Report Preferences

The Reporter includes preferences that allow you to define default behaviors.

Access report preferences:

  1. Select Tools > Preferences from the Main Menu.

    The preferences for the currently accessed module display.

  2. Click the Report option in the Module/Category list.

    Your preferences for the Reporter display.

ClosedPreference Descriptions

The following list describes the preferences available for the Reporter:

  • Bounced Email: The return path for bounced emails.

    • This setting defines the email address for the user who should receive messages regarding bounced emails.

    • Entering SENDER sends bounced emails back to the sender of the specific email.

    • Leaving this preference blank results in bounced emails being sent to the email address defined as the system default during implementation.

  • CC / BCC Email: Lists the email address of any individual who should be copied or blind copied on reports sent via email. Listing SENDER results in the individual sending the report receiving a copy or blind copy.

  • Email FROM / FROM NAME: Provides the opportunity to specify the individual who should be listed as the FROM NAME and FROM email address on reports emailed from the system.

    • If these preferences are left blank, the individual sending the report is listed as the FROM and FROM NAME.

    • If a different name is preferred, enter the name and email address as specified.

  • Number of Lines Per Report Section: Determines how many records should be displayed before another report section is generated.

    The following information should be considered when defining this preference:

    • This setting determines how many records will be displayed vertically on one HTML Page. The reader will use the scroll bar to scroll down to see additional records.

    • Each section prints separately, so it is important not to make this setting too low.

    • Setting this preference too high could affect system performance.

    • This preference is typically set to 1000 by default.

    • Individual reports can be defined with a different page size.

  • Replacement / Additional Logo: A replacement logo replaces the logo displayed in the upper-left of each report. The additional logo adds a logo to the upper-middle section of the report.

    Important!

    A valid URL accessible to all users must be specified for these images.

ClosedEdit Preferences

  1. Select the preference you want to edit.

    The Set Preference window opens, displaying a description for the preference on the left and an area to indicate the desired value on the right.

  2. Make your changes.

  3. Click the Apply button.

    You are returned to the Preferences window, and your new setting displays.

  4. Repeat as necessary.