Report titles in Caselle Connect are more than just a heading that is printed at the top of your report.
Each report title has saved default settings that select your selection criteria, report order, report columns, print settings, and any other desired settings. You can create new report titles that include special settings that you will frequently use when preparing and printing a report, that way you do not have to select your settings each time you print the report. You can create as many report titles you want so that you can have multiple default report settings readily available each time you print a report. Follow the steps below to set up and save a new report.
Note: Not all of the tabs listed in the steps below will be available in each Caselle report. The available tabs will vary depending on report.
1. Open the report.
Usually, this is the [application name] > Reports > [Report Name].
2. Set up the report options.
This includes the selection criteria, report order, additional options, etc. Set up everything the report will need to run correctly.
3. Click Save (CTRL+S).
The Save Report Definition form displays.
4. Click Save As New Report.
5. Click on the blank field and type in the new report title.
Save Report Definition
The new report title is appended to the report name.
6. Click OK.
The new report is saved.