Defined Lists and Criteria Maintenance

Back to Qbyte Optix Manage Configurations  

Navigate to Manage Configurations > Report Configurations > Manage Defined Lists and Criteria

Optix allows individual users to maintain their saved defined lists and criteria. Defined lists and criteria can be created and maintained for the following selection widgets:

• Batteries

• BC Reporting Entities

• Business Associates

• Business Associate Transactions

• Control Groups

• Control Group Transactions

• Delivery Systems

• Entities

• Facilities

• Facility Charge Formulas

• Facility Charge Types

• Financial Interfaces

• Gathering Systems

• Injection Facilities

• Master Owners

• Owners

• Owner Updates

• Plants

• Process Selections

• Products

• Purchasers

• Petrinex Files

• Region Transactions

• Reporting Periods

• Roles

• Royalty Formulas

• Units

• Users

• Wells

Within each widget, the user can search for their defined lists and criteria. 

Open

Open

The user can perform various actions for a defined list/criteria by clicking on the name. These actions include:

• Rename Defined List / Rename Defined Criteria - this is used to change the name of the defined list or defined criteria 

• Edit Defined List / Edit Defined Criteria - this is used to view and change the selection criteria which makes up the defined list or defined criteria 

• Delete Defined List / Delete Defined Criteria - this is used to delete the defined list or defined criteria 

• View List of Reports - this is used to view the saved reports which use the defined list or defined criteria