With this form you can view standard report or manage your customized reports; see Report customization and Reports and printing.

For rules on how to use the fields, see Detail form.

Header

• Report: Identifier of the report, unique in the application. It is not displayed in the editing functions. You can take the name of the corresponding file, for instance.
• Name: Name of the report, which appears on the list of reports offered for printing.
• Version: Version of the report. It starts with 1 for customized reports and is incremented with each modification.
• Category: Indicates the type of content in the report: List (list of elements), Detail (detail sheet of an element), Analysis (consolidated data) or Template (report template).
• Confidentiality: High, Medium or Low. Criterion for limiting access to the report according to the data access group and the user. The confidentiality must be defined as an access criterion of the "Reports" entity.
• Changed on: Date and time of the last modification. Entered only for customized reports.
• Report engine: Report display tool. All standard reports were developed with the BIRT tool.
• Author: Author of the report.
• Modified by: User for the last modification. Filled in only for customized reports.
• Storage folder: Folder on the server in which the file will be stored.

The folder should be entered if the report file contains references to standard libraries, in the form of a relative path; e.g. ../lib/styles.rptlibrary.
In general, the folder corresponds to the module to which the report belongs (works, equipment, etc.).

• Type: Standard (the report is non-modifiable), Custom or Generated (via the report creation wizard).
• Report to be uploaded: Report file to be made available in the application (if not standard). Select it using the "Browse..." button, then send it to the database by clicking on "Send."
• Using the filter: Most of the reports use a filter so that they will only contain the selected elements. If this box is not checked, the filter will not be applied. For example, this is the case for analysis reports such as ABC breakdowns or the dashboard of the activity.
• Access to the report: By clicking on the file name, you load it in order to save it in the folder of your choice.

Associated functions

This list contains the functions in which the report will be offered. It cannot be modified for standard reports.