Difference between revisions of "Report Set Editor"

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'''STEP 3:''' Select reports that you wish to attach to this report set, and click "Save".
 
'''STEP 3:''' Select reports that you wish to attach to this report set, and click "Save".
  
[[File:Manage_report_sets6.png]]
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[[File:Manage_report_sets8.png]]

Revision as of 09:46, 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

Manage report sets1.png

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

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:

Manage report sets4.png


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

Manage report sets6.png


How to Edit Report Sets

Manage report sets7.png

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

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:

Manage report sets4.png


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

Manage report sets8.png