If you wish to:

• Print a list of items in a warehouse in order to take inventory,
• Have a hard copy list of the work orders of your team,
• Graphically display changes in the costs of an equipment item, the cost ratio according to type of work order,
• Know the distribution of items according to consumption, family, and value in inventory,
• And so on.

CARL Source offers a set of standard or customized reports to be viewed, printed, or exported to documents in various formats: .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .ods, .odt, postscript.

Direct access to the most commonly used reports

• You can choose the default report for each function; see Default report.

• You can also offer reports directly on the home screen.

• With a simple customization you can add a button or link to the form to open a report directly.

In order to manage reports available in CARL Source functions, see Report customization .

 

Printing a report from a list of reports

Procedure:

1. From a list form, [Results] tab, or a detail form, on the report menu, select "List of reports."
   → The report list form is displayed, provided there is at least one rapport associated with the function.

2. Selecting the generation format.
   → The report is either produced as a file, or is opened, depending on whether preview mode is selected . See List of reports.

3. To print the report, open the file generated or click on the icon in the preview.
   → From BIRT Visualizer, before printing the report first opens in preview mode in the HTML or PDF format. Print it using the print function of your browser.

If you use the print icon on the server , the report will be printed directly from the server where CARL Source is installed.

 

Printing linked documents

It is possible to print the linked documents of the function at the end of the report by selecting the appropriate output format (PDF format only).
This possibility only relates to detail form reports.

 

Working with reports from BIRT Visualizer

	Display the table of contents.
	Relaunch the report after changing the values of the settings.
	Export data from the report tables in the CSV format.
	Export the report to a file in the selected format: .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .ods, .odt, postscript.

 

Report contents

The report only contains the selected data:

If you have selected the report action from:

• A detail form
  → only the current element appears in the report.

• The [Favorites] or [Results] tab
  → only the list elements (and therefore possibly filtered) are included in the report.

• The [Favorites] or [Results] tab where you have ticked lines
  → only selected elements are included in the report.

 

Limiting the list of reports displayed according to rights

Build the report "Confidentiality" restriction criterion and incorporate it into a Restricted access group.