Visma.net ERP

Send reports (SM205060)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

With this window, you can send reports to users specified in the report templates.
Report templates, which can be configured for each report, include the typical settings for selecting, filtering, and sorting the data on the reports you and other users would otherwise specify manually before running the report.

The window toolbar

Button	Description
Process	Initiates the process of sending the selected reports.
Process all	Initiates the process of sending all the listed reports.

The top part

In the top part, you can select a report by its screen ID and send it to all users signed up for the report or to a particular user.

Element	Description
Report ID	The ID of the report for which a template is configured.
User	The user to receive the report. Make no selection to view reports to be sent to all users. View your username in the field if you select the Me check box to the right.

The table

The table displays the report templates according to which the report should be sent to its recipient on the selected date or earlier.

You can merge several reports to one net report.

Column	Description
Selected	A check box that indicates (if selected) that this template should be processed.
Template	The template configured for the report.
Report ID	The report to be sent.
Title	The title of the report.
User	The user who is a recipient of the report.
Default	A read-only check box that indicates (if selected) that this template is the default template for the report.
Shared	A read-only check box that indicates (if selected) that this template is shared with other users.
Merge reports	A check box that indicates (if selected) that this report will be merged with the other reports with Merge reports check box selected to one net report when processed. Merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.
Merging order	The number of the report in the net report.