Visit Boris website Released reports

The Complete reports list in Boris allows an administrator to view any reports that have been completed but which are waiting to be “released” to the customer.


It is possible to filter report lists using the drop down-lists positioned at the top of each column. By default these columns contain date, customer, location, template name and user, but can be customised in the template - see Report lists in the Template paramenters help for further details.

Click on a report to view and edit full report results. Options also exist for generating PDF versions of the report and for releasing the report to the customer. Find out more about viewing and editing reports.

Right-click on a report to bring up the context menu which will offer the options listed below.

Delete

This option deletes the report. You will be asked to confirm but once you have agreed you will not be able to recover the report.

Revert to Incomplete

Moves the report from the “Released Reports” category to “Incomplete Reports”. The report will then require “releasing for sign-off” and “release to customer” before it again appears in “Released Reports”. Note that any actions associated with the report moving to status “Complete” or “Released” will be performed again when the report is again “released for sign-off” and “released to customer”.

Please note that there is no confirmation prompt so make sure that this is the correct report before taking this action.

Revert to Complete

Moves the report from the “Released Reports” category to “Complete Reports”. The report will then require “release to customer” before it again appears in “Released Reports”. Note that any actions associated with the report moving to status “Released” will be performed again when the report is “released to customer”.

Please note that there is no confirmation prompt so make sure that this is the correct report before taking this action.

Create job

The option allows a follow-up job to be created and allocated to a particular user.
*Date Click on the icon to show the calendar to select a date.
*User Select a user from the drop-down list to whom the job is to be allocated. Find out more about user lists.
*Job type Select a Job definition from the drop-down list. Find out more about job definitions.
*Transformation

Select the required transformation from the drop-down list.  This is a bespoke item and must have already been created by Boris support to appear in this list.

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.