Overview
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Field Definitions
Field | Type | Required | Description |
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Criteria Section | Provides selection criteria to designate the information needed in your report. | ||
Type | Checkbox | No | The type of report. Options include:
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Output | Checkbox | No | The output of the report. Options include:
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Date Mode | Checkbox | No | The date mode of the report. Options include:
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Filter | Checkbox | No | Identify a filter option available in the report. Options include:
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Detail | Checkbox | No | Identify a field or piece of data available in the report. Options include:
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Reports Section | Provides access to reports that meet the specified information from the Criteria section. | ||
Name | Read-only (Pulled from system Reports) | Yes | The name of the report. |
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. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
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Search | [Alt] + [S] | To search for reports that include specific criteria. |
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Run | [Alt] + [R] | To execute a report. | Running Reports |