Report Administration

Report administration covers the configuration surfaces for managing report definitions, categories, and group access. This page is for administrators. For running, filtering, and exporting reports as a standard user, see the Reports section.

Report administration spans four surfaces:

Report Definitions

The Report Definitions list shows every report in the system (271 records).

URL: Framework/List.asp?LT=qryReports&LT2=zwReports

Use the Add button to create a new report record. Use the search bar to find a report by name or ID.

Report Configuration Edit Form

Access restriction: Opening the edit form (ReportsSetup.asp) requires the “Reports & Labels - Reports” permission (security ID 165). Without it, clicking the edit icon returns an access-denied message even for users in the ADMIN group. Grant permission 165 via Group Permissions before attempting to edit report definitions.

When accessible, the edit form covers the core report fields:

Important: System reports can be overwritten during updates. Always check Is Custom before editing a built-in report, and consider copying the report first rather than modifying it directly.

Report Types

Report Types are the categories that organize reports in the Reports menu. There are 27 types in total.

URL: Framework/List.asp?LT=qryReportTypes&LT2=zwReportTypes

List columns: Record, Name, List Top, Active.

Active Categories

Categories with Active = No (Barcodes, Labels, Moving Stock, Other, Spare, Temporary, System −1) are hidden from the Reports menu. Negative-ID entries (Popular −4, Recent −5, Spare −3, Temporary −2, System −1) are system-reserved pseudo-categories.

Enabling or Disabling a Category

1. Open the Report Types list.
2. Click the pencil icon next to the category.
3. Check or uncheck the Active field.
4. Click Save.

To create a new category, click Add and enter a Name. New categories must have Active checked to appear in the Reports menu.

Report Permissions

Report Permissions control which reports each group can run or edit, independently of the general Group Permissions security matrix.

System → Report Permissions URL: Framework/ReportPermissions

Using the Report Permissions Screen

1. Navigate to Report Permissions.
2. Select a group from the Report Group dropdown.
3. Optionally filter by Report Type or use the search box to find a specific report.
4. Check View to allow the group to run and view a report.
5. Check Edit to allow the group to edit that report’s definition (also requires permission 165 on the Group Permissions screen).
6. Click Save. Use Select All or Deselect All to bulk-change all visible items.

Permission Table Columns

Related Topics

• Group Management - managing groups and security permissions (including Reports & Labels / permission 165)
• Security - system-level security configuration