Difference between revisions of "Save RS Options"

Revision as of 13:40, 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):

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, and select a form from the "Form to Use" dropdown:

Note: Naming your report a non-duplicate name will make it more easily identifiable when creating report sets in the future.

STEP 3: The following options can be used to run dynamic dates:

    • As Entered – The dates that will be used when running the report will be the dates that were filled out when the "Save RS Options" button was clicked.

    • Blank – This will make the report run without a date range.

    • Today – This will make the report run for today’s date.

    • Offset – This is used in conjunction with the Offset field. Dynamic values can be entered here.

    • From Run RS – This will use whatever date range is entered on the Run Report Set screen when manually running a report set.

When desired information is filled out, click the "Save" button.

@@ Line 29: / Line 29: @@
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-      • As Entered – The dates that will be used when running the report will be the dates that were filled out when the SaveRS button was clicked.
+      • '''As Entered''' – The dates that will be used when running the report will be the dates that were filled out when the "Save RS Options" button was clicked.
-      • Blank – This will make the report run without a date range.
+      • '''Blank''' – This will make the report run without a date range.
-      • Today – This will make the report run for today’s date.
+      • '''Today''' – This will make the report run for today’s date.
-      • Offset – This is used in conjunction with the Offset field. Dynamic values can be entered here. A -1d offset will set it for the day before today, a 1d offset will set it for the day after today.
+      • '''Offset''' – This is used in conjunction with the Offset field. Dynamic values can be entered here.
-      • From RunRS – This will use whatever date range is entered on the Run Report Set screen when manually running a report set.
+      • '''From Run RS''' – This will use whatever date range is entered on the Run Report Set screen when manually running a report set.
 When desired information is filled out, click the "Save" button.