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cats:procedures:reports:differencereport [2016/11/17 15:16] – jen | cats:procedures:reports:differencereport [2017/12/19 03:21] (current) – external edit 127.0.0.1 |
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Go to **Screen 5** on the top menu bar. Make sure the option for **Diff Report** is set to YES. | 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}}] | [{{: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 for an infinite number of versions. | Once you have saved a report file with a Diff Report Yes filter, CATS will begin keeping track of versions. |
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Go to **Position Reports > Difference**. | Go to **Position Reports > Difference**. |
[{{:cats:procedures:reports:differencereport_accessmenu.png?|Go to Position report then Difference}}] | [{{:cats:procedures:reports:differencereport_accessmenu.png?|Go to Position report then Difference}}] |
Select report type and **Continue**. | Select the category of report for which to run comparison and **Continue**. |
[{{:cats:procedures:reports:differencereport_createreport.png?|Select a report type to proceed}}] | [{{:cats:procedures:reports:differencereport_createreport.png?|Select a report type to proceed}}] |
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Select a the report for comparison. Then press **Next**. | 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}}] | [{{:cats:procedures:reports:differencereport_selectreport.png?|Select a report for comparison}}] |
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Select the 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, then pick **Print**. | 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}}] | [{{:cats:procedures:reports:differencereport_selectdaterange.png?|Select date range to compare}}] |
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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 **Print** as usual. | 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}}] | [{{:cats:procedures:reports:differencereport_selectreportformat.png?|Select report format}}] |
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| 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}}] |
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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. | 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}}] | [{{:cats:procedures:reports:differencereport_diffreportfromselectreportscreen.png?|Diff report button on a saved report}}] |
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You will see a list of the items that have differing quantities from one report to another. | ====Snapshot Diff Report==== |
[{{:cats:procedures:reports:differencereport_report3.png?|Sample difference 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. |
| Go to **Position Reports > Difference**. |
| [{{:cats:procedures:reports:differencereport_accessmenu.png?|Go to Position report then Difference}}] |
| Select report type and **Continue**. |
| [{{:cats:procedures:reports:differencereport_createreport.png?|Select a report type to proceed}}] |
| Select a the report for comparison. Then press **Next**. |
| [{{:cats:procedures:reports:differencereport_selectreport.png?|Select a report for comparison}}] |
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| 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}}] |
{{tag>"Difference Report"}} | {{tag>"Difference Report"}} |
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