Updating Input Template and Report Options

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Updating Input Template and Report Options

Note! Different settings may have been defined in the input template or report definition file. In this case, the definition file settings override the options you select. In problem situations, contact your administrative user.

Updating options in input template or report window

To update the selected options (for example, data type, year, dimensions, hide zero rows) in an input template or report, select new options and click refresh-template32x32 Refresh. If you want to add new options to the input template or report, update the options in the main application window (see the following section).

Searching for a dimension

In the Clausion FPM Desktop Client's input template or report view there is now a possibility to search for a unit in the dimension drop-down list. The search works on typing a character or string and selecting manually with a mouse-click or by using the Up/Down arrow keys.

Note!
 
The Enter key for accepting the tapped in unit code does not select the unit.
 
If the user refreshes the input template or report without selecting a unit from the drop-down list, the data retrieve is executed based on the unit that was previously selected, but the selection field shows another value. No error message is displayed. After this the list is empty. By typing a character, units containing the typed characters are displayed. So, the whole list is available.
 
After selecting a unit with the search functionality, and when opening the drop-down list the next time, the list gets populated with units according to the previous search. By typing a character, units containing the typed characters are displayed. So, the whole list is available.

Updating options in main window

1.When you have several input templates and/or reports open at the same time, you have two options to open the settings you want to edit:

In the input template or report window, click back-to-select32x32 Return to Options. The Basic Options view of the input template or report is shown in the main application window.

In the main application window, select the input template or report from the drop-down list in the upper part of the window.

2.Select new options.

3.Click update Update Open Template.