Add/Edit Series Tab - eFinancials

Make the following menu selections to display this tab:

eFinancials—Setup—Reports—Series of Reports—(Add/Edit)

This tab displays when you click Add Series or click a series ID link on the Setup Series tab. Use this tab to add or edit a series of reports.

ClosedFields

 Note

A red asterisk (*) indicates a required field or selection.

Series ID *

Enter an identification for the series. This identification appears on lists.

Description *

Enter a description for the series. This description appears on lists.

Reports in this series

The reports displaying in this box have been selected for this series. The box is empty when you are adding a new series.

(Select a report)

Select a report for the series using the drop-down list.

Add Report

Select this button to add the report showing in the (Select a report) field to the list in the Reports in this series box.

Move Up

After you have several reports in the Reports in this series field, use this button to reposition a report in the list. Click a report in the Reports in this series field to select it, and then select the Move Up button to move the report up one position in the list.

Move Down

After you have several reports in the Reports in this series field, use this button to reposition a report in the list. Click a report in the Reports in this series field to select it, and then select the Move Down button to move the report down one position in the list.

Delete

After you have several reports in the Reports in this series field, use this button to delete an individual report in the list. Click a report in the Reports in this series field to select it, and then select the Delete button. The report is deleted from the list of reports in the Reports in this series field. Note that you are deleting one report in a series of report but not the series of reports.

Cancel

Click to exit without saving changes.

Save

Click to save changes.

See Also

Setup Series of Reports

Series of Reports Associated Pages