Reports via PAAS

Reports in PANTHEON Web are acquired from PANTHEON database, in the PDF format via PANTHEON Automation Server (PAAS). In the database, you can also set user reports that will be automatically displayed in PANTHEON Web .

In this chapter, you can read about:

1. About reports in PANTHEON Web

By default, clicking on the Print button always opens the report opened last in the current form. Before printing, you can check the name of the last report used by hoovering on the Print button with the mouse cursor.

Clicking on the drop-down menu arrow opens the tree structure where the report used last is found.

WARNING In order for the text to be correctly displayed on PDF documents, the PANTHEON database needs to have correct settings in the Administration panel | Settings – enable the checkbox Export reports as PDF/A.

2. Report settings

Other settings for reports are used from the PANTHEON database as well, namely on different levels:

• On the company level – checkbox Active

In PANTHEON Settings | Program | Reports | General, if the checkbox Active is checked (enabled), the current report will be shown in PANTHEON Web. Otherwise, it will not be in the options.

• On the document type level – option Inactive for doc. types

You can select certain document type, for which you do not want this report to be used. if a document type is selected in PANTHEON Settings | Program | Reports | General – Inactive for doc. types field, the report will not be shown for this document type.

• On the user level – via authorizations set in PANTHEON for individual users in the Administration panel | Users and groups | <Administrator> | Security | Datalab applications | Datalab reports . All rights set in PANTHEON will also be used for PANTHEON Web.
  

3. Saving reports

Reports such as different invoices, detail reports etc. can be downloaded and saved on the local disk via the Print icon (first image below), by selecting Save as PDF as the default option instead of printing (second image below).

NOTE If reports are opened in their own tabs, Chrome does not allow saving documents via the Download icon, but issues a warning. To avoid this, reports can be saved via the Print icon or in a list view, where the Download icon works normally.