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Saved Reports Tab

Make the following menu selections to appear this page:

Reports—Saved Reports

Use this tab print or delete reports previously saved to your database.

ClosedTo Print a Saved Report

  1. Use the grid to locate the report to print.
  2. Select the Display icon Display icon to display the report on screen. Refer to the report details section for individual reports for field definitions.
  3. Use the viewer options to view, print, or save (download) the report.

Grid Fields

ClosedGrid Fields

Grid Fields

Save Date

The date the report was saved.

User

The user who saved the report.

Report Name

The name of the report that was saved.

Properties

Shows the properties that the report runs for.

As of Date

The date that the report was last saved to the database.

Display

Click the Display icon Display icon to display the saved report.

Delete

Use the Delete Delete icon button to delete a calendar. Refer to the delete instructions later in this topic.

ClosedTo Delete a Saved Report

  1. On the grid, locate the report you want to delete.
  2. Click the Delete icon Delete icon.
  3. Click OK to confirm. The report is deleted.

Setup—Policies—Global Policies—View, Print, Wait

Global policies must be selected for any series of reports that you want to have saved to the Saved Reports grid.

Autosave BOD series of reports.

Autosave EOD series of reports.

Autosave PAME series of reports.

Autosave AME series of reports.

Autosave Transfer to G/L report.

Autosave Calculate SDI series of report.

See Also

Reports Overview

Report Printing Options

Select Properties

 

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