How To Setup a Per Unit Retain Report For MyGrower
Part A: AGRIS - Set up the report on your server
Please follow the steps below. NOTE: If you already have reports setup and running for MyGrower, please skip to #3 below.
On your main AGRIS server, create a MyGrower Reports folder under Apps > AGRIS
In AGRIS, go to PAT package > Report Manager > Advanced Reports > Report writer features
Insert a new report. Use a "Per-Unit Retain Allocation" report as the default.
Change output to a 5=Multi Font Graphic File and press Enter
Create a number (preferably starting with 9 to place it on or near the bottom of the list)
Should add “MYG” to the beginning or end of the report name to help distinguish it from others
Copy and paste the directory path from the folder created in step #1 above to the AGRIS report setup
For file name, type “RANDOM”, and for Ext. type “PDF”
Change “Open Output File After Processing” from a “Y” to a “N”
Press Ok
Enter in the Beginning or %Contains% field : "B.P.Y"
Please enter in the Ending field : E.P.Y
For the Patron Name Id : type "MYG" ( this allows MYG to override and supply the proper name id)
Press OK
The editable template will pop up, close it, and when prompted to save hit “YES”
Test the report that was created by running the report. Then make sure you can open the copy found inside the MyGrower Reports folder.
Part B: MyGrower - Set up the report inside MyGrower
Log in as the Super Admin
Click “Forms” on left
Go to “Reports” up top
Click add a new record
Choose Server > Dataset > Report Type (Per Unit Retain) > Exact report number as the one created in AGRIS. Name the Report then click Update
Log on as a grower and verify that the Per Unit Retain report runs
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