Settings and Reporting

Many options in other areas of DPS affect both the data that you see in Reporting and the options available to you for working with the data.

General Settings

Among the general configuration options that affect reports are the following:

• Your system administrator may change labels for report columns, lookup search types, or grouped data.
• Your system administrator may establish global calculated fields for reports for which you can select columns.
• Your system administrator may implement auditing for hubs, security, and exchange rates. If so, you can see a listing of changes made to records, along with the user names of the employees who made the changes.

Security Settings

DPS security settings are by role (user group). In Security Settings, your system administrator sets options that control your access to reports and control what data you are able to see. If you have any questions about your access to reports, contact your system administrator.

Accounting Settings

Your system administrator selects Accounting Settings and Advanced Accounting Settings that directly affect Reporting. For example, options in Settings control whether cash-basis reporting is available and whether reports calculate labor and expense amounts using billing rates or cost rates.

User Options

Individual users can set such reporting preferences as page size and margin settings in User Options. Many of the settings that you enter as your user options prefill as default settings on the Layout tab of the report Options dialog box. When you generate a report, you can either keep the settings that you established in User Options or use the Layout tab of the report Options dialog box to modify the settings for that report.