Setup Questions Series of Reports

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

Print this topic—one set of questions for each series you want to add.
Confirm that you have read the setup details on the topic.
Answer each of the questions on this page.
Enter a response.
Use your answers to set up each series you want to add.

Questions for Series of Reports

These setup questions can be used for setting up a series of reports for eFinancials or for Job Cost.

Series ID

What ID do I want to use for this series of reports?

Enter an ID: ____________________________________

Description

What description do I want to use for this series of reports?

Enter a description: ______________________________

Report in this series

What reports do I want to include in this series of reports?

Enter report names:

______________________________________________

Navigation

Series of Reports - eFinancials

Series of Reports - Job Cost