Difference between revisions of "Save RS Options"
From Adjutant Wiki
| Line 3: | Line 3: | ||
===General Information=== | ===General Information=== | ||
| − | '''Default Menu Location''': | + | '''Default Menu Location''': Reports >> Any Report >> Save RS Options |
| − | '''Screen Name''': | + | '''Screen Name''': Save Report Options |
'''Function:''' This screen is used to create and edit report sets. | '''Function:''' This screen is used to create and edit report sets. | ||
| Line 11: | Line 11: | ||
===How to Save Report Set Options=== | ===How to Save Report Set Options=== | ||
| − | '''STEP 1:''' Fill out report filters that should be used when running report (Eg. Ap Invoice Report): | + | '''STEP 1:''' Fill out report filters that should be used when running report (Eg. Ap Invoice Report): |
[[File:Screenshot_2025-01-16_131001.png]] | [[File:Screenshot_2025-01-16_131001.png]] | ||
| Line 19: | Line 19: | ||
''Note: To run the report with a static date range, enter the start and end date on the filters.'' | ''Note: To run the report with a static date range, enter the start and end date on the filters.'' | ||
| − | '''STEP 2:''' | + | '''STEP 2:''' Enter a name for your report in the "Report Name field: |
[[File:Screenshot_2025-01-16_131500.png]] | [[File:Screenshot_2025-01-16_131500.png]] | ||
[[Category:Workflow Routing]] | [[Category:Workflow Routing]] | ||
Revision as of 13:17, 16 January 2025
General Information
Default Menu Location: Reports >> Any Report >> Save RS Options
Screen Name: Save Report Options
Function: This screen is used to create and edit report sets.
How to Save Report Set Options
STEP 1: Fill out report filters that should be used when running report (Eg. Ap Invoice Report):
When filters have been selected, click the "Save RS Options" button
Note: To run the report with a static date range, enter the start and end date on the filters.
STEP 2: Enter a name for your report in the "Report Name field:
