Differences
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=====Difference Reports===== | =====Difference Reports===== | ||
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Difference reports, use saved versions of a report format to calculate the difference in records between two versions of the same report printed at two separate times. Each line item represents a record that has a change in quantity from one version of the report to the other. | Difference reports, use saved versions of a report format to calculate the difference in records between two versions of the same report printed at two separate times. Each line item represents a record that has a change in quantity from one version of the report to the other. | ||
- | Although listed under a separate heading, are also available for previously cataloged reports | + | In order to be able to run a difference report, previously cataloged reports |
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+ | Go to **Screen 5** on the top menu bar. Make sure the option for **Diff Report** is set to YES. | ||
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+ | Once you have saved a report file with a Diff Report Yes filter, CATS will begin keeping track of versions. | ||
+ | Go to **Position Reports > Difference**. | ||
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+ | Select the category of report for which to run comparison and **Continue**. | ||
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- | If you use the Difference Reports menu option, you will be asked to select | + | Select the name of the report to use in the comparison from the list. Only reports which have run more than once can be compared. Then press **Next**. |
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+ | Select two dates to compare. You will need to select from a list of saved versions of the report. Select using the [Ctrl] key and clicking on two different lines in the list. The older report will be treated as baseline for the newer report. Then choose **Print**. | ||
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- | Instead | + | You will be asked to create or choose a format for the difference report. Note that this does not override the report format |
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+ | You will see a list of the items that have differing quantities from one report to another. | ||
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+ | Instead of navigating to the Difference Reports area, wherever you see the Diff Report button on a saved report file, you can choose that button instead. | ||
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- | Once you have saved a report file with a Diff Report | + | ====Snapshot |
- | + | A snapshot | |
- | You will need to select from a list of saved versions of the report. Select using the [Ctrl] key and clicking | + | Go to **Position Reports > Difference**. |
- | + | [{{: | |
- | + | Select report type and **Continue**. | |
- | You will be asked to create or choose a format for the difference | + | [{{: |
- | + | Select a the report | |
- | Select a report | + | [{{: |
+ | For a snapshot report, only choose one date, then press **Print**. | ||
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+ | You will receive a message asking to confirm that you are selecting one record.Press **Yes** to continue and then print as usual. | ||
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+ | Sample snapshot report. | ||
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- | You will see a list of the items that have differing quantities from one report to another. Items that go off an older report have an old quantity of X (some value) and a new quantity of 0.00. Items that exist on the new version but not on the old one have an old quantity of 0.00 and a new quantity of X. | + | {{tag>" |