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To Add a Series

1. From the eSite menu, select Setup—Global—Series Setup.
2. From the Series Setup Grid, click Add Series.
3. Enter general series information on the Series Setup tab.
4. To add a report, click the Reports Tab and then click Add Report. Complete the fields in the report section of the tab and click OK. Click Add Report again as needed to add more reports.
5. Click Save.

See Also

Series Setup Overview

Series Setup Grid

Series Setup Tab

Reports Tab

To Edit a Series

To Delete a Series

To Add a Report to a Series

To Edit a Report in a Series

To Delete a Report from a Series

Setup Questions Series Setup

Series Setup Tab

Global Overview

Setup Sequence