Costpoint Online Help

Contents of the Print Menu Report Screen

Use the fields and options to configure the Print Menu Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this group box to specify the modules you want to include on this report.

Module

Field Description
Option

Use the drop-down list box to select the desired range of modules you want to use. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start

Enter, or click  to select, the starting module ID, as applicable.

End

Enter, or click  to select, the ending module ID, as applicable.

Non-Contiguous Ranges

Select this checkbox to include multiple module ranges. You must then specify the ranges you want to include in this report using the Module Non-Contiguous Ranges subtask. When you select this checkbox, Costpoint automatically sets the Module drop-down list box to All.

Sort by

Use the options in this group box to specify how to sort this report and whether, or not, to insert page breaks.

Field Description
1st Sort

Use this drop-down list to specify whether to sort this report by Domain or Module.

Page Break

Select this checkbox to insert page breaks between domains or modules.

Options

Use this group box to specify additional options in printing this report.

Include Domain

Use the checkboxes in this group box to specify which Costpoint domains you want to include in this report. Domains are the first level classification for Costpoint functions.

Field Description
Accounting

Select this checkbox to include all modules specified in the Selection Ranges group box that are under the Accounting domain.

Capture & Contracts

Select this checkbox to include all modules specified in the Selection Ranges group box that are under the Capture & Contracts domain.

Planning

Select this checkbox to include all modules specified in the Selection Ranges group box that are under the Planning domain.

Projects

Select this checkbox to include all modules specified in the Selection Ranges group box that are under the Projects domain.

Materials

Select this checkbox to include all modules specified in the Selection Ranges group box that are under the Materials domain.

People

Select this checkbox to include all modules specified in the Selection Ranges group box that are under the People domain.

Administration

Select this checkbox to include all modules specified in the Selection Ranges group box that are under the Administration domain.

Time & Expense Select this checkbox to include all modules specified in the Selection Ranges group box that are under the Time & Expense domain.
Reports & Analytics Select this checkbox to include all modules specified in the Selection Ranges group box that are under the Reports & Analytics domain.

Menu Level to Show

Use the options in this group box to specify whether, or not, to include application information under each area of each module.

Field Description
Module

Select this option to include menu information up to area level only on this report. Modules are divided into areas that group Costpoint applications that have similar functions.

Application

Select this option to include application information for each area of each module on this report.

Subtask

Subtask Description
Module Non-Contiguous Ranges Click this link to open the Module Non-Contiguous Ranges subtask and specify multiple module ranges you want to include on this report.