Add a Report

Add reports for Trimble Unity Permit or Trimble Unity Maintain. If ActiveReports are added here, they can be accessed from the Report Designer in Respond.

PREREQUISITES:

  • The System Reports security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click Permitting and click System Reports.
  1. On the User Reports panel, click Add record.

  1. In the New Data section, enter a Report Name.
  2. In the Report File field, upload the desired file.
  3. Click Add.

The new report is listed on the User Reports panel and is available for use.

You can upload a report file to the database without creating a database entry. Files added in this way are visible from the File tab of the Report Designer page in Respond. This option should be used when uploading an existing report to maintain the links to the report from any templates that use it.

  1. On the User Reports panel, click Attach File.

  1. In the Report File field, upload the desired report.

  1. Click Add.

If you are uploading an existing file, it replaces the file and maintains the links to the report.