Focus Local : Report Formats Setup

Focus offers the ability to customize reports needed to obtain the most accurate data. The formats of these reports can be customized as well. This article is a step-by-step guide to configuring report formats in Focus.

Step 1: Go to Wrench > Setup > Reports

Step 2: Click on Report Setup

Step 3: Choose the report you need to configure

Step 4: Choose the File Format: Text is the preferred File Format

Step 5: Click on Output

• Choose the Destination of your report
  • Screen: The report will be used for on-screen viewing.
  • Printer: The report will be printed.
  • File: The report will be saved as a file. Enter the file name in the File name text box.
    • File Name: If a “%d” is found in the file name then it is replaced by the business date of the report.
  • E-mail: The report will be e-mailed. Note: The File Name filed must be entered.
  • Text Message: The report will be sent as a text message.
  • FTP: The report will be sent to an FTP site.
    
    • File Name:  If a “%d” is found in the file name then it is replaced by the business date of the report.
    • FTP (Destination Folder): If entered, the report will be copied to the specified folder inside the FTP site.
    • FTP Site: Select the FTP site that the report will be sent.
• Format Options: Select the desired print format from the list of available formats. Make sure the selected format displays in the list box.
• Security Code: Enter the Security Code necessary to run the report.
• Screen Options: Check "Display" if the report is to be displayed on the reports screen.
  • Screen Format: The Format of the report on the Reports window.
  • Screen Position: The position of report on the Reports screen.
• Revenue Center: The Revenue Center associated with this report. If a Revenue Center is not selected, the report will be consolidated from all Revenue Centers.

Save and exit. Run a test report to confirm the format is correct.

For any questions/issues regarding the Report Formats Setup, please contact our support staff at [e-mail].