Complete the following steps from your admin home page to access the Define Configurations page:
1. From the Configuration page, select Custom Reports (Figure 1).
Figure 1
2. The Define Configurations page is displayed (Figure 2).
Figure 2
3. Select a Report Configuration from the selection list. The Define Configurations page for the selected report is displayed (Figure 3).
Note: The options/buttons on the Define Configurations page below are displayed after a report configuration has been selected.
Figure 3
The following options are available on the Define Configurations page:
| Option | Definition |
|---|---|
| Edit | The Edit button opens the selected report configuration and allows changes to be made. |
| New | The New button opens the Add Configuration screen and allows you to create a new report configuration. |
| Make Copy | The Make Copy button allows you to make a copy of an existing report configuration. The Make Copy feature is particularly useful if you have a customer who requests a report that has similar configuration to an existing report and requires only minor language changes or reordering. |
| Delete | The Delete button permanently deletes the selected report configuration. |
| Expand All | The Expand All button expands all sections in the report configuration. |
| Collapse All | The Collapse All button collapses all sections in the report configuration. |
4. Select the Edit button (Figure 4).
Figure 4
5. The Define Configurations page displays the available options you can use to customize your report configuration (Figure 5).
Figure 5
Please refer to the table below for definitions of the buttons/selections available on the Define Configurations (Edit) page.
| Button | Definition |
|---|---|
| Cancel | Select the Cancel button to cancel the Add/Edit report configuration process. |
| Save Changes | Select Save Changes to save changes made to the report configuration. |
| Configuration Details | The Configuration Details button displays the Edit screen. This screen allows you to edit the same information as on the Add Configuration screen. |
| Add Item |
The Add Item button allows you to add the following components to a report configuration: |
| Click and Drag to move selected sections or rows within the report configuration. | |
| Click to Delete a selected section or row in the report configuration. |