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Setup Series (of Reports) Tab - eFinancials

Make the following menu selections to display this tab:

eFinancials—Setup—Reports—Series of Reports

Use this tab 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

ClosedFields

The following fields and buttons appear on the tab.

Add Series

Use this button to add a series of reports.

Find

This field defaults to Series ID; however, if you click any underlined grid column title, the field label changes to reflect your selection. You can then search for entries based on the field label. For example, if you know the series description, click the Description column title and the find field label changes to Find Description.

Enter the first few letters or numbers to search for (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Go

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Series ID

The series of reports identification that appears on lists and in reports. Click this column title to sort the and change the Find field. Click an identification link to display the Series tab.

Description

The description of the series of reports that appears on lists and in reports. Click this column title to sort the and change the Find field.

Delete

Click the Delete icon to delete a series of reports.

For detailed field descriptions for the Add/Edit Series tab, refer to:

Add/Edit Series Tab

 

Add/Edit Fields

Procedures

ClosedTo Add a Series of Reports

  1. Click Add Series. The series tab displays.
  2. Use the Series Tab field list to complete the tab.
  3. Click Save. The setup tab displays again.

ClosedTo Edit a Series of Reports

  1. Click the Series ID link for the series you want to edit. The series of reports tab displays.
  2. Use the Series Tab field list to edit the tab.
  3. At Report in this series, use the Move Up, Move Down, and Delete buttons to move or delete reports in the series.
  4. Click Save. The setup tab displays again.

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. The Series Tab displays.
  2. At Reports in this series, click the report you want to delete.
  3. Click Delete. The report is deleted from the list of reports in the Reports in this series field.
  4. Click Save.

ClosedTo Delete a Series of Reports

  1. Click the Delete icon for the series you want to delete. The series of reports tab displays.
  2. Click Confirm Delete. The setup tab displays again.

See Also

Add/Edit Series Tab

Series of Reports Associated Pages

 

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