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Both sides previous revision Previous revision Next revision | Previous revision | ||
web_interface:unfpa_reports_app [2023/11/09 05:57] – [Using the app] Mark Glover | web_interface:unfpa_reports_app [2023/11/20 10:48] (current) – [User permission] Ujwal Khatry | ||
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For details of how to add tags to stores, please see the [[other_stuff: | For details of how to add tags to stores, please see the [[other_stuff: | ||
+ | ==== User permission ==== | ||
+ | Make sure that the user has right to "Use the Dashboard" | ||
+ | |||
+ | {{ : | ||
===== Using the app ===== | ===== Using the app ===== | ||
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On this window, make your selections to define what will go in your report: | On this window, make your selections to define what will go in your report: | ||
* **Report to create drop down list:** Select one of the following options: | * **Report to create drop down list:** Select one of the following options: | ||
- | * Quarterley review report | + | |
- | * LMA IP SC Fact Sheet report | + | |
- | * Stock on date | + | |
- | * Ledger | + | |
* **Include transactions in this date range in the report fields**: click on the **From** and **To** dates to select the dates from calendars. Only transactions with a confirmed date that falls between the **From** and **To** dates will be included in the report. | * **Include transactions in this date range in the report fields**: click on the **From** and **To** dates to select the dates from calendars. Only transactions with a confirmed date that falls between the **From** and **To** dates will be included in the report. | ||
* **Items to include in report drop down list:** Contains a list of all the master lists in your datafile. Select one to include only items from that master list in the report. | * **Items to include in report drop down list:** Contains a list of all the master lists in your datafile. Select one to include only items from that master list in the report. | ||
- | * **Include stock from these donors in the report drop down list:** You can choose one or more donors - if you do then only stock that came from them will be included in the report. You can also choose //None// (the default option), in which case a donor filter will not be applied. | + | * **Include stock from these donors in the report drop down list:** You can choose one or more donors - if you do then only stock that came from them will be included in the report. You can also choose //None// (the default option), in which case a donor filter will not be applied, and //all// transactions will be included. |
- | + | * Store selection | |
- | If you select any report in the **Report to create** drop down list //EXCEPT// the **Quarterley review report**, an additional store filter is added to the bottom of the options: | + | * If you selected the **Quarterley review report**, then it is only run on the '' |
+ | * If you select any report in the **Report to create** drop down list //EXCEPT// the **Quarterley review report**, an additional store filter is added to the bottom of the options: | ||
{{ : | {{ : |