Report Settings

The Report Settings form is used to customize the selected report and and its criteria, which fills in those options in the Report Criteria form.  The first thing you should notice at the top of this form is that it is a two tabbed form.  This helps group the report settings information better showing you general information in the Settings tab and all criteria information in the Criteria tab.  It is like having two forms connected together for each report setting.

This form can be used to add or edit records in the report settings form.  To add new reports settings , simply click the New button at the top of this form.  If you need to edit existing report settings, just select the record you want to edit and make any necessary changes to the fields for that record.  For complete details on all the field descriptions for this form and a step by step guide on how to enter new report settings, see Adding Report Settings.

This form has Invoice Report option, a feature that you can set whether or not you would want to make this as your Official Invoice report.  The default Invoice report is the Official Invoice report. Only one report can be assigned as the official invoice report at a time. If you need to assign this property to your custom report, simply check the Invoice Report checkbox. After assigning this property to your custom report or any other report, the checkbox from the default Invoice report will be unchecked automatically.  See Knowing an invoice has been printed already.

The record navigation buttons at the bottom of the form are used to move from one report setting to another.  It also displays how many records are in the report setting form and what record you are currently on.  Clicking on one of the four buttons will navigate you through your existing data.  You may use the Find button to find a specific record.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new report setting to be added.

The Find button will enable you to Find report settings.

The Delete button will delete the selected report settings.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Preview button will open the Report Criteria form where you can enter criteria to filter the selected report.

The Close button will close the Report Settings form.

Press F1 or click F1-Help button in the Status bar for help on how to use the  Report Settings form.