When a quick custom setup field is opened, it displays current list of parameters (current setup) which can be used for building a report. The list of quick custom settings only includes those parameters that have been defined during configuration development and those that have Quick Access mode selected in custom settings. You can get various data slices by selecting or removing checkboxes for parameters and by changing the matching conditions and values.
Use Setup command to edit the entire list of current settings. You will see the form in which filter criteria for a report are defined. The list can include additional parameters.
To apply existing settings, use All Actions – Select Setting. Specify a setting and click Select.
The selection command is only available if a report or configuration has User reports settings storage property enabled.
A report can contain multiple report settings options defined during configuration development. Use Select Version command to select the required option. Specify a version and click Select. The list will contain settings that were previously stored by All Actions - Store Setting command.
If you plan to use values of all the options to generate reports in the future (possibly if Saving user data right is granted to the user), you can save an option of such settings. To do so, use All Actions - Save Version command. Specify a version name in the form that opens and click Save.
Use All Actions - Change Version to change an existing version. Select a version in the form that opens and click Select. Make necessary changes and save them.
If you want to restore default values of quick custom settings (values that are stored for the current version), use All Actions – Set Standard Settings command.
To generate a report, click the Make button.
The result is displayed in a spreadsheet document field. Applied filter parameters are displayed on top of the field.
The result can be saved and printed.