This commit is contained in:
@@ -1,7 +1,47 @@
|
||||
# ADM-REPORT-TEMPLATES Placeholder
|
||||
# Report templates
|
||||
|
||||
#b4beta (consolidate this page away, it seems redundent and we can't list every 100 report here pointlessly)
|
||||
Report templates used to generate .pdf report documents from business object data.
|
||||
|
||||
AyaNova report templates are listed here.
|
||||
AyaNova features a built in [report editor](ay-report.md) where existing reports can be customized or completely new ones created.
|
||||
|
||||
You can edit report templates in the [Report template editor](ay-report-edit.md)
|
||||
## Authorization Roles required
|
||||
|
||||
This form is available to User's with the following [roles](ay-biz-admin-roles.md):
|
||||
|
||||
Full access
|
||||
|
||||
- Business administration
|
||||
|
||||
- Business administration - restricted
|
||||
|
||||
Read only access
|
||||
|
||||
- none
|
||||
|
||||
## How to access report templates
|
||||
|
||||
From the `Administration` navigation pane select `Report Templates` navigation item.
|
||||
|
||||
## How report templates work
|
||||
|
||||
Reports are tied to business object types so when a user clicks on the Report menu option within the form for a particular type of business object all reports available for that type of object will be listed.
|
||||
Since reports can be restricted to only users with specific [roles](ay-biz-admin-roles.md), all reports may not be available to all users.
|
||||
|
||||
Reports are available to both lists of a type of object (for example Customers list) and single edit forms for that same type of object (for example the Customer edit form). Stock reports are designed to work with both lists and single objects.
|
||||
|
||||
When a report is selected the AyaNova server will use the report template in conjunction with the object type and records selected to render the report into a .pdf file at the server and send back a link to the AyaNova web app which will trigger it to open the .pdf file in a new browser window. This means you must enable opening popup's in your web browser for your AyaNova server. Normally this will be a prompt in the browser the first time you attempt to view a report.
|
||||
|
||||
If the browser was told *not* to allow the AyaNova server 'site' to open popups then it will need to be re-enabled in the browser by editing the site specific settings to allow popups in order to use the report rendering feature.
|
||||
|
||||
|
||||
## How to modify report templates
|
||||
|
||||
If you have the required authorization role, when you select the `Report` menu option there will be additional buttons allow editing of existing reports or creating completely new reports in the [Report template editor](ay-report-edit.md).
|
||||
|
||||
## Report rendering speed
|
||||
|
||||
Report rendering is the most resource heavy operation that the AyaNova server must do.
|
||||
|
||||
The number of records selected to report and the amount of memory, disk speed and available CPU% at the server directly relates to how long the reports can take to render. You can speed up rendering lengthy reports with a large number of records by breaking them down into smaller chunks. For example, reporting on a month at a time rather than a whole year at a time of records by [filtering](ay-start-form-data-tables.md#filtering-columns) the data table being reported.
|
||||
|
||||
If report rendering speed is a recurring issue, we have [report rendering performance tips](ops-config-report-rendering-timeout.md) specifically for the I.T. system operator responsible for AyaNova server maintenance.
|
||||
|
||||
Reference in New Issue
Block a user