Difference between revisions of "Report Set Editor"

Revision as of 09:39, 16 January 2025

General Information

Default Menu Location: Maintain >> System >> Report Set Editor

Screen Name: Manage Report Sets

Function: This screen is used to create and edit report sets.

How to Create Report Sets

STEP 1: Select "New", and name the report set:

STEP 2: Choose the process option for the reports (in other words, do you want to print, email, or use the default process option?), and fill out its corresponding field:

STEP 3: Select reports that you wish to attach to this report set, and click "Save".

How to Edit Report Sets

STEP 1: Select a report set from the report set drop down menu, and click "Edit":

STEP 2: Choose the process option for the reports (in other words, do you want to print, email, or use the default process option?), and fill out its corresponding field:

STEP 3: Select reports that you wish to attach to this report set, and click "Save".

@@ Line 8: / Line 8: @@
 '''Function:'''  This screen is used to create and edit report sets.
+===How to Create Report Sets===
 [[File:Manage_report_sets1.png]]
+'''STEP 1:''' Select "New", and name the report set:
+[[File:Manage_report_sets3.png]]
+'''STEP 2:''' Choose the process option for the reports (in other words, do you want to print, email, or use the default process option?), and fill out its corresponding field:
+[[File:Manage_report_sets4.png]]
+'''STEP 3:''' Select reports that you wish to attach to this report set, and click "Save".
+[[File:Manage_report_sets6.png]]
-===How to Create Report Sets===
-'''STEP 1:''' Select "New", and name the report set:
+===How to Edit Report Sets===
+[[File:Manage_report_sets7.png]]
+'''STEP 1:''' Select a report set from the report set drop down menu, and click "Edit":
 [[File:Manage_report_sets3.png]]