| ID |
Three-character ID of the report. |
| Active |
Reports that have this option unchecked will not be available for use. Predefined reports cannot be deleted, but you can disable them here. Upgrades do not affect this option. |
| Name |
Up to 100-character long descriptive name of the report. |
| Default Printer |
Select the default printer. In POS module applies Print mode is set to D-Directly (see POS printer). |
| Print Preview |
Check this option if you want to see a preview of the report to be printed. If option is unchecked, the report will be printed immediately after you select it. |
| Print to File |
Check this option if you want to export the report in ASCII format to a .txt file, which can then be printed on a dot matrix printer or otherwise processed. The file will be created in your computer's root folder (usually c:\) and named [ReportName].txt.
This option applies only to issued invoices and packing slips. |
| Change Sign |
Check this option if you want the quantity on the report to have a negative sign (e.g. for positive credit notes). This option does not apply to all reports. |
| Optimized PDF export |
Greater image resolution when exporting a print to PDF. |
| Request a Signature |
For more info see Customer Signature. |
| Shortcut |
Select the keyboard shortcut to the report from the drop-down list. |
| Number of Copies |
Set how many copies of the reports should be printed by default. |
| Spec Levels |
Set how many specification levels should the report include. |
| Classification |
Set a Classification. If a report is send to a Documentation module from report preview, a Classification is set in Documentation module. Classification can be set for single report or all reports of the same type. |
| If no Data for Report |
Select what should happen if there is no data that could be included in the report.
- Generate Anyway - Generates an empty report, i.e. only static information is displayed, like header, footer, column titles.
- Message - Shows the message "No data for report!", along with the report ID and title (see No data for report).
- Continue - Takes no action. You can continue work as if nothing happened.
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| Sort By |
(optional) Define a custom sort order by entering one or more columns, by which you want to sort data. What you type in here replaces the contents of the ORDER BY SQL clause.
See General journal by date of posting for sorting examples. |
| Report Type |
Specify where in PANTHEON the report should be available. Predefined reports have this already specified.
Reports that have the same report type appear together in the same group/list of reports. See Cloning reports and changing report types for examples. |
| GDPR Logging |
When parameter is enabled, it means when report with personal data of natural person is accessed, also logging is enabled. Parameter on system reports can not be changed. However, it is possible to change the parameter of user's reports. |
| Export File Name |
Custom naming of report when exporting. The name of the file can include all fields that are used for specific report. Fields are listed in Report Tree in Report Designer. |
| Password |
Enter a password that, if entered correctly, will prevent displaying the licensed user and report ID on reports (not shown in print preview). The password can be set by your support provider for up to 10 reports. |
| Inactive for Doc. Types |
Select one or more document types where the report should not be available.
For example, if you don't want report 241 to be available in documents of the type 310, enter 310 here. |
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Clone the current report, i.e. create a new report that is identical to the cloned one, just with a different ID. In contrast, creating a new report with the New button creates a blank report, that is without any relations to the previous report. |