* Reports - Selection

Common Tasks

How to OPEN the Report Selection Screen

•  Reports > System Reports.

How to FIND reports

• Report Category: Click on the drop down arrow to select the type of report that you are looking for. A/P, A/R, Accounting, Etc...
  
• Keyword Search: Select 'All Reports' then you can Type a key word like 'Income' and press Enter to find the Income reports.

How to ADD or REMOVE reports to your Favorites list

• Adding a Report to Your Favorites: This will allow all of the reports that you use on a daily basis to be in one place in your list of 'Favorites' and they will appear the moment you open the Report Selection Screen. (See section below to learn how to do that).
• Report Category defaults to My Favorites.
• To Add a report:  to your list of favorites click on the report you want to save and then click the Add to Favorites button.
• To Remove a report: to your list of favorites, when the Report Category is set to show My Favorites, click on the report name and then click on the Remove From Favorites button.

How to view a Summary of 'section' totals on a report

• Summary or Detail: Some reports are grouped by sections with a total at the bottom of the report section.  For instance, the Detailed Trial Balance - Grouped by Operation report shows all GL detail, line by line, grouped by GL Account, and then grouped by GL Operation.  This type of report, depending on the date range selected, can generate 100's of pages of detail.  In some cases you may just want to see the bottom line total for a section, like the GL Account or the GL Operation (in this example).  Many of the reports in OneSource have an extra option to view a Summary of the report by hiding all detail and displaying just the section totals.  When this option has been made available for a report it appears with an option to select Summary or Detail (right above where you select a date range for a report).

Saving and Using Report Definitions

You can save any report under a different name and memorize the criteria you've selected for the report by creating a Report Definition.

Creating a Report Definition

• Click on the Report for which you want to create a saved definition. 
• Select desired criteria, number of pages and desired output and then click the "Add to Definitions" button. 
• After the Report Definitions tab opens up type the name of the Definition. 

Using a Report Definition

• Click on the Report Definitions tab.
• Click the Print button to print the report and all of its previously saved settings.
• Or, click on the Magnifying Glass button to quickly locate the report. 

How to secure ( remove the visibility of ) reports for certain User Security groups

• User Security: Each OneSource user is typically assigned to a Default Security group (on the User Security screen in OneSource). 
  
• Minimum Access Level: Each report in OneSource has a Minimum Access Level that can be set,  based on the following User Security groups:
• Admin (highest level of access)
  
• Accounting
• Manager
• Sales
• Read Only
• No Access  
• Cumulative Permissions: The User Security groups (shown above) are cumulative in their accessibility. 
  
• Example 1: If a report has a Minimum Access Level of 'Manager', then any users that are in the Managers group, Accounting group, or Admin group would be able to see and open the report. Users that have a Default Security group of Sales, Read Only, or No Access would NOT be able to see the report and therefore would not be able to select it or open it.
  
• Example 2: If a report has a Minimum Access Level of 'Accounting', then any users that are in the Accounting group or Admin group would be able to see and open the report. Users that have a Default Security group of Manager, Sales, Read Only, or No Access would NOT be able to see the report and therefore would not be able to select it or open it.
  
• Minimum Access Levels: To change the Minimum Access Level of a report:
• Open the Report Selection Screen.
• Click on the Maintain Report List button.
• Click the Find button to find the report that you want to secure.
• Change the Min. Access Level setting to the Security Group of your choice (following the logic explained above).
  
•  : such as an Income Statement) to be visible to users in the Admin 

How to Setup/Edit Print Job Reminders

Reports Menu >System Reports

•   The Report Selection Screen Will Open
•  Select the Report That You Want to Set a Reminder For
• Click Add to Definitions
•  The Report Definitions Tab will open
•  Enter a Definition Name for report Name that you just added
•  Click on the MAG Glass for the report to open it and set the parameters so the report.
• Click on Add to Queue

Click on the Print Queue Tab to see the report

Click on the Report Groups Tab ( You will need to add some groups)

•   Click New Group Name (Create New Group Name Dialogue Box Will Open)
•   Add a name like Sales, or AR Summaries for the different groups of reports (Click OK)
• You will see the group that you just made in the Select Group field
•  Click on the Drop Down under Definition Name ( You will see the Name that you created for the report in Step 2, Select the report to add it to this group)
•  Click the Drop Down under Employee to select who get the reminder
• Click the Drop Down under Day to select how often they will need to be reminded to print these reports.
•  Each Report is setup individually

If You Need To Edit The Reminders

•  Open the Report Groups Tab and make the necessary changes.