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ID
0008990
TypeCategorySeverityReproducibilityDate SubmittedLast Update
backport[Openbravo ERP] B. User interfacemajoralways2009-05-09 11:452009-06-17 16:30
ReportericiordiaView Statuspublic 
Assigned Togmauleon 
PriorityimmediateResolutionfixedFixed in Version2.40MP6
StatusclosedFix in branch2.40Fixed in SCM revisioncb59ed7c5631
ProjectionnoneETAnoneTarget Version
OSAnyDatabaseAnyJava versionany
OS VersionanyDatabase versionanyAnt versionany
Product Version2.40SCM revision 
Review Assigned To
Web browser
ModulesCore
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo
Summary

0008990: Some reports can not be copy/pasted to excel in an adequate format

DescriptionIn previous releases to 2.35 it was possible to copy the output of a report and paste it in excel. After migration to jasper reports, it is not possible and there is no excel format.

See notes below for a detailed list of those reports
Steps To ReproduceNot exported report to excel:

• Warehouse Management || Analysis Tools || Warehouse Control Report || Warehouse Control Report
• Warehouse Management || Analysis Tools || Valued Stock Report || Valued Stock Report
• Financial Management || Receivables & Payables || Analysis Tools || Sales Order Open Item
• Financial Management || Receivables & Payables || Analysis Tools || Payment Report
• Financial Management || Receivables & Payables || Analysis Tools || Payment Tracker || Payment Tracker
• Financial Management || Receivables & Payables || Analysis Tools || Payment Tracker || Bank Report
• Financial Management || Receivables & Payables || Analysis Tools || Payment Tracker || Cash Report
• Financial Management || Accounting || Analysis Tools || General Ledger Journal --> Detail
Proposed SolutionCreate an excell icon in each Report and use the existing jasper report but with he different output formal in order to handle the xls format.
Notice that the jasper reports should be modified to fit it properly, otherwise new empty column will appear
TagsNo tags attached.
Attached Files

- Relationships Relation Graph ] Dependency Graph ]
blocks defect 0008976 closedgmauleon Some reports can not be copy/pasted to excel in an adequate format  

-  Notes
(0016687)
gmauleon (reporter)
2009-05-27 17:47

Some of the reports commented are actually in HTML format so the user is able to copy & paste the content of them into a Excell File.

-Warehouse Management || Analysis Tools || Warehouse Control Report || Warehouse Control Report
-Warehouse Management || Analysis Tools || Valued Stock Report || Valued Stock Report
-Financial Management || Receivables & Payables || Analysis Tools || Payment Report
-Financial Management || Receivables & Payables || Analysis Tools || Payment Tracker || Payment Tracker
-Financial Management || Accounting || Analysis Tools || General Ledger Journal --> Detail

The other ones are in Jasper format and the way to act on them is to put and excell icon in the top of the window and change the output format of the PDF report to Excell

-Financial Management || Receivables & Payables || Analysis Tools || Sales Order Open Item
-Financial Management || Receivables & Payables || Analysis Tools || Payment Tracker || Bank Report
-Financial Management || Receivables & Payables || Analysis Tools || Payment Tracker || Cash Report
(0016691)
gmauleon (reporter)
2009-05-27 18:04

Please take care that some of the reports reported are actually in HTML format the possibility of copy & paste the date into a excell fail is available. Need clarification on how to act with those.

Report in HTML format in which the user is able to copy & paste the data into a excell file.


-Warehouse Management || Analysis Tools || Warehouse Control Report || Warehouse Control Report
-Warehouse Management || Analysis Tools || Valued Stock Report || Valued Stock Report
-Financial Management || Receivables & Payables || Analysis Tools || Payment Report
-Financial Management || Receivables & Payables || Analysis Tools || Payment Tracker || Payment Tracker
-Financial Management || Accounting || Analysis Tools || General Ledger Journal --> Detail
  
(0016711)
networkb (developer)
2009-05-28 10:55

Right, these reports can be copy/paste to excel but the objective of exporting to excel is to make operations with the results. In the reports Warehouse Control Report, Payment Report and Payment tracker the format is grouped by some field, for instance business partner or product category. Make operations whit that format is really complicated. On the other hand copy/paste is not a good solution for customers. An ERP solutions is thinking to help customers in the analysis and exporting is a common complaint made by all of them.
(0016955)
networkb (developer)
2009-06-04 16:54

After review the reports what can not be copy/paste in excell file, conclusions are:

The following three reports can be copy/paste to excel in an adequate format so that no modifications are needed:
-Warehouse Management || Analysis Tools || Valued Stock Report || Valued Stock Report
-Financial Management || Receivables & Payables || Analysis Tools || Payment Report
-Financial Management || Accounting || Analysis Tools || General Ledger Journal --> Detail

However, the others two reports can not be copy/paste to excel because the data is shown group by some field so it's necessary to add an excel button in the reports:

-Warehouse Management || Analysis Tools || Warehouse Control Report || Warehouse Control Report
-Financial Management || Receivables & Payables || Analysis Tools || Payment Tracker || Payment Tracker

The excel result must be shown no grouped.
(0017325)
hgbot (developer)
2009-06-15 17:47

Repository: erp/stable/2.40
Changeset: cb59ed7c5631543cb7c893fdba2375c5bab3c110
Author: Gorka Mauleon <gorka.mauleon <at> openbravo.com>
Date: Thu Jun 11 09:44:26 2009 +0200
URL: http://code.openbravo.com/erp/stable/2.40/rev/cb59ed7c5631543cb7c893fdba2375c5bab3c110 [^]

fixes 0008990: Some reports can not be copy/pasted to excel in an adequate format

---
M src/org/openbravo/erpCommon/ad_reports/ReportBankJR.jrxml
M src/org/openbravo/erpCommon/ad_reports/ReportCashJR.jrxml
M src/org/openbravo/erpCommon/ad_reports/ReportSalesOrderOpenItemEdit.jrxml
---

- Issue History
Date Modified Username Field Change
2009-05-11 16:17 rafaroda Type defect => backport
2009-05-11 16:17 rafaroda fix_in_branch => 2.40
2009-05-27 13:26 gmauleon Steps to Reproduce Updated
2009-05-27 17:47 gmauleon Note Added: 0016687
2009-05-27 18:04 gmauleon Note Added: 0016691
2009-05-27 18:04 gmauleon Status scheduled => feedback
2009-05-28 10:55 networkb Note Added: 0016711
2009-05-29 13:05 networkb Status feedback => new
2009-06-04 16:54 networkb Note Added: 0016955
2009-06-04 16:54 networkb Summary Some reports can not be copy/pasted to excel => Some reports can not be copy/pasted to excel in an adequate format
2009-06-11 09:30 gmauleon Status new => acknowledged
2009-06-11 09:31 gmauleon Status acknowledged => scheduled
2009-06-11 09:31 gmauleon fix_in_branch 2.40 => pi
2009-06-11 09:43 gmauleon fix_in_branch pi => 2.40
2009-06-15 17:47 hgbot Checkin
2009-06-15 17:47 hgbot Note Added: 0017325
2009-06-15 17:47 hgbot Status scheduled => resolved
2009-06-15 17:47 hgbot Resolution open => fixed
2009-06-15 17:47 hgbot Fixed in SCM revision => http://code.openbravo.com/erp/stable/2.40/rev/cb59ed7c5631543cb7c893fdba2375c5bab3c110 [^]
2009-06-17 09:39 psarobe Fixed in Version => 2.40MP6
2009-06-17 16:30 psarobe Status resolved => closed


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