Difference between revisions of "Approve Historical Transactions Report"
Jump to navigation
Jump to search
m (Request 46806) |
|||
(2 intermediate revisions by the same user not shown) | |||
Line 1: | Line 1: | ||
=='''Overview of IL177'''== | =='''Overview of IL177'''== | ||
− | + | All historical transactions must be approved prior to turning on transaction approval. This report gives users the ability to see the number of unapproved transactions through the chosen date and then mark these transactions as approved. | |
+ | |||
+ | == '''Report Criteria''' == | ||
+ | |||
+ | [[File:IL177.png]] | ||
− | |||
{| class="wikitable" | {| class="wikitable" | ||
Line 9: | Line 12: | ||
! '''Field''' !! '''Description''' | ! '''Field''' !! '''Description''' | ||
|- | |- | ||
− | | '''Base date''' || Enter the base date as mm/dd/yyyy or click the calendar icon to select the date you wish to use | + | | '''Base date''' || Enter the base date as mm/dd/yyyy or click the calendar icon to select the date you wish to use.<br /> |
+ | Base date must be less than the current business date. | ||
|- | |- | ||
− | | '''Transaction List''' || | + | | '''Transaction List''' || Select one or more transactions |
|- | |- | ||
− | | '''Update''' || Check to run in update mode, Leave unchecked to run in preview mode | + | | '''Update''' || Check to run in update mode, Leave unchecked to run in preview mode |
|} | |} | ||
Line 23: | Line 27: | ||
− | + | [[File:il177.pdf|thumb|center]] | |
− | |||
− | |||
− | |||
[[Category:Investments Reports]] | [[Category:Investments Reports]] |
Latest revision as of 13:49, 16 September 2015
Overview of IL177
All historical transactions must be approved prior to turning on transaction approval. This report gives users the ability to see the number of unapproved transactions through the chosen date and then mark these transactions as approved.
Report Criteria
Field | Description |
---|---|
Base date | Enter the base date as mm/dd/yyyy or click the calendar icon to select the date you wish to use. Base date must be less than the current business date. |
Transaction List | Select one or more transactions |
Update | Check to run in update mode, Leave unchecked to run in preview mode |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. You will now see the pdf output of results. See below to view a sample of this pdf.