Differences

This shows you the differences between two versions of the page.

--- cats:procedures:reports:differencereport [2016/05/09 14:57] – jen
+++ cats:procedures:reports:differencereport [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 3: / Line 3: @@
 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 that have Difference Report - Yes chosen on their Screen 5 Diff Report filter.
+In order to be able to run a difference report, previously cataloged reports must have YES chosen on their screen 5 diff report filter. Choose a report and press **Modify**.
+[{{:cats:procedures:reports:differencereport_modifyreport.png?|Modify from select report screen}}]
+Go to **Screen 5** on the top menu bar. Make sure the option for **Diff Report** is set to YES.
+[{{:cats:procedures:reports:differencereport_modifyreportscreen5.png?|Modify report screen 5}}]
+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**.
+[{{:cats:procedures:reports:differencereport_accessmenu.png?|Go to Position report then Difference}}]
+Select the category of report for which to run comparison and **Continue**.
+[{{:cats:procedures:reports:differencereport_createreport.png?|Select a report type to proceed}}]
-If you use the Difference Reports menu option, you will be asked to select a report type to proceed.
+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**.
+[{{:cats:procedures:reports:differencereport_selectreport.png?|Select a report for comparison}}]
+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**.
+[{{:cats:procedures:reports:differencereport_selectdaterange.png?|Select date range to compare}}]
-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.
+You will be asked to create or choose a format for the difference report. Note that this does not override the report format of the (for example) Net Physical report you are using to print the difference report; this Difference Report format allows you to choose how to display the data on the difference report itself. Select a report and continue to **Print** as usual.
+[{{:cats:procedures:reports:differencereport_selectreportformat.png?|Select report format}}]
+You will see a list of the items that have differing quantities from one report to another.
+[{{:cats:procedures:reports:differencereport_report3.png?|Sample difference report}}]
+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.
+[{{:cats:procedures:reports:differencereport_diffreportfromselectreportscreen.png?|Diff report button on a saved report}}]
-Once you have saved a report file with a Diff Report Yes filter, CATS will begin keeping track of versions for an infinite number of versions.
+====Snapshot Diff Report====
+A snapshot report is everything that is on the original report. It is the format of a difference report but will show original dates.
-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, then pick Print.
+Go to **Position Reports > Difference**.
+[{{:cats:procedures:reports:differencereport_accessmenu.png?|Go to Position report then Difference}}]
+Select report type and **Continue**.
-You will be asked to create or choose a format for the difference report. Note that this does not override the report format of the (for example) Net Physical report you are using to print the difference report; this Difference Report format allows you to choose how to display the data on the difference report itself.
+[{{:cats:procedures:reports:differencereport_createreport.png?|Select a report type to proceed}}]
+Select a the report for comparison. Then press **Next**.
-Select a report or create a new one and print as usual.
+[{{:cats:procedures:reports:differencereport_selectreport.png?|Select a report for comparison}}]
+For a snapshot report, only choose one date, then press **Print**.
+[{{:cats:procedures:reports:differencereport_chooseonedateforsnapshot.png?|Pick only one date for a snapshot report}}]
+You will receive a message asking to confirm that you are selecting one record.Press **Yes** to continue and then print as usual.
+[{{:cats:procedures:reports:differencereport_snapshot.png?|Confirm snapshot}}]
+Sample snapshot report.
+[{{:cats:procedures:reports:differencereport_snapshotreport.png?|Snapshot report}}]
-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>"Difference Report"}}