Maintaining Reports in the Portal


This article explains how to find and upload new reports into the Personnel Portal.


Introduction

Reports are not included in the installation set but are maintained via the Administrator Portal > Reports > Maintain Reports.

In this module, the reports can be uploaded to the server and accessible for the various modules/user groups.
Please save them locally first then upload them to APP.

You can upload report files from: http://support.adonis.no/files/upgrade/Personnel%20Portal/ (current version folder - reports)

For example:

To save the report please right-click, use Save as an option, and select the corresponding type (All types) by adding a correct extension.

In Maintain Reports module, you can edit, add, delete, and preview reports.
Reports Grid displays Modified Date, Report Name, Report Version, and Comments (if exist):

Add New Report

To add a new report, click New. Let's review an example with Co-worker's Timesheets report:

  1. Use the Browse button to find the .frx or .axr file containing the report you want to upload.
    Then click the Upload button to copy the report to the database

    The report file should be previously saved on your computer.
    You can upload report files from: http://support.adonis.no/files/upgrade/Personnel%20Portal/
    (current version folder - reports)

  2. Report Name, you can overwrite the report name and give it user understandable name.
    This is the name that will be displayed in the report menu.

  3. Select the user groups that will have access to this report.

  4. Select the modules that will display the report in their report menu.

  5. If the report can be sent by mail, you can select which modules will have the possibility to send this report by e-mail.

  6. Comments for internal usage by the administrator.

  7. Don't forget to click Save. The added report will appear in the report grid.

Click to back to the Administrative Tools.