Report Setup Overview
The tabular format of the Report Setup form makes it easy to design custom reports. Additionally, the system provides default reports that can be used instead of designing new ones. Use the various tabs on this form to identify the columns in the report, decide the look of the report, filter data, designate report options, and much more.
Note: If you changed the size of a form or modified the columns in a table, you can restore any form back to its original system layout or re-size any form back to its original default size by right-clicking on the form and selecting Restore Form Layout or Resize Form. You can also access the Options>Customize Workstation Settings form by right-clicking on the form and selecting Customize Workstation.
Report Numbers
All reports with non-currency numbers follow the formatting set up in the computer's regional settings (Start>Settings>Control Panel>Regional Options or Regions). However, currency fields follow the settings entered by the Administrator from Organization>Currency Setup. User defined fields do not show commas, but use the regional decimal place.
Use the Currency Setup form to change the Report Decimal and Report Grouping Symbols. Use Regional Options to change all other decimal and grouping symbols (such as the period and comma), found throughout the system.
Report Buttons
The buttons at the top of the form access additional forms used to print, view, and copy the report. For more information, see Report Setup Buttons.
Report Tabs
Click any of the tabs to receive more information about. . .