Reports settings

Use Reports settings to review report-setting roles, their tabs and widgets, the users assigned to them, and their last modification dates.

Reports settings

Reports settings is the reference list for report settings. A row contains Role, Tabs, Widgets, Users, and Last modified.

The list is a reference surface rather than a business-process stage. Use the new-setting or maintenance page for changes.

Before you start

You need signed-in access to the configuration area. The Reports settings route uses the product's authentication guard.

Prerequisites

• Have access to /configuration/reports-settings.
• Know whether you are reviewing the list or opening a saved row for maintenance.
• Select a saved report-setting row before opening its maintenance page.

The list depends on the account's subscription configuration. When that configuration does not include the feature, the page follows its subscription alternative instead of showing the report-setting list.

Open Reports settings

Use this procedure to reach the report-setting list from the configuration area.

Prerequisites

• Have signed in to PAMS.

Steps

1. Open /configuration/reports-settings.
2. Confirm that the page shows Configuration Reports and the Forecast settings entry.
3. Confirm that the list shows the Role, Tabs, Widgets, Users, and Last modified headers.

Result: The Reports settings list is open.

Read the Reports settings list

Each row summarises one report setting. Read the headers from left to right as follows:

When Filter Row is available, select it to filter a column. The toolbar shows Refresh, Table Layout, and Settings. After you open Settings, Export and Filter Row are visible.

Use the headers and row values to choose the report setting you need. The list does not provide a create or delete route; use New report setting to create one and Edit report setting to change an existing one.

[!NOTE] A saved row is the starting point for its maintenance page.

The list search panel is hidden, and the column chooser is disabled. Work from the headers that are visible in your list.

Review forecast settings

Forecast settings contain the average payment-delay values used for purchase, sales, and commission invoices. The three invoice groups each use a number and one of the unit choices Days, Weeks, or Months.

Prerequisites

• Have the Reports settings list open.
• Have access to Forecast settings.

Steps

1. Select Forecast settings.
2. Open the applicable forecast branch.
3. Review for purchase invoices, for sales invoices, and for commission invoices.
4. Review the available unit choices Days, Weeks, and Months for each invoice group.

The invoice fields appear inside the forecast popup when its branch is open.

Result: The forecast popup displays the applicable invoice-delay fields and their available unit choices.

Open a report setting for maintenance

Opening a report setting transfers you from the reference list to the existing setting's maintenance page.

Prerequisites

• Have the Reports settings list open.
• Have a saved report-setting row available.

Steps

1. Choose the way you want to open the saved setting:

   If you need to…	Select
   Open the setting in the current page	A data-row cell other than the row's edit cell
   Open the setting in another browser tab	Open in new tab in the row context menu

Result: The selected report setting opens on its maintenance page.

Handle availability and request outcomes

Reports settings availability follows the account's subscription configuration. The list has no additional data-load message.

When you maintain a report setting on the related new-setting or maintenance page, the request messages are:

The list page does not provide a create or delete action. Use the list as the review and hand-off point, then continue to New report setting or Edit report setting for those tasks.

Continue with report settings

After reviewing the list, choose the maintenance page that matches your task:

Reports settings does not move a business record from one lifecycle stage to another. It is the reference list and hand-off point for report-setting work.