Using Prepared Report

Request Timed Out is a common error message that you could see while generating a report that deals with a lot of data, like a GL report for the entire year. This happens because there is a lot of data to analyze and present on the report page but insufficient server resources, which leads to a time out.

Geer ERP provides Prepared Reports to facilitate the processing of these reports (since v11). When a report is marked as a Prepared Report, a background job generates it, and after it is finished, users can access it.

Steps to Set Up Prepared Reports

1. Navigate to Role Permission for Pages and Reports.
2. Select Report in the "Set Role For" field.
3. Choose the report for which you wish to enable/disable prepared report in the "Report" section.
4. To enable or disable the prepared report, use the Disable Prepared Report checkbox. The prepared report option for the chosen report will be disabled if the checkbox is ticked.
5. Select Update.

How To Use A Prepared Report

1. Apply all necessary filters to the stated report (let's say General Ledger).
2. You will see a Generate Report button if the prepared report option is enabled for that report. Press the same button.

3. A warning will appear in the bottom right corner of the screen "reporting has begun. You may monitor its progress here."

4. To open the page for the report, you can either click here in the above message or wait on the aforementioned screen. This will bring up a new report page:

As you can see, the status of the report page is "Queued." You may examine the report by clicking the Show Report button that appears when it is ready:

5. Since Prepared Report is also a doctype, you may use the Role Permission Manager to allow access to examine the list of Prepared Reports.