Home > Reports > Concepts > 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
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.
It is possible to sort the reports by:
Report name
Date
Requested by
No sort
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.
When a report is viewed, a toolbar is displayed above the report providing:
Page orientation
Zoom
Navigation
Printing
Page counter
Shortcut keys provide quicker access to certain functions:
Ctrl + P |
|
Ctrl + W |
Preview |
Ctrl + O |
Open as PDF |
When previewing reports:
Home |
Go to first page |
Ctrl + PageUp |
Go to first page |
PageUp |
Go to previous page |
Page Down |
Go to next page |
Ctrl + PageDown |
Go to last page |
End |
Go to last page |
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