Reporting Principles
The Analysis menus enable you to compile, monitor and analyze your data through reports.
On Sage XRT Solution platform, the content and layout of reports can be customized.
Report Types
The following three types of report are available:
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Basic Reports
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Portlet Reports, even more flexible and granular with a dynamic display in the viewer
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Grid Reports which use the grids
Table presenting a set of numerical data. of the functions and their customization possibilities
The Basic and Grid reports can be accessed from the Analysis - Reports menu of the modules to analyze, whereas the Portlet reports can be accessed from the Analysis - Portlets menu of the modules to analyze.
Info
In most of the platform functions, the Report button on top of every list enables you to do simple exports of the corresponding list content.
Templates
The installation provides you with report templates already setup by module identified by the Predefined mention.
You can duplicate and modify these templates for them to meet exactly your reporting needs.
The predefined templates are used as a reference for the customized and imported templates.
In the menu page of modules, the Analysis - Reports menu lists the reference templates Predefined template of report, base of the customized templates. for the basic reports, whereas the Analysis - Portlets menu lists the reference templates for the Portlet reports. You can generate the corresponding reports by selecting the reference template in these menus.
Management
In the Analysis - Reports menu of Administration module, the three submenus centralize the management of the templates for the three report types: Reports Setup, Portlet Reports Setup and Grid Reports Setup.
Click one of these submenus to display the full list of the reference templates by module. Use the edition icon of a template to access all the report templates and their settings.
The Predefined mention is activated when it is a reference template provided during installation.
The option Is active enables you to activate and deactivate the template.
The Default option enables the customized or imported template to replace the predefined template.
You can import templates from other user profiles and environments through the Add file button.
Info
The Report Templates page of your Help Center offers different templates ready to use as TRDP files to be downloaded.
Viewer
The report viewer offers a preview of the PDF file before generating it.
The Generating reports topic explains how to access the viewer for each type of report.
In the viewer, use the Filter and View topics to modify dynamically your report.
From the viewer tool bar, you can download the report using the download button.
Select a report template and apply filters as needed. Select the output format, then click Get Report.
You can also print the report using the print icon.
