Save As Report Setting

CHRT OF ACCT-DEPT 01

Description

Type a description for the report setting. Up to 40 characters can be used.

Entry Sample

Chart of Accounts Report for Dept 01

Type

Select the report type option. If security is enabled, you can select Public, Private, or Read Only.

Public allows all users to access, change, and save the report setting.
Private allows only the user who creates the report setting to access it.
Read Only allows all users to access the report setting, but they cannot save changes to it.

If security is not enabled, this field defaults to Public and can only be viewed.

Default Report

Select this check box to set the report setting as the default when accessing the report window. Clear this check box if you do not want the report setting to be set as the default. This check box defaults to the same setting as the Default Report check box on the report window.

Always Use This Template

Select this check box to select an office merge template to always use with the report setting. In report windows, when you perform office merge using a report setting with this check box selected, the Office Template Manager window does not appear because the template is already selected in this window. Clear this check box if you do not want to set up the report setting to always use the same template.

Note This check box is cleared if a template is not entered in the Template field when the report setting is saved.

Template

Enter the office merge template to use with the report setting, or click the Lookup button to list all templates. This field is available only if the Always Use This Template check box is selected.