Contents of the Print Asset Template List
Use the fields and options to configure the Print Asset Template List Screen
Regardless of the sort option you select, each report includes the template/revision number, short/long description, property type, classification code subclass code, location group, and record-entry details (including the user ID and the date and time the record was added). You can also have the system insert a page break each time the selected sort parameter changes, unless you select Template/Rev No in the 1st Sort drop-down list.
The Asset Template List provides a "snapshot" of selected template data. You can print this report at any time.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Template/Revision Numbers
Use the following fields to select template/revision numbers for the list.
| Field | Description |
|---|---|
| Option |
Select a range option for the template/revision numbers from the drop-down list. The available options are:
|
| Start Template No/Rev |
Enter, or click
|
| End Template No |
Enter, or click
|
to select, the beginning template/revision number. If you select
Record-Added Dates
Use the following fields to select record-added dates for the list. The record-added date is the date the template record was originally created. The record-added date automatically displays in the Date field on the Manage Asset Template Information screen and cannot be edited.
| Field | Description |
|---|---|
| Option |
Select a range option for the record-added dates from the drop-down list. The available options are:
|
| Start |
Enter, or click
|
| End |
Enter, or click calendar to select, the ending record-added date in date format. There is no date validation for this field. If you select All, One, or To End in the Option drop-down list, this field will be inactive. |
to select, the beginning record-added date in date format. There is no date validation for this field. If you select
Sort By
Use the options in this group box to sort the list by template/revision number, record-added date, property type, classification code, subclass code or location group. You can only sort the report by one category at a time. This report always sorts by template/revision number within the primary sort category you select.
| Field | Description |
|---|---|
| 1st Sort |
Select a sort option from the drop-down list. The available sort options are:
|
| Page Break |
Select this check box to insert a page break each time the selected sort parameter changes. For example, if the information is sorted by property type, select the Page Break check box if you want data for each different property type to begin printing on a separate page. If you select the Template/Rev No sort option, this check box will be disabled. |
Options
Print Options
| Field | Description |
|---|---|
| Include Long Description |
Select this check box to print the long description as well as the short description on the list. The long description prints on a new line directly under the short description for each record. Note: You can save your sort options and selection criteria for this report with or without printing. After making your selections, click
 in the toolbar or
Save in the File menu or press F5. Enter an alphanumeric identifying code and a short description to help you recognize the report parameters. Later, you can use
Query from this screen to access the print parameters you created and run the same report without re-entering all the screen information again. Stored report parameters are especially helpful if you plan to use Costpoint Process Management for your reports.
If you want to keep these parameters but want to run a slightly different report, you can use the command, Copy Record to copy the parameters and make minor changes to them without changing your saved parameters. Open the record that you want to copy, and then select Copy Record in the Line menu. A message will display on the screen that confirms that the record has been duplicated. Edit the record as needed. |