Set up company-specific reports

This section describes how to set up company-specific reports.
Perform the following steps to set up the reports:

• Basic Settings for Reports
• Set up Report Header
• Set up Translations for Report Header
• Set up Report Footer
• Set up Translations for Report Footer
• Replace Standard Reports with Company-Specific Reports

Basic Settings for Reports

This section describes the basic settings for reports recommended by Traser and how to save those settings.

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.

• Use the Address Separator field to enter a character that will be used to separate addresses. By default, the • character is used here. The following is an example of how the address separator is used in reports.

• In the VAR Report Type field, select Always from the drop-down menu.

You have successfully set up the basics.

Set up Report Header

This section describes how to set up the report header for a company-specific report.
We would recommend to use an image file with a resolution of 2000 x 400 pixels for the report header.
To set up the report header, proceed as follows:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• Click Actions in the menu bar.
• Click on TRASER in the submenu.

• Select Header/Footer Picture.
• The Header/Footer Picture page is displayed.
• Click New in the menu bar.
• Select Header from the list.
• Open the factbox pane on the right-hand side (ALT+F2).
• Click on the area heading Picture.
• Select Import.
• Upload a picture for the header.
• In the Area field, you can select a specific area for the header picture.
• In the Responsibility Center field, you can select a specific responsibility center for the header picture.

You have successfully set up the report header. The picture you have uploaded will be used in company-specific reports.

Set up Translations for Report Header

For reports, you can set up headers in different languages for foreign customers.
Proceed as follows:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• Click Actions in the menu bar.
• Click on TRASER in the submenu.

• Select Header/Footer Picture.
• The Header/Footer Picture page is displayed.
• Select the Header line.
• Click Translation in the menu bar.
• The page Header/Footer Translations is displayed.
• To add a new translation, click on New in the menu bar.
• In the column Language Code, specify the language code for the translated report header.
• In the notification area (ALT+F2), click on Import.
• Select and then upload the translated report header.
• In the Area field, you can select a specific area for the translated header picture.
• In the Responsibility Center Code field, you can select a specific responsibility center for the translated header picture.

You have added a translation for a report header to the system. If you create a document for a foreign customer with a specific language code, the translated header for this language code will be used.

Set up Report Footer

This section describes how to set up the report footer for a company-specific report.
We would recommend to use an image file with a resolution of 1650 x 170 pixels for the report footer.
To set up the report footer, proceed as follows:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• Click Actions in the menu bar.
• Click on TRASER in the submenu.

• Select Header/Footer Picture.
• The Header/Footer Picture page is displayed.
• Click New in the menu bar.
• Select Footer from the list.
• Open the factbox pane on the right-hand side (ALT+F2).
• Click on the area heading Picture.
• Select Import.
• Upload a picture for the footer.
• In the Area field, you can select a specific area for the footer picture.
• In the Responsibility Center Code field, you can select a specific responsibility center for the footer picture.

You have successfully set up the report footer. The picture you have uploaded will be used in company-specific reports.

Set up Translations for Report Footer

For reports, you can set up footers in different languages for foreign customers.
Proceed as follows:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• Click Actions in the menu bar.
• Click on TRASER in the submenu.

• Select Header/Footer Picture.
• The Header/Footer Picture page is displayed.
• Select the Footer line.
• Click Translation in the menu.
• The page Header/Footer Translations is displayed.
• Click New in the menu.
• In the column Language Code, specify the language code for the translated report footer.
• In the notification area (ALT+F2), click on Import.
• Select and then upload the translated report footer.
• In the Area field, you can select a specific area for the translated footer picture.
• In the Responsibility Center Code field, you can select a specific responsibility center for the translated footer picture.

You have added a translation for a report footer to the system. If you create a document for a foreign customer with a specific language code, the translated footer for this language code will be used.

Replace Standard Reports with Company-Specific Reports

This section describes how to replace standard reports with company-specific reports, Before you continue, you have to carry out the Basic Settings for Reports and set up a header as well as a footer.

To replace all standard reports with company-specific reports, proceed as follows:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• Click Actions in the menu bar.
• Click on TRASER in the submenu.

• Select Replace Standard Reports.
• A dialog window opens where you will be asked if you want to replace the current reports with the Traser reports.
• To confirm the process click Yes.

Provided that you have set up a header/footer for the reports, all standard reports will be replaced by company-specific reports.