Executive Console - Function Maintenance

Use the Executive Console - Function Maintenance to activate the electronic archiving and saving of a report when it is generated.  You can also assign the location where the electronic copies will be stored.  Each report must be activated individually.  Once the archiving function is activated, you can use the Executive Console to view the archived copies of the report as well as all other reports that have been archived.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 Executive Console.

• When reports are archived any special formatting for the report is omitted.

• For more information, see Executive Console.

Directions:

To see directions for...

• Opening Function Maintenance, click More.

   

  1.  Click Reports or Listings from the Menu Bar.

  2.  Click the desired report name from the menu.

  3.  Click Function Maintenance on the Reporting Toolbar.

   

  Executive Console - Function Maintenance Window Example:

  

   

• Maintaining a Report Function Preferences, click More.

   

  Reporting Toolbar - Function Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Name	Displays the report name for your reference.
  	To update the new or changed information, click Save or press [ENTER].
  	CAUTION To avoid losing data, you must save new or changed records.
  	To escape without making any changes, click Cancel.
  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	To specify where to store the electronic copies each time the report is run, enter the path.  Or, you can leave the default location that is assigned.
  Create Report	Enter Y to create snapshots and archive the report.   Or, to omit archiving the report, enter No.
  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 Executive Console, enter a password. Or, to leave the password unsecured, leave blank.

   

• Editing an existing Report Function Preferences, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To position the pointer at the information that you want to change, press [TAB] or click the field using the mouse.

  2.  Enter the data changes.

  3.  To complete the edit process, click Save .

   

• Deleting an existing Report Function Preferences, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To delete function preferences for the report, click Delete .

  2.  The following window displays:
  
  
  
  

  3.  At the Delete function preferences prompt, click Yes to delete or click No to save the preferences.