Difference between revisions of "Save RS Options"

From Adjutant Wiki

Line 21: Line 21:
 
'''STEP 2:'''  Enter a name for your report in the "Report Name field:
 
'''STEP 2:'''  Enter a name for your report in the "Report Name field:
  
[[File:Screenshot_2025-01-16_131500.png]]
+
[[File:Screenshot_2025-01-16_132013.png]]
 
[[Category:Workflow Routing]]
 
[[Category:Workflow Routing]]

Revision as of 13:20, 16 January 2025


General Information

Default Menu Location: Reports >> Any Report >> Save RS Options

Screen Name: Save Report Options

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

How to Save Report Set Options

STEP 1: Fill out report filters that should be used when running report (Eg. Ap Invoice Report):

Screenshot 2025-01-16 131001.png

When filters have been selected, click the "Save RS Options" button

Note: To run the report with a static date range, enter the start and end date on the filters.

STEP 2: Enter a name for your report in the "Report Name field:

Screenshot 2025-01-16 132013.png