Publish customised reports and inquiries (CS10301S)

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This window is used to publish customised reports and inquiries and make them available for other organisations in your organisations table.

Reports/inquiries customised for one organisation, will be available for other organisations.

To view your published reports/inquiries, go to window Import customised report and inquiries, CS10302S.

You must first select the report/inquiry and then select the organisation.

You may select for several reports/inquiries and organisations at the same time.

Button Description
Publish

A button to start the publishing of all your selected reports/inquiries for selected organisations.
Column Description
Window The window ID of the reports/inquiry window.
Type

The type of report/inquiry. There are three alternatives:

  • Report designer
  • Generic inquiry
  • Dasboard
  • Pivot table
  • ARM report
  • Workspace
  • List entry point
  • Atrributes
  • Filter
Workspace The workspace in Visma.net ERP where the window resides.
Created on Date and time for the creation of the report/inquiry.
Last edited on Date and time for the last edit of the report/inquiry.
Name The title/window name of the report/inquiry.
Description A text retrieved from the report/inquiry window.
Created by user The name of the user that created the report/inquiry.
Version The version of the report/inquiry.
Note A free text field with notes regarding the report/inquiry.
Column Description
Selection check box Select organisation the report/inquiry is to be published for.
Published A check box indicating if the report/inquiry is published. This check mark will be displayed after the report/inquiry is published.
Accepted A check box indicated the status Accepted. This check mark will be displayed when the report/inquiry is imported in Import customised report and inquiries, window CS10302S.
Company name The organisation the report/inquiry is published for.
Published date The date and time when the report/inquiry was last published.