- Addition or deduction of selected columns
- Interchange the columns
- Change the size(width) of the column
> View settings
1.Go to the specific report for which a different view needs to be created and click on tools button found on the top right of the screen.
For e.g., HRMS Module> Late Arrival Report The report gets displayed on the screen and Click
2.Clickview: this will show the different views already created and available for that report. If no one has created any view this will show the only view with the standard format available in the system.
3.Select the specific view. This will display the report in HTML format on the screen. This view can be exported in CSV or PDF and saved for reference & comparison with the new view that is going to be created.
4.To create a new view for the report - Click view settings.
The lightbox opens up. The already created views are listed here.
(a)Click the Add button to create the new view.
(b) View Name: Enter the ViewName for e.g., Employee blood groups, Employeewise later arrival, depthwise late arrival, etc.
(c) Remarks: The information like the purpose of the report or the requester of the report with date etc, can be entered here.
(d) View type: Select Grid.
(e) Show Display fields: select this check box
The Grid displayed below will show all the fields in the existing view in the same order displayed.
(b) Click Deselect all: This should be done to undo the existing view settings.
(c) Name: The names of the columns at the back end.
(d) Display Name: The names of the columns displayed in the report.
(c) Now Select the checkboxes under the Display to select the columns required in the new view and change the names to be displayed if required.
(d) Other options available by selecting the checkboxes under them are.
M- Merge
G- Grouping
ST-Subtotal
GT-Grand total
(e) Click Advanced. This displays the width & format in the grid.
Width- To change the size of the column
Format - To change the order of the columns as required.
5.Click the Save button.
6. Wait till the popup appears on the screen to confirm that the view is created successfully.
Contents
Revisions
- June 15, 2021 @ 11:06:42 [Current Revision] by arul
- June 15, 2021 @ 11:06:42 by arul
- June 15, 2021 @ 11:04:51 [Autosave] by arul
- June 12, 2021 @ 11:02:43 by arul
- June 12, 2021 @ 09:41:49 by arul
- June 12, 2021 @ 09:10:20 by arul
- June 12, 2021 @ 08:39:54 by arul
- June 12, 2021 @ 07:10:16 by arul
- June 12, 2021 @ 05:34:00 by arul
- June 12, 2021 @ 05:29:13 by arul
- June 12, 2021 @ 04:46:59 by arul
- June 12, 2021 @ 00:41:24 by arul
- June 12, 2021 @ 00:32:29 by arul
- June 11, 2021 @ 23:54:14 by arul
- May 31, 2021 @ 10:37:51 by arul
Revision Differences
| May 31, 2021 @ 10:37:51 | Current Revision | ||
|---|---|---|---|
| Title | |||
| Deleted: How to create a Report Views? | Added: Dynamic Report views creation | ||
| Content | |||
|---|---|---|---|
| Added: <strong>Dynamic Report views creation</strong> | |||
| Added: The reports are normally available in a standard format in the ERP with all relevant fields useful for the report. | |||
| Added: Depending on our requirement & purpose we can create different views of the same report. This is called Dynamic Report views creation. | |||
| Added: For e.g., Employee details report - The existing report will contain many columns like Empcode, EmpName, address, mob no, email I'd, father name, blood group, etc. | |||
| Added: Suppose we need to provide the contact details of the employees to the nearest blood bank we will require a report with only selected fields like Empname, Blood group, Mob No. | |||
| Added: In such cases, the Dynamic Report views creation comes into play. | |||
| Added: <strong>Benefits of Dynamic Report view creation: </strong> | |||
| Added: The following can be done in the new view report | |||
| Added: <ul> | |||
| Added: <li>Addition or deduction of selected columns</li> | |||
| Added: <li>Interchange the columns</li> | |||
| Added: <li>Change the size(width) of the column</li> | |||
| Added: </ul> | |||
| Added: <strong>Steps involved:</strong> | |||
| Added: (A) Naming the new view | |||
| Added: (B) Selecting the fields for the new view | |||
| Added: (C)Ordering the fields | |||
| Added: (D)Sizing the fields. | |||
| Deleted: <strong>Path: Framework > Reports > Report View</strong> | Added: <strong>How to create the dynamic report views?</strong> | ||
| Added: <strong>Path: Module > Reports > Select the specific report ><a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/settings.png"><img class="alignnone size-full wp-image-5788" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ settings.png" alt="settings" width="41" height="20" /></a>> View settings</strong> | |||
| Added: 1.Go to the specific report for which a different view needs to be created and click on tools <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/settings.png"><img class="alignnone size-full wp-image-5788" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ settings.png" alt="settings" width="41" height="20" /></a> button found on the top right of the screen. | |||
| Added: For e.g., HRMS Module> Late Arrival Report The report gets displayed on the screen and Click <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/settings.png"><img class="alignnone size-full wp-image-5788" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ settings.png" alt="settings" width="41" height="20" /></a> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_ 04-1.png"><img class="size-full wp-image-13929 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_04-1.png" alt="" width="153" height="366" /></a> | |||
| Added: 2.Click<strong>view: this will show the different views already created and available for that report.</strong> If no one has created any view this will show the only view with the standard format available in the system. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_ 07.png"><img class="size-full wp-image-13932 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_07.png" alt="" width="386" height="412" /></a> | |||
| Added: 3.Select the specific view. This will display the report in HTML format on the screen. This view can be exported in CSV or PDF and saved for reference & comparison with the new view that is going to be created. | |||
| Added: 4.To create a new view for the report - Click <strong>view settings. </strong> | |||
| Added: The lightbox opens up. The already created views are listed here. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_ 02-1.png"><img class="alignnone size-full wp-image-13924" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_02-1.png" alt="" width="1311" height="175" /></a> | |||
| Added: (a)Click the <strong>Add</strong> button to create the new view. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_ 05-1.png"><img class="alignnone size-full wp-image-13949" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_05-1.png" alt="" width="875" height="524" /></a> | |||
| Added: (b) <strong>View Name</strong>: Enter the <strong>ViewName</strong> for e.g., Employee blood groups, Employeewise later arrival, depthwise late arrival, etc. | |||
| Added: (c) <strong>Remarks: </strong>The information like the purpose of the report or the requester of the report with date etc, can be entered here. | |||
| Added: (d) <strong>View type:</strong> Select <strong> Grid</strong>. | |||
| Added: (e) <strong>Show Display fields:</strong> select this check box | |||
| Added: The Grid displayed below will show all the fields in the existing view in the same order displayed. | |||
| Added: (b) Click <strong>Deselect all:</strong> This should be done to undo the existing view settings. | |||
| Added: (c) <strong>Name:</strong> The names of the columns at the back end. | |||
| Added: (d) <strong>Display Name</strong>: The names of the columns displayed in the report. | |||
| Added: (c) Now Select the checkboxes under the <strong>Display</strong> to select the columns required in the new view and change the names to be displayed if required. | |||
| Added: (d) Other options available by selecting the checkboxes under them are. | |||
| Added: <strong>M</strong>- Merge | |||
| Added: <strong>G</strong>- Grouping | |||
| Added: <strong>ST</strong>-Subtotal | |||
| Added: <strong>GT</strong>-Grand total | |||
| Added: (e) Click <strong>Advanced. </strong>This displays the width & format in the grid. | |||
| Added: Width- To change the size of the column | |||
| Added: Format - To change the order of the columns as required. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_ 03-2.png"><img class="alignnone size-full wp-image-13950" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_03-2.png" alt="" width="844" height="315" /></a> | |||
| Added: 5.Click the <strong>Save</strong> button. | |||
| Deleted: Report view can be used for changing the view of the reports including the page format, orientation, etc. | Added: 6. Wait till the popup appears on the screen to confirm that the view is created successfully. | ||
| Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/ | |||
| Deleted: < | |||
| Deleted: <li><strong>Module: </strong>Select the module of the report that needs to be changed.</li> | |||
| Deleted: <li><strong>Report:</strong> According to the module chosen, select the report that is to be changed.</li> | |||
| Deleted: <li> | |||
| Deleted: </ | |||
| Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/ | |||
| Deleted: <p style="padding-left: 30px;">4. <strong>View: </strong>Enter the name of the report view in this table field.</p> | |||
| Deleted: <p style="padding-left: 30px;">5. <strong>Type: </strong>Select the type as grid or HTML based on the requirements.</p> | |||
| Deleted: <p style="padding-left: 30px;">6. <strong>Default:</strong> Select this check box to enable it as the first value.</p> | |||
| Deleted: <p style="padding-left: 30px;">7. <strong>Applicable Menu:</strong> This shows all the reports where this setting will be applicable.</p> | |||
| Deleted: <p style="padding-left: 30px;">8. <strong>Page Format & Orientation: < /strong>Select the page format from A0 to A10 and orientation can be either portrait or landscape.</p> | |||
| Deleted: <p style="padding-left: 30px;">9. <strong>Column Freeze: </strong>Enter the number of columns to be locked when displayed in reports. E.g. If your value is 3, then the first three columns will be Locked. This is a usability feature while scrolling reports.</p> | |||
| Deleted: <p style="padding-left: 30px;">10.Click the Update button.</p> | |||
| Deleted: <p style="padding-left: 30px;">11. The pop-up message will appear on the screen with a successful message.</p> | |||
| Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Report- View_03.png"><img class="size-full wp-image-13444 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Report- View_03.png" alt="" width="489" height="63" /></a> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_ 09.png"><img class="alignnone size-full wp-image-13935" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Dview_09.png" alt="" width="485" height="71" /></a> | |||
| Added: | |||
| Added: | |||
| Added: | |||
| Added: | |||
| Added: | |||
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