Costpoint Online Help

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Contents of the Print Account/Organization List Screen

Use the fields and options to configure the Print Account/Organization 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

Organizations

Field Description
Option

Use this drop-down list to select the range of organizations to include on the report. Valid options are:

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

Enter, or click to select, the starting and/or ending organizations for the range of organizations to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive.

Active Periods

Field Description
Option

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

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

Enter, or click to select, the starting and/or ending fiscal years and periods for the range of periods to be included on the report. Depending on your selection in Option, one or both of these sets of fields may be inactive.

Costpoint displays the ending dates for the periods in the adjacent fields.

Accounts

Field Description
Option

Use this drop-down list to select the range of accounts to include on the report. Valid options are:

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

Enter, or click to select, the starting and/or ending accounts for the range of accounts to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive.

Sort By

Field Description
1st Sort

Use this drop-down list to specify how you want to sort the report data. Valid options are:

  • Organization: Select this setting to sort the report by organization.
  • Account: Select this setting to sort the report by account.

Options

Include

Field Description
Active Account/Org Links

Select this check box to include active account/organization combinations on the report.

Inactive Account/Org Links

Select this check box to include inactive account/organization combinations on the report.

Generate the Account List

To generate the Account/Organization List, select the report options and then click Print Default Report on the Action menu.