Canned Reports

Concept

The Canned Reports page works with canned report records in the System module. It supports shared configuration and administration that affects multiple ERP modules.

Fields

Field	Meaning
Report Code	Unique report definition code.
Name	Display name.
Source	Report source or definition.
Status	Whether the report can be used.

HowTo

Open System and choose Canned Reports from the Document Mgt area.
Use filters or search to find the record you need.
Open the record to confirm its status and linked setup.
For editable records, choose New or Update, complete the required fields, and save the record.
Confirm the related workflow, access rule, notification, document requirement, or job now behaves as expected.

Screenshots

Document Management

Fig 1.0

Canned Reports

Fig 1.1

Canned Reports List

Fig 1.2

Canned Reports Search

Fig 1.3

Canned Reports View

Fig 2

Canned Reports Template

Fig 2.1

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