Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Report Categories Screen

Use the fields and options to configure the Manage Report Categories screen.

Report Categories

Use this table window to enable/disable permissions to print, print to file, download, email, archive, print cover page, audit report delivery, and/or assign a report archive category to each report category pre-loaded into Costpoint.

Field Description
Report Category

This field displays the report category ID code generated by Costpoint.

Report Category Name

This field displays the report category name for this Report Category.

Allow System Printer

Select this check box to allow users to print reports from this report category using a system printer.

Allow Print To File

Select this check box to allow users to save reports as files from this report category.

Allow Local Printer/Download

Select this check box to allow users to save reports as a file or print reports using a local printer from this report category.

Allow Email

Select this check box to allow users to send reports from this report category through email.

Allow Archive

Select this check box to allow users to archive reports from this report category. If this check box is clear, you can still use the Archive function but Costpoint will display an error message when you attempt to print the report.

Report Archive Category

Enter, or click binoculars.gif to select, a report archive category.

Note:

You must first establish archive categories on the Manage Report Archive Categories screen.

Report Archive Category Name

This field displays the descriptive name for the Report Archive Category.

Print Cover Page

Use this drop-down list to indicate whether or not the cover page should print with the report for this report category. The options are as follows:

  • Yes: Select this option if you want to print a cover page.
  • No: Select this option if you do not want to print a cover page.
  • System Default: Select this option if you want to use the default setting specified on the Configure System Settings screen.
Audit Report Delivery

Select this check box to enable Costpoint to insert a record into the report audit table (W_RPT_AUDIT) that contains all the report parameters when a report is successfully printed/emailed for this report category.

Assigned Reports

Use this table window to view the individual system-assigned reports assigned to the selected report category in the Report Categories table window.

Field Description
Report

This field displays the report ID assigned to the Report Category field in the Report Categories table window.

Name

This field displays the system-designated report category name.

FAQs

What are the system-assigned report categories?

The following table lists the system-assigned report categories:

Report Category Report Category Name
POSTNGJNLS Posting Journals
CUSTBILLS Customer Bills/Invoices
FINSTMTS Financial Statements
COMPLIANCE Compliance reports (1099s, W2s)
PURCHORDER Purchase Orders
RFQ Request For Quotes
PURCHREQS Purchase Requisitions
RECPTTRVLR Receipt Traveler
SALESORDER Sales Orders (Acknowledgments, Packing Slips)
PURGEARCHV Purge/Archive
INTERNAL Internal
PROCESS Process
INTRNEXTRN Internal/External
DEBITMEMO Debit Memo
CHECKS Checks
EMPLOYEE Employee
ECNTRVLR ECN Traveler