Favorite Reports TutorialNote: The settings for all the fields within User Options except the Print Negative Numbers in Red field are applicable for all the modules except Web Link.
From the School Accounting System screen, click the User Controls button and then select User Options.
At the User Options screen, select the Use Quick Tab field to disregard the Find buttons and Search buttons when moving from field to field. If the Use Quick Tab field is selected, the focus (cursor) will advance to the next field without stopping on a Find or Search button. A checkmark will appear in the box if the field is selected.
Select the Use Enter Between Fields field to utilize the Enter key, in addition to the Tab key, to move from field to field. A checkmark will appear in the box if the field is selected.
Tip: For optimum use, the Use Quick Tab field should also be selected if this field is selected.
Select the Allow Enter for Save and Clear field to utilize the Enter key as the shortcut key for the Save and Clear button. A checkmark will appear in the box if the field is selected.
Note: Only either the Allow Enter for Save and Clear field or the Use Enter Between Fields field can be selected; both fields cannot be selected.
Select the Assume Decimal field to have the system automatically insert a decimal point to include two decimal places for each amount the user enters into a numeric field (that allows decimals). For example, if this field is selected, 25000 would become 250.00 and 100000 would be 1000.00. A checkmark will appear in the box if the field is selected.
Select the Auto Fill Searchable Fields field to have the system show a list of matching records as the characters are keyed into a searchable field and automatically append the remaining characters to the end for the first record that matches the characters already entered. A checkmark will appear in the box if the field is selected. If this field is not selected, when keying characters into a searchable field, only a list of matching records will display and the field will not be completed automatically with any additional characters.
Select the Use Scroll Wheel field to use the scroll wheel on your mouse to scroll through the list of records within searchable fields. A checkmark will appear in the box if the field is selected.
Select the Auto Close Report Printing Options field to have the report printing options screen close automatically after printing a report (by selecting the To Screen, To Printer, Export, or Email button). A checkmark will appear in the box if the field is selected.
Select the Print Negative Numbers in Red field to have the Print Negative Numbers in Red field selected by default when the user prints reports containing numeric fields (the default can be changed at the time the report is generated, if needed). If the Print Negative Numbers in Red field is selected when printing a report, any numeric value that is negative will appear in red on the preview screen and will print in red (provided a color printer is utilized). A checkmark will appear in the box if the field is selected.
Select the Auto Copy Report Choices field to have the selections specified when generating a report automatically be copied to the Sub Heading field for the report. A checkmark will appear in the box if the field is selected. For example, if this field is selected, the Report Selection Description and selected parameters will automatically be copied into the Sub Heading field (will not need to click the Copy Choices button).
In the Default Search Screen Column Focus field, enter Column 1 or Column 2 to stipulate the column number in which to have the focus (cursor) when searching. For example, enter Column 1 to have the focus be in the first column on the search screens, or enter Column 2 to have the focus in the second column. Typically, the first columns on searches are the IDs of the records and the second columns are the names or descriptions.
The Favorite Reports List appears on the bottom of the screen showing all the standard and custom reports available in the modules for which the user has access. Select the reports to have displayed in the Favorites grouping for the user (for example, show in the "SAS Favorites" grouping for the user with an ID of SAS) under the Reports menu on the main screen for the applicable module. To select a report, click the box under the Selected column to the left of the desired report. A checkmark will appear in the box if the report is selected.
Note: If a report has report selections, the default report selection can be set for the favorite report in the Report Selection Description field (column) by clicking the down-arrow button and selecting the desired one. The Favorite Reports List is also available within the User Security option and a report can also be designated as a favorite when generating; a change made to a favorite report for a user in one area updates the other areas automatically.
Tip: If desired, view the tutorial below demonstrating favorite reports. In order to view the tutorial, you must have an active Internet connection, along with a sound card and speakers installed on your computer.
Click the Save button.