Add Report

 

Add Report enables you to add a DMS Report that was sent to you by Dynafact or that you are importing from another site.  To add a report, from Mfg Orders Job Grid click on the Add Report button.  The following window appears:

 

 

To add a report, enter the following information:

1.Report Category  Select the Report Category you want the new report to appear in.

2.Report name  Enter the report name as you want it to appear in the drop-down menu of reports.

3.Report filename  Enter the existing report filename.  The report file must already exist with a filename extension of "fr3" extension and be located in the DMSReports folder.

4.Report Type  Enter the Report Type.  The report type is either Jobs, Dispatch, Capacities, or Job Updating Transactions. 

5.Default sort  Enter the default sort using the drop-down menu.  The type of sort available depends on the DMS Report Type selected.

6.Edit Password  If you want to set up a password that is required in order to edit the new report, enter a password.  Otherwise, leave this field blank.

7.Restrict access to  You can restrict which user groups are allowed to view/print this report by using the drop-down menu and selecting the user groups who are allowed view/print access.  If anyone can access this report, do not select any user groups.

8.Report notes  You can optionally enter any notes about this report.

9.Click the Save button to save the report, or click the Cancel button to blank out all your entries and start adding a report again.