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Series of Reports Tab - eFinancials
Make the following menu selections to display this tab:
eFinancials—Reports—Series of
Reports
Use this tab to execute the printing of a series of reports.
Note
To print reports in a series (group) instead of individually,
using the Setup Series tab you can
create a "series of reports" by setting up a Series ID for any
group of reports you want to print together. You can also add, view, edit,
or delete a series of reports using the Setup
Series tab. Setting up reports to print in this way is optional.
To Print a Series of Reports
- From the Series of
Reports tab, click the Series ID Lookup icon
. The
displays.
- From the gird, click
the Series ID for which you want to print reports.
- Click Execute. The tab for the first report in the series
displays.
- Complete fields on
the tab, as applicable. Refer to the
for links to instructions for each of the reports.
- Click Print. The tab for the next report in the series
displays.
- Repeat the two previous
steps until you have finished making selections for all reports in the
series.
- The first page of
the first report displays on-screen in PDF format, or you are prompted
to open it or save it as an Excel file. For more information, refer to
.
- Use the PDF or Excel
print capabilities to print the reports.
See Also
Series
of Reports Associated Pages