Atrieve Finance

BPS User Defined Report Changes

The USER DEFINED REPORT CHANGE procedure is very similar to creating a report. All reports currently defined in the system are displayed within a box on the screen. Refer to User Defined Report Additions for documentation on this module.


USER DEFINED REPORT SELECTION

 The USER DEFINED REPORT SELECTION screen displays a list of all previously defined reports in the system. If a report has an asterisk (*) in the Macro column it indicates the report is actually a link to a group of other reports that can be run all at one time in Print User Defined Reports. The group of other reports related to the macro will be displayed in a window at the bottom of the screen.


Press <FIND> to search for a specific report by entering some text contained in its description. If you know the exact report number, press <INSERT> to enter the report number and the program will take you directly to the report in the list. To select a report, use your cursor to highlight the desired report in the list and choose Select from the horizontal menu at the bottom of the screen.

 

Select 'E'xit from the horizontal menu to exit the program.

If you wish to work with macros, select Macro from the horizontal menu and you will proceed to User Defined Report Macro Maintenance.

The system defaults to the System Default category 'BPS' . If you want another category Enter 'C' to get the selection list of other categories from which to choose the one you want.

USER DEFINED REPORT MACRO SELECTION

The USER DEFINED REPORT MACRO SELECTION screen displays a list of all previously defined macros in the system. The group of reports that make up the macro currently highlighted by the cursor will be displayed in the window at the bottom of the screen. Similar to User Defined Report Selection, use the <FIND> and <INSERT> keys to locate a specific macro in the list.


Exit           Enter 'E' to return to the User Defined Report Selection screen.

Add          Enter 'A' to create a new macro.

Change     Enter 'C' to modify the macro currently highlighted by the cursor.

Inquire       Enter 'I' to view the macro currently highlighted by the cursor.

Delete       Enter 'D' to delete the macro currently highlighted by the cursor.

USER DEFINED MACRO MAINTENANCE

A list of all reports in the system will display. This list will not include any macros as you are not allowed to define a macro that points to another macro. Use <FIND> and <INSERT> to locate specific reports in the list. If you are in Add or Change mode, use <SELECT> to select the reports you wish to group for this macro. You are allowed to select a maximum of 36 reports in one macro.


Accept    Enter 'A' to save the macro you have just entered. You will proceed to the User Defined Macro Save screen.

Cancel    Enter 'C' to return to the User Defined Macro Selection screen without saving the macro.


USER DEFINED MACRO SAVE


MACRO NUMBER

Enter a unique number for the macro. For ease in locating the macros later, you may wish to use a numbering standard that starts at 900 for macros.

Enter <CR> to return to the User Defined Macro Maintenance screen.


DESCRIPTION

Enter the description of the macro.


SECURITY

Security has not been implemented in this release.


Accept      Enter 'A' to save the macro.

Cancel       Enter 'C' to return to the User Defined Macro Maintenance screen.

Modify      Enter 'M' to change the report number, description, or security field.