Reports Menu

Welcome to the Reports menu for magic5.

This is the first screen you will see on opening magic5 and, along with the Jobs Menu, will be important to your everyday work whether your reports are produced for your customers or for internal use only.

Reports are available to all users, although users with a 'customer' status can only view Released reports.

As you can see to the right, it is possible to filter report lists using drop down-lists. By default these are date, customer, location, template name and user, but can be customised in the template - see Report lists in the Template paramenters help for further details.

The menu contains the following options.

Incomplete reports	Allows a user to view any reports that they have created but which have not had all mandatory information completed. For more information on this menu, visit the Incomplete reports help.
Complete reports	Allows an administrator to view any reports that have been completed but which are waiting to be “released” to the customer. For more information on this menu, visit the Complete reports help.
Released reports	Allows a customer to view any reports that have been released to them. No editing of released reports is possible. An option exists to generate a PDF version of the report. For more information on this menu, visit the Released reports help.
Supplementary statuses	Supplementary statuses are bespoke statuses that are applied to a job or report's lifecycle and give greater detail that the main statuses above. To the right are some examples of these statuses.
Buttons	At the bottom of the reports lists are a number of buttons. The image shows a selection from different report status lists and it is possible that an individual implementation may have more or less than those shown.
Revert to ... / Mark as ... / Release / Send for sign-off	These buttons change the status of the reports selected using tick boxes. They are likely to be accessible through the context menu by right-clicking on the report whose status needs to be changed.
Delete	Select which reports need to be deleted using the tick box next to it and click this button. A confirmation box will appear after which the report(s) will be permanently deleted.
Export list	This option sends the list of reports to an Excel spreadsheet. For further information on bespoke formatting please contact magic5 support.
Export data	This option sends data from the selected reports to an Excel spreadsheet. For further information on bespoke formatting please contact magic5 support.
Custom export	This option sends all selected reports to a bespoke spreadsheet. See Export Reports in a List for how to set this up.

Incomplete reports

Complete reports

Released reports

Supplementary statuses

Buttons