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*The tech tip in the June newsletter was incorrect
as it reflected information from a previous ACCTivate!
version. The following is the corrected
article.
Organize, define and add
reports
Catalog
your reports in the Configuration Manager
There
is yet another way to configure information in ACCTivate!
to meet your needs — in the Configuration Manager you can
reorganize reports and add new ones.
This
configuration is performed in the Configuration
Manager > Reports folder >
Reports Catalog > Reports tab.
ACCTivate! 6.2 introduced a reformatted Report Catalog to the system
that features a more user-friendly tree structure that makes
organizing, defining and adding reports quick and easy.
In
the report catalog each module that a report can exist for is
represented by a top-level folder, which can expand to reveal
sub-folders that group reports together. The sub-folders can be further
expanded to reveal actual reports.
*Folders can only be expanded if reports exist for the module.
The image below shows all the module folders that are available in the
catalog. In this report catalog, CustomerInfo has three
subfolders that group reports, in which the
Aging subfolder has two reports.
When
a report is added to the report catalog it can be viewed in the system.
For example, reports added
to the CustomerInfo
folder can be viewed in Customer
> Customer Reports.
The table below shows the
modules that reports can be created for and where in the system they
can be found once the report is cataloged in the appropriate folder.
|
Selected
Module
|
Location
in the system
|
|
CustomerInfo
|
Customer > Customer
Reports
|
|
Inventory
|
Inventory > Inventory
Reports
|
|
Issue
|
Activities > Business Activity
Reports
|
|
JobMgmt (for CYMA only)
|
Job Management > Job
Management Reports
|
|
OrderProcessing
|
Sales > Sales Order
Reports
|
|
Purchasing
|
Purchasing > Purchasing
Reports
|
|
Shipping
|
Shipping > Shipping
Reports
|
The
report catalog has its own toolbar, which allows for the following
actions (*these same options are also available by right-clicking on a
folder or report):
|
Toolbar Button
|
Action
|
|
|
Add Folder
|
|
|
Delete Folder
|
|
|
Add Report
|
|
|
Delete Report
|
|
|
Copy Report
|
|
|
Move Report
|
|
|
Export Report
|
|
|
Import Report
|
Adding
a report to the catalog
To add a report simply
do the following:
- Enter edit mode and then select the
appropriate top-level (module) folder.
- If you need to add a folder that will
group the report, click the Add Folder button, otherwise expand the top-level
folder and select the appropriate sub-folder that the report will
belong to.
- Select the appropriate sub-folder for
the report and then click the Add Report button.
- Name the report and then in the Properties tab (to the right) define its
properties.
* If you have an existing report definition click
the Import Report
button and open the appropriate report definition file (.acctrpt), which will populate the Properties tab with the
definition.
Defining
Selection Prompts for report selection criteria
For each report
you can also select the type of criteria that will be filtered through
by the user, in order to display certain information in a report.
This is configured in the Selection Prompts tab
(as shown below)
and will appear in the Report Selection Criteria window when the report is selected by a user.
Organizing the report catalog
The Move Report, Delete
Report and Copy Report toolbar buttons can be
used to organize reports within the catalog. Just select the report and
click the appropriate button.
The Delete Folder button allows for organization by deleting
any unnecessary sub-folders.
Detailed steps for using the report catalog and an explanation of
the catalog can be found in the help files. Access the help files
either by pressing the F1 key while in the report
catalog or by viewing
them online.
This and more is taught in the
Beginning Custom Reporting class,
which is held every third Monday of the month. Find out more about training
classes
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