Reports Manager

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Reports Manager

 

Report Manager

The feature enables user to use the custom reports from within iVend. User can import a new report or can import the customized version of the existing report in iVend.

To open the screen, choose Administration > Application Setup > Report Manager.

 

 

Search Screen

Field

Description/Activity

Search Criteria

Id

Enter the Id of the report to be searched.

Description

Enter the description of the report to be searched.

Search Results

Id

Displays the Id of the report available in the system.

Description

Displays the description of the report available in the system.

Buttons

F1 Search

Displays Search Reports

F2 Clear

Clear the search results displayed

F3 New

Create New Report using this button

F4 Edit

Edit the selected Report

F5 Delete

Delete the selected report

F6 Copy

Copy the selected report to create a new report

F7 View

View the selected report

F8 Export

Exports the selected report to a user specified. User can then customize this report and import the customized version back into the system

 

 

Setup Screen

Field

Description/Activity

Description

This will show the name of the screen for which the sequence is being defined.

Report XML

Displays the location of the DLL. Select a DLL for the hardware by clicking on [...] to browse for the location of the DLL in the machine.

Report Path

Displays the location of the DLL. Select a DLL for the hardware by clicking on [...] to browse for the location of the DLL in the machine.

Type

Signifies that this report is a custom reports and is not shipped with the product.

Enabled

Signifies whether the report is in use or not.

Customized

After making changes to the reports if the user imports these reports into iVend, such reports will be marked as customized.

clip0471Any new report imported in the system will be marked as customized report. This field is for information only and is disabled.

Document Report

Document reports are those reports that are fired on posting of the document in iVend. For example, when the purchase order is saved then the report for the saved Purchase Order is triggered automatically.

 

clip0472If a report is marked as document report then the user is allowed to change the format of the report but is not allowed to change the parameters of the report. This field is for information only and is disabled.

Is Label Report

Label Reports are used for printing the customized item labels from iVend. User can create item labels using the crystal report and then import the same into the system. Once the report then the customized labels can be printed using the ’’Item Label Printing‘‘ menu option in the Reports Tab.

Is Coupon Report

 

If this flag is checked while importing a report then while issuing the Coupons from POS, this report can be used for printing.

Is Notification

Report

Select this field to mark the report as alert report.

Report Group Type

Select from the available list of groups under which this report is to be displayed.

[OK]

The button updates changes to the database and closes the screen.

[Cancel]

The button does not save any changes and closes the screen.

 

clip0473On importing the new custom report in iVend, system would create rights for this report. The rights for super user would be updated automatically, whereas the administrator should assign the security rights individually to other roles based on the desired security for these roles.

 

 

 

 

 


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