Group Reports

Overview

This feature is used to add group reports as per the requirement. Every report contains one or more groups to be printable.

A screenshot of the Group Report feature is available here<. Image shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Paramters and Rendering Control configuration.

Users access Group Report from within the menu through this navigation path: Admin ► Custom Report ► Group Reports ► Group Report.

 

Visible Fields

The following table lists and describes all visible fields for the Group Report feature, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

FieldDescription
CodeStores the unique identifier for the group report. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence.
Application NameAllow useres to define short name for the identification of the report. This name is used as an acronym to identify the report in execution
LanguageUsers are allowed to select the language to register the description.
Report NameAllows users to define the name of the registered group report. This value will be printable in most reports.
DescriptionUsers are allowed to define a long description of the group report.
Group Report Header TabUsing this tab, users are allowed to select group report header. 

 

Buttons

The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the expense voucher feature.

Button ImageDescription
The New button allows users to switch to insert mode. This action button allows users to manually create group reports.
The Find button allows users a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information.
The Search button allows users to switch to search mode.
The Lookup tool allows users to browse and select existing items.  Once selected, all available information automatically populates the corresponding fields.
The Remove button allows users to remove a record under the tab. A screen appears to confirm the record is deleted.
When users are required to sort by a specific filtering criterion, the Select All button allows to highlight all the filter criteria.
When users are required to sort by a specific filtering criterion, the Unselect All button unselects all previously highlighted filter criteria.
The Save button allows users to save the information inputted. The record is stored and a confirmation message is presented.