Open topic with navigation
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
Grid 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
To Add a Series of Reports
- Click Add
Series. The series tab displays.
- Use the Add/Edit
Series Fields list to complete
the page.
- Click Save.
The setup tab displays again.
To Change the Order the Reports in the Series
NOTE that a series
must be saved before it can be edited.
- Click the Series
ID link for the series you want to edit. The Add/Edit page appears.
- Click the link
in the Order column for a report you no longer want in that location.
The Add Report pop-up opens.
- Select the report
you want to put in place of the other report.
- Click Done.
To Edit a Prompt for a Series of Reports
- Click the Series
ID link for the series you want to edit. The Add/Edit page appears.
- Click the Prompts
button for
the report you want to edit. The Edit Default Prompts pop-up for that
report opens.
- Edit the prompts
for the report.
- Click Done.
To 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.
- Click the Series
ID for the series of reports from which you want to delete one or more
reports.
- Click Delete
for the report you want to delete. The report is deleted
from the list of reports in the grid.
- Click Save.
To Delete a Series of Reports
- Click the Delete
icon for the series you want to delete. A confirmation
message appears.
- Click Confirm
Delete.
See Also
Add/Edit
Series
Series
of Reports Associated Pages