ReportParams Default - Revision history

Toptiuser at 12:58, 17 January 2025

2025-01-17T12:58:05Z

← Older revision		Revision as of 12:58, 17 January 2025
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	* '''Segmented''' - give you a wider overview and you can see all of the selection on your screen.		* '''Segmented''' - give you a wider overview and you can see all of the selection on your screen.
	* '''List''' - give you a longer page and reminds you of the old look and feel.		* '''List''' - give you a longer page and reminds you of the old look and feel.


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Toptiuser: Marked this version for translation

2025-01-16T14:17:15Z

Marked this version for translation

← Older revision		Revision as of 14:17, 16 January 2025
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	=== General Report Selection Information === <!--T:2-->		=== General Report Selection Information === <!--T:2-->

			<!--T:28-->
	You can choose how you want your report selection view to look:		You can choose how you want your report selection view to look:
	* '''Segmented''' - give you a wider overview and you can see all of the selection on your screen.		* '''Segmented''' - give you a wider overview and you can see all of the selection on your screen.

Toptiuser at 14:15, 16 January 2025

2025-01-16T14:15:43Z

← Older revision		Revision as of 14:15, 16 January 2025
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	You can choose how you want your report selection view to look:		You can choose how you want your report selection view to look:
	* '''Segmented''' - give you a wider overview and you can see all of the selection on your screen.		* '''Segmented''' - give you a wider overview and you can see all of the selection on your screen.
	* ''List'' - give you a longer page and reminds you of the old look and feel.		* '''List''' - give you a longer page and reminds you of the old look and feel.

	<!--T:3-->		<!--T:3-->

Toptiuser at 14:14, 16 January 2025

2025-01-16T14:14:56Z

← Older revision		Revision as of 14:14, 16 January 2025
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	You can choose how you want your report selection view to look:		You can choose how you want your report selection view to look:
	* ''Segmented'' - give you a wider overview and you can see all of the selection on your screen.		* '''Segmented''' - give you a wider overview and you can see all of the selection on your screen.
	* ''List'' - give you a longer page and reminds you of the old look and feel.		* ''List'' - give you a longer page and reminds you of the old look and feel.

Toptiuser at 14:14, 16 January 2025

2025-01-16T14:14:08Z

← Older revision		Revision as of 14:14, 16 January 2025
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	You can choose how you want your report selection view to look:		You can choose how you want your report selection view to look:
	:* ''Segmented'' - give you a wider overview and you can see all of the selection on your screen.		* ''Segmented'' - give you a wider overview and you can see all of the selection on your screen.
	:* ''List'' - give you a longer page and reminds you of the old look and feel.		* ''List'' - give you a longer page and reminds you of the old look and feel.

	<!--T:3-->		<!--T:3-->

Toptiuser at 14:11, 16 January 2025

2025-01-16T14:11:35Z

← Older revision		Revision as of 14:11, 16 January 2025
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	=== General Report Selection Information === <!--T:2-->		=== General Report Selection Information === <!--T:2-->

			You can choose how you want your report selection view to look:
			:* ''Segmented'' - give you a wider overview and you can see all of the selection on your screen.
			:* ''List'' - give you a longer page and reminds you of the old look and feel.

	<!--T:3-->		<!--T:3-->

Sofial at 12:44, 22 June 2023

2023-06-22T12:44:17Z

← Older revision		Revision as of 12:44, 22 June 2023
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	<!--T:16-->		<!--T:16-->
	'''Note:''' If you have the system setting [[{{Link}}Biller_Period\|automatically create periods]] and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the [[{{Link}}Aggregation\|aggregation job]]. The aggregation job is usual run at night or early in the morning, please contact [mailto:~~supportNE~~@enghouse.com Servicedesk] for more information.		'''Note:''' If you have the system setting [[{{Link}}Biller_Period\|automatically create periods]] and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the [[{{Link}}Aggregation\|aggregation job]]. The aggregation job is usual run at night or early in the morning, please contact [mailto:em@enghouse.com Servicedesk] for more information.

	=== How to - Edit a Scheduling of a Report === <!--T:17-->		=== How to - Edit a Scheduling of a Report === <!--T:17-->

Sofial: Marked this version for translation

2023-03-20T08:26:40Z

Marked this version for translation

← Older revision		Revision as of 08:26, 20 March 2023
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	<translate>		<translate>
			<!--T:1-->
	<onlyinclude>		<onlyinclude>

	=== General Report Selection Information ===		=== General Report Selection Information === <!--T:2-->

			<!--T:3-->
	Besides from having access to a specific report, the [[{{Link}}User\|users]] also need access to certain data/information to view in that report. Depending on what permissions the user has, the different selection menus will be showing only the data that the user has access to.		Besides from having access to a specific report, the [[{{Link}}User\|users]] also need access to certain data/information to view in that report. Depending on what permissions the user has, the different selection menus will be showing only the data that the user has access to.

			<!--T:4-->
	The report selection page will by default show the settings selected by the user the last time that report was used. The report settings can be saved and reused.		The report selection page will by default show the settings selected by the user the last time that report was used. The report settings can be saved and reused.

			<!--T:5-->
	The two-list have an extended function. Search for an item or part of an item to filter the selection. Items can be moved by using the arrow buttons, double-click or by drag-and-drop. It is also possible to drag-and-drop the item in the current section. Use the [[Image:Icon TwoList Width.png]] to change the width of the section. [https://youtu.be/-QCKRB1ioUk Watch the video]		The two-list have an extended function. Search for an item or part of an item to filter the selection. Items can be moved by using the arrow buttons, double-click or by drag-and-drop. It is also possible to drag-and-drop the item in the current section. Use the [[Image:Icon TwoList Width.png]] to change the width of the section. [https://youtu.be/-QCKRB1ioUk Watch the video]

	=== How to - Add a Report as a Favorite ===		=== How to - Add a Report as a Favorite === <!--T:6-->

			<!--T:7-->
	# Open the report selection page		# Open the report selection page
	# Click '''favorites''' [[Image:Icon Favourite Report.png]]		# Click '''favorites''' [[Image:Icon Favourite Report.png]]
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	#:* The report is added to the favorite reports list, accessed by clicking '''my favorites''' [[Image:Icon Menu Favorite.png]]		#:* The report is added to the favorite reports list, accessed by clicking '''my favorites''' [[Image:Icon Menu Favorite.png]]

	=== How to - Remove a Report from the Favorites List ===		=== How to - Remove a Report from the Favorites List === <!--T:8-->

			<!--T:9-->
	# Open the report selection page for the report you want to remove		# Open the report selection page for the report you want to remove
	# Click '''favorites''' [[Image:Icon Favourite Report.png]]		# Click '''favorites''' [[Image:Icon Favourite Report.png]]
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	#:* The report is removed from the favorite reports list in '''my favorites''' [[Image:Icon Menu Favorite.png]]		#:* The report is removed from the favorite reports list in '''my favorites''' [[Image:Icon Menu Favorite.png]]

	=== How to - Save Report Settings ===		=== How to - Save Report Settings === <!--T:10-->

			<!--T:11-->
	# Open the report selection page for the report you want to save settings for		# Open the report selection page for the report you want to save settings for
	# Enter the settings you want to save		# Enter the settings you want to save
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	#:* To access the saved settings, click the name of the report in '''my favorites''' [[Image:Icon Menu Favorite.png]], and then click the name of the saved settings		#:* To access the saved settings, click the name of the report in '''my favorites''' [[Image:Icon Menu Favorite.png]], and then click the name of the saved settings

	=== How to - Delete Saved Report Settings ===		=== How to - Delete Saved Report Settings === <!--T:12-->

			<!--T:13-->
	# Open the report selection page for the report you want to delete saved settings for		# Open the report selection page for the report you want to delete saved settings for
	# Click '''save settings''' [[Image:Icon Save Filled.png]]		# Click '''save settings''' [[Image:Icon Save Filled.png]]
	# Click '''remove''' for the settings you want to delete		# Click '''remove''' for the settings you want to delete

	=== How to - Schedule a Report ===		=== How to - Schedule a Report === <!--T:14-->

			<!--T:15-->
	# Open the report selection page		# Open the report selection page
	# Click '''schedule report''' [[Image:Icon Schedule.png]]		# Click '''schedule report''' [[Image:Icon Schedule.png]]
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	#:* The report will then monthly, weekly or daily on the selected time and day, be sent to the registered e-mail address for the logged in [[{{Link}}User\|user]]		#:* The report will then monthly, weekly or daily on the selected time and day, be sent to the registered e-mail address for the logged in [[{{Link}}User\|user]]

			<!--T:16-->
	'''Note:''' If you have the system setting [[{{Link}}Biller_Period\|automatically create periods]] and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the [[{{Link}}Aggregation\|aggregation job]]. The aggregation job is usual run at night or early in the morning, please contact [mailto:supportNE@enghouse.com Servicedesk] for more information.		'''Note:''' If you have the system setting [[{{Link}}Biller_Period\|automatically create periods]] and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the [[{{Link}}Aggregation\|aggregation job]]. The aggregation job is usual run at night or early in the morning, please contact [mailto:supportNE@enghouse.com Servicedesk] for more information.

	=== How to - Edit a Scheduling of a Report ===		=== How to - Edit a Scheduling of a Report === <!--T:17-->

			<!--T:18-->
	# Open the report selection page		# Open the report selection page
	# Click '''schedule report''' [[Image:Icon Schedule.png]]		# Click '''schedule report''' [[Image:Icon Schedule.png]]
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	# Click '''save'''		# Click '''save'''

	=== How to - Remove a Scheduling of a Report ===		=== How to - Remove a Scheduling of a Report === <!--T:19-->

			<!--T:20-->
	# Open the report selection page		# Open the report selection page
	# Click '''schedule report''' [[Image:Icon Schedule.png]]		# Click '''schedule report''' [[Image:Icon Schedule.png]]
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	#:* No more report e-mails with this report will be sent to the user's address		#:* No more report e-mails with this report will be sent to the user's address

	=== How to - Send a Report ===		=== How to - Send a Report === <!--T:21-->

			<!--T:22-->
	# Open the report selection page		# Open the report selection page
	# Click '''schedule report''' [[Image:Icon Schedule.png]]		# Click '''schedule report''' [[Image:Icon Schedule.png]]
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	#:* The report will be created as a PDF with the selected options that you have chosen and sent out to entered recipient(s)		#:* The report will be created as a PDF with the selected options that you have chosen and sent out to entered recipient(s)

	=== How to - Set Permissions for a Report and Check what Users that have Permissions on a Specific Report ===		=== How to - Set Permissions for a Report and Check what Users that have Permissions on a Specific Report === <!--T:23-->

			<!--T:24-->
	# Open the report selection page		# Open the report selection page
	# Click '''permissions''' [[Image:Icon Rights.png]] and a list of all users with permission to access this report is shown		# Click '''permissions''' [[Image:Icon Rights.png]] and a list of all users with permission to access this report is shown
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	#:* Selected users are moved from the list and added to the table with users with permissions to the report		#:* Selected users are moved from the list and added to the table with users with permissions to the report

	=== How to - Remove Permissions for a Report ===		=== How to - Remove Permissions for a Report === <!--T:25-->

			<!--T:26-->
	# Open the report selection page		# Open the report selection page
	# Click '''permissions''' [[Image:Icon Rights.png]]		# Click '''permissions''' [[Image:Icon Rights.png]]
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	#:* The user is deleted from the table and no longer has permissions to the report		#:* The user is deleted from the table and no longer has permissions to the report

			<!--T:27-->
	</onlyinclude>		</onlyinclude>
	</translate>		</translate>

	[[Category:F01{{Langcat\|ReportParams Default}}]]		[[Category:F01{{Langcat\|ReportParams Default}}]]

Toptiuser: Created page with " === General Report Selection Information === Besides from having access to a specific report, the users also need access to certain data/information to view in that report. Depending on what permissions the user has, the different selection menus will be showing only the data that the user has access to. The report selection page will by default show the settings selected by the user the last time that report was used. The re..."

2023-01-23T13:41:19Z

Created page with "<translate> <onlyinclude> === General Report Selection Information === Besides from having access to a specific report, the [[{{Link}}User|users]] also need access to certain data/information to view in that report. Depending on what permissions the user has, the different selection menus will be showing only the data that the user has access to. The report selection page will by default show the settings selected by the user the last time that report was used. The re..."

New page

<translate>
<onlyinclude>

=== General Report Selection Information ===

Besides from having access to a specific report, the [[{{Link}}User|users]] also need access to certain data/information to view in that report. Depending on what permissions the user has, the different selection menus will be showing only the data that the user has access to.

The report selection page will by default show the settings selected by the user the last time that report was used. The report settings can be saved and reused.

The two-list have an extended function. Search for an item or part of an item to filter the selection. Items can be moved by using the arrow buttons, double-click or by drag-and-drop. It is also possible to drag-and-drop the item in the current section. Use the [[Image:Icon TwoList Width.png]] to change the width of the section. [https://youtu.be/-QCKRB1ioUk Watch the video]

=== How to - Add a Report as a Favorite ===

# Open the report selection page
# Click '''favorites''' [[Image:Icon Favourite Report.png]]
# Select '''Add to favorites'''
#:* The report is added to the favorite reports list, accessed by clicking '''my favorites''' [[Image:Icon Menu Favorite.png]]

=== How to - Remove a Report from the Favorites List ===

# Open the report selection page for the report you want to remove
# Click '''favorites''' [[Image:Icon Favourite Report.png]]
# Click '''remove from favorites'''
#:* The report is removed from the favorite reports list in '''my favorites''' [[Image:Icon Menu Favorite.png]]

=== How to - Save Report Settings ===

# Open the report selection page for the report you want to save settings for
# Enter the settings you want to save
# Click '''save settings''' [[Image:Icon Save Filled.png]]
# Enter a name for the settings, e.g. the period or group or whatever it is that is significant with these settings
# Click '''save'''
#:* The report is now added in '''my favorites''' [[Image:Icon Menu Favorite.png]]
#:* To access the saved settings, click the name of the report in '''my favorites''' [[Image:Icon Menu Favorite.png]], and then click the name of the saved settings

=== How to - Delete Saved Report Settings ===

# Open the report selection page for the report you want to delete saved settings for
# Click '''save settings''' [[Image:Icon Save Filled.png]]
# Click '''remove''' for the settings you want to delete

=== How to - Schedule a Report ===

# Open the report selection page
# Click '''schedule report''' [[Image:Icon Schedule.png]]
# Check the '''schedule''' box
# Select the [[{{Link}}Time Zone|time zone]] you are in from the menu
# Select '''schedule option'''
## Monthly
##* Define on what day of the month the report should be sent by selecting a date in the '''monthly on day''' dropdown menu
## Weekly
##* Define on what weekday the report should be sent by checking the '''weekday'''
## Daily
##* All weekdays are checked, and the report will be sent '''daily'''
# Enter at what time of the day the report should be sent in the '''start at''' field
# Click '''save'''
#:* The report will then monthly, weekly or daily on the selected time and day, be sent to the registered e-mail address for the logged in [[{{Link}}User|user]]

'''Note:''' If you have the system setting [[{{Link}}Biller_Period|automatically create periods]] and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the [[{{Link}}Aggregation|aggregation job]]. The aggregation job is usual run at night or early in the morning, please contact [mailto:supportNE@enghouse.com Servicedesk] for more information.

=== How to - Edit a Scheduling of a Report ===

# Open the report selection page
# Click '''schedule report''' [[Image:Icon Schedule.png]]
# Change your settings
# Click '''save'''

=== How to - Remove a Scheduling of a Report ===

# Open the report selection page
# Click '''schedule report''' [[Image:Icon Schedule.png]]
# Uncheck the '''schedule''' box
# Click '''save'''
#:* No more report e-mails with this report will be sent to the user's address

=== How to - Send a Report ===

# Open the report selection page
# Click '''schedule report''' [[Image:Icon Schedule.png]]
# Click the tab '''send report'''
# Enter e-mail recipient(s) in '''to''',
#:* If you want to send the report to more than one, separate addresses with semicolon (;) without space
# Enter a '''subject''' for the message
# Enter the message text in the '''message''' field
# Click '''send'''
#:* The report will be created as a PDF with the selected options that you have chosen and sent out to entered recipient(s)

=== How to - Set Permissions for a Report and Check what Users that have Permissions on a Specific Report ===

# Open the report selection page
# Click '''permissions''' [[Image:Icon Rights.png]] and a list of all users with permission to access this report is shown
# To give permissions on the report for a user, enter the username (or a part of the username) in the '''search user''' field
#:* You can only search on the username, not the users' real name. If the username doesn't exist or if the user is already in the list, the search will not give any result.
# Click '''search''' [[Image:Icon Search.png]]
#:* A list of all users who match the search query is presented
# Check the boxes for the users you want to add
# Click the '''save''' button
#:* Selected users are moved from the list and added to the table with users with permissions to the report

=== How to - Remove Permissions for a Report ===

# Open the report selection page
# Click '''permissions''' [[Image:Icon Rights.png]]
# Find the user you want to remove permissions from in the table of users
#:* If necessary, click the numbers below the table to go the correct page
# Click '''delete''' [[Image:Icon Delete.png]] next to the user you want to remove from the list of users with permissions
#:* The user is deleted from the table and no longer has permissions to the report

</onlyinclude>
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[[Category:F01{{Langcat|ReportParams Default}}]]