Steps to Complete Export OptionsNote: The instructions below are for completing the Report List option with the Pre-Check Reports or Post-Check Reports option during a check cycle in Accounts Payable or Payroll; the Balance Reports option during a statement cycle in Accounts Receivable; or for a budget calculation batch in Negotiations.
Access the applicable Report List option:
From the Accounts Payable or Payroll screen, select the Check Cycle menu, Pre-Check Reports, and then Report List.
From the Accounts Payable or Payroll screen, select the Check Cycle menu, Post-Check Reports, and then Report List.
From the Accounts Receivable screen, select the Statement Cycle menu, Balance Reports, and then Report List.
For a budget calculation batch in Negotiations, select the Payroll menu from the Negotiations screen, Reports, and then Report List.
The search screen will appear prompting for the desired batch or processing month.
Select the batch or processing month for which to print reports by double-clicking on the desired record.
The Report List screen will appear listing all the standard and custom pre-check, post-check, or balance reports.
Select the reports to generate by clicking the box in the Selected column for the desired reports. A checkmark will appear in the box if the report is selected to be printed. The reports that were printed (or exported) the last time this option was completed (by any user system-wide) are selected by default. To select all reports, click the Select All button located above the Report List grid.
If a report has report selections, the default report selection (or the report selection utilized the last time this option was completed, if applicable) will appear in the Report Selection field (column) but can be changed by clicking the down-arrow button and selecting the correct one.
If desired, enter a sub heading for each of the selected reports by clicking in the Sub Heading field for the report and keying the description to use as the sub heading. The sub heading can be up to 255 characters long.
Print the reports as desired:
To preview the reports on the screen, click the To Screen button.
To print the reports directly to the printer, click the To Printer button.
To export the reports to files, click the Export button and then complete the Export Options as desired.
Steps to Complete Export Options
Note: If the reports are exported to files, the files will be saved as the designated type in the specified location with each file using the name of the report as the file name.
After the reports are printed, click the X in the upper right-hand corner to close the screen.