Setup Report Tab

Follow the guidelines below to complete the fields on the Setup Report tab of the Report Definition window.

Items in this window

Item	Notes
Group	Use this field to select the group for which you want to run the report. You can select the Selected Assets option to run the report on only the assets you select in the Asset List. If you go to Asset Detail for the asset before you select the report from the Reports menu, you can run a report on that single asset. The group you select also determines the sort order of the report and whether the system uses subtotals. For more information, see Sort Criteria tab. The system displays a description of the selected group’s criteria and sort order underneath the field. You can override the sort order of the selected group with a new sort order on the Format Report tab. The system displays a message when you have overridden the group’s sort order.
Books	Use this field to select the book or books you want to include in the report. For most reports, you must select at least one book to include in the report.
[Select All] / [Unselect All]	Select this link to either select the check boxes for all available books or to clear the check boxes for all available books.
Date	Use this field to run the report for either the current reporting period or for a date that you select.
Current Reporting Period	Select this option button to run the report for the current reporting period. You can set the current reporting period for each book. If you select only one book, the system displays the current reporting period for that book. If you select more than one book with different current reporting periods, you can view the current reporting periods by selecting the Verify Run Date button.
Other Date	Select this option button if you want to run the report for a date other than the current reporting period. Enter the date for which you want to run the report in MM/DD/YYYY format. Select the down arrow to use the calendar to select the date. For most reports, this date must be the end of a period.
[Verify Run Date]	Select this button to display a window that allows you to view which period-end the date you entered falls within for each selected book. This button is unavailable if you have not entered a date in the Date field. For more information, see Verifying the Run Date for Each Book.
[Current Report Period]	Select this button to display a window that allows you to set the end date of the current reporting period.
Configuration	The options in this field allow you to specify what you want included in the report. The available options vary depending on which report you are running.
Extended Asset Description	Select this check box if you want the report to include the full 80-character asset description rather than the abbreviated version usually used for reports. The asset’s full description prints on a line above the asset’s other information. Selecting this check box doubles the size of the report.
Column Wrapping	Select this check box if you want text fields that exceed the column width to print on the next line(s), so that all of the data in the field is displayed on the report.
Asset Count	Select this check box if you want the system to display the number of assets on subtotal and total lines.
Subtotal Options	Use this field to determine how you want subtotals to display on the report.
Detail, Subtotals, and Totals	Select this option button if you want the report to display details about every asset included in the report in addition to subtotals and the grand total.
Send To	Use this field to specify where you want the system to send the report.
Window	Select this check box if you want to display the report on your computer screen in a report viewer. You must first select a default printer to display the report in the report viewer. After you display the report in the report viewer, you can print the report or export it to several different file formats.
Printer	Select this check box if you want to send the report to the default printer.