Saved Report Maintenance

Use Saved Report Maintenance to delete, modify, or create custom reports. Saved reports contain the search criteria used to generate a report from a QAD CSS module. Typically, users create saved reports directly from the report function. An administrator can then copy the report for other uses or modify the report criteria. This method is recommended so that you can generate the field list and field data automatically.

The menu location of Saved Report Maintenance is Home Menu|Administration Menu|Saved Report Maintenance.

Clicking the Saved Report Maintenance menu option displays the screen in Saved Report Maintenance.

Saved Report Maintenance

Saved Report Maintenance Navigation summarizes the contents of the Saved Report Maintenance navigation screen.

Saved Report Maintenance Navigation

 

Column	Search	Search Type	Sort	Description	Link
Saved Name	Y	Begins	Y	Unique alphanumeric name for a saved report.	Y
Module Name	Y	Begins	Y	Name of the QAD CSS module to which the report search criteria applies.	N
User	Y	Begins	Y	Unique identifier for the user allowed to access the report.	N

Related QAD CSS functions:

•	All QAD CSS reports

Adding a Saved Report Entry

The Add function of Saved Report Maintenance lets an administrator save a defined set of report search criteria.

Note: It is recommended that you save the search criteria for a report in the report navigation screen.

To create a new entry:

1	Click Add in the navigation window to display the edit screen in Add mode.

2	Enter data into the appropriate fields.

3	Click Save in the edit window to save the record.

Detail Saved Report Maintenance

Version

QAD CSS version for the saved report.

User Name

Unique identifier for a user. Only this user will be able to view this saved report from the report navigation screen.

Customer Number

Unique identifier for a customer associated with this user.

Module Name

Name of the calling page for the QAD CSS module this report will be run against.

Saved Name

Unique name for the saved report. Name must be no more than 25 characters long and cannot start with a number.

Field List

List the fields used for the search criteria, separated by commas. Do not enter spaces; for example, cust_from,cust_to.

Field Data

List the field search data, separated by commas, corresponding to the fields entered in Field List. If you do not want to limit the search for a particular field, do not enter any search data between the two commas; for example: 000001,,.

Clicking a command button executes one of the following actions:

•	Add saves the new record to the database. All required fields—indicated by alternate field color—must be populated prior to saving a record. Before saving, the system verifies that the record is unique and displays an error if it is not.

•	Cancel closes the window without adding the record.

After a report is saved, the saved name is added to the report navigation screen that corresponds to the QAD CSS module name. The saved report is only displayed for the user specified in the saved report.

Modifying a Saved Report Entry

The Modify function of Saved Report Maintenance lets an administrator modify existing saved report entries. Requirements for adding a record are the same as for editing a record.

To modify an entry:

1	Display the record to modify.

2	Click the Saved Name link in the row of the record to be modified. Clicking the link displays the edit screen.

3	Enter data into the appropriate fields. Fields that do not allow change are indicated by a second alternate color.

4	Click Save to commit the changes.

Copying a Saved Report Entry

The Copy function in Saved Report Maintenance lets an administrator copy, modify, and save an existing saved report as a new saved report. Requirements for adding a record are the same as for copying a record.

To copy an entry:

1	Display the record to modify.

2	Click the Copy link in the row of the record to be copied. Clicking the link displays the edit screen.

3	Modify data in the appropriate fields. Make sure you update the Saved Name field.

4	Click Save in the edit window to save the record.