Report Manager Window - WebTMA 5

Path: Reports > Report Manager

Reports are divided into general sections and filtered by the category listed in the Category tree. In the tree pane, click the plus sign adjacent to the section name to see the list of all categories in the broader section.

Not all reports can be run from the Report Manager; typically these are the detailed reports intended to be run from the individual record. By default, the Viewable Reports Only check box at the upper left is marked.

The term 'viewable' refers to reports that can be viewed by double-clicking a line or clicking the View buttons at the bottom of the window. The Viewable Reports Only check box filters out reports that cannot be run from this window. Sub-reports cannot be viewed from Report Manager at all. If you wish to copy a report, clear the Viewable Reports Only check box to see the entire list.

If you prefer, select All at the top of the tree and filter by all available reports using the filter fields at the top of the grid. See the next topic for details.

Click the category of interest to view and select the related reports. This action displays the reports in the selected category and its child categories. A check mark in the Special column indicates that the report cannot be copied or modified.

The text field in the lower part of this window displays a short description of the report.

Click the Quick View button to print the report without displaying the Print Format popup. The following conditions are required to use the Quick View button:

  • A Default Report Format has been selected in Preferences
  • Reports with multi-currency must have a default currency selected
  • Reports with multi-currency can have one rate only

Some reports, such as Equipment Detail Report, are intended to provide information about a single record. When printed from Report Manager, this report includes all records, and may cause a time-out error. It is included in the Report Manager to allow you to copy and modify the report.

Default Report Format Rules

Your WebTMA System Administrator can set a system-wide Default Report Format (.pdf, .html, etc.) from Admin > Client Info / Preferences. In addition, an individual User default format can be set from Admin > User Management > Records / Preferences.

These settings are respected as long as you do not have the WebTMA Currency module.

If you use the Currency Module, the following rules apply:

  • If the Client Info / Preference option Multi-Currency Active is not checked, then the Default Report Format is respected.
  • If Admin > Client Info / Preferences option Multi-Currency Active is checked:
  • The Admin > User Management > Records / Preferences option for Default Currency can be set up. If a currency is set for the User, then only one exchange rate exists for the user’s default currency; therefore, Default Report Format is respected.
  • If the User Default Currency is not established, then the Print option window opens to allow you to choose a print option (.pdf, .html, etc.) and select a Currency and Exchange Rate.

Filter Reports by Name

When you open the Report Manager window, WebTMA displays a list of the available reports. For your convenience, the first filter field is in focus, that is, you can start typing and press the Enter key without first clicking in a field. This filters the list of titles by Contains, the default filter. You can also select filter options of Starts With or Ends With.

In the same way, you can filter the Comments column. The text in this column describes the contents of the report.

If you know the general category of the report such as Management, Materials, or Setup, you can select a link in the tree list on the left to reduce the size of the list.

When you open the Report Manager window:

  1. Type the desired character or character string in the first field.
  2. (Optional) Select one of the filtering criteria.
  3. Press the Enter key.

The list displays any report titles (or contents if you use the Comments filter) that meet your requirements.

To see the full list of all reports, select the report filter option No Filter.

My Report Section

Path: Reports > Report Manager / My Report

The My Report section is used to store a copy of the reports you use frequently. Reports that appear in this section do not alter the originals. The section is simply a way to assemble a few system reports for easy access.

How to Add My Reports

Path: Reports > Report Manager

To add a report to the My Report section of Report Manager:

  1. Select a report you use frequently.
  2. Click the Add To My Report

When you click the My Report label in the left pane, the report you added shows up in the list.

How to Delete My Reports

Path: Reports > Report Manager / My Report

To remove a report from the My Report section of Report Manager:

  1. Go to the My Report section.
  2. Select the report you want to remove.
  3. Click the Delete My Report

The report is still in the original section, the line item is merely removed from this section.

View and Print Report

WebTMA looks for records based on selected criteria. The criteria selections depend on the report you choose. Criteria frequently include a date range to narrow the focus.

  1. Highlight the report line item.
  2. Click the View Report A criteria popup window may open. The criteria options change depending on the report selected.
  3. Complete the parameters or criteria.
  4. Click the View button on the popup window.

The report displays as a .pdf. Click the print icon on the .pdf toolbar to print the report.

If you use an .html display and the logo does not display, ask your WebTMA System Administrator to change IIS settings.

Copy Report

If you have the Report Writer function, you can copy a standard report and amend it to meet your needs using Reports > Report Writer. See Help > Help Page > Report Writer for details on how to create a report in Report Writer.

Select the report you want to copy, and click the Copy Report button. This opens the Report Writer window with information from the selected report. Use the Report Writer to change aspects of the report to meet your needs.

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