Report Setting
Enter a report setting, or click the Lookup
button to list all report settings. The Standard report setting provides
a set of default options, sort criteria, and selection criteria for each
report.
Description
This field displays the description for the
selected report setting. Enter a description that describes the output
of the report. The description can be up to 60 characters.
Type
This field displays the type of access assigned
to the report setting. A Public report setting allows access to all users.
This includes the ability to access, modify, save, print, and delete the
report setting; however, the Standard report setting cannot be deleted.
This field can only be viewed.
Default Report
Select this check box to set the current report
setting as the default report setting. The default report setting is the
first report setting displayed when the report is accessed. Clear this
check box if you do not want this report setting to be the default.
When a default report setting is not selected,
the Report Setting field displays the Standard report setting.
Print Report Settings
Select this check box to print the options,
sort criteria, and selection criteria for the selected report setting.
This information prints on a separate cover page when the report is printed.
Clear this check box if you do not want to print the report settings.
Three Hole Punch
Select this check box to print the report with
a larger margin. This allows enough space for you to three-hole punch
the report. Clear this check box if you do not want a larger margin for
this purpose.
Number of Copies
Select the number of copies to print.
Collated
Select this check box to print each copy of
the report or form in proper binding order when printing multiple copies.
Clear this check box if you do not want to collate the report or form.
This check box is available only if the value selected in the Number of
Copies field is greater than 1.
Sort Report By
Select an option for sorting the report.
Item
Types to Print
Select one or more check boxes corresponding
to the item types to print, or select the All Types check box to print
all item types. Clear the check boxes corresponding to the item types
to exclude from the report.
Print
History Information
Select this check box to print the item history
detail, including period, year-to-date, and prior-year information selected
in the Fiscal Year field and accounting period selected in the Accounting
Period field. Clear this check box if you do not want to print the item
history information for the fiscal year selected. This field is available
only if an option other than the Comments check box is selected in the
Item Types to Print section.
Fiscal
Year
Select the fiscal year for printing the history
information. This field defaults to the current fiscal year selected in
the Current Fiscal Year field in General
Ledger Options. This field is available only if an option other than
the Comments check box is selected in the Item Types to Print section.
Accounting
Period
Select the accounting period to print the report
for. This field defaults to the current period defined in General
Ledger Options if the report is printed from the Common Information
or Bill of Materials module. If the report is printed from the Account
Receivable, Sales Order, or Purchase Order module, this field defaults
to the current period defined in that module's setup window. This field
is available only if an option other than the Comments check box is selected
in the Item Types to Print section.
Print Comments
Select the type of comments to print.
-
Select
Full to print the entire comment entered on the Lines tab of the applicable
data entry window.
-
Select
Partial to print only the first 100 characters of the comment entered
on the Lines tab.
-
Select
None if you do not want to print Lines tab comments.
This field is available only if the Comments check box is selected in
the Item Types to Print section.
Print
G/L Accounts
Select this check box to print general ledger
account information for miscellaneous item codes and charge items. Clear
this check box if you do not want to print general ledger account information.
This field is available only if an option other than the Comments check
box is selected in the Item Types to Print field.
Print
Extended Descriptions
Select this check box to print extended descriptions.
Clear this check box if you do not want to print extended descriptions.
Print
Internet Item Information
Select this check box to include Internet item
information on the listing, such as thumbnail images, attachment information,
and Internet item descriptions. Clear this check box to exclude Internet
item information from the listing. This field is available only if the
eBusiness Manager module is installed and an option other than the Comments
check box is selected in the Item Types to Print section.
Allow
Use in Module
Select a module check box to print the miscellaneous
items, charges, and/or comment codes that can be used in that module.
Select the All Modules check box to print the miscellaneous items, charges,
and/or comment codes for all modules. Clear the check boxes for modules
to exclude from the listing. Each module check box is available only if
that module is installed.
Print
Internet Items Only
Select this check box to include only Internet-enabled
items on the listing. Clear this check box to list all items on the listing.
This field is available only if the eBusiness Manager module is installed
and the Comments check box is cleared.
Operand
Select an operand to limit your selection to
a particular value or range of values. When selecting a value using the
Lookup button or entering a value directly into the Value field (and moving
out of the field), the operand automatically changes to Equal to. Likewise,
when selecting a value using the Lookup button for a range or entering
values directly into both Value fields, the operand automatically changes
to Range.
The following operands are available:
| All
|
Selects all
information for the Select Field.
|
| Begins with |
Selects only the
information for the Select Field that begins with the value entered
in the Value field. |
| Ends with |
Selects only the
information for the Select Field that ends with the value entered
in the Value field. |
| Contains |
Selects only the
information for the Select Field that contains the value entered
in the Value field. |
| Less than |
Selects only the
information for the Select Field that is less than, but not equal
to, the value entered in the Value field. |
| Greater than |
Selects only the
information for the Select Field that is greater than or equal
to the value entered in the Value field. |
|
Range
|
When Range is
selected, two Value fields are used. Information is selected that
is greater than or equal to the first value entered and less than
or equal to the second value entered in the Value fields.
Note Entries in the "From"
Value field may change to the entry made in the "To"
Value field, if the "From" Value contains a lowercase
letter and the "To" Value contains an uppercase letter.
This occurs because lowercase letters are greater than uppercase
letters. For example, if 01a is entered in the "From"
Value field and 01C is entered in the "To" Value field,
the "From" Value field changes to 01C.
|
|
Equal to
|
Selects only the
information for the Select Field that is equal to the value entered
in the Value field.
|
|
Not Equal to
|
Selects only the
information for the Select Field that is not equal to the value
entered in the Value field.
|
Additional operands are available for date
Select fields. The system date is used to calculate the date ranges. When
one of the date operands is selected, the Value fields automatically default
to the appropriate dates.
You can use commas (,) to separate multiple
values; however, if your selection values already contain commas, you
must use alternate separators to separate them.
Note When alternate
separators are used, the value list must end with the alternate separator
character.
The alternate separators include the following:
~ ! @ # $ % ^ & * ( ) = [ ] \ ; "
/ _ + { } | : < > ?
Note If you
enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST), then you must enclose the value with an alternate
separator (for example, %01-SAGE,WEST%). Because the comma
is a separator, if the value is not enclosed in alternate separators,
the system can search for two incorrect values (for example, "01-SAGE"
and "WEST", instead of "01-SAGE,WEST").
If your company uses commas in item codes,
use an alternate separator to select one or multiple item codes.
Value
Enter a value based on the operand entered,
or click the Lookup or Calendar button to select a value from the list.
Multiple values can be entered by using a comma or alternate separators
to separate values.
You can enter single or multiple values as
follows:
| All |
Selects all information
for the Select Field. |
|
Begins with
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
|
Ends with
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
|
Contains
|
Multiple values
are separated by a comma or alternate separator. An OR condition
is assumed.
|
| Less than |
Only single values
are allowed. |
| Greater than |
Only single values
are allowed. |
| Range |
Both Value fields
are used to define a range. Only single values are allowed at
each Value field. |
| Equal to |
Multiple values are
separated by a comma or alternate separator. An OR condition is
assumed. |
|
Not Equal to
|
Multiple values
are separated by a comma or alternate separator. An AND condition
is assumed.
|
Note If you
enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST), then you must enclose the value with an alternate
separator (for example, %01-SAGE,WEST%). Because the comma
is a separator, if the value is not enclosed in alternate separators,
the system can search for two incorrect values (for example, "01-SAGE"
and "WEST", instead of "01-SAGE,WEST").
Printer/Output
Select a printer or output method. The following
output methods are available:
-
Select
Deferred to save the report or listing to your hard drive for printing
at a future time using Deferred
Printing.
-
Select
Export to export to a file type, such as PDF or Excel. The file can
then be saved to your hard drive.
-
Select
Data Only Export to export only the data portion of the report (excluding
header information) to a file type, such as PDF or Excel. The file
can then be saved to your hard drive or e-mailed.
Note
This option is available only if the report or listing contains header
information.
-
Select
Office Merge to export data to a Microsoft Word or Excel template.
For more information, see Office
Template Manager.
-
Select
Paperless Office to e-mail, fax, or print the report as a PDF document.
When you select this option and click Print, the Paperless
Office Selection window appears and allows you to define recipient
and message options.
Keep Window Open After Print
Select this check box to keep this window open
after you print. Clear this check box if you want this window to close
automatically after you print.
Note The selection for
this check box is set by user and workstation.
Keep Window Open After Preview
Select this check box to keep this window open
after you preview the report or form. Clear this check box if you want
this window to automatically close after you preview the report or form.
Note The selection for
this check box is set by user and workstation.
Miscellaneous
Item Listing
