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Upload Report Files

This function allows you to upload a document to be seen in Merchant Report Manager. This means you can make documents generated by other sources available in the same screen as the standard BE reports, providing a centralised repository of data.

For each file you want to upload you need to enter the following information.

Document Type

This indicates the purpose of the document that is being upload.

Report

The file should be treated as if it was a standard report. It will appear in the Reports section of Merchant Report Manager. You must enter a Location for this type of report. If you enter a location group, the system will generate multiple copies, one for each location.

List

The document should be considered a List, for example a Phone List, Store List, and so on. These documents will be available in the Lists area of Merchant Report Manager. Only one copy of the document is stored and it is visible to anyone. It can only be deleted by a user who has the security to delete List/Form documents.

Form

The document should be considered a Form, for example Job Application, Leave Application. These documents will be available in the Forms area of Merchant Report Manager. Only one copy of the document is stored and it is visible to anyone. It can only be deleted by a user who has the security to delete List/Form documents.

Data File

The full path to the file that you want to upload.

Report Name

The name of the report.

Report Contents

Allows you to describe the content of the report. This might be the date the report was generated or maybe the location for which the data was generated.

Location

The code of the location that is able to view the report. If you specify a location group, for example ALL, the system will determine all the report locations within that group and create a separate report entry for each location. This also means the system will keep a separate copy of the data file for each location. (If one location deleted their copy of the report, you don't want it deleted for everyone). The Location is only required if the Document Type is Report.

When you press the Upload button the document will be uploaded to the server and will then be visible in Merchant Report Manager.

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