Configure report types

Before defining the parameters of a search to begin working with Auditor Plus, be sure that the reports themselves are configured as desired. To begin, select "Configure Reports" from the Tools menu. The Report Configuration window will appear:

Note: The "Configure Reports" option is available only to users with the "Modify Global Configuration" privilege. See Auditor Plus Permissions for more information.

Caution: The OK button will accept all changes made since the last time Report Configuration was opened, while the Cancel button will reject all changes made since the last time it was opened. The OK button must be pressed in order to save changes.

This window lists all available Report Types, and allows the user to enable or disable, rename, and reorder reports.

Tip: Two additional copies of the "Complete / In Progress" and "Scheduled" reports are provided for the user’s convenience. This allows customization of the additional reports while still retaining the original. Contact Wonderware for assistance if additional such copies of any report are desired.

To Enable or disable a report, click on the checkbox next to its Report ID marked "Enabled." Checked reports are available for selection in Auditor Plus, while unchecked reports are not.

To rename a report:

1. Click on its Display Text value. The cell containing the Display Text will become editable.

   

2. Type the desired display text in the field

   

3. Click OK.

To reorder the Report list:

4. Select the Report whose position you wish to alter by left-clicking its Report ID.

   

5. Use the Up () or Down () arrows to alter the position of the selected Report. Its position will change in relation to the list, and the "Position" column will bear its new location.

   

6. Click OK.

The Reports will be ordered exactly as they appear in this list, top to bottom.