Set Up the Report Parameters

Most reports have parameters values that need to be filled in before the report can run. Default parameters can be set up to fill in automatically from the system. For example, when running a report in which only a class or employee ID is needed, the user normally has to enter the specific class or employee into the Parameters screen before the report is generated. In the case of the auto-generated reports, these values can be determined based on the class to which the report is assigned and the employees registered within the class. Thus, the user does not need to supply a default value for these parameters. However, there are other parameters that need to be set up by a system administrator – some are mandatory parameters that are needed for the report to run and others are preferences that set how the report is to look.

The following steps need to be taken before the reports can be successfully automatically generated:

1. Go to the Preferences section>System Preferences card>Auto-Generate Report Defaults screen.
2. For each report in the list:
   1. Click the folder to the left of the report name to open the Report Parameters screen. This screen will list any report parameters that needs to be or may be filled in.
      • Those marked with an asterisk are required and need to be filled in for the report to run.
      • Those not marked with a red asterisk are not required and may be left blank or filled in based on your preference.
   2. Fill in the required values and click the Save Default Values button to set the values for the system.
3. Use the Back button to go back to the list of reports.