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Add/Edit
Series Tab - eFinancials
Make the following menu selections to display this tab:
eFinancials—Setup—Reports—Series of
Reports—(Add/Edit)
This tab displays when you click Add
Series or click a series ID link on the Setup
Series tab. Use this tab to add or edit a series of reports.
Fields
Note
A red asterisk (*) indicates
a required field or selection.
Series ID *
Enter an identification for the series. This identification
appears on lists.
Description *
Enter a description for the series. This description
appears on lists.
Reports in this series
The reports displaying in this box have been selected
for this series. The box is empty when you are adding a new series.
(Select a report)
Select a report for the series using the drop-down
list.
Add Report
Select this button to add the report showing in
the (Select a report) field to the list in the
Reports in this series box.
Move Up
After you have several reports in the Reports
in this series field, use this button to reposition a report in
the list. Click a report in the Reports in this series
field to select it, and then select the Move Up
button to move the report up one position in the list.
Move Down
After you have several reports in the Reports
in this series field, use this button to reposition a report in
the list. Click a report in the Reports in this series
field to select it, and then select the Move Down
button to move the report down one position in the list.
Delete
After you have several reports in the Reports
in this series field, use this button to delete an individual report
in the list. Click a report in the Reports in this series
field to select it, and then select the Delete
button. The report is deleted from the list of reports in the Reports
in this series field. Note that you are deleting one report in
a series of report but not the series of reports.
Cancel
Click to exit without saving changes.
Save
Click to save changes.
See Also
Setup
Series of Reports
Series of Reports Associated
Pages