Report File Manager 

Click the Reports icon from the menu to display the report file manager menu. Click Report files from that menu

The Report File Manager allows you to upload custom-designed reports (designed using the Report Designer program) from your desktop to the central server, or to download reports from the central server to your desktop.

Click here for information on QReport, the report designer.

Click here for the steps to modify the 'order' form.

Transmit a report: Send a report design from your desktop to the server.

Click the [Browse] button to locate the report design format on your computer. Enter a name and complete the Report information section to simplify subsequent searching.

Click [Process import] to copy the design from your computer to the server. Select whether or not to automatically overwrite the existing server version.

Fetch a report: 

The available custom-designed reports are displayed in the drop down list. Locate the required report and click [Fetch this report format] and save it on your computer. You can then open it with QReport, modify and re-save it.

Example - get the default order form and modify it in Report Designer

It's a bit of an awkward process, but we will get you through it, step by step.

Note: 

1. You have to be logged in as Administrator to carry out report file uploads and downloads...

2. As administrator, you need to have QReport installed on your desktop computer. QReport is an executable program that is downloaded and installed separately.

If you are working with the Intranet version, it may already be installed. 

Check your computer via Start > Programs > Dalco > QApps > QReport Report Designer to confirm you have it. If you don't have it installed:

• Log in and go to your Home page
• Click [Desktop apps] near the bottom in the buttons list on the right side (you may have to click [Show buttons] first to get the button list).
• When the Desktop Applications page opens, click [Download Desktop Applications]. 
• Follow through with the installation.

Download the form onto your desktop

The order, quote and invoice reports are Standard reports used by the Order Entry module and therefore cannot be downloaded directly. There are a couple of intermediary steps. 

You will first move the report from the Standard reports section into the Custom reports section, then download it for modification in the Report Designer.

Once modified, you then upload it back to the Custom reports section, then move it back to the Standard reports section.

But … before uploading it, you should rename the report in the Custom reports section as a backup.

Steps:

1. From your Home page: click [Reports] > [Report files], click [Delete/rename/move reports (admin)].
2. Select ( )Standard reports option.
3. Select 'order' from the dropdown list.
4. Select '1. Move from Standard to Custom Reports' then [Move it].
5. Select the tab [Fetch a report]
6. Select 'order' from the dropdown, then [Fetch this report format]
7. Save it to a folder. A convenient folder would be the Reports folder for the Report Designer, typically:

C:\Users\Public\Program Files\Dalco\QApps\QReport\Reports

8. Open it in Report Designer on your desktop (ignore SQL error message if one occurs), modify as needed and save.
9. Back in the Reports module, click [Delete/rename/move reports (admin)] and select ( )Custom reports.
10. Select 'order' from dropdown list and, under '2. Rename the report', rename it. Something like:
order-backup
11. Click [Process rename].
12. Click [Transmit a report] tab.
13. [Browse] to upload your modified report version. It doesn't show anything, but it's actually ready.
14. Click [Process import].
15. Click [Delete/rename/move reports (admin)].
16. Select ( )Custom reports and select 'order' from the dropdown list.
17. Click [Move it] to move the report back to Standard reports.
18. Select ( )Standard reports, click the dropdown and confirm that the report is there.

Testing:

Go to Home page, select [Products] > [Orders] and prepare a one-line order. You have to save it, then click [Print] (top right area) and follow through to display the PDF.