Series of Reports Tab (Series) - Contracts

Make the following menu selections to display this tab:

Contracts—Setup—Series of Reports

Use this page to manage series of reports. This setup is optional. Using it allows you to set up a shortcut (Series ID) so you can print reports in groups rather than having to select individual reports one after another.

Fields List

ClosedGrid Fields

The following fields and buttons appear on the tab.

Add Series (button)

Use this button to add a series of reports.

Series ID

The series of reports identification that appears on lists and in reports. Click an identification link to open the Series.

Description

The description of the series of reports that appears on lists and in reports.

Delete

Click the Delete icon to delete a series of reports.

Add/Edit Fields

Procedures

ClosedTo Add a Series of Reports

  1. Click Add Series. The series tab displays.
  2. Use the Add/Edit Series Fields list to complete the page.
  3. Click Save. The setup tab displays again.

ClosedTo Change the Order the Reports in the Series

NOTE that a series must be saved before it can be edited.

  1. Click the Series ID link for the series you want to edit. The Add/Edit page appears.
  2. Click the link in the Order column for a report you no longer want in that location. The Add Report pop-up opens.
  3. Select the report you want to put in place of the other report.
  4. Click Done.

ClosedTo Edit a Prompt for a Series of Reports

  1. Click the Series ID link for the series you want to edit. The Add/Edit page appears.
  2. Click the Prompts button  for the report you want to edit. The Edit Default Prompts pop-up for that report opens.
  3. Edit the prompts for the report.
  4. Click Done.

ClosedTo Delete a Report from a Series of Reports

Use this option to delete one or more reports from the series of reports, but not the entire series of reports.

  1. Click the Series ID for the series of reports from which you want to delete one or more reports.
  2. Click Delete   for the report you want to delete. The report is deleted from the list of reports in the grid.
  3. Click Save.

ClosedTo Delete a Series of Reports

  1. Click the Delete icon for the series you want to delete. A confirmation message appears.
  2. Click Confirm Delete.

See Also

Add/Edit Series

Series of Reports Associated Pages