Copying Report Management Settings

Maggie Rampen

Updated June 01, 2023 20:22

How to: Copy report management settings from one division to another division for the Advantage Submittal & Report 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, and Attachments to include in the 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 report settings requires the appropriate security permissions to access the Report Management window.

Opening Suite Users

Enterprise > Reports > Report Management

Enterprise Navigation menu; shows the location of Reports and Report Management. — *Click image to enlarge*

Advantage-Only Users

Advantage > Tools > System Administration > Report Management

Advantage window; shows the pathway to the Report Management from the Advantage top toolbar. — *Click image to enlarge*

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

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.' — *Click image to enlarge*

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

Report Management window; shows the Division header right-click menu and the location of Copy Settings. — *Click image to enlarge*

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.

Copy Settings window; shows the location of the Copy From Division field. — *Click image to enlarge*

In the Copy Settings window:

Uncheck any report management settings you do not want to copy from Table 1

Copy Settings window; shows the unchecked Settings checkboxes. — *Click image to enlarge*

Select the Copy To Division(s) Using the Selection Tool

Copy Settings window; shows a division in the Selected Copy To Division pane. — *Click image to enlarge*

Click OK

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