Report List Wizard window

Excel > CCH® Tagetik > Report list

Excel > CCH® Tagetik > Design > (Left-hand panel) select form > > Report list

Purpose of the Wizard

This Wizard takes the user through a guided procedure to create and set up a Report list. It is made up of six steps:

Phase	Description
1	Allows you to set the publication method.
2	Allows you to define the forms/Excel sheets to be included in the Report list.
3	Allows you to define and manage the run parameters for the selected forms. Parameters shared by several forms are only required once. System parameters or ad hoc parameters can be added.
4	Allows you to override, for individual forms, certain settings assigned as defaults in the previous phases. Specifically, this allows you to override the print or save settings, parameters, templates and output sheets if you do not want to publish an entire form. Allow to specify output sheets sorting.
5	Only present if Allow to specify output sheets sorting was selected in the previous phase. Allows you to define the order of the sheets generated by the Report list.
6	Allows you to set the Report list run and save options.