Effortlessly Generate Large-Scale Reports with Empress Prepared Reports

Guides & Tutorials
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Introduction

In running a successful business, there are times when you need to generate comprehensive reports, such as a General Ledger (GL) report for the entire fiscal year. Generating such extensive reports can sometimes result in a Request Timed Out error due to the high volume of data being processed.

Empress offers a user-friendly solution to this challenge with a feature known as Prepared Reports. Prepared Reports are designed to process and present large-scale reports more efficiently by generating them in the background. Once the report is ready, it’s readily accessible for you to view, making it a practical tool for your everyday business operations.

Let’s dive in and explore how to set up and use this empowering feature.

Setting Up Prepared Reports

Here’s a simple step-by-step guide for setting up Prepared Reports in Empress:

  1. Go to Role Permission for Page and Report.
  2. In the ‘Set Role For’ field, select Report.
  3. In the ‘Report’ field, select the report for which you wish to enable or disable the Prepared Report feature.
  4. Use the Disable Prepared Report checkbox to activate or deactivate the Prepared Report. If the box is checked, the Prepared Report feature will be turned off for the chosen report.
  5. Once you’ve made your selection, click on Update.

Using a Prepared Report

Once you’ve enabled the Prepared Report feature for your chosen report, you can start using it by following these steps:

  1. Open the selected report (for example, General Ledger) and apply any necessary filters.
  2. If the Prepared Report feature is activated for the report, you’ll see a Generate Report button. Click on it.
  3. A pop-up notification will appear at the bottom-right corner of your screen indicating “Report initiated. You can track its status here”.
  4. You can either wait on the current screen or click on here in the notification message to open the report page. This action will open a new page displaying the report’s status as “Queued”. Once the report is ready, a Show Report button will appear. Click on it to view your report.
  5. As Prepared Reports are also a type of document (doctype), you can view a list of Prepared Reports by granting access via the Role Permission Manager.

Prepared Reports in Empress offer an efficient and user-friendly solution for generating large-scale reports without encountering server timeout issues. This feature not only optimizes data processing but also enhances your user experience by providing a convenient way to access extensive reports. Enjoy the benefits of this feature as it contributes to streamlining your business processes.

For additional support, visit our non-technical resources or contact our support team.