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The Report screen helps create reports based on report templates.
Opening the Report Screen - Click here to expand...
- From the Administration menu, select Report Management then Report.
- From the sidebar, select Report then Report.
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How to Add a Report - Click here to expand...
- From the Category drop-down list, select the report category.
- From the Template drop-down list, select the report template.
- Click the New button. The Report dialog will be displayed.
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- Select a report template.
- Select a report category.
- Select a criteria method.
- Enter the name for the report.
- Click the Short Name Copy button () if the short name is to be the same as the name. OR Enter a short name.
- Select the Can Print? status
- Yes (default): The report can be printed.
- No: The report cannot be printed.
10. Select the Can Preview? status.
- Yes (default): The report can be previewed.
- No: The report cannot be previewed.
11.Select the Can Export? status. (Currently disabled)
12. Enter a description, if required.
13.Enter a permission name.
14. Select the Default status. (Currently disabled.
15. Enter the Base Selection Formula, if required.
16. Click the OK button. The Report dialog will close.