Difference between revisions of "Save RS Options"
From Adjutant Wiki
(→How to Create Report Sets) |
|||
| Line 11: | Line 11: | ||
===How to Save Report Set Options=== | ===How to Save Report Set Options=== | ||
| − | '''STEP 1:''' Fill out report filters that should be used when running report (Eg. Ap | + | '''STEP 1:''' Fill out report filters that should be used when running report (Eg. Ap Invoice Report): |
[[File:Screenshot_2025-01-16_131001.png]] | [[File: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. | '''Note:''' To run the report with a static date range, enter the start and end date on the filters. | ||
| + | |||
| + | '''STEP 1:''' Fill out report filters that should be used when running report (Eg. Ap Invoice Report): | ||
[[Category:Workflow Routing]] | [[Category:Workflow Routing]] | ||
Revision as of 13:12, 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 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 1: Fill out report filters that should be used when running report (Eg. Ap Invoice Report):