Difference between revisions of "Report Set Editor"
From Adjutant Wiki
(→How to Create Report Sets) |
|||
| (2 intermediate revisions by the same user not shown) | |||
| Line 13: | Line 13: | ||
[[File:Manage_report_sets1.png]] | [[File:Manage_report_sets1.png]] | ||
| − | '''STEP 1:''' Select "New", and name the report set: | + | '''STEP 1:''' Select "New", and name the report set using the "Report Set" field: |
[[File:Manage_report_sets3.png]] | [[File:Manage_report_sets3.png]] | ||
| Line 23: | Line 23: | ||
| − | '''STEP 3:''' Select reports that you wish to attach to this report set | + | '''STEP 3:''' Select reports that you wish to attach to this report set (Use the "Report Name" field to filter the available reports) and click "Save". |
[[File:Manage_report_sets6.png]] | [[File:Manage_report_sets6.png]] | ||
| − | |||
===How to Edit Report Sets=== | ===How to Edit Report Sets=== | ||
| Line 44: | Line 43: | ||
'''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: | + | [[File:Manage_report_sets8.png]] |
| + | [[Category:Workflow Routing]] | ||
Latest revision as of 11:01, 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 using the "Report Set" field:
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 (Use the "Report Name" field to filter the available reports) 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".
