# 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**.

| If you need to… | Go to |
|---|---|
| Read the role, tab, widget, user, and modification information | [Read the Reports settings list](#read-the-reports-settings-list) |
| Review invoice-delay settings | [Review forecast settings](#review-forecast-settings) |
| Open a saved report setting | [Open a report setting for maintenance](#open-a-report-setting-for-maintenance) |
| Create a report setting | [New report setting](configuration-reports-settings-new.md) |
| Change a saved report setting | [Edit report setting](configuration-reports-settings-edit-record.md) |
| Work with the reports that use these settings | [Reports hub](reports-hub.md) |

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

![The Reports settings list with its five columns and toolbar](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fe2caba6520353f6565151471405867f.png)

## 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.

![The Configuration Reports page with Forecast settings above the five list headers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fe2caba6520353f6565151471405867f.png)

**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:

| Header | What to read |
|---|---|
| **Role** | The role associated with the report setting. |
| **Tabs** | The number of tabs in the setting. |
| **Widgets** | The number of widgets in the setting. |
| **Users** | The users associated with the setting. |
| **Last modified** | The date shown for the latest modification. |

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.

![The list after opening Settings, with Export and Filter Row visible](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/37d990b910566ee0ed41507739e60198.png)

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](configuration-reports-settings-new.md)
to create one and [Edit report setting](configuration-reports-settings-edit-record.md)
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:

| Message | Use |
|---|---|
| `Your request was completed successfully` | The maintenance request completed successfully. |
| `An error occurred while processing your request` | The maintenance request returned an error. |

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](configuration-reports-settings-new.md)
or [Edit report setting](configuration-reports-settings-edit-record.md) for
those tasks.

## Continue with report settings

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

| If you need to… | Continue to |
|---|---|
| Create a new report setting | [New report setting](configuration-reports-settings-new.md) |
| Change an existing report setting | [Edit report setting](configuration-reports-settings-edit-record.md) |
| Add a tab | Select **Blank Tab** on [New report setting](configuration-reports-settings-new.md) or [Edit report setting](configuration-reports-settings-edit-record.md) |
| Import tabs | Select **Import From** on [New report setting](configuration-reports-settings-new.md) or [Edit report setting](configuration-reports-settings-edit-record.md) |
| Set editable previous months | Use **Editable prev. months** on [New report setting](configuration-reports-settings-new.md) or [Edit report setting](configuration-reports-settings-edit-record.md) |
| Set the time frame | Use **Time Frame** on [New report setting](configuration-reports-settings-new.md) or [Edit report setting](configuration-reports-settings-edit-record.md) |
| Save and close the setting | Select **Save and Close** on [New report setting](configuration-reports-settings-new.md) or [Edit report setting](configuration-reports-settings-edit-record.md) |
| Work with the reports that use report settings | [Reports hub](reports-hub.md) |
| Return to the configuration entry point | [Configuration dashboard](configuration-home.md) |

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.