Customizing Report Parameters

Each report page contains options to refine the report, as well as sort and filter the displays in order to customize the report based on your business requirements.

Each report is designed for general use and has it's default report parameters and report options set to what is typically used. Each standard report can be customized by changing the report parameters and report options, then saving as a new parameter in the parameter list. Several parameters can be created and saved to the parameter list for the same report. You can set one of the parameters in the parameters list as the default. Each report screen will display to the user with the default parameter and the user can optionally select another parameter from the parameter list to run another version of the report.

To create a custom parameter:

  1. Select Administration > Reports.
  2. Select the module and report to generate. The report parameters for the selected report are displayed.
  3. In the Report Parameters section, specify the parameters as necessary. Each report contains different parameters.
  4. In the Report Options section, specify the reporting options as necessary. Each report contains different options.
  5. Click Save . The Parameter List window is displayed.
  6. Specify this information:
    Name
    Specify a name for the report parameter list.
    Parameter List Description
    The description of parameter list for the current report screen.
    Default
    Check to save the parameter list as your default for the selected report.