110 lines
5.9 KiB
HTML
110 lines
5.9 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Reports and sales charts">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Modify a Report</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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td.hcp1 { padding-right:10px;
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padding-left:10px; }
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span.hcp2 { font-weight:bold; }
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font.hcp3 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Modify a Report</p>
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<p class="help-text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a>  </p>
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<div class="droptext" id="POPUP242700780" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 50.541%;">
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<col style="width: 49.459%;">
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<tr style="vertical-align: top;">
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<td style="width:50.541%;" class="hcp1">
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<p class="Help-Text"><a href="reports01.htm">Run a report</a></p>
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<p class="Help-Text"><a href="reports_working_with_displayed.htm">Drill down to report detail</a></p>
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<p class="Help-Text"><a href="reports_memorized.htm">Memorize a report</a></p>
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<p class="Help-Text"><a href="reports_manage.htm">Manage my reports</a></p>
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<p class="Help-Text"><a href="reports07.htm">Export a report to Excel</a></p>
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<p class="Help-Text"><a href="reports03.htm">Use security access levels</a></p>
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</td>
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<td style="width:49.459%;" class="hcp1">
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<p class="Help-Text"><a href="reports01.htm">Run multiple reports</a></p>
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<p class="Help-Text"><a href="../qbpos_end_of_day/xzoverview.htm">Run cash drawer reports</a></p>
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<p class="Help-Text"><a href="../qbpos_merchant_service/cardservices13.htm">Run Merchant Service reports</a></p>
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<p class="Help-Text"><a href="reports_dashboard.htm">Use the report Dashboard</a></p>
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<p class="Help-Text"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('reports_refreshing.htm');return false;">Refresh report data</a></p>
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<p class="Help-Text"><a href="sc2302.htm">View a chart or graph</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Report options are user-definable instructions that affect the report output. The ability to modify report options is controlled by the <a href="reports03.htm">security rights</a> of the logged-in user. Once customized, a report can be memorized with specific settings and then run directly from your memorized report list, accessed from various places in the program.</p>
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<p class="Help-Text">The options available vary by report and options shown below may not be available on all report types. The Modify a Report window can also be used to revert the report to default settings.</p>
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<p class="Help-Info-Line">To modify a report:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Open the Modify a Report window by:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="list-style: square;">
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<p class="Help-Nested-List">Using the <span class="hcp2">C</span><font class="hcp3">reate a Report</font> <a href="reports01.htm">wizard</a> to run a new report, or</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: square;">
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<p class="Help-Nested-List">Selecting the <span class="hcp2">Prompt to modify report before running</span> check box on the <span class="hcp2">All Reports</span> page, or</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: square;">
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<p class="Help-Nested-List">Selecting <span class="hcp2">M</span><font class="hcp3">odify</font> from the report toolbar of a <a href="reports_working_with_displayed.htm">displayed report</a></p>
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</li>
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</ul>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter a date or date range, if applicable.  <a href="sc2301.htm">Learn more</a></p>
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</li>
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</ol>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select from the additional options available. Select a link below for more information about each option category.</p>
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</li>
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</ol>
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<p class="Help-Indent"><a href="reports_displayoptions.htm">Add or Remove Columns</a> to add/remove, set order, and specify sort options for data in columns</p>
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<p class="Help-Indent"><a href="../qbpos_basic_procedures/basic306.htm">Filter Data</a> to include/exclude data based on filter criteria</p>
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<p class="Help-Indent"><a href="reports_headerfooter.htm">Change Report Appearance</a> to change report orientation, header and footer information, page numbering, and fonts.</p>
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<p class="Help-Indent"><a href="reports03.htm">Report Access Level</a> to restrict access to the report based on security groups.</p>
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<p class="Help-Indent"><span class="hcp2">Revert</span> Select to reset all report options to their default values.</p>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">Save</span> on each options page and then <span class="hcp2">Run</span> to display the report with your selected options.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="reports_working_with_displayed.htm">Work with a displayed report</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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TextPopupInit('a1','POPUP242700780');
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//]]></script>
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</body>
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</html>
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