Saving reports
When a report is generated from a form, it will appear like the form except now the fields will be editable (unless some of the controls have been specified as read-only) and any combo boxes will contain choice lists populated from the InfoAsset Manager database dynamic data.
Reports can be saved at any time once they have been
Saving a report for the first time results in the report being added to the
Both saved and completed reports can be
To save a report:
- Click Save.
Notes:
- An Unable To Save dialog is displayed if a required field has not been filled in. To proceed, click OK on the dialog and fill in the offending field.
- All system fields (or required fields) must be filled in before a report can be saved. Ordinary fields can also become required fields, by use of the ValidateTitle property at form design time, if they are used to make up the report name.
- Required fields are mainly system fields (ID fields, most of the time). Their Mandatory property (see Property Box) is set to Mandatory by default and cannot be changed. Mandatory fields also have their Mandatory property set to Mandatory, but manually, and it can be changed to another value. Mandatory fields only need to be filled in at completion time. Other required fields encompass any dynamic data used to make up report titles and need to be filled in at saving time.
- If validation rules (in the context of cross field validation, for example) have been set up on fields at form design time and if the validation fails, a warning message will be displayed for each offending field. Click OK to continue saving the report or Cancel to amend the field value and save again.
- If the report is a scheduled report that the user is attempting to save over a scheduler note for which a restriction has been set, a warning message will be displayed. Click OK to acknowledge the restriction. The report will not be saved at the desired schedulable date. Edit the date and try re-saving. Click on Ignore to overrule the restriction. The report will appear on the Scheduler for the associated resource at the same date / time as the note.
- Once a report is successfully saved, it is visible from the List Saved view on the Reports tab, from where it can be viewed or edited.
