Trackable Reports

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Trackable reports allow a report to be tracked when printed, emailed or exported (logged in History) from a security point of view, and records the number of times this has happened, providing printed X times functionality on reports, etc.

 

By default, all reports are not tracked, and must be flagged as Trackable to enable this functionality.

 

Info

It is recommended to only flag key reports as trackable, based on either security requirements, or if printed X times  functionality is required (eg. picking slips).

 

Whenever a trackable report is previewed/printed/emailed/exported, a history log entry is made that includes the following information:

date and time report invoked

user who invoked the report

related Jim2 object (job, quote etc.)

related Jim2 object number (job no, quote no)

report event (print, preview emailed, etc.)

report path and name.

 

hmtoggle_arrow1Mark a report trackable

 

hmtoggle_arrow1View a trackable report’s history

 

hmtoggle_arrow1Access trackable report variables

 

Further information

Report Explorer

Report Explorer Functions

Report Designer at a Glance

Report Designer Menus

Report Designer Toolbar

Report Designer Errors

Signable Reports

Add a Signable Report for Jim2 Mobile

Add Logo to Sticker Report

Add Text to Reports

Change Sticker Report Size

Display Company Logo in Reports

Export a Report

Import a Report

Locate Reports to Export

Make a report Inactive

Open a Report for Redesign

Set up Back of Page Text on Invoice

Set up Back of Page Text on Invoice

 

For more detailed information regarding Report Designer please refer to www.digital-metaphors.com (copy and paste into a web browser).