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cats:settings:reportoptions [2017/09/07 16:16] – amanda | cats:settings:reportoptions [2020/04/30 13:42] (current) – amanda | ||
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The options displayed below, found when you click on **Screen 5** from the toolbar menu while modifying a report, are available on all reports in CATS. They allow users to customize the style of the report output. | The options displayed below, found when you click on **Screen 5** from the toolbar menu while modifying a report, are available on all reports in CATS. They allow users to customize the style of the report output. | ||
[{{: | [{{: | ||
+ | |||
+ | **Title** - The title is what will display at the top of the report. This can be left blank. | ||
+ | |||
**As of:** - Change the **As of** date for this report. This will force CATS to display the data as it was on a certain date. For example, if today is 09\01\2017, but you set the **As of** date to **'' | **As of:** - Change the **As of** date for this report. This will force CATS to display the data as it was on a certain date. For example, if today is 09\01\2017, but you set the **As of** date to **'' | ||
This can be useful for seeing what was in warehouse as of a certain date, or what accounting entries were made after a certain date, regardless of the date of the entries. CATS keeps track of when most changes were made in the system to facilitate use of this filter. | This can be useful for seeing what was in warehouse as of a certain date, or what accounting entries were made after a certain date, regardless of the date of the entries. CATS keeps track of when most changes were made in the system to facilitate use of this filter. | ||
- | <note important> | + | <note important> |
- | Otherwise, the **As of** date resets after every printing.\\ | + | **This option only works on certain reports or for certain types of data.** |
- | **This option only works on certain reports or for certain types of data.**</ | + | The **As of** date will be saved for all reports of the same type until you exit the list of saved reports. So if you print the report file **ALL WITH INVOICES**, change the **As of** date to **'' |
+ | Otherwise, the **As of** date resets after every printing.</ | ||
<note tip>For isolated areas, the **As of** date defaults to the isolated period date.</ | <note tip>For isolated areas, the **As of** date defaults to the isolated period date.</ | ||
- | **File Name** - | + | **File Name** - If the output location for this report is a file, you can name the file using this option. |
- | **Diff Report** - No, Yes | + | **Diff Report** - |
+ | * No - Do not treat this report as a Difference report. | ||
+ | * Yes - Save this report into the Difference Report area, allowing you to use a Difference report to find changes between printings of this report. | ||
**Separate Character** | **Separate Character** | ||
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**Pricing** - All, Stated, To Be Fixed, Fixed, Fixed Stated, | **Pricing** - All, Stated, To Be Fixed, Fixed, Fixed Stated, | ||
- | **Open Quant Calc** - Paid/ | + | **Open Quant Calc** - "Paid/ |
**Trader** - All, Select, Exclude, Match, Match Excluded, Any, None\\ | **Trader** - All, Select, Exclude, Match, Match Excluded, Any, None\\ |