check boxes (unlabeled)

Click the check box next to each Investor or Partnership you want to select. The selection is updated immediately.

The selected Investors or Partnerships can be:

...used as selection criteria when running a report; or

...saved as a saved selection. A saved selection is a group of selections that can be stored, recalled or deleted.

ID / Description

The read-only ID and description of each Investor or Partnership available for selection in the grid.

(blank "saved selection") lookup field

Enter a saved selection name to work with. When you enter a name in this field, you can:

store a group of currently selected Investors or Partnerships under the name that you enter into this field  - when you then click the Store Selections button.

recall a group of Investors or Partnerships that were stored previously in the system with the name - when you click the Recall Selection button.

change the Investors or Partnerships stored under the name when you select different Investors or Partnerships - and then click the Store Selections button.

delete the name and associated group of Investors or Partnerships - when you click the Delete Saved Selection button.

open the Select Saved Selection pop-up window and then select an existing selection name - when you click the lookup icon .

For additional information, refer to the button descriptions below.

Recall Selection (button)

Click the button to update the list in the grid with the selections from a saved selection. This becomes the current selection. The name currently showing in the (saved selection) lookup field determines which saved selection is recalled.

Store Selections (button)

Click the button to store the current selection(s) showing in the grid with the saved selection name  that is currently showing in the (saved selection) lookup field.

If the name already exists then the saved selections for that name are replaced.

If the name does not exist, then the saved selections are added.

Delete Saved Selection (button)

Enter a saved selection name into the (saved selection) lookup field  and then click Delete Saved Selection to delete a stored saved selection .

Done

Click the Done button to exit the form.

1. From the menu, select Reports—Partnership Reports—(and then select a report) .
2. From the report form (where you select the criteria to run a report), click Select Investors or Select Partnerships.
3. For each Investor or Partnership you want to work with, select the check box. Or, to select all, click the Select All / None check box in the grid header. Changes to your selections are posted immediately.
4. Click Done.

1. From the menu, select Reports—Partnership Reports—(and then select a report).
2. From the report form (where you select the criteria to run a report), click Select Investors or Select Partnerships.
3. Select the Investors or Partnerships that you want to store. Check individual boxes or click the Select All / None check box in the grid header.
4. Enter a selection name into the saved selection (blank) field in the header and then click Store Selection. This adds a new, or updates an existing, saved selection using the name you entered in the field—with the Investors or Partnerships that are currently selected.
5. Click Done.

1. From the menu, select Reports—Partnership Reports—(and then select a report).
2. From the report form (where you select the criteria to run a report), click Select Investors or Select Partnership
3. Click the lookup icon  . The Select Saved Selection pop-up opens.
4. Click a saved selection in the grid. The pop-up closes and you are returned to the grid. The saved selection name appears in the lookup field.
5. Click Recall Selection to apply the saved selection as the current selection. Changes to your selections are posted immediately.
6. Click Done.

1. From the menu, select Reports—Partnership Reports—(and then select a report).
2. Click the Select Investors or Select Partnerships button.
3. Click the lookup icon  . The Select Saved Selection pop-up opens.
4. Click a saved selection in the grid. The pop-up closes and you are returned to the grid. The saved selection name appears in the saved selection field.
5. Press Delete Saved Selection to delete the saved selection listed in the saved selection field. The saved selection name and associated group of Investors or Partnerships is deleted.

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.