Attachments List

Access this report using Reports>Lists>Attachments.

Use this report to print saved attachment information. Attachments were created throughout the system using Manage Attachments .

For more information about setting up attachments, see How Do I Set Up Attachments?

 

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

• By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
• By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Type	The type assigned to the attachment when it was saved, either Linked or Encrypted.
Main Category	The "Main" level category. The report shows the account title, such as Vendors or Cash Receipts.
Selected Category	The folder in which the attachment was saved.
Level Attached	Represented as level numbers: 1, 2, 3, and 4.
ID	The ID assigned to the Vendor, Customer, or Employee; or the session for Grant segments.
Document Number	The document number (during Transaction Entry), segment code (for Grant segments), or blank (for Vendor, Customer, or Employee).
Name	The attachment's name.
Original Pathname	The physical location of the attachment.
Attached By	The user ID who attached the document.
Date	The date the attachment was saved.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.