Contents of the Lookup/Report Labels Form

Use these fields and options to create custom labels for lookups and reporting.

Field Description
Application Type Select the type of application for which you want to create custom labels. You can select All Application Types or, if you want to limit your list, select one of the other settings.
Label Type

For each application type, you can select [All Types] or, if you want to limit your list, select a corresponding label type.

For example, if you selected Report Columns in the Application Type field, corresponding fields in the Label Type field would be items such as AR Comments, AR Ledger, Account Analysis.

System Labels Drop-Down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Application Type This columns lists all labels for the application type that you selected in the Application Type field in the header.
Type This column lists the labels for the label type that you selected in the Label Type field in the header.
Default Label This column lists the default labels for the application and label type that you selected.
New Label Enter the new label. If the label displays on other lookups or reports, a prompts asks if want to change all existing default labels to match that label. All matching labels change, regardless of what Application Type/Label Type currently displays on the form.
Default Report Heading 1, Default Report Heading 2 This field displays the default report heading. (Default Report Heading 1 is the first or top heading on the report; Default Report Heading 2 is the second or bottom heading on the report.) This field only applies to the Report Columns and Report Groups application types.
New Report Heading 1, New Report Heading 2 Enter the new report heading. Default Report Heading 1 is the first or top heading on the report. Default Report Heading 2 is the second or bottom heading on the report. This field only applies to the Report Columns and Report Groups application types.
Default Alternate Report Heading 1, Default Alternate Report Heading 2 This field displays the default alternate report heading. Default Report Heading 1 is the first or top heading on the report. Default Report Heading 2 is the second or bottom heading on the report. This field only applies to the Report Columns and Report Groups application types.
New Alternate Report Heading 1, New Alternate Report Heading 2 Enter the new alternate report heading. Default Report Heading 1 is the first or top heading on the report. Default Report Heading 2 is the second or bottom heading on the report. This field only applies to the Report Columns and Report Groups application types.