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Getting started with the Report Archive

Connection to Mamut Online

In order to get started with the Report Archive, you must first connect to Mamut Online. The synchronisation between Mamut Business Software and the Report Archive is based on Mamut Online.

You can read more about connecting to Mamut Online in Getting Started with Mamut Online.

Administration of documents and reports

Each report and document that is published on Mamut Online, has a separate document card in Mamut Business Software. Via the document card you can change the heading or add a note. From the document list in Mamut Business Software you can publish documents to Mamut Online. In addition, you can use this list to remove documents and reports from Mamut Online.

You can find more information about the document card and the document list in the Document section of your Mamut Business Software help in Documents(external link).

Published documents and reports cannot be larger than 2 MB. When a document exceeds this limit, for example due to large image files, it must be adjusted manually before it can be published. If you wish to control the size of an unpublished document, you will find the file path in the Folder field on its document card.

You will find more information about administrating documents and reports in Mamut OnlineThe Report Archive list.

How to publish reports from Mamut Business Software to Mamut Online

  1. Open File - Print in Mamut Business Software.
  2. Select the report you wish to print.
  3. Choose Mamut Online from the Send to list.
  4. Click Print.
  5. Some reports require more detailed information or settings. Please enter the information according to your needs and confirm it.
  6. Enter a Heading which will be shown in the list with the reports.
  7. If you want to publish additional Notes, you can enter the text in the Note field.
  8. If you want to see a preview of the report, click the Preview button.
  9. If the report's document card is supposed to open after the report has been published, check Open the document card after have clicked 'Publish'.
  10. Click Publish

The report will be published immediately. If you have chosen the option in point 9, the report's document card will be opened. Here you will find the publishing date, your name as Author and the status Published. The heading you have entered will be in the Heading line and the notes you have added will be below the Notes tab.

Tip! Press [F1] in the window for publishing reports in Mamut Business Software to open a detailed description of the functions.

How to publish documents from Mamut Business Software to Mamut Online

Not only can you publish reports to Mamut Online, but also other document that is linked to your company database. You can find those documents in the document list.

  1. Open the document list in Mamut Business Software via View - Document - Document List.
  2. Select the document you wish to publish to Mamut Online.
  3. Click the Duplicate to Mamut Online button in the toolbar.
  4. You can now change the Heading or add a Note to the Online Document which the users in Mamut Online can open and read. The document cards of published documents contain some specific information. The Type is Online Document, the Status is Published and the Folder is [Published Document]. Each document card that shows this information, refers to a document that is published on Mamut Online.
  5. Click OK.

If Mamut Business Software is connected to Mamut Online, the document will be published immediately. The document list contains the original document and its duplicate. The duplicate will have the status Published.

How to remove a document or report from Mamut Online

Note! Take careful consideration as to whether you wish to delete a document or report. There is no copy of published reports saved in Mamut Business Software. A document that has been published on Mamut Online, may no longer be identical to the original document in Mamut Business Software.

  1. Open the document list in Mamut Business Software via View - Document - Document List.
  2. Select the document/report you want to remove from Mamut Online. Published documents/reports always have the status Published and the type Online Document.
    Tip!     If your document list does not display these columns, you can integrate them via the user settings tab Document List.
  3. Click Delete.
  4. A warning will be displayed. Click OK.

The document or report will now be deleted from Mamut Online. It will no longer be available online .

Tip! You can also remove a report/document directly via its document card. Click Delete and confirm, that you want to delete it.

How to edit notes or the heading of a published document/report

If you want to edit the notes or the heading of a document/report that is published on Mamut Online, you must follow the below steps:

  1. Open the document list in Mamut Business Software via View - Document - Document List.
  2. Select the document/report whose notes or heading you want to edit.
  3. Click Edit to open the document card.
  4. Change the heading or the notes in the Notes tab according to your needs.
  5. Click Save.

The information will be synchronised and can be read by the users in Mamut Online as soon as the synchronisation is completed.

Read more about:

The Report Archive

The Report Archive list

 

Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.

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