Overview
This functionality allows you to select a report template from the list, or type a description and save your last used settings on report criteria (option) screens to templates for later reuse. You may also select and delete report templates from the list. This improves your efficiency and ensures that others can use the same settings when running reports.
The following WinTeam reports allow you to use Report Criteria Templates:
- Accounts Receivable Invoice Aging Report
- Accounts Receivable Sales Tax Report
- Human Resources Benefit Hours
- Human Resources EEO/Vets Report
- Payroll Timekeeping Report
- Payroll Other Compensations or Deductions Report
- Personnel Scheduling: Scheduling Activity Report
- Personnel Scheduling: Scheduling Report
- Personal Scheduling TeamTime Hours vs. Scheduling Hours Report
Security
In SYS: User Security (General tab), select the Can Manage Report Criteria Templates check box to grant a User permission to save last used settings on report option screens, in order to select report templates from the list, create report templates for later reuse, or delete report templates from the list.
Tip: For more information see Security Groups Overview and Security Groups By Module.