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The Specify Report Criteria page displays for reports that require you to input information before a report can be generated. For example, if you are generating a report of transactions, this page might appear to prompt you for a list of instrument types to include on the report. The report would then generate, including only transactions for the instrument types you selected. The criteria prompts that appear on this page are different for each report you generate.
After you enter the report criteria on this page, press Show Report to generate the report, or press Return to cancel the report generation and return to the Standard Reports Listing page or Custom Reports Listing page.
The following options are available in the Report Criteria page:
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Field/Button |
Description |
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Save As |
This button acts as Save, Save as Standard, and Create a Copy function. Selecting this button opens the Save As page. |
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Edit |
Allows the user to edit the report. Note: Displays only for custom reports. |
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Delete |
Selecting this button deletes the report. Note: This button is displayed based on user security. |
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Close |
Selecting this button displays the Standard / Custom Reports List page. |
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Show Report |
This button runs the report using the criteria specified and displays it for viewing. |
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Cancel |
This button closes the Report Criteria page and displays the Standard /Custom Reports List page. |
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Clicking this button will collapse or expand Report Criteria section where the user may be prompted (depending on report) to specify additional report criteria. |
