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.
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.
This field displays the report category ID code generated by Costpoint.
This field displays the report category name for this Report Category.
Select this check box to allow users to print reports from this report category using a system printer.
Select this check box to allow users to save reports as files from this report category.
Select this check box to allow users to save reports as a file or print reports using a local printer from this report category.
Select this check box to allow users to send reports from this report category through email.
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.
Use this field to enter, or use to select, a report archive category.
This field displays the descriptive name for the Report Archive Category.
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 in the Configure System Settings screen.
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.
Use this table window to view the individual system-assigned reports assigned to the selected report category in the Report Categories table window.
This field displays the report ID assigned to the Report Category field in the Report Categories table window.
This field displays the system-designated report category name.