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5.1. Using Saved Sets

Certain reports and functions have many fields, and options, which typically have the same settings each time they are run.  In this situation, it is usually easier to save these settings, and make minor adjustments as required.

Setting Up a Saved Set

1.    From the Software menu, select Accounts Receivable | Reports, and choose the report or function for which you wish to create the saved set.  Note: Saved sets may also be created for other menu options, such as production functions; the procedure is the same.

2.    Follow the Knowledge Book instructions which pertain to the report or function to be saved (i.e. enter information into the fields and select the appropriate options).

3.    Click on the Save Request icon, or strike the <Alt + F8> keys.  A window entitled Save Request will appear.

4.    In the Description field, enter the name of your saved set (e.g. Delta North Monthly Aging Report).

5.    If other users are to have access to this saved set, check the box entitled Public.  Otherwise, only you will have access to this saved set.

6.    Click on the OK button to save the settings.

Accessing a Saved Set

1.    Select the report or function as you normally would.

2.    Click on the Load Request icon, or strike the <Alt + F7> keys.  A window entitled Load Request will appear.

3.    Select the Request Type (generally Public), and choose the saved set you wish to run.

4.    Make any necessary modifications to the set, such as changing the date, and run the request as you normally would.

5.    Changes to the set may be saved by clicking  on the Save Request icon, or striking the <Alt + F8> keys, clicking on the Edit button, and then clicking on the OK button.