Copying Report Management Settings

*Note: The legacy Submittal and Advantage Reports tool will be obsolete by March 2022. We recommend Setting Up the New Submittal & Advantage Reports Tool as soon as possible and familiarizing yourself with the interface and usage.

How to: Copy report management settings from one division to another division for the New Submittal & Advantage Reports tool.

Environment: Comsense Enterprise or Comsense Advantage (Version 21.1.100.094 and later)

Security Requirements: 

  • Reports
    • Report Management 
      • Open Report Management
      • Save Report Management

In this article:

Useful Terms:

Copy From division
The division you are copying the settings from
Copy To division
The division you are applying the settings to

Understanding Report Management Settings

Report management settings can define:

  • Portions of a report
    • E.g. contents, formatting, report securities (role accessibility) etc.
  • Division address settings
  • Submittal templates

The table below describes each setting type and location in the Report Management window.

Table 1: Report Management Settings
Setting Type Description Setting Location Notes
Report Settings All information on the report line item of the Reports pane including report visibility, default print copies, file name, print/paper source, etc. Report Management > Division > Report Category > Report > Reports Pane Excludes criteria and parameter subheadings
Criteria Settings All the data criteria under the report's Criteria Description subheading such as From Date, To Date, Customers, Order Number, etc. Report Management > Division > Report Category > Report > Reports Pane > Report Line Item > Criteria Description Excludes parameter subheadings
Parameter Settings

All the formatting parameters under the report's Parameter subheading such as Show Header, Show Header Notes, Attachments to include with PDF

Report Management > Division > Report Category > Report > Reports Pane > Report Line Item > Criteria Description > Parameters  
Sort Settings Determines the sort order of the report information, where applicable Report Management > Division > Report Category > Report > Sort Pane  
Role Settings Determines the roles with access to the report i.e. which users can generate the report Report Management > Division > Report Category > Report > Roles Pane  
Address Settings Determines which and how to display address information e.g. the order of the address information Report Management > Division > Address Settings Only available when copying settings from the entire division
Submittal Template Settings All of the user-defined submittal templates that include predetermined formatting and a specific list of reports Report Management > Division > Submittal Templates Only available when copying settings from the entire division

Accessing Report Management

*Note: The user creating or updating submittal templates requires the appropriate security permissions to access the Report Management window.

Opening Suite Users

Enterprise > Reports > Report Management

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Enterprise Navigation menu; shows the location of Reports and Report Management.

Advantage-Only Users

Advantage > Tools > System Administration > Report Management

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Advantage window; shows the pathway to the Report Management from the Advantage top toolbar.

Copying Report Management Settings

*Note: Copying division report management settings OVERWRITES the settings of the Copy to division.

Copying report management settings copies the selected settings from one division to another. Copying OVERWRITES the settings of the Copy To division. The copy settings function is flexible by allowing you to copy settings for:

  • A single report
  • A report category
  • All reports from an entire division
  • One or more of the setting types from Table 1

Finding the Copy From Division

In the Reports Management window, Find the division to copy from and Open the Copy Settings window from the appropriate location.

Opening the Copy Settings Window

The Copy Settings window can open from three different location types. Each location type determines the scope of the copy from and copy to location. You can open the Copy Settings window from:

  • Division header: copies report settings from all reports under the division
  • Report category: copies the report settings from all reports under the report category
  • Specific report: copies the report settings from the specific report
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Report Management window; shows example locations and an explanation blurb for the Division header, report category header, and report. Division header blurb says 'Copies settings from all reports under the division header.' Report Category head blurb says 'Copies settings from all reports under the report category header.' Report header blurb says 'Copies settings for this report only.'

In the Report Management Navigation pane, Right-click on the division header, category header, or specific report and Click Copy Settings.

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Report Management window; shows the Division header right-click menu and the location of Copy Settings.

Selecting the Copy Settings & Copy To Division

*Note: Address and submittal template settings can only be copied if you are copying from the division header.

Copying settings cannot be undone. Before selecting the copy settings and copy to division(s), always review the copy from division to ensure it is correct.

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Copy Settings window; shows the location of the Copy From Division field.

In the Copy Settings window:

  1. Uncheck any report management settings you do not want to copy from Table 1
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Copy Settings window; shows the unchecked Settings checkboxes.
  1. Select the Copy To Division(s) Using the Selection Tool
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Copy Settings window; shows a division in the Selected Copy To Division pane.
  1. Click OK

All specified report settings will copy from the Copy From division to the Copy To division.

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