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Standard Report Management/Menu Changes

Standard Report Management/Menu Changes. www.pace2020.com | See the possibilities…. Introduction. Both beginners and advanced users will benefit from the Report Management/Menu Changes session.

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Standard Report Management/Menu Changes

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  1. Standard Report Management/Menu Changes www.pace2020.com | See the possibilities… www.pace2020.com | See the possibilities…

  2. Introduction Both beginners and advanced users will benefit from the Report Management/Menu Changes session. This session will teach you how to run standard reports and change or customize standard ePace features from the ePace Administration main menu option. www.pace2020.com | See the possibilities…

  3. Report Front End Modification • Accessing the RFE Administration  System Setup  General  Reports • Purpose of the RFE Provide a link between Crystal Reports files and the ePace System A link to a report in ePace points to the RFE, which contains the name of the file to run, as well as a list of parameters to pass. www.pace2020.com | See the possibilities…

  4. Add/Modify A Definition Fields: • Lock Buttons – Settings do not revert during upgrade • Name - Pick a report file from the standard or custom report folder • Base Object – If selected, defines the reference point for xPath, and adds the report to the [Reports] button on that object • Display Name – The name used to display this report in the system(Not necessarily the same as the menu name) • Description – Additional info about this report for your reference www.pace2020.com | See the possibilities…

  5. Add/Modify A Definition Fields: • Export Type – The type of file to generate from the report. (Some options will require specialized report development) • Allow refresh – Enables the [Refresh] button for certain report types • Default Printer • Crystal Clear Version – The rendering engine to use (6.5 in almost all cases) • Data Preparer – Large amounts of data sometimes require special functions to keep reports loading quickly • Show logo – Determines whether, if configured, this report should display the company logo www.pace2020.com | See the possibilities…

  6. Add/Modify Report Parameters Fields: • Lock Parameters – Parameters do not revert during upgrade • Name – The display name used to identify and prompt for parameters • Description – Additional information about this parameter that shows in the tooltip. Useful for identifying parameter options like (1, 2, 3, O, C, X) • Data Type – The type field to send the report (Should match the report file) www.pace2020.com | See the possibilities…

  7. Add/Modify Report Parameters Fields: • Expression Type – Option to use a single value, or a variable expression with xPath • Expression – The value or formula to pass the report file • Example xPath expressions www.pace2020.com | See the possibilities…

  8. Add/Modify Report Parameters Fields: • Prompt Sequence – Enables you to sort parameters so they are passed to the report file in the expected order • Prompt – Enables the user to edit this value before running the report • Accept Multi Value • Is Logo www.pace2020.com | See the possibilities…

  9. Duplicate Make life easy – duplicate! www.pace2020.com | See the possibilities…

  10. Menu Changes • Administration  System Setup  User Interface  User Defined Menu • Adding A New Menu • Webapp • Epace – modifies the Production system interface • Eservice – modifies the Customer store front interface • Mobile – modifies the Wireless Inventory interface • Group • Leave blank to affect all groups, • Specify a group to create many custom menus If a user belongs to more than one group with a custom menu, you can define which one to use by going to the system user and drilling into the group list. www.pace2020.com | See the possibilities…

  11. Modifying A Menu • Active Flag • Yellow Folder Icon – Left click to expand or collapse menu options • Blue Toolbox – Left click to choose options • Active/Inactive • Cut/Copy/Paste • Move Up/Down • Move to Menu Root • Collapse www.pace2020.com | See the possibilities…

  12. Add A New Item • Caption – The name to display on the menu • Tooltip – The rollover hint for this item • Report Choose the report definition • External URL • Enter the address to link to • Valid:- http://www.google.com- http://192.168.0.1/epace/inquiry/view/5000- /epace/inquiry/view/5000 • Section Add a new folder to the menu www.pace2020.com | See the possibilities…

  13. Add A New Item • Context Item • Link directly to a specified form • Object – the ePace object • Item – the specific form (i.e. - detail, add) • Process • Link to a specific processing or posting form • Choose the process from the drop-down • Setup • Link to a setup item • Choose the setup item from the drop-down www.pace2020.com | See the possibilities…

  14. Delete Custom Menus And Restore Defaults www.pace2020.com | See the possibilities…

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