Configure Custom Reports window

Purpose

Use this window to identify certain preloaded reports as favorites or to override the description that displays for a report on the Report Catalog window. Adding reports as favorites makes them quick and easy to access from the Report Catalog when you want to generate one.

This window does not create custom reports where you are able to add or remove various fields and data sets from a report. To create basic custom reports, you can use the Report Wizard tool bundled with AIMsi. To create fully customizable reports, contact Tri-Tech Technical Support for assistance. In most cases, we can create a custom report for you for a nominal charge.

To access this window

Complete one of the following to access this window.

On the Maintenance menu, point to General Maintenance and click Maintain Report Favorites.
Use keyboard shortcut Alt, N, G, F.

Diagram

The following thumbnail illustrates the Configure Custom Reports window. Click it to view a full-size image.

Item descriptions

Fields and boxes

Item	Description
Look for Name	Enter a specific report name. The grid automatically moves to reports matching the value as you type.
grid columns A right angle bracket (>) identifies the column currently used to sort the grid.
Name	Displays the names of any reports you've identified as favorites.
Group	Displays the group to which you have assigned the report.
Index	Displays the AIMsi index number of the report. Tri-Tech support uses this number to identify reports in the event that you have given the report a custom name.
Index	Displays the AIMsi index number of the selected report.
Options for favorites Report exists as a favorite Only override description	Indicate if you want to add the selected report to the Report Favorites window or if you want to only update the report description that displays on the Report Catalog window for the report. Choosing to override the description only updates the description that displays for a report in the gray box toward the bottom of the Report Catalog window.
Name	Enter a name for the report in this box, if desired. This box only applies to reports you are adding as favorites.
Group	If you selected to add this report as a favorite, enter a group for the report in this box, if desired. This report only applies to reports you are adding as favorites.
Description	Enter a description for the report. This box apply to reports added as favorites and reports where you only override the description. If you are overriding the report description, this only affects the text in the gray box at the bottom of the Report Catalog window when you select the report.

Buttons

Item	Description
Save	Saves the changes you've made to the report.
Cancel	Cancels any changes you've made to a report.
Delete	Removes the selected report from the Report Favorites window or resets the report description on the Report Catalog window, depending on how it was set up.
Add	Opens the Choose Report window where you can select a report to add as a favorite or override its description.
Exit	Closes the window.

Helpful links

AIMsi Online Help Version 11.0 ◊ Last Updated 6/22/2020
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