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Enhancements to Reports in Version 5.20

The following changes were made to Reports in Version 5.2.

  1. Added the Ability to Display Parameters in the Header of the Report.

    Create a new Report or edit an existing Report with parameters.
    On the Define Filters page, check the Show Filter checkbox.



    When you run the Report, the parameters will be displayed in the header of the Report.



  2. Added the Ability to Filter Reports by a Selected List of Accounts.

    Create a new Report or edit an existing Report.
    On the Select Report Filters page, you can select Request: Account Name.
    On the Define Filters page, you can select the desired Accounts to filter the report.



  3. Added the Ability to Suppress the Time Portion of a Date/Time Field in a Report.

    On the Column Properties page locate the desired Date/Time field.



    In the Report Label field edit the mask by removing the "h:mm tt" portion.



  4. Added the Ability to Email a Report on a given Day of the Week or Month.

    On the Setup Email Scheduler page, Weeks and Months have been added to the Send report every drop-down list.
    Note:  When scheduling Reports for the end of the month, you have to keep in mind that not all months have 31 days and February only has 28 days.