Report Setup

Report Setup


     Date and custom options – This area of the Report Options tab will allow you to select the date or date range that you wish to run the report for.  Some reports will give you additional options here, like the ability to include all accounts or only those with balances etc.

 

2.       Selection Criteria – This is your filter.  You can select table fields to narrow your data (like an account number, journal, pay code etc).  You can double click on/under the word Column and add additional fields to filter by.  Then in the Value field you will enter the actual filter.    You can also set fields to title, total and page here.

 

 

3.       Report Order – This controls the order (sorting) of the report.  Common examples:  account number, date, vendor and employee.

 



1.       Some reports will have multiple sections.  You can select the various sections to edit by using the drop down.  You can also see if the report section is the proper width for the page.

2.       Columns – This area allows you to see which fields/columns will appear on the report and how the fields are formatted.

3.       Tasks - This area gives you the ability to select which fields/columns should appear on the report, the order/layout of the fields/columns and which line the data will appear on.

4.       Column tab – This area allows you to customize the format of a field/column.  You can change the line a field/column is on, the heading/title on the report (comma’s will allow you to wrap the title to multiple lines), the formatting or width of the field/column.



5.       Additional tab – This area allows you the ability to control the alignment of a field/column, some font and border settings and gives you the ability to total, count, both or neither for the a field/column.




Not every report will have a Segment Selections tab.

1.       The first part of the segment selection tab will show you the masking of your account numbers.  This may be used for additional filtering. (see #2 and 3)

 

2.       You can use the values in these two columns to filter your report to include or exclude account numbers by a segment of an account number.

 

3.       You can set a report to title, total or page by a section of an account number by checking the appropriate box.





1.       Output options:  You can now print, save or export any report.  Print is the default selected on all reports.  If you want to Save as (.pdf) or export (.csv for Excel) you will need to check the appropriate box(es).

2.       Close program after printing is the normal default for Connect reports.  If you preview a report with this box checked, the system tends to “hide” your previewed report in your task bar at the bottom of your screen.  When making multiple changes to a report, deselect this box so the report options will stay open after previewing.

3.       The “Use print profile values” box is also checked by default.  You will need to uncheck this box in order to change the printer, page setup, font, number of copies etc.

4.       If you have a printer that will print on both sides of a page you can set the Duplex box as a default on a report.