Report Options
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Use the Report Options editor to define the options, layout, and date/period specifications for 抖阴Reports.
The following is an overview of the Report Menu Layout homepage:
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1 | Create a new report category. | |
2 | Category / Report | Report categories and their associated reports are listed here.
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3 | Changes | Specifies if any changes exist with the category / report. |
4 | Custom Views | Specifies if any custom views exist with the category / report. |
5 | 3-Dot Menu | From the dropdown, select an action to perform on the category:
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Create Report Category
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To create a new report category:
From the聽upper-right of the Report Menu Layout聽screen, select Create Category.
From the Create Category window, type the report category name.
Select OK.
Edit Report
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To edit a report:
From the Report Menu Layout field, locate the applicable report category.
To the left of the report category name, select the arrow to expand the report list.
From the report list, select the report.
From the聽Options聽section, define general options for the report, including its title and category.
From the Date/Period聽section, specify the calendar type and default generation date.
From the聽Report Layout聽section, define the layout of the report (if applicable).
Options
From the Options section of Report Options, define the following:
Option | Description |
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Custom Navigation Title | Type a custom navigation title for the report. |
Custom Report Title | Type a custom title for the report. |
Execute Automatically | Toggle Yes to automatically generate the report without any prompt when 抖阴Reports is accessed. |
Idle Threshold (Min) | This option is only applicable to the Idle Time Tracking report. Establishes the amount of inactive time (in minutes) after which idle minutes are calculated. |
Report Category | From the dropdown, select a category assignment for the report. The report is assigned to the selected category on the Report Menu Layout screen and the Reports menu bar. |
Date / Period
From the Date/Period section of Report Options, define the following:
Specification | Description |
|---|---|
Calendar Type | From the dropdown, select the calendar type to use when generating the report. |
Default Date | From the dropdown, select the default date option to use when generating the report. |
Report Layout
Nota
The Report Layout section is not applicable to all reports.
From the Report Layout section of Report Options, define the layout of the report. The defined layout applies to POS and Cloud versions of the report.
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1 | Search | Search for a section by name. |
2 | Section Name | The available sections to include in the report are listed here. To the left of the section names, select and drag the control to sort the sections in the desired sequence. |
3 | Enabled | For each listed section, toggle Enabled to Yes to include the section in the report.
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4 | 3-Dot Menu | From the dropdown, select an action to perform on the section:
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