Running a Saved Report

Fill in the parameters of a saved report and export to screen or Excel, search and sort the result, print, and share via link.

The report page is where you run a single report opened from the Saved reports list. You fill in the required parameters (such as date, number, selection from list), view the result as a table on screen, search and sort within the table, export to Excel, or print. Reports only read source data; running a report does not modify any records.

Accessing the screen

  • Click the report name on the OMS – Order Management › Reporting › Saved reports screen (from list or menu tree view).
  • You can also come by opening a report link shared by a colleague; if the link contains parameter values, the form opens pre-filled with those values (see Copy link).
  • The Saved reports link at the top left of the page returns you to the list. The list opens with the default view without previous search or folder selection.

If you do not have permission to view the report or the report cannot be found, only a back link and the message You are not allowed to open this report appear on the page.

Screen sections

  1. Title: the report name and, if defined, the report description. On the right are two badges: No <number> and the report type (MSSQL or New OMS (PostgreSQL)).
  2. Parameters card: the report's parameter fields, run note, and action buttons.
  3. Result area: before running, it shows Report not run yet; after running, the result table appears here.

Parameters

Fields vary by report; their names and options come from the report definition. Fields are arranged in the order defined in the report. Reports without parameters show "This report does not take parameters." and can be run directly.

Field type Appearance Default value Rule
Date Date picker Today Must be a valid date.
Date and time Date-time picker Now (minute precision) Must be a valid date and time.
Integer Text box 0 Only integers (may be negative).
Decimal number Text box 0 Number; dot or comma as decimal separator.
Selection list Dropdown (Select) First option in list Must be one of the listed options.
Text Two-line text area Empty Free text.

Validation rules:

  • Empty fields are not errors; the report runs with that parameter empty.
  • If a value violates rules, pressing Show on screen or Export to Excel does not run the report; a "Some parameters are invalid; please correct and try again." notification appears with the error message under the invalid field (e.g. Enter a whole number., Enter a number (dot or comma for decimals)., Enter a valid date., Pick an option from the list.).
  • Pressing Enter in date, date-time, and number fields runs the report as if Show on screen was clicked. Enter in text fields and dropdowns does not run the report.
  • Invalid field warnings appear after your first run attempt and update as you correct the field.

The parameter card may also show these warnings:

  • The option list for these parameters could not be loaded: … — The dropdown options failed to load; you may not be able to select in these fields. Report persistent issues to your administrator.
  • An info note for reports generated in background and sent by email. These reports run directly in the console; for large periods, prefer exporting to Excel.

The note below parameters reminds that the report runs read-only on the source database, may be slow for large periods, shows up to 2,000 rows on screen, and explains how the file format for Excel export is chosen based on row count.

Actions

Show on screen

Runs the report and displays the result on the page.

  1. Fill in parameters.
  2. Click Show on screen. While running, the button shows Running the report… and form fields are locked.
  3. The result appears in the Result card.

You can rerun the same report with different parameters as many times as you want; each run replaces the previous result.

Export to Excel

Use when you need the entire result as a file or if the result exceeds 2,000 rows displayable on screen.

  1. Fill in parameters.
  2. Click Export to Excel. While preparing, the button shows Preparing file…
  3. The file downloads to your browser and a "File downloaded: <filename>" notification appears.
  • The report runs again for this action; you do not need to run Show on screen first.
  • If the row count is up to your setup's threshold, the file downloads as .xlsx; if above, as .csv. Up to 100,000 rows are written. The threshold is noted in the parameter card; if it says "Up to 100,000 rows download as .xlsx", all files download as .xlsx in your setup.
  • If the report returns more rows than this limit, a yellow notification appears stating only the first rows are included. Split the period and export multiple times if you need all data.
  • On error, a red notification titled The report could not be run appears.

Print

Prints the result shown on screen. The button is enabled only when at least one row is shown.

  1. Run the report with Show on screen.
  2. Click Print. Your browser's print dialog opens.

The printed page includes the report name, row count, run time, and result table. In-table search and sorting do not affect printing: the entire result as returned by the report is printed in original order.

Copy link

Use to send the report with filled parameters to a colleague or save a frequently used setting.

  1. Fill in parameters.
  2. Click Copy link. A "Parameter link copied" notification appears.

Opening this link fills the form with the same values and runs the report once automatically if values are valid. Consider this when sharing heavy reports. Above the result, it says "Run with parameters from link." The viewer must have permission to see the report. If a value does not match the field format, that field opens with its default value.

If your browser blocks clipboard access, a "Link could not be copied" notification appears.

Reset to defaults

Resets all filled parameters to their initial values (see the "Default value" column above). Values from links are also cleared. This button appears only for reports with parameters; it is disabled while running or preparing Excel files. The on-screen result is not cleared.

Result table

Above the result card is a summary of the run:

  • N rows: total rows returned by the report. If count is capped at an upper limit, it shows At least N rows.
  • Showing first N rows; export to Excel for all. (yellow badge): the report returned more rows than can be shown on screen. Only the first rows are shown; use Export to Excel for all.
  • Run time: date and time the report was run.

Table tools:

  • Search in result: filters rows containing the typed text in any cell, case-insensitive. If no matches, shows No matching rows.
  • Row count badge: shows "N rows" when no search, or "shown / total" when searching.
  • Download CSV: downloads the currently visible rows with current search and sort as a .csv file. The file opens correctly with Turkish characters in Excel. Contains only rows visible on screen; use Export to Excel for rows not shown.
  • Sorting: click a column header to sort; click again to reverse. Text columns sort A to Z on first click; number columns sort descending first. Empty cells always appear last regardless of sort direction.

Column names and cell values are report data and are not translated. Empty cells appear as —; number columns are right-aligned.

Common situations

  • "The report returned no results." The report ran but no data matches your parameters. Change date range or selections and rerun.
  • "The report timed out. Narrow the period and try again." The report did not finish in time. Shorten the date range or try exporting to Excel.
  • "The report service returned an error." or message ends with "Error code for support: …" Retry with Retry using the same parameters. If problem persists, note the error code and contact support; they can locate the issue with this code.
  • Error message explains a parameter. The report rejected one of your parameter values and shows why. Correct the indicated field and rerun.
  • "You do not have permission to run this report." Permissions are checked each run; your permission may have been revoked. Contact your administrator.
  • "Reporting service not defined" on the page. Reporting is not configured in your setup. Retrying will not help; contact your administrator.
  • "This report's data connection is not configured." The data source for this report is not defined in your setup. Retrying will not help; contact your administrator.
  • "This report cannot be run from the console" or "This report requires an Excel file." The report type is not supported in the console (supported types are MSSQL and New OMS PostgreSQL reports) or the report is defined to work with rows from an uploaded Excel file. These reports cannot be run in the console; parameter form and buttons are hidden.

Related screens