Difference between revisions of "Save RS Options"

Revision as of 13:26, 16 January 2025

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.

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, and select a form from the "Form to Use" dropdown:

Note: Naming your report a non-duplicate name will make it more easily identifiable when creating report sets in the future.

@@ Line 19: / Line 19: @@
 ''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:
+'''STEP 2:'''  Enter a name for your report in the "Report Name" field, and select a form from the "Form to Use" dropdown:
 [[File:Screenshot_2025-01-16_132013.png]]
+''Note: Naming your report a non-duplicate name will make it more easily identifiable when creating report sets in the future.''
 [[Category:Workflow Routing]]