Report functions and most update functions are batch processes that run on the server without user interaction. They are executed from the menus or the command line the same way forms are. While they are running on the server, you are able to continue your other work.

Report Launch Screen#

Prior to launching a report or an update process, you must provide parameters, filters and run options that control the processing. This is done through a standard parameter form. The content of this form varies depending on the function.

Report Criteria#

The REPORT CRITERIA tab is organized into two sections - Report Parameters and Report Filters.

The Report Parameter section provides details that affect the processing such as toggles, print options, processing dates, etc. The Report Filters section provides selection criteria that specify which records should be included in the processing. If you leave a filter field blank, no filtering will be done on that information and you will get all of the records that would otherwise . If you specify one or more values in a filter field, processing will be restricted to the records that match. Parameter form fields are entered just like fields on other forms. Some fields have pull down lists of values; others have popup lists or calendars. Mandatory fields are highlighted with yellow.

Most report filters support multiple values. The icon at the end of the field pops up a list window that lets you pick the codes you want. Use the right arrow to move the codes you want to the right hand box. Leave the codes that you do not want in the left hand box. The double arrows more all codes at once. To reduce the size of the list of codes, you can enter a partial code in the field at the top. The list will be restricted to codes that match. When you click OK, the selected codes (in the right hand box) are put back in the field in a list separated by semicolons.

Parameter Sets#

If you frequently use the same report criteria, you can save the report criteria in a named parameter set. To do this, enter the criteria then click the Save Parameter Set button at the top of the parameter form.

Parameter Set names should not contain any spaces or special characters such as !, @, #, $, %, ^, &, *, ?, /, \, etc. Dashes (-) and underscores (_) are allowed.

You may save as many parameter sets as you want under different names. To reuse a saved parameter set, click the Get Parameter Set button at the top of the parameter form. Obtain a listing of the previously saved parameter sets and select the one you want to use.

Report List#

To confirm that your filters are correct, click the View Report List button on the top of the parameter form. You will be presented with a list of the records that qualify for processing. To close the list, click OK. If you do not see the records you expect, check your filters.

Run Options#

In addition to the parameters, there are also options that can be used to define how/when and where the report will run

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Notes #

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