Scheduling Reports / Adding or Editing a Report Package |
The Information page of the Add/Edit Report dialog box lets you specify basic information for the report such as the name and format.
Field |
Description |
---|---|
Enabled |
Make sure this check box is checked to enable the report. If you later decide to disable the report, you can uncheck the Enabled check box. |
Report Name |
Click Select to select a report from a list. |
Report Output Filename |
Enter the name of the report output file (up to 100 characters). The name you specify also appears in the report list in the email sent to recipients. |
Notes for Report Recipient |
Enter brief notes (up to 200 characters) for the intended recipients describing how to read and understand the report. |
Export only if data exists |
Check this option to generate an output file only if data exists for the specified parameters. |
Format |
Select either PDF (Adobe Acrobat) or RTF (Microsoft Word - Rich Text Format). For reports from the Export Data category, you must select CSV (Comma-Separated Values) format. |