Enter Report Settings window
Purpose
Use this window to save your report criteria as a right-click quick selection on the report setup window. For example, if you commonly create the Sales Management report using specific settings, you might save those settings so that when you generate the report you can simply right-click on the All Sales Management window and select that setup. You can create as many preferences for as many employees as you need or want.
To access this window
Right-click on any report setup window (accessed by selecting a report from the Report Catalog and clicking Run) and select Save New Report Preferences.
Diagram
The following thumbnail illustrates the Enter Report Settings window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
|
Description |
Enter the description for your custom settings. |
|
Available Items |
Select the employee(s) who can select and generate a report using these settings. These preferences are only available to select by the employees in the Selected Items list. Right-click in this box to add items to the Selected Items list. |
|
Selected Items |
Lists the employees who can uses these report preferences to generate a report. Click and drag a box preceding a name to move it up or down in the Selected Items list. Right-click in this box to remove items from the Selected Items list. |
Buttons
| Item | Description |
|---|---|
|
Add |
Add the selected item in the Available Items list to the Selected Items list. |
|
Add All |
Adds all of the items in the Available Items list to the Selected Items list. |
|
Remove |
Removes the selected item from the Selected Items list. |
|
Remove All |
Removes all of the items from the Selected Items list. |
|
Save |
Saves your report preferences. The next time an employee in the Selected Items list accesses the report setup window, he or she can right-click and select this report to automatically select this report setup. |
|
Exit |
Closes the window. |
