Note: Below are the steps to complete the categories/screens screen while creating a new custom report in the Report Writer module.
In the Categories List, specify under which report categories to display the report by clicking the box for the Selected column to the left of each desired report category. A checkmark will appear in the box if the report category is selected. Only the report categories for the modules which the organization has licensed appear. By default, the report categories applicable to the report group (query or view group) in which the report is built are automatically selected. If desired, change the filters to modify the report categories displayed here. The Categories List will be disabled if the report is created within one of the "PR State" report groups (for example, the "PR State IA Retirement" report group).
Note: If the Module ID field (column) is completed for a report category, the report will appear under the report category in that particular module; however, if the Module ID field is blank for a report category, the report will appear under the report category in the applicable module.
Tip: If a report has report selections, the default report selection can be set for the report category in the Report Selection field (column) by clicking the down-arrow button and selecting the desired one. The System Relationship field (column) will display a checkmark in the box if a standard report was defined with the report category selected. The User Category field (column) will display a checkmark in the box if the report category is one created from within the User Options option or User Security option for defining "favorite" reports for a user.
In the Screens List, specify the screens within the School Accounting System for where to display the report by clicking the box for the Selected column to the left of each desired form (screen) description. A checkmark will appear in the box if the screen is selected. Only the screens within the modules which the organization has licensed appear. By default, the screens applicable to the report group in which the report is built are automatically selected. If desired, change the filters to modify the screens displayed here.
Tip: If a report has report selections, the default report selection can be set for the screen in the Report Selection field (column) by clicking the down-arrow button and selecting the desired one. The System Relationship field (column) will display a checkmark in the box if a standard report was defined with the screen selected.
Click the Save button.