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Page History: Save Report Options

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Page Revision: Thu, 20 Dec 2012 15:29



General Information

Default Menu Location: None - Only available as a jump screen from reports with the SaveRS button.

Screen Name: SAVERS

Function: Saves Report Options (dates, forms, filters, etc) so that a report can be included in a Report Set.

Report Sets can be run manually from the Run Report Sets screen or they can be automatically processed by adding them to the Auto Process Schedule.

Save Report Options - Click for full size

Save Report Options - Click for full size


Instructions

Before pressing the SaveRS button, enter the filters you would like to use in the report.

Click the SaveRS button.

Give the report a name and choose which form you'd like to use (Standard/Default CID/etc).

Depending on the report you're saving, you can enter some dates that will be used when the report set runs.

  • As Entered - As the dates were entered on the report screen before clicking the SaveRS button.
  • Blank - blank dates.
  • Today - Today's date (when the report set runs).
  • Offset - An offset from today's date. See the next section for more information on using offsets.
  • From RunRS - As the dates are entered from the Run Report Sets screen.

Offset Dates





Reports with Report Set Logic



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