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changes.mady.by.user Kirk Jewell (Unlicensed)

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changes.mady.by.user Andrew Stacey

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BI Enquiries (this screen is found on the Enquires main menu).

  • When you first open the screen (before you enter the menu structure to select a report) the screen will look like this (see below).

  • Click on Enquiries (top left corner of the screen) and then step through the menu structure to find the report you wish to generate (see abovebelow)

  • If a report is expecting a Start Date it will have an (S) in the title.
    • Data will only be selected if it is after the Start Date.

  • If a report is expecting an End Date it will have an (E) in the title.
    • Data will only be selected if it is before the End Date.

  • If a report has neither of these is will ignore the Set Dates.
    • All data that confirms to the report specifications will be selected regardless of the dates that are currently set the Report Date screen (see below).

  • N.B. You set the Start and End Dates (if required for a report) from Reports Menu\BI Set Report Dates screen (see below).

Report Dates screen (from the Reports Menu)

  • Enter a Start Date in the correct format (dd/mm/yyyy) or click the button with the inverted triangle to select a date using the Calendar Picker Tool.

  • Enter an End Date in the correct format (dd/mm/yyyy) or click the button with the inverted triangle to select a date using the Calendar Picker Tool.

  • N.B. The dates are set for every user and every report. You should always check the dates are set correctly before generating a report.

Buttons at the bottom of the screen:
  • Click the Save button to record any changes you have made.

  • Click the Close button to discard any changes you have made since the Save button was last clicked.

User access:
  • User permissions to enquiries and reports, and report designer users are all controlled from the BI Report User Maintenance screen for more information.
     

The following links show the BI Enquires options for each application:

   

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