Function Purpose Directs the user of the report to the location of particular information within the report. This can be created in the Table of contents report template from an automated function within the software. The report template can be created with a list of key or phrases that are associated with the report for Indexing users to choose from when the report is prepared. This maintains consistency across all reports that use this function. This feature allows data that needs to be included in the final report to be accessed from a source external to the report template without the user having to key or type in Importing the information. The report template will define the parameters or rules for importing and users of the report will usually choose a keystroke or macro to perform the function. Data is exported from a report for use with another application or because the users of the report require a Exporting different file format. Sometimes this is a data security issue, as often the new format cannot be altered by the normal use of software. The linking function has slightly different interpretations depending on the software application. Essentially though it is a group of words or the contents of a field or cell that refer to information from another information Linking source. The information is linked so that changes to the original information will update the linked source. Report templates will utilise this function to save data entry. Embedding is similar to linking data but instead of multiple data sources storing the information separately, this function allows for just one data source Embedding to be maintained in the report template. This can streamline a report template as users of the template can use the functionality in one software application from another application. Some reports require data to be merged or combined Merge criteria from different sources. A report template can set these criteria and the users can activate it where necessary.
Function Purpose Table of contents Directs the user of the report to the location of particular information within the report. This can be created in the report template from an automated function within the software. Indexing The report template can be created with a list of key or phrases that are associated with the report for users to choose from when the report is prepared. This maintains consistency across all reports that use this function. Importing This feature allows data that needs to be included in the final report to be accessed from a source external to the report template without the user having to key or type in the information. The report template will define the parameters or rules for importing and users of the report will usually choose a keystroke or macro to perform the function. Exporting Data is exported from a report for use with another application or because the users of the report require a different file format. Sometimes this is a data security issue, as often the new format cannot be altered by the normal use of software. Linking The linking function has slightly different interpretations depending on the software application. Essentially though it is a group of words or the contents of a field or cell that refer to information from another information source. The information is linked so that changes to the original information will update the linked source. Report templates will utilise this function to save data entry. Embedding Embedding is similar to linking data but instead of multiple data sources storing the information separately, this function allows for just one data source to be maintained in the report template. This can streamline a report template as users of the template can use the functionality in one software application from another application. Merge criteria Some reports require data to be merged or combined from different sources. A report template can set these criteria and the users can activate it where necessary.
AM_Design_prepare__present_reports_Final.docx