Saved reports
Finding authorized ready-made reports in list or menu tree view, filtering by folder and scope.
Saved reports screen is a list of predefined ready-made reports for you. From here, you find the report you are looking for, open it, and run it by filling in its parameters. The list includes only reports you have viewing permission for; report permissions are determined by your user group and additional groups. The steps to run a report are explained in the Running a saved report document.
Accessing the screen
Follow the menu path OMS – Order Management › Reporting › Saved reports. If you do not see it in the menu, your account does not have permission for this screen.
Screen sections
- Title: Saved reports and a brief description. To the right of the title is the List / Menu tree view selection.
- List view (default): filter area at the top with Search and Folder fields; below this line, scope selection with All / New OMS / Legacy reports and Clear and Filter buttons; below that, paginated report list.
- Menu tree view: shows reports folder by folder, nested.
You can switch between the two views at any time; the selected scope (All, New OMS, Legacy reports) is preserved.
Filtering and searching
Fields in the list view:
| Field | Purpose | Tip |
|---|---|---|
| Search | Searches text in the report name or folder path; if you enter the exact report number, it finds that report. | Case insensitive. The box shows "Report name, folder or number". |
| Folder | Lists reports in the selected folder including subfolders. | Default is All. Folders are listed by full path in the format parent folder › subfolder, alphabetically. Selecting a parent folder brings reports from all its subfolders. |
| Scope (All / New OMS / Legacy reports) | Separates reports by the order infrastructure they are defined for. | Default is All. Reports valid for both scopes appear in both selections. |
Filters are applied by pressing the Filter button (or Enter in the search box); if there are unapplied changes, the Filter button is highlighted. Clear resets search and folder selection and immediately refreshes the list.
If you change the scope but have not pressed Filter yet, the list empties and shows View changed. Press Filter to see reports for the new scope.
List
At the top of the list, the total number of reports is shown as "Filter result: N reports".
| Column | Meaning |
|---|---|
| Report | Report name. Clicking the name opens the report page. This column cannot be hidden. |
| Folder | Full path of the folder containing the report; — for reports without a folder. |
| Scope | New OMS (blue badge): report defined for the new order infrastructure. Legacy: report defined for the previous infrastructure. Both scopes: scope not specified, listed in both selections. |
| No | Report number. You can refer to the report by this number when talking with support or colleagues. |
- Page size can be 25, 50, or 100; default is 25. Navigate pages using the buttons below the list.
- You can hide Folder, Scope, and No columns from the Columns menu.
- Sorting by clicking column headers is not supported.
- To open a report, click the name in the Report column, not the row itself.
Below the list, a note reminds that the list and permissions come from the report service and only reports you can see are listed.
Menu tree view
To see reports within a folder structure, press the Menu tree option in the header.
- Folders are initially closed. Click the folder name to open or close it, or use Expand all / Collapse all buttons to manage all at once.
- Next to each folder is the number of reports inside ("N reports"), and next to the search box is the total number of reports.
- Folders with no reports inside are not shown.
- Next to reports are their number (#N) and, if any, the New OMS or Both scopes badge. Clicking the report name opens the report page.
- The Search reports or folders box filters as you type: only matching reports and folders remain, and matching branches open automatically. If a folder name matches, all its contents are shown. You can also search by exact report number.
- Scope selection (All / New OMS / Legacy reports) is at the right of the header and applies immediately when selected.
Common situations
- "No saved reports authorized for you" is displayed. There are no reports defined for your account or no reports match your search/folder selection. First reset filters with Clear and set scope to All. If still empty, report permissions are not assigned to your user group; contact your administrator.
- I am looking for a report but it is not in the list. Check the scope selection; legacy infrastructure reports do not appear when New OMS is selected. Searching in the menu tree also helps see the folder structure.
- I was given permission for a new report but it does not appear. The report list is cached briefly. Wait about a minute and reload the page in your browser.
- "No reports matching the search" is displayed (menu tree). The search text does not match any report or folder name. Try a different name or clear the search.
- "Reporting service not defined" is displayed. Reporting is not configured in your installation yet. This is not a temporary error and retrying will not help; contact your administrator.
- "Something went wrong" is displayed. The list could not be loaded. Retry with Retry; if the problem persists, inform your system administrator.