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Training Tidbit: How do I add a report to my user’s Report List?

Each user has a Report List which appears under the Reports menu on the main screen for each module (for example, “SAS Report List” appears under the Reports menu on a module’s main screen for a user with an ID of SAS).  To add a report to your user’s Report List, complete the following:

  • First, select the report to add.
  • Then complete the report printing options as desired, being sure to specify a value in any month or date parameters, such as Processing Month, Check Date, or Entry Date parameters.
    (Note:  By completing the month and/or date parameters when adding a report to the Report List, the months and/or dates can be changed when generating the reports from within the Report List option in the future.)
  • After completing all the desired selections, click the Report List button located at the top of the Report Printing Options screen.

The designated report will then appear when accessing your user’s Report List from the module’s main screen.

For more information on the Report List option, refer to the Report List topic in the Help File.