1. www.pace2020.com | See the possibilities… Standard Report Management/Menu Changes

2. www.pace2020.com | See the possibilities… Introduction Both beginners and advanced users will benefit from the Report Management/Menu Changes session. This session will teach you how to run standard reports and change or customize standard ePace features from the ePace Administration main menu option.

3. www.pace2020.com | See the possibilities… Report Front End Modification Accessing the RFE Administration  System Setup  General  Reports Purpose of the RFE Provide a link between Crystal Reports files and the ePace System A link to a report in ePace points to the RFE, which contains the name of the file to run, as well as a list of parameters to pass.

4. www.pace2020.com | See the possibilities… Add/Modify A Definition Fields: –Lock Buttons – Settings do not revert during upgrade –Name - Pick a report file from the standard or custom report folder –Base Object – If selected, defines the reference point for xPath, and adds the report to the [Reports] button on that object –Display Name – The name used to display this report in the system (Not necessarily the same as the menu name) –Description – Additional info about this report for your reference

5. www.pace2020.com | See the possibilities… Add/Modify A Definition Fields: –Export Type – The type of file to generate from the report. (Some options will require specialized report development) –Allow refresh – Enables the [Refresh] button for certain report types –Default Printer –Crystal Clear Version – The rendering engine to use (6.5 in almost all cases) –Data Preparer – Large amounts of data sometimes require special functions to keep reports loading quickly –Show logo – Determines whether, if configured, this report should display the company logo

6. www.pace2020.com | See the possibilities… Add/Modify Report Parameters Fields: –Lock Parameters – Parameters do not revert during upgrade –Name – The display name used to identify and prompt for parameters –Description – Additional information about this parameter that shows in the tooltip. Useful for identifying parameter options like (1, 2, 3, O, C, X) –Data Type – The type field to send the report (Should match the report file)

7. www.pace2020.com | See the possibilities… Add/Modify Report Parameters Fields: –Expression Type – Option to use a single value, or a variable expression with xPath –Expression – The value or formula to pass the report file –Example xPath expressions

8. www.pace2020.com | See the possibilities… Add/Modify Report Parameters Fields: –Prompt Sequence – Enables you to sort parameters so they are passed to the report file in the expected order –Prompt – Enables the user to edit this value before running the report –Accept Multi Value –Is Logo

9. www.pace2020.com | See the possibilities… Duplicate Make life easy – duplicate!

10. www.pace2020.com | See the possibilities… Menu Changes Administration  System Setup  User Interface  User Defined Menu Adding A New Menu –Webapp Epace – modifies the Production system interface Eservice – modifies the Customer store front interface Mobile – modifies the Wireless Inventory interface –Group Leave blank to affect all groups, Specify a group to create many custom menus If a user belongs to more than one group with a custom menu, you can define which one to use by going to the system user and drilling into the group list.

11. www.pace2020.com | See the possibilities… Modifying A Menu Active Flag Yellow Folder Icon – Left click to expand or collapse menu options Blue Toolbox – Left click to choose options –Active/Inactive –Cut/Copy/Paste –Move Up/Down –Move to Menu Root –Collapse

12. www.pace2020.com | See the possibilities… Add A New Item Caption – The name to display on the menu Tooltip – The rollover hint for this item Report Choose the report definition External URL –Enter the address to link to Valid: - http://www.google.com - http://192.168.0.1/epace/inquiry/view/5000 - /epace/inquiry/view/5000 –Section Add a new folder to the menu

13. www.pace2020.com | See the possibilities… Add A New Item Context Item –Link directly to a specified form –Object – the ePace object –Item – the specific form (i.e. - detail, add) Process –Link to a specific processing or posting form –Choose the process from the drop-down Setup –Link to a setup item –Choose the setup item from the drop-down

14. www.pace2020.com | See the possibilities… Delete Custom Menus And Restore Defaults