Miscellaneous Report Generator

OBJECTIVE

The Miscellaneous Report Generator is used to create and add to the customizable predefined system reports based on the specific requirements of the user.

NOTE: This option is a basic tool for creating miscellaneous reports. You can also create new reports from text documents or modify existing reports if the Miscellaneous Report Generator does not meet all your needs.

PREREQUISITE 

N/A

PROCEDURE 

To create a report:

  1. Enter the required information in the Detail tab:

Field

Description

  • Extension

Report number.

NOTE: On saving, the prefix 8 is added to the specified extension. Series 8000 reports are those created by users.

  • Title

Title of the report.

  1. Select the variables for the report.

NOTE: To select a variable, go to the desired variable and click the left mouse button while holding it down. Drag the selected variable to the grid on the left. Release the button to free the variable.

  1. Determine the characteristics of each of the variables:

Field

Description

  • Variable / Formula

Name of the variable from the list of variables.

NOTE: You can insert a calculated amount; the result between two available variables. Drag the first variable of the equation, drag the second and select an operator.

  • Title

Text that describes the variable to be printed on the report.

  • Format

Format of the variable.

NOTE: A default format is determined for each of the variables. It can be modified to suit your requirements.

  • Total

If the box is checked, displays a total for the variable on the report.

NOTE: You can delete all of the variables from the grid by clicking the Clear the variable grid icon.

  1. Click Save.

See also:

Miscellaneous Reports