Report Preferences

Preferences are named sets of all report request settings for a specific option except the date range and cover comments. Use preferences to save settings so you may recall them later. Reports which allow you to define Preference settings have a Preference field at the top of the Request window. If you do not want to create or use saved settings when requesting a report, leave the Preference field blank.

To define a new Preference:

Preferences Fields

  1. Key a Preference name and Description

  2. Complete the required fields for requesting the report.

  3. Complete any additional fields to be included in the Preference.

  4. Click the Save icon save.gif to save the Preference.

  5. To retrieve preference settings, key the Preference name and click <Apply>. You must click <Apply> even if you retrieve the Preference name from the Lookup list.

  6. To delete a set of preferences, key the Preference name and click the Delete icon.

Reports which allow you to set preferences include: Client Activity Report, Insertion Order Print, Schedule Recap, Space Reservation, .