Run a report

Regardless of the interface you see when you run a report, the steps are similar. To get specific steps, open the report’s page and press F1.

To run a report

1. Open the report’s page.

2. Select the information to show and how to show it:

   a. In the Selection list, select the information to include in the report.

   b. In the Sort Order list, select how to sort the report.

   c. In the Copy list, select the copy to generate, if the report has multiple copies.

   For example, for an accounts receivable report, the choices might be All Copies, Accounting Copy, and Vendor Copy.

   d. In the Layout list, select the report’s layout, if the report has multiple layouts.

   e. In the Parameters list, select the parameter to use, if required.

   Selecting a parameter set changes all your other choices on this page. To save parameter sets, see the **.

   f. For reports that use the General Ledger Report Parameters Interface:

   • In the Rounding and Negative fields, select how to round and show negative numbers.

   • In the Include fields, select the columns to include.

     To include a column, select its check box.

3. Select how much information to include in the report:

   a. If the Date Range area is displayed, type a range of dates to include on the report.

   Leave theFrom and To fields blank to include all dates.

   In theFill Dates list, select the appropriate option to use a predefined range of dates.

   b. If the Sort Range list is displayed, select the range of information to include in the report:

   • Click Single and type a value in the From field, to include only one item.

   • Click Range and type the first and last values in the From and To fields, to include a range of items.

   • Click All to include all items.

   The kind of information to include is displayed in theSort On field.

   c. If the Advanced Filter button is enabled, click it to further limit the information to include.

   For more information, see the **.

   d. Select the Summary check box, if it is displayed, to generate only a summary of the report’s information.

4. Click Printer Setup, to select printer settings.

5. If the Other Variables section is displayed, specify appropriate values.

6. On the Toolbar, click one of the output options to generate the report.

   If a specific printer is set up to be used for a report copy and if the workstation does not have access to that printer, the error message,Unable to print. The printer is not listed as an available printer on the workstation. Would you like to use the workstation’s default printer? appears while trying to print a report for that copy. Click Yes to use the default printer to print the report copy. Click No to abort printing the report copy. If all copies are being printed, clicking No will try to print the next report copy.

   If no printers are added to the workstation, the error message,No printers are installed. appears while trying to print a report. Add a printer to the workstation, set up the report printer settings to use the added printer, and then retry printing the report.

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