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 and the folder will open for the user to view.

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

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

When the user has finished with the folder they can simply close it and 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.