Report Display window

The Report Display window is where you view selected reports. From this window, you can also create and save a custom report.

Field Descriptions

Fields on the toolbar

Customize fields

Depending upon the report that’s displayed, one or more fields that allow you to customize the report may be available. Examples of the fields are: Date, Dated From/To and Aging Date.

Redisplay

If you’ve changed the settings in the customize fields, click Redisplay to update the report you are viewing.

View

Screen Report view—View the report using this viewing option if you want to resize the columns and rearrange the fields of the report.

■	The (^) marker at the top of a column indicates that a column can be resized. To resize a column move the cursor over the (^) marker. The cursor changes to a double arrow. Hold the mouse button down and drag the column to the size you want.

■	To move a field, move the cursor over the names of the fields. When the cursor changes to a hand icon, hold the mouse button down and drag the field into the place on the report you want.

Note that if you resize columns or rearrange the fields on a report, these changes won’t be saved unless you save the report as a custom report.

Print Preview view—View the report using this option to see how the report will look when printed.

Fields in the window

Print

Click to print the report.

Send To

Click to save the selected report as an Excel document or PDF. If you want to, you can email or fax it later.

Note that if you want to save the report as an Excel spreadsheet, you need to have OfficeLink installed.

Customize

Click to open the Report Customisation window, where you can customize the selected report.

Save As

If you generate a report regularly, you can save the report as a custom report. Click Save As, then enter a name and description for the custom report.

When you save a custom report, the filter settings and finishing options you select will be saved as well.

Close

Click to close the window.

Lock

This icon appears if User ID restrictions prevent some data from being displayed.

Tips for this window

Related Topics

■	Producing reports

■	Printing report batches

■	Customizing reports