Costpoint Online Help

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Contents of the Print Customer List Screen

Use the fields and options to configure the Print Customer List screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Field Description
(Select By)

From the drop-down list, select the field by which you want to print customer records.

The options are:

  • Customer Account
  • Customer Name
  • Sales Territory
  • Customer Type

If you select Sales Territory or Customer Type, a secondary sort, based on customer account or name, is allowed.

Option

From the drop-down list, select the range of items to include in this report. The possible items are customer account, customer name, sales territory, or customer type—whichever option you selected in the (Select By) field.

The options are:

  • All: Select this option to include all available items. The Start and End fields are disabled for this option.
  • One: Select this option to include only one item. Enter that item in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of items. Enter the beginning item for the range in the Start field and the ending item of the range in the End field.
  • From Beginning: Select this option to include a range of items that begins with the first of all the available items and ends with a specific item that you enter End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of items that begins with a specific item that you enter in the Start field and ends with the last of all the available items. The End field is disabled for this option.
Start

Enter the starting item for the range that you want to include in the report. If you select All or From > Beginning in the Option field, the Start field is unavailable.

End

Enter the ending item for the range you want to include in the report. If you select All, One, or To End in the Option field, the End field is unavailable.

Sort By

This group box is available only if you elected to group your report by Sales Territory or Customer Type in the Select By field. It allows you to place a secondary or subsort on the report.

Field Description
2nd Sort

From the drop-down list, select either Customer Account or Customer Name to use as the secondary sort for the report.

Note: You can save the report parameters for future use. To save the selected report parameters, select on the toolbar. Enter an appropriate ID and description of the report and click OK to save. Use to retrieve the report parameter by the saved ID.