You can also configure settings so that you receive notification when the data for a certain report changes.Ĭheck the box next to Schedule Report, and then click Edit to open the Manage Schedules dialog box. (CheckMark Payroll, CheckMark MultiLedger, CheckMark 1099 and CheckMark 1095) paper products like high. When you set a regular schedule, the report runs automatically at the time that you specify. Prepare custom reports that you can integrate with your business accounting software. For example, you might want to receive a certain report each week, or on the first day of each month. If a report is configured to allow scheduling, you can specify a regular, recurring schedule for a report run. Point to the report that you want to schedule and then click Open Menu (…) to open the shortcut menu.įrom the shortcut menu, click Edit Properties to open the report properties page.Ĭlick the Format list, and select the output format that you want. You can use the report settings to specify the output format (Excel. Reports included: Backup Infrastructure Custom Data. (Optional) To save your changes as a new report template, click Save as New. This report pack allows you to define your own configuration parameters, performance metrics and filters when maximum flexibility is required. (Optional) Repeat steps 4-6 to add more parameters. Note: You can click the Search button to see the value related help for that parameter. In the Value(s) text box, enter the filter value. In the Parameter list, click the parameter that you want to filter on. Point to the report whose settings you want to change and then click Open Menu (…) to open the shortcut menu.įrom the shortcut menu, click Edit Properties to display the properties page.Ĭlick Add Parameter to add a row to the Parameters group. Find the best software solution for your business with TECs software comparison templates. For example, you might want to run a report for only your sales region. Compare Infor SyteLine vs CheckMark Software MultiLedger SMB ERP systems online side-by-side. Report parameters can be used to filter the report results. (Optional) To save your changes as a new report template, click S ave as New. (Optional) If you want to run the report with the changed settings, click Run Report. On the properties dialog box, make the changes that you want to make. Point to the report whose settings that you want to change and then click Open Menu (…) to open the shortcut menu.įrom the shortcut menu, click Edit Properties to display the properties dialog box. The Report Settings page lists report templates that you can run by request and customize the report settings that the SAP system uses to run the report. If a report cannot be customized, the Edit Properties command is unavailable (grayed out) in the toolbar and hidden in the item's shortcut menu. Note: Only Admin-defined or previously personalized reports can be customized further.