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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.

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:

1. Enter edit mode and then select the appropriate top-level (module) folder.
2. 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.
3. Select the appropriate sub-folder for the report and then click the Add Report button.
4. 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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