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Procedure documentationDefining Report Macros

Procedure

To add or change the definition of a report macro:

  1. On the Main Menu, click Parameters Setup. The Parameters Setup menu appears.

  2. Click Report Macro Definition. The Report Macro Selection window appears.

  3. Do one of the following:

    • If you are changing the definition of an existing macro, click Display All, select the macro, and then click Open

    • If you are defining a new macro, click New.

    The Report Macro window appears.

  4. In the Description field, type up to 40 characters to describe the macro. This description will appear on the button for this macro on the Report Macro Selection Window.

  5. Do one of the following:

    • To modify the details for a report that is already included in the macro, click the row for the report

    • To add a report to the macro, click Add. A blank row appears.

  6. Complete the details for the report as follows:

    a) If you are including more than one report, under Order#, type a number to specify the order in which the report in the macro will be run.

    b) Under Report Name, select a report.

    c) Under Date Type, select a date or time period for which the report will be run.

    d) Under Report Type, where available, select an option to define additional criteria for the report.

    e) Under Dtl, to run the detail version of the report, check the check box where available. When this check box is blank, the summary report, if available, will be run.

    f) Under Copies, select the number of copies of the report that will be printed.

  7. For each additional report that you want to add or change, if any, repeat steps 5 and 6.

    Note Note

    To remove a report from the macro, click Remove.

    End of the note.

  8. Click Save. The macro is saved and the reports included in the macro are listed by Order#.