Enter an ID for the new report. Field defaults to the first report on the list.

When creating a report ID, use a number in the 10,000 – 99,999 range. IDs 1 – 10,000 are reserved for standard Vista™ reports and are not available for selection.

Specify the type of application used for this report title.

• Crystal – Select this option if this report title is for a report created through Crystal Reports.

• SQL Reporting Services – Select this option if this is a SQL Server Reporting Services report. This applies to both SSRS reports that you want to add to a Dashboard Work Center and reports that you want to launch from a Reports folder.

• Other – Select this option if this report title is for a document created through another application (e.g. Word, PDF, HTML, Visio, etc.).

• Dashboard OLAP Report – Select this option if the report title is for a Dashboard report based on the Business Intelligence (BI) module’s OLAP database.

Press F4 to select a report location from a list. Report locations are created and maintained using the RP Report Locations form.

Enter the name of the report file, or click the Browse icon to select the report from a list. Only reports in the report location selected in the Report Location field will display in the list.

If you are manually entering the file name, make sure the file name exists at the report location specified above.

Enter a title that easily identifies the report. The title can be up to 60 characters long.

By default this field populates with the file name when you are creating a new report.

Press F4 to select a report type from a list. Report types are created and maintained using the RP Report Type form.

If this is a SQL Reporting Services report that you want to be able to add to a Dashboard Work Center, you should select My VP.

Enter the country that this report applies to or press F4 to select it from a list.

This report will only display in the application if the country setting in HQ Company Setup matches the country selected in this field.

Use this field to set the owner of the report. Only the owner of the report can modify or delete it.

This field defaults with your user account when you create a new report.

This is a required field.

Enter a memo for the report, up to 255 characters. This field is informational only; it is not used anywhere in Vista™ software.

Enter a description of the report.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Select this check box if the report should display in the Reports folder in the modules where it is assigned. Reports are assigned to module menus using the Assigned Modules tab.

Do not select this check box if you do not want this report to show on any Report menu.

The Force Local Render check box in the RP Report Titles form.

Select this check box if the selected report should render locally on your system with custom applied fonts when printing.

Do not select this check box if you want reports to render on the cloud using standard Vista fonts.

The Office License Required check box in the RP Report Titles form.

This check box is irrelevant for enterprises whose license model is Concurrent User License (CUL) since all licenses are full, that is 0-Office. Nearly all on-premises deployments use the CUL license model.

The ability to change whether it's selected or not depends on the report Status, that is, Standard or Custom.

This field and the Change Icon button are available only for custom reports that you own. Look for your user account in the Owner field and Custom in the Status field.

Use this field and the Change Icon button to select the icon that is associated with a report. This is the icon that will display next to the report in the Reports folders in the application.

To change the icon that is associated with the report, click the Change Icon button and then select an icon from a list. Once you have selected an icon, the key will populate in this field.

This fields defaults automatically to your user ID when you print the report shown in the Report ID field. It is not editable.

Enter the default printer. This field defaults to the last printer used by your login.

Select the specified printer’s paper source from the drop-down list.

Select the paper size from the drop-down list.

Select the default export format from the drop-down list for this report.

Select a duplex print option from the drop-down list.

Duplex printing is printing on both sides of a sheet of paper. Simplex printing is printing on a single side of a page.

Select either Portrait or Landscape from the drop-down list.

This field displays the last time the report was printed for your login. Field is for informational purposes only.

Enter the zoom factor for the Report Viewer.

Specify the width of the Report Viewer based on your monitor’s settings.

Specify the height of the Report Viewer based on your monitor’s settings.

This field applies to Dashboard Reports only.

Enter the data set that the query belongs to. This field defaults the data set name for the Dashboard report when you click Update Design on the Info tab.

This field applies to Dashboard Reports only.

Enter the text of the query. This field defaults the text of the query for the Dashboard report when you click Update Design on the Info tab.

This field applies to Dashboard Reports only.

Enter the Dashboard template that you want to associate this report with. Press F4 for a list of templates.

This field applies to Dashboard Reports only.

Select this check box if you want this report for available for selection on the specified Dashboard template.