Summary

The Report Publishing Maintenance window is used to organize and maintain published reports in the application. When a report is originally published the publisher can specify a name for the published report and where the report will be accessed within the application. Once a report is published, any changes to the report or where the report is accessed must be made through the Report Publishing Maintenance window.

Step by Step

1     Open the Report Publishing window (SS> Maintenance> Report Publishing).

2     Create or edit a menu group.

• The Report Publishing window is divided into two sections.
• The Menu Groups section will display all of the available menu groups in the application.
  • Click the Expand button next to a module to display the available menu group palettes within that module.
    • Each module will include a menu group palette with the default title "Published Reports". Click on the menu group palette to edit the title.
  • Highlight a module and click the Create icon to add a new menu group palette to that module.
    • This will create a new menu group line item below the module. Enter a name for this palette as it will display when a user accesses the module.
    • While this name can be up to 32 alphanumeric characters long, if the palette width is not changed only the first 19 characters will display on the palette itself.
  • Highlight a menu group and click the Delete icon to delete the menu group.
    • You cannot delete a menu group that contains a published report. You must delete the published report first.
  • Highlight a menu group and the published reports that are in that palette will populate the Published Items section.

3     Edit a published report.

• The Published Items section will display all of the published reports in the highlighted palette.
  • Highlight a published report and click the copy icon to create a renamed copy of the report in the same menu group.
  • Highlight a published report and click the Modify icon to edit the report. This will open the report window as it appeared when the report was originally published.
    • Edit the report filtering options. This includes entering information into any of the filter fields or checking toggles to include or remove information from the report.
    • Edit which fields users should have access to by changing the icons next to the fields.
      • The Read Only icon should display next to each field that the user should not be able to edit.
      • Click the Read Only icon and it will change to an Edit icon. Now the user will be able to change the value in this field when they generate the published report.
      • Click the Save icon to keep these changes or click the Cancel icon if you would like to cancel the changes.
  • Highlight a published report and click the Delete icon to delete the report.
  • Use the Up and Down arrow icons to rearrange the published reports. The order that the reports are displayed in the Published Items section is the same order that the published reports will display in the palette.
  • Click the Sort Alphabetically icon to sort the published reports alphabetically.
• Click the Save icon to save the changes.