Report Set Editor

From Adjutant Wiki


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

Manage report sets1.png

STEP 1: Select "New", and name the report set using the "Report Set" field:

Manage report sets3.png


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:

Manage report sets4.png


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".

Manage report sets6.png

How to Edit Report Sets

Manage report sets7.png

STEP 1: Select a report set from the report set drop down menu, and click "Edit":

Manage report sets3.png


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:

Manage report sets4.png


STEP 3: Select reports that you wish to attach to this report set, and click "Save".

Manage report sets8.png

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