Report Export Setup
The ECM Report Export Setup controls which settings are used to create report export entries from Microsoft Dynamics 365 Business Central documents. Report options can be stored that are used for each archived document during automatic archiving during posting.
If a document is selected, an overview opens in which, in addition to the setup for the document export, the
Report Field Setup for the document is also displayed. The views are filtered for the header and row export fields.
Fields
| Field Name | Function for TRASER ECM Connect 365 |
|---|---|
| Report ID | Specifies the ID of the selected report. |
| Report Name | Specifies the report name of the selected report. |
| Archive | The archiving of the report can be activated for the entered data records with the help of this check mark. |
| Multiple Archiving | If this option is activated, a report can be archived several times. Otherwise, it is checked for each report whether a report export entry already exists. |
| Has Default Report Options | Shows whether standard report options have been saved. |
| Report Selections Usage | Specifies which report type the report is used for. |
| Report Header Table No. | Indicates the table number of the header table of the report. |
| Report Header Table Name | The table name from the Report Header Table No. column is displayed here. |
| Report Line Table No. | Indicates the table number of the line table of the report. |
| Report Line Table Name | The table name from the Report Line Table No. column is displayed here. |
Functions
The default setup creates recommended table data for the ECM report export setup with no report options.
By executing this function, options can be stored for the reports that have been set up. The settings of the request page of the report are saved in the data record.
This function deletes the stored report options for the selected data record.
This function opens the Header Export Fields for the selected entry.
This function opens the Line Export Fields for the selected entry.
This function opens the automatic archiving setup for the selected entry.
Batch archiving offers the option of quickly archiving a filtered set of reports in the system at a later date. It should be noted that a report for which multiple archiving is not active cannot be archived again.
If batch archiving cannot archive all filtered documents, a list of these documents can be displayed.