Setting Default Report Options
Whenever a
report is run in Data Plus you have the capability to save your report
selections and sorting options so that the same report can be quickly re-run
with this exact settings. Saving
default report options is a real time saver and guarantees that the same sort
and select options are being followed.
The following is an example using the General
Ledger Report.
Once you select
a report in Data Plus, you will be prompted to Run, Exit, Sort, or Select.
Choosing Select
will display the following selection criteria for the General Ledger
Report. In this example Property 30 is
selected as well as a range of departments from 1040 to 1050. Once the selections are made press OK
Choosing Sort
will display the following sort criteria for the General Ledger Report.
In this example
the General Ledger Report will sort by the department code.
Saving Defaults:
After selecting
and sorting the appropriate criteria to display on the General Ledger Report
click “OK”. On following screen click
“Options” and “Save Defaults”.
On the following screen, you will need to assign a name and
description for the report selections.
Then Click “OK” which will save and continue. In this example of the General Ledger Report, Property 30 is
selected and also departments 1040 and 1050.
The report will
also sort by department codes 1040 and first and then 1050.
After answering OK and then Run, the G/L report will print
with the specified sort and select options.
Getting Defaults:
Whenever you
wish to re-run the same report in Data Plus with the same exact selection and
sort criteria, simply choose “Options” and then “Get Defaults”
The stored
options list will appear where you can select the name of the option you
entered and saved. Highlight the name
and press select.
