not agree to these terms and conditions then return the software and other components of the software package of this product to the place of purchase and your money will be r
44. ty Software gt gt Reporting Extensions gt gt Field Browser Cards gt gt Reporting Extensions gt gt Field Browser 2 Expand the applicable product in the Field List 3 Select the applicable form name from the expanded list Mark Filtered for Form Name to filter the tree view You will be asked if you wish to redisplay the tree view Select Yes if you wish to redisplay the tree view Select No if you do not wish to redisplay the tree view 4 Expand the form name in the Field List and select the applicable window name from the expanded list 5 Expand the window name in the Field List and select the applicable field button name from the expanded list 6 Press the Select Field button and select Select as Launch Field from the menu 7 Select the next applicable field button name from the expanded list press the Select Field button and select Select as Filter Field 1 from the menu 8 Repeat step 7 for each applicable filter field 9 Enter or select a Report Name 10 Select the applicable Report Run option 11 Press the Update button to update the scrolling window 12 Repeat steps 2 to 11 for each applicable report 13 Press OK to save your changes and close the window To complete the Field Browser Setup 1 Open the Field Browser window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Field Browser Cards gt gt Reporting Extensions gt gt Field Browser Select the applicable Prod
45. uct Enter or select the Form Name Enter or select the Launch Field Window Name Enter or select the Launch Field Field Name Select the Filter Field number Enter or select the Filter Field Window Name Enter or select the Filter Field Field Name oO ON BD UN KR qu N Enter or select the Report Name 10 Select the applicable Report Run option 11 Press the Update button to update the scrolling window 12 Repeat steps 2 to 11 for each applicable report 13 Press OK to save your changes and close the window E Field Browser WG PSREDev11 dic Before Original Field List tree view The Field List tree view is a list of all the applications installed in Microsoft Dynamics Great Plains The tree view can be filtered if Filtered for Form Name has been marked Product The Product is the name of any application installed in Microsoft Dynamics Great Plains Once a Product has been entered or selected the product ID will be displayed in the field alongside the name Form Name The Form Name is the technical name of the form which contains the windows from which the reports will be run Launch Field Window The Launch Field Window Name is the name of the window from which the report will be launched Launch Field Field The Launch Field Field Name is the name of the field from which the report will be launched Up to five Filter Fields can be defined Filter Field Window The Filter Field Window Name
46. ule reports to run at specific times on specific days These reports will then run automatically when set to and they do not require any User actions to trigger them This is only available if Enable Report Scheduling has been marked in the Reporting Extensions Setup window Refer to Reporting Extensions Setup for more information 1 Open the Report Scheduling window Cards gt gt Parity Software gt gt Reporting Extensions gt gt Report Scheduling Cards gt gt Reporting Extensions gt gt Report Scheduling Enter or select the Report Name Select the applicable Recurrence Pattern Enter the Start Date Enter the End Date Enter the Run Time If Selected Dates was selected in step 3 select the appropriate Month and Year 0 N WD 01 Bb W N If Selected Dates was selected in step 3 click the Quick Pick button and select the appropriate option if applicable 9 If Weekly was selected in step 3 mark the applicable days 10 If Monthly was selected in step 3 mark the applicable dates 11 Press Save You will be asked if you wish to save your changes Select Yes if you wish to save your changes Select No if you do not wish to save your changes 12 Repeat steps 2 to 11 for each applicable report 13 Close the window EM Report Scheduling OoOO G Selected Dates aig Report Name The Report Name is the name of the report This is the name assigned to the report in the Report Setup windo
47. ve read this agreement understand it and agree to be bound by its terms and conditions You also agree that this agreement is the complete and exclusive statement of agreement between the parties and supersedes all proposals or prior agreements verbal or written and any other communications between the parties relating to the subject matter of this agreement 6 REMEDIES Parity Software s entire liability and your exclusive remedy shall be at the option of Parity Software either a return of price paid or b repair or replacement of the software that does not meet the limited warranty and is returned to Parity Software If you have need of service or help regarding this software you should contact the dealer through which the software was originally purchased There is no obligation to render assistance to you if you are not the owner under which the software is registered or if the registered user has not purchased a recognized support plan from the vendor of this product This Agreement will be governed by the laws of the Country of South Africa Contents 1 2 1 3 1 4 2 1 3 1 3 2 4 1 5 1 5 2 5 3 5 4 5 5 5 6 5 7 5 8 5 9 6 1 6 2 Er ce e A AA 7 Installation Package 7 MINIMUM Require MEMES suscit istic main a a ad a iaa aca cart a la e a ra ta ia ac lc 7 Installation PrOCESS cuicos o 7 Registrat atacan in nd rana 9 Registering Reporting EXtensi0NS 0ooocccccocnnnnnnnnnon
48. w Description The Description is the description of the report Recurrence Pattern The Recurrence Pattern dropdown list allows you to select how often the report will print The available options are as follows Selected Dates This option if selected enables you to select specific Months and Years on which to run the report Daily If this option is selected the selected report will run daily Weekly This option if selected will enable you to select specific days during the week on which the report will run Monthly This option if selected allows you select specific days during the month on which to run the report Biannually If this option is selected the report will run every six months based on the Start and End Dates The report will run six months after the Start Date Annually If this option is selected the report will run once a year based on the Start and End Dates The report will once a year on the date selected as the Start Date Start Date The Start Date is the start date of the period for which the report will print automatically This is the first date on which the report will print End Date The End Date is the end date of the period for which the report will print automatically This is the last date on which the report will print Run Time The Run Time is the time at which the scheduled report will print The Run Days are the days on which the scheduled report will run
Download Pdf Manuals
Related Search