User Modified Templates

Transcription

1 User Modified Templates Overview Users now have the ability to create pivot table templates from standard reports in order to run the report in a specific pivot table format on demand. For example, a user may want to add a specific title to a report but not have to add it each time the report is run. Also, there may be a field added to a pivot table to give the user a defined report, but not have to add that field each time the report is run. By running a DPHS pivot table report, the user can modify the format (add fields, titles, columns, etc.) and save it as a template so each time that report is run, it can be formatted with the modified template as part of the report being created. NOTE: The ability to create user modified templates currently exists only for pivot table formats. If a report is in table form, changes to that report will not save in a template. In order to modify the template, a pivot table must be made from that table report. I. Making Changes to Report Format When a pivot table report is run from DPHS, the format of the report (what fields, columns, rows, headings show) is set in the program. However, the user can modify the report and save it as a template for the next time the report is run. This allows the user to have a custom format of a report without having to change the report every time it is run. Below is the standard AP Transaction Inquiry (Vendor Transaction Tab): Users now have the ability to modify the standard report format to a desirable output. Page 1 of 8

2 Copying Sheets In Templatee The current reports can be left alone with copies created in the template. Right-click on the tab to copy and select Move or Copy... Check the box for Create a Copy and choose tab to copy. This will create a copy of that sheet within the workbook to modify and save as part of the template. This is beneficial when the original report should stay intact but additional modifications are desired to be shown separately. However, the changes can be made to the original tab(s) and saved as a templatee for future report execution. Page 2 of 8

3 Make desired changes to pivot table. These changes include, but are not limited to: - What fields show in the report - Selection Criteria in report filters. NOTE: The data available for the report is based on what is entered in the initial run screens. The Excel template will only filter and sort this dataa in pivot table form. For example, if the report is run for a particular range of dates, these are the dates available for the report, regardless of what is changed for a template. - Sorting of data/columns - Editing In the above example, the Check Number, GL Account, and Account Name fields have been removed from the original report and the Due Date field has been added from the pivot table field list. Furthermore, some changes to the report title have been made. This is the format that can be expected next time the report is run using the template. The template is now created, so it needs to be saved separately. Save the XLSX template file which includes modified changes in a local drive and re-name to something that makes sense (i.e. C:\Report Templates\APinquiry.xlsx). Note: It is recommended to save a copy of this template somewhere in case you need to make changes and re-upload the template. Page 3 of 8

4 NOTE: For Private Cloud customers, the template must be saved on the local drive used for the Citrix connection (i.e. \\Client\C$ $\...). For more information on accessing local drives from the Private Cloud, see the Private Cloud - Accessing Local Drives tech note. II. Configure the alternate template Navigate to DPHS Administration>Save Custom Excel Report Template Page 4 of 8

5 Template Selection Screen Select the report which will now use the modified template. NOTE: The checkbox This User Only creates a custom template unique to your user-id. By un-checking this box, it makes the Alt Format template for all users in the Database. This option will overwrite any existing GROUP custom templates that were created by other users in the system. Page 5 of 8

6 Choose the XLSX file saved as the template on the local drive. Message will appear when saved. This saves a copy of the local template on the Data Plus server. Click OK, and then click Exit. NOTE: Each user can configure one template per report. Multiple report formats can be saved as separate sheets within a template. Or, the user can keep additional template files to be configured when needed. Page 6 of 8

7 III. Running the Modified Report Run report again using the template (Alt Format): Be sure to select the Template version for the Report Format. In this case, the changes previously made to the report now show when the report is run because the saved template was changed. If the format needs to be changed again, or a new format is created, repeat steps above. Page 7 of 8

8 If there are any further inquiries, department. please refer to our website or contact the Data Plus Support Website Data Plus Support Ext 3 support@dphs.com Page 8 of 8