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Housekeeping

How to add a Customized Report Group

The Report Generator module contains various customized reports grouped by their definition into sections/categories (payroll, planning, reporting to authorities, etc.):

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The setup window will open up. It contains three main sections.

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General Section

  • The Code should be numerical.

  • Type Text- will be the name of the customized reports group.

  • Sort – to define the order of the groups in the Report Generator module. '0' means the very first.

  • Is Passive, set to make this group hidden.

  • Security Code - used to set up access to a Customized Report Group.
    If it is blank or '0', this group is accessible for all the users on every security level.

  • It is possible to restrict access. If the Security Code for a group is other than '0', this group appears in Adonis Control Centre > General Codes > Report Generator> Customized Report Groups:



    It is necessary to either give Read / Write access for this Group if users on a particular level should be able to see or use it, or leave it with None access - in this case users will not have access (will not see) to this Customized Report Group.

Available in Module(s) and Databroup(s) section

Check the necessary Modules/ Datagroups in the Available in… list.
In our example, we set Crew Change module.
As a result, all customized reports added/imported to this group in Report Generator will be available in Crew Change module under Print button, where you can preview/print needed one.

Document section

This section is used to have possibility to send customized report (usually payslip) to crew-members and attach it in Enclosed Documents Datagroup.

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Click OK to save new customized reports group.

User Interface

The Report Generator module is a place where you can import/store all your customized reports and then print them.

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1. Reports List

List of various customized reports grouped by their definition into sections/categories (payroll, planning, reporting to authorities, etc.).
All group includes all reports from all categories.
Click any group and on the right, you will see all customized report added to this group with Name, Definition, Module (Group Name) and File Name (with report version in the end).

2. Ribbon Menu > Template section

This section contains commands to Import, Export and Send report file by E-mail.

3. Ribbon Menu > Report section

Contains controls for report management and configuration.

Preview – used to review selected report before printing it (or double-click report).
Print – used to print selected report without preview mode.
Edit – to update report name, description or move report to another report group.
Delete – to remove report from the group.

4. Ribbon Menu > Designer section

Contains Fast Report tool. 

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Info

Note: Report modifications require special training and SQL knowledge.
Please contact support@adonis.no if some changes are needed.

5. Ribbon Menu > Help section

By clicking icon, you will be switched to The Report Generator Module help manual.

Functionality

Customized Report Import

The Report Generator module is a place where you can import/store all your customized reports and then review/print them.

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Info

The report should be first download on your PC, normally sent to your e-mail by Adonis Support (or from ftp area). The file should have extension like .fr3.

Report File Export

In case you need to correct or modify your customized report, you should inform support@adonis.no
Adonis Help Desk will need the report file to begin updating it.
So, you should export report file from Report Generator (save it on your PC) and send us (attach into the ticket).
Open the from Modules or Reports ribbon, you will see the list of existing reports split by various sections:

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By clicking icon, you will be switched to The Report Generator Module help manual.

Report Preview/Print

Open the from Modules or Reports ribbon, you will see the list of existing reports split by various sections.
All group includes all reports from all categories.
Select needed group, double-click report you would like to generate or use Preview command under the Manage menu.



The report dialog window appears:

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