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 support@alphapos.net.
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