Series Setup Tab

This tab appears when you select a report group from the Series Setup Grid. Use this tab to add or edit data for all of the reports in the group of reports.

The selections you make on this tab apply to all the reports in the group. You can make additional selections for individual reports in the group on the Reports tab.

Fields

Note

An asterisk (*) indicates a required field.

Report Group *

The next sequential number displays by default. Accept this default or enter another number. The value entered must be numeric. If not, an alert message displays.

Report groups 1–4 are hard-coded into the system. All others are added sequentially, starting with number 5, whenever you add a new series. After a number for a report group is added, the number cannot be edited.

Description *

Enter a description for the report group.

Group By

Select a group by option. The following selections are possible:

Report
Select this option to have the system group reports by report type. The system runs one report for each type of report and includes data for all properties.

Property
Select this option to have the system group reports by property. The system runs many reports of the same type and includes data for one property per report.

Ask
This selection is the default. Accept this default to have the system display a prompt that ask you how you want to group reports. This option give you more flexibility over the grouping; however, users must answer the question each time a group of reports runs.

Property Selection

Select properties by option. The following selections are possible:

Use selected properties at time series is run
This selection is the default. Accept this default to have the system use the properties which are selected at the time the series is run.

Use predefined selection
Select this option to have the system use properties listed in a predefined file; the file name is entered in the next field Prop. Sel. File Name.

Prop. Sel. File Name

The system enables this field only when you select Use predefined selection for the previous field Property Selection. Select a file name from the drop-down list to associate specific properties with the report group.

Default Copies

This field default to 1. Accept this default or enter another number if you need more copies of the group of reports.

Cover Pages

This option defaults as unchecked. Accept this default if you do not want the system to prompt you for a cover page. Click this option to add a checkmark if you want the system to prompt you for a cover page.