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Custom Reports Tips
Tips to help make custom report management easier

One of the biggest benefits from using ACCTivate! is having a large amount of data available for use in custom reports. Custom reports allow you to manage key pieces of data in a way that keeps you informed about what's going on in your business.

However, to gain the full impact of what custom reports can do for your business, they must be developed and installed properly. Here are things to consider when making changes to your custom reports in ACCTivate!.

1. Save Custom Reports in the correct folder
   All custom reports should be saved to the ..\Reports\Custom folder, so that they will not be replaced during future ACCTivate! software upgrades. Also, ACCTivate! looks for custom reports in the custom folder first before running any standard report.
   
   If you are replacing an existing report, then you should use the same name and ACCTivate! will choose it over its standard report. If it will be a new report listed in your reports menu then give it a new name and add the report to the Report Catalog within ACCTivate!.
   
   
2. Remember to mark the "customized" box
   The customized checkbox needs to be checked if the parameters within the Report Catalog or if Report Parameters for a report have been changed. Checking this box will keep configuration change from being lost during an ACCTivate! software upgrade.
   
   This includes any changes such as the number of copies, changes to the selection prompts or simply adding new reports.
   
   It's also worth noting that customized reports should retain the original .rpt name. The Report Catalog does not need to be changed unless report selection or print option changes have been made.
   
   
3. Alphabetize fields to find them easier
   You can alphabetize your field list in Crystal Reports to be able to find the fields easier. When modifying your report in the Crystal Reports designer, select File / Options and then click on the Database Tab. Place a checkbox in the "Sort Fields Alphabetically" check box.

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