Overview
| Panel | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||||||||
|
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
| Name | Read-only (Pulled from system Reports) | Yes | The name of the report folders and the reports housed in the folder. |
| Description | Read-only (Pulled from system Reports) | Yes | The high-level description of the report. |
| Category | Read-only (Pulled from system Reports) | Yes | The category classification of the report. The available categories include: Financial, Aging, Productivity, Management, Third Party, and System. |
| Created At | Read-only (Pulled from system Reports) | Yes | The date the report was created. Field is only populated for saved reports, not system reports. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides | ||
|---|---|---|---|---|---|
| Run | [Alt] + [R] | To execute a report from the list of reports. | Running Reports | ||
| Delete | [Alt] + [D] | To delete a report from a folder.
|
|