MANAGE REPORT CATEGORIES

Use this screen to enable/disable certain report permissions and view system-assigned reports individually for each report category.

You can assign an archive category to a report category in this screen. You can also assign a report category to an archive category in the Manage Report Archive Categories screen.

Set up this screen during initialization and before you print system reports. If you plan to assign an archive category to a report category, you must first establish archive categories in the Manage Report Archive Categories screen.

Location

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.

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 cleared, you can still use the Archive function but Costpoint will display an error message when you attempt to print the report.

Report Archive Category

Use this field to enter, or use to select, a report archive category.

You must first establish archive categories in 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:

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.

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.