Report Setup - Setup Screen Overview
The report set up screen is comprised of two sides.
The left half is used to determine Company Default Settings used within FOS and to select default parameters for all users.
The right half is used to determine user specific defaults.
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Report Setup Module Overview
What is Report Setup? The reporting function allows you to gather and format data in a beneficial manner for your company. Reports may be displayed in any number of ways and can display data in a list as well as in a graphical representation. Reports ...
Setting up Automated Reports (via Report Setup Module)
Automated reports should be set up on the server, when able. This is because the user running the reports will need to be logged in 24/7 and your Interface Manager User is already running constantly on the server for many other FOS integrations. If ...
User Permissions for Report Setup Module
In order to setup reports in the system, you must have one of the following selected in the user data profile: “System Manager (Codes/Defaults/Purge/Passwords)” “Report Setup” Fields in the User Data profile: Printing: In order to print restricted ...
Uploading Report Files
To upload report files into FOS, please see the following steps. Please note these are written with corresponding locations for Portside Hosted Customers only. 1. Select Utilities-->Upload Documents from the FOS main menu. 2. Two Windows Explorer ...
Report Minimized
If you notice that your report is not printing to the window or seems to be minimized on the task bar follow the steps below to resolve the issue. For PC Users: Hover over the report icon on the task bar and then right click on the report preview ...