The Report Header Update program allows you to Add or Edit a Custom Report from the Report Output Management program as opposed to adding a Custom Output from a report, itself. Once the Custom Header is created, you can run the report from the Report Output Management or from Reporting program for which the Header was created.
Note: Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
SAReportHeaderUpdate_Tab1
Description (SAReportHeader_Description)
Enter a Description for your Report Header. This will appear as the "Report Name." This is a mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Reports must have unique descriptions. The system will not allow you to create multiple reports of the same name.
DeleteReport Type (SAReportHeaderUpdate_ReportTable)
This field is applicable only if Adding a new Report Header.
Expand the Drop-down list to select the Report Table to which this Header will be linked. This is the general Report to which this Header will belong. For Example: If making a new report for Activity Enrollments, you would choose Activity Enrollment from this list.
Once you Save the record, this field cannot be changed. In the event you select an incorrect Table, you will have delete your Header and create a new one.
DeleteBase Table (SAReportHeader_BaseTable
You will not visit this field.
This field is visible only if you are updating an existing Custom Report Header and displays to the base RecTrac Table to which the report belongs. For Example: An Activty Section report would belong to Base Table ARSection and Module AR
DeleteModule (SAReportHeader_Module)
You will not visit this field.
This field is visible only if you are updating an existing Custom Report Header and displays to RecTrac Module to which the report belongs. For Example: An Activty Section report would belong to Base Table ARSection and Module AR
DeletePDF Print Layout (SAReportHeader_PrintLayout)
Expand the Drop-down list to select the .pdf layout option for your report
Portrait - 8.5 x 11 inches, by default.
Landscape - 11 x 8.5 inches, by default.
DeletePermissions (SAReportHeader_Permissions)
Click in the Combo Box icon to select the Permissions code(s) you want to apply to this Report Header Code.
Permissions allow you to control which users can view, add, modify, and/or delete records on browsers and picklists, etc. These are called "Access Rights," and they are maintained on the Table Permissions tab of the Permissions profile
Note: You can leave this field blank, if desired. When this field is blank, the system skips the Permissions check for this record. In that event, all users will have access to this record, provided their Access Rights for the module allow for it.
Output Group (SAReportHeader_OutputGroup)
Click the Picklist icon to select the Report (Output) Group to which this report will belong, if desired.
- On the Report Output Listing (default view), this is the Module/Group in which the Report will be listed.
- On standard report screens, the Group you select here is where the report will be listed when that Group is selected from the Output Group field.
Skip Join Permissions
Select this option if the Base Table for your Custom Report has no permissions assigned to it but joined tables do and you want to skip the Permissions check. For example; SADetail does not have a permissions field but ARSection does. If you wanted to create an ARSADetail report where the users running it could see all AR Transactions, regardless of whether or not they have permissions to the ARSection record, you would select this option for the report so that it skips the Permissions check.
Note: This option most likely will be used for reports like the SARefundReport and SAGLDistribution report, where the base table has no permissions but will be joining to tables that do.
As a general rule, you should NOT enable this option on your report unless instructed by VSI.
Report Output Help (SAReportHeader_LongDescription)
Enter notes regarding your Custom Report in this field.
When you view this report in the Report Output Listing and/or Report Output Management program, the notes you enter here appear as a "header" to your report. Generally speaking, the notes you enter likely will be of an explanatory nature for other users and at a minimum should consist of a report definition (what the report does), set up parameters and run notes (what criteria to select) and run frequency (how often the report should be run).
Note: HTML tags are allowed in this field (but not required). Basic knowledge of HTML allows you to customize the Help even further through use of:
- Carriage Returns/paragraphing
- Text boxes
- Font effects, such as:
- Bold type
- Italicized type
- Different colors
- Numbered or bulleted lists
- Hyperlinks
- etc…