Administrator Guide 2017
Complete reports

The Complete reports list in magic5 allows an administrator to view any reports that have been completed but which are waiting to be “released” to the customer.


It is possible to filter report lists using the drop down-lists positioned at the top of each column. By default these columns contain 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.

Click on a report to view and edit full report results. Options also exist for generating PDF versions of the report and for releasing the report to the customer. Find out more about viewing and editing reports.

Right-click on a report to bring up the context menu which will offer the options listed below.

Delete

 This option deletes the report. You will be asked to confirm but once you have agreed you will not be able to recover the report.

Revert to Incomplete

 Moves the report from the “Complete Reports” category to “Incomplete Reports”. The report will then require “release for sign-off” before it again appears in “Complete Reports”. Note that any actions associated with the report moving to status “Complete” will be performed again when the report is “released for sign-off”.

Please note that there is no confirmation prompt so make sure that this is the correct report before taking this action.

Change customer

 Select the required customer and location from the drop-down lists. The location list is dependent on the customer selected. Find out more about customer lists.

Change location

 Select the required location from the drop-down list. The items in the list are dependent on the current customer. Find out more about location lists.

Change date

 Click on the calender icon next to the date prompt to bring up the calendar and select the required date.

Change user

 Select the required user from the drop-down list. Find out more about user lists.

Change template

 Select the required template from the drop-down list, bearing in mind that changing a form template after the form has been completed is a very dangerous undertaking and should only be done in extreme circumstances and in the knowledge that problems may ensue. Find out more about templates.

Create job

 The option allows a follow-up job to be created and allocated to a particular user.

*Date Click on the icon to show the calendar to select a date.
*User Select a user from the drop-down list to whom the job is to be allocated. Find out more about user lists.
*Job type Select a Job definition from the drop-down list. Find out more about job definitions.
*Transformation

Select the required transformation from the drop-down list.  This is a bespoke item and must have already been created by magic5 support to appear in this list.