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How do I create Report Templates for LIMS-plus v5?

Report Templates are created to allow users to generate reports on various entries and activities. For example, there may be Report Templates for cases awaiting Admin Review, for Firearms final reports, for storage locations, etc. After the Report Templates are created, they can be assigned to certain user Security Roles. Only users given the specific Security Roles will be able to run those reports (from Report => My System Reports). Report Templates are used in conjunction with Crystal Reports.

Note: All Crystal Report files uploaded to LIMS-plus v5 need to have SQL Authentication (not Windows Authentication).

Access the Report Template Screen

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To access the list of Report Templates, open the Admin menu and select Report Template. Only users given the Admin - Report Template - View permission will be able to access the Report Template screen. All other users will see a grayed out Report Template command on the Admin menu. Also, users must be given Admin - Report Template - Add/Delete/Edit permissions to perform those additional related tasks.

Filter/Sort, Edit, or Delete (Deactivate) the Report Templates

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There are three ways of filtering or sorting the list of Report Templates:

  1. To view both active and inactive Report Templates, remove the checkmark from the Active Only checkbox (1); the default is Active Only,
  2. Click on the first character of the Template Name (2), or
  3. Type some text into one of the column textboxes (3).

To edit a Report Template, click on the Edit icon (4) associated with the particular Report Template listed in the grid list.

To delete (deactivate) a Report Template, click on the Delete icon (5) associated with the Report Template listed in the grid list.

Export or Print the List of Report Templates

To export the list of Report Templates to HTML or Excel, or to print the list, click on the Export icon (6).

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The list of Report Templates will appear in HTML format on a separate web page. From there, click the Print button to print the list, or click the Export to Excel button to perform that task. If the Export to Excel feature is used and the user has Excel installed on the computer, there will be an option to open the list in Excel. Otherwise, the file can be saved as an XMLReport.csv file.

Add a New Report Template

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To add a new Report Template, click the Add Report Template button.

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Enter a name for the Report Template (1). The default Status is Active (2), but it can be changed to Inactive.

If a checkmark is placed in the Use App. Connection (3), Crystal Reports will use the LIMS-plus v5's connection to the database.

Select a Template Type from the picklist (4).

A Crystal Reports report template needs to be uploaded and attached to the Report Template here. Click the Attachments button (5) and upload the file or provide a link to the file. Click the Upload and Close button when finished attaching.

Note: All Crystal Report files uploaded to LIMS-plus v5 need to have SQL Authentication (not Windows Authentication).

Once the Template Type has been chosen from the picklist (4), the window will expand to include the Security Roles (if applicable).

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Select an available Security Role from the Available Roles list and use the arrow buttons in the center to move a Security Role to the Assigned Roles list. These will be the Roles whose users will be able to access this Report Template in their System Reports screen (Report => My System Reports). Users without these assigned Security Roles will not be able to access the Report Template.

Click Save when finished.

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