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The New Report/Edit Report, Step 3 page allows you to specify details about the report, such as a name, description, and category, as well as whether the report should be saved as a standard report or a custom report. This page displays when you press Next Step from the New Report/Edit Report, Step 2 - Report Preview page.
The fields and controls contained in the New Report/Edit Report, Step 3 - Finalise Report page are described below. All information is required.
| Field/Control | Description |
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Report Name |
The name of the report. For example, Transactions by Month. This field can contain up to 35 characters. |
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Description |
The description of the report. This field can contain up to 35 characters. |
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Standard Report (available to all users) |
Select this option if you want the report to be saved as a standard report. A standard report is available to everyone in your organisation and its subsidiaries, from the Standard Reports Listing page. You must also select a category for the report from the Standard Report Category drop-down list. To specify, select a category from the drop-down list. Examples of categories include Liability, Payments and Charges, Activity-Production, Diary, Maintenance-Audit. |
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Custom Report (available only to users in your organisation) |
Select this option if you want the report to be saved as a custom report. A custom report is available only to users in your organisation, from the Custom Reports Listing page. The category of the report. To specify, select a category from the drop-down list. Examples of categories include Liability, Payments and Charges, Activity-Production, Diary, Maintenance-Audit. |
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Previous Step |
Displays the New Report/Edit Report, Step 2 - Report Preview page, which provides a preview of the content and formatting of the report. |
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Save |
Saves the new or edited report and redisplays the Custom Reports Listing or the Standard Reports Listing page, depending on the type of report. |
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Cancel |
Cancels the creation or modification of the report and redisplays the Custom Reports Listing or the Standard Reports Listing page. |