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Contents of the Print Approved Journal Entries Report Screen

Use the fields and options to configure the Print Approved Journal Entries Report screen.

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 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.

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 description of up to 30 alphanumeric characters.

Selection Ranges

(Print Report By)

Select the criterion you want the report to use to select and sort journal entry data. The options are:

  • JE Type: Select and sort by journal entry type.
  • Approver: Select and sort by journal entry approver.
  • Entry User: Select and sort by the user ID of the employee who entered the journal entry.
  • Entry Date: Select and sort by the date the journal entry was entered.
Field Description
Option

Use this drop-down list to select the range of values you want to include. The type of values depends on your selection in the previous field. Valid options are:

  • All: Select this option to include all available values. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one value and then enter that value in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of values. Enter the beginning value for the range in the Start field and enter the ending value of the range in the End field.
  • From Beginning: Select this option to include a range of values that begins with the first of all the available values and ends with the value that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of values that begins with the value that you enter in the Start field and ends with the last of all the available values. The End field is disabled for this option.
Start/End

Enter, or click to select, the starting and/or ending selection value for the range you want to include on this report. One or both of these fields may be disabled, depending on your selection in Option.

Page Break

Select this option to have Costpoint insert a page break in the report each time the selection criterion's value changes.

Period

Field Description
Option

Use this drop-down list to select the range of accounting periods you want to include. Valid options are:

  • All: Select this option to include all available accounting periods. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one accounting period and then enter that period in the Start fields. The End fields are disabled for this option.
  • Range: Select this option to include a contiguous range of accounting periods. Enter the beginning period for the range in the Start fields and enter the ending period of the range in the End fields.
  • From Beginning: Select this option to include a range of accounting periods that begins with the first of all the available periods and ends with the period that you enter in the End fields. The Start fields are disabled for this option.
  • To End: Select this option to include a range of accounting periods that begins with the period that you enter in the Start fields and ends with the last of all the available periods. The End fields are disabled for this option.
Start/End: Fiscal Year, Period, End Date

Enter, or click to select, the starting and/or ending fiscal year and period you want to include on this report. One or both sets of these fields may be disabled, depending on your selection in Option. The End Date fields display the end dates of the starting and ending period of the range.

Generate the Approved JE Listing Report

To generate the Approved JE Listing report, enter the report options you want and then click Print Default Report on the Action menu.