Report Writer Report Parameters

You can adjust parameters for Report Writer reports.

The parameters that appear with a Report Writer report can include:

Auto Size Columns/Rows

Select Yes or No to resize the columns and rows in the report automatically.

Header/Footer

When the Report Writer Selection option is chosen, the generated report uses the headers and footers that are built into the current Report Writer report. You can also choose to use the default option or select Setup to define custom headers and footers.

Organization

Select the check boxes for the organizations that you want to include in the report. Only those organizations that you are permitted to access appear in the list.

Recipients

Select the names of the users who can receive a copy of the report from the provided Recipients list. You can send the current report to other users of the application via email.

Note: You cannot clear the name of the active user.

Report File Type

Select the output format for the report. For most reports, the choices are Excel and PDF. Some reports also offer delimited options such as Comma Delimited, Semicolon Delimited, or Fixed Column Width.

Save as Favorite

Select the check box and provide a name for the favorite if you want to generate the same report again without redefining the parameters.

Share With

Select each user that you want to share the report with, and indicate whether the users have Read Only or Editable access to the shared favorite report. This parameter appears when you select the Save as Favorite check box.

What If Model

Select the What If Model that the report data is pulled from.

After defining all the report parameters, you are ready to generate the report. You can generate the current standard report now, if needed. You can also save the selected parameters, and then generate the report as a favorite.