Save RS Options

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.