Enter common fields information

The Report Name, Report Category and Report Sub-Category fields are common to all tabs of the Reports.

Field Description

Report Name

Enter a name for the Report. The name entered here is displayed in the Reports menu.

Report Category

  1. Select a category for the Report. This is displayed in the Reports menu.
  2. Select New to define a subcategory within the report category.

    The Periodic Report Category dialog box is displayed.

  3. Enter a category name in Category and click OK.
  4. The category is entered in the Report Category drop-down list.

Report Sub Category

  1. Select a subcategory for the report.
  2. Select New to define a subcategory within the report sub-category.

    The Periodic Report Category dialog box is displayed.

  3. Enter a category name in Category and click OK.
  4. The category is entered in the Report Sub-Category drop-down list.