Top Tip - Accessing Travel Folders From Reports

Dolphin's reporting module contains a handy feature to open a travel folder directly from a report. This feature is available for any report containing columns for both Branch Code and Folder Number.

When a user chooses to run such a report in preview mode, i.e. by selecting the print to window option to view the data on screen, they can simply double-click on any folder number in the report to open it. The report window will automatically be minimised & the folder will open for the user to view.

For example, a Folder Activity Report is printed to window & the user would like to open folder HQ53217 from the list:

Double-clicking on the number will minimise the report & open the folder:

When the user has finished with the folder they can simply close it & task swap back to the report.

Many of the more widely used reports contain folder details, including:

• Item reports
• Departure reports
• Financial Transaction reports
• Receipts & Refunds reports
• Vendor Payment reports

A quick way to find out if a specific report provides travel folder access is to highlight the report in the Standard or Advanced Reports list & check the column list in the Description section for Branch Code and Folder No:

**PLEASE NOTE**: The travel folder access feature is not available when opening a report which has been saved locally or received as an attachment by email.