Description
This document details the steps to follow in order to default off the PDF export type from specific reports. This is required as the PDF creation part of any report generation is where the system CPU is used and, as some reports can contain a lot of data, this can cause detrimental effects to the COINS system performance and user experience as a result. When the PDF is defaulted off, this can still be overridden at the point the report is run by a user should they indeed require a PDF export for the report.
Process
1. Navigate to a report that you want to default off the PDF export type for.
2. Click CTRL + SHFT + C (blue icons should appear next to each field on the page).
3. Scroll down to the bottom of the page and navigate to COINSInfo > Functions Used.
4. Copy the top used function on the list (this will be the function for the report run page).
5. Navigate to System > System Setup > Field Default Maintenance.
6. Click Add
7. Input the copied function to the ‘Table / Function’ field, input “ExportType” to the ‘Field’ and input “S,X” to the ‘Default’ field.
8. Click SAVE.
9. Navigate back to the report and ‘Output Options’ tab, you should see that the PDF type is now unticked by default.