Executive Console - Function Maintenance

Use the Executive Console - Function Maintenance to maintain the electronic archiving and saving of a report when it is generated. All reports are set to automatically archive, but this maintenance can be used to change the report to not archive, if needed. You can use the Report History to view the archived copies of the report as well as all other reports that have been archived.

Tips:

The Function Maintenance appears on the Reporting Toolbar as well as within the Report History.
When reports are archived any special formatting for the report is omitted.
For more information, see Report History.

Directions:

To open:

1. Click Reports or Listings from the Menu.

2. Click the desired report name from the menu.

3. Click Function Maintenance on the Reporting Toolbar.

Executive Console - Function Maintenance Window Example:

Reporting Toolbar - Function Maintenance Prompts
Name	Displays the report name for your reference.
	To update the new or changed information, click Save or press [ENTER]. Or, to escape without making any changes, click Cancel .
	CAUTION To avoid losing data, you must save new or changed records.
Description	Displays the report name as the default report description. Press [Tab] to accept or enter another description. Tip: The description displays as the list of reports under the View Report tab.
Location	Enter an informational location if desired. The location will display in the Report Header in the Report History grid.
Create Report	Enter Y to create snapshots and archive the report. Note: As of version 22.04.01 all reports are automatically set to archive. The Yes setting should generally be maintained. Or, enter N to change the default setting and omit archiving the report.
Create Action	Note: This field is reserved for future use.
Alert Email	Note: This field is reserved for future use.
Alert Condition	Note: This field is reserved for future use.
Security	If you want to secure the report information so that a password is required to open the report in the Report History, enter a password. Or, to leave the password unsecured, leave blank.
Enhanced Interface	To activate the enhanced interface for the report, select Y(es). Or, to turn off the enhanced report interface for this report, select N(o).
Editing	CAUTION: To avoid losing data, you must save new or changed records. 1. Position the pointer at the information that you want to change. 2. Enter the data changes. 3. To complete the edit process, click Save .
Deleting	CAUTION: To avoid losing data, you must save new or changed records. 1. To delete function preferences for the report, click Delete . 2. The Delete window displays. 3. At the Delete function preferences prompt, click Yes to delete or click No to save the preferences.