cats:settings:reportoptions

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cats:settings:reportoptions [2017/09/07 16:16] amandacats: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. 
 [{{:cats:settings:filters_openposscreen5.png?|Screen 5}}]\\  [{{:cats:settings:filters_openposscreen5.png?|Screen 5}}]\\ 
 +
 +**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 **''08\15\2017''**, you will see the records that were input or matched the selected filters on 08\15\2017.  **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 **''08\15\2017''**, you will see the records that were input or matched the selected filters on 08\15\2017. 
  
 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>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 **''09/01/2017''**, then print the report **ALL NO INVOICE**, the **As of** date for the second report will also be **''09/01/2017''**.\\  +<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.**</note>+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 **''09/01/2017''**, then print the report **ALL NO INVOICE**, the **As of** date for the second report will also be **''09/01/2017''**.\\  
 +Otherwise, the **As of** date resets after every printing.</note>
 <note tip>For isolated areas, the **As of** date defaults to the isolated period date.</note> <note tip>For isolated areas, the **As of** date defaults to the isolated period date.</note>
  
-**File Name** - +**File Name** - If the output location for this report is a file, you can name the file using this option. 
  
-**Diff Report** - NoYes +**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,  Prov Bought, Invcd\\ **Pricing** - All, Stated, To Be Fixed, Fixed, Fixed Stated,  Prov Bought, Invcd\\
  
-**Open Quant Calc** - Paid/InvoicedPaid For\\+**Open Quant Calc** - "Paid/Invoiced" will show the amount of units that are on the contract item minus the units on sale invoices. "Paid For" will show just the amount of units that have no purchase invoice.\\
  
 **Trader** - All, Select, Exclude, Match, Match Excluded, Any, None\\ **Trader** - All, Select, Exclude, Match, Match Excluded, Any, None\\
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