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Report Manager

The Report Manager provides a central location for all generated reports regardless of whether the report is printed immediately or not, and is accessed from the BE main menu. If you try to open a report which is not a standard BE report file, for example a PDF file, the file is downloaded and opened using the default program for that file type.

• When the report manager is first started, it displays all the reports for the current user from the past 2 days.

• Reports from other users can be selected by clicking the All button.

• Clicking back on the Mine button reverts back to showing only that particular user's reports.

• The Refresh button updates the list to show recently requested reports.

All reports are listed in time order sequence. The details listed for each report include:

• Name of the report

• Name of the person who requested the report

• When the report was requested

• The status of the report: Not viewed, viewed and printed

Report Actions

To process a report it must first be selected by clicking on it from the report list. Once a report is highlighted it is possible to use the Report Action buttons to:

• Preview each of the highlighted reports on screen, resulting in paper saving

• Print the highlighted report

• Delete the highlighted report

• Extract data to a spreadsheet

• Open the highlighted reports as a PDF file (requires Adobe Acrobat to be installed). Choose Reports| Open As PDF from the menu.

Reports Grouped By

It is possible to sort the reports by:

• Report name

• Date

• Requested by

• No sort

Location

There is a search function to choose the location. The system sorts locations using a hierarchy format. A location can be a chain or region of outlets, or a group of individual bars or workgroups within an outlet. Choose the type of location for the report that you wish to generate.

Toolbar

When a report is viewed, a toolbar is displayed above the report providing:

• Page orientation

• Zoom

• Navigation

• Printing

• Page counter

Shortcuts

Shortcut keys provide quicker access to certain functions:

When previewing reports: