Cloning Reports and Changing Report Types

Cloning Reports and Changing Report Types

Existing reports can be cloned. Cloned reports automatically get a new ID and title, which, like all user-defined reports, starts with the letter A.

This way you can make a copy of a system report and edit it to suit your needs (system reports cannot be edited). You can also clone report which you created.

A cloned report can also be set to appear in a different location than the original by changing the Report Type parameter.

Example: Making a POS invoice available in issue documents

In this example we will make the invoice in the POS module that can be find in program in menu 'Goods | Issue | POS' available in issue documents ('Goods | Issue').

1. Original Report

First we have to find out the ID of the report that we want to clone. The easiest way is to generate a report and look in the top left corner where the report's ID and name are written in a drop-down menu (see Report Window). The ID of our report is 271.

2. Report Type

To relocate a report, you need to enter the relevant report type. It's easiest to find a report that is in the desired location and copy its report type. We want our custom report to be in the same group as report 241 (Invoice). Its report type is PrometIzdDobIzpisRac, which we will copy to the cloned report.

3. Cloned Report

Now that we have the required information, we can make the make the custom report.

Navigate to the original report (271) and click the Clone button . A new ID (starting with the letter A) is automatically assigned to the cloned report.

Note that its report type is PrometPosIzpisRac. Change this to PrometIzdDobIzpisRac so that the custom report will be available in issue documents.

It is recommended to change the custom report's name to avoid ambiguity, although this is not required for proper functioning.

If the window where the report should be available is open while you are doing changes the above, close and reoopen window for the changes to take effect.

Now the custom report is available in the desired location with all the reports with the same report type parameter.

You can also design the cloned report to match the look of its report group. You might need to change the recordset of some fields (for this example tbPrometIzdaja instead of tbPrometPos).