Report File Maintenance

Menu Path: System Administration $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Report File Maintenance

Purpose

Maintain report files.

Overview

Use Report File Maintenance to create, update, and delete report files. Report files can be set up to allow multiple versions of a report to be printed at the same time with each version using a different Crystal Reports .rpt file. You can also set up report files to output custom reports instead of standard Apprise reports.

Setting Up Report Files

To set up report files:

If the report files are for a specific user only, select the User radio button, and enter the user ID of the user in the User ID field.
Click the New button in the ribbon.
Enter the program name for which you want to set up report files in the Screen Name field.
Enter the Apprise report name for which you want to set up report files in the Apprise Report Name field.
Enter a name for the report in the Report Override Name field.
Enter the Crystal Reports .rpt file name in the Report Filename field.
Enter a description of the report file in the Report Description field.
Click the Add button. The report file is added to the Report Files grid.
Repeat steps 5-8 for all report files for the screen name you entered in step 3.
Click the OK button in the ribbon. The report file is set up.

Note You cannot set up report files for the following reports:

ReportingFieldList.rpt
RecurringJournalList.rpt
VariableAllocAccountList.rpt
ReportingFieldDataList.rpt
BudgetRateList.rpt
ForexRateList.rpt
FixedAllocAccountList.rpt
BudgetList.rpt
SummaryAccountList.rpt
GLCategoryList.rpt
ReportingAccountList.rpt
ProgramSecurityList.rpt
MenuList.rpt
PackSlip.rpt
InventoryCountDuplicate.rpt
CustomerInvoice.rpt
CreditCardException.rpt
OrderAcknowledgement.rpt
PickDemand.rpt
PostUnbalanced.rpt

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Report File Maintenance window.
New	Click this button to create a new report file.
Update	Click this button to update the selected report file.
Delete	Click this button to delete the selected report file.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.

Fields and Buttons

Field or Button	Description
Screen Name	Enter the program name of the program associated with the report file. To determine the program name, use Screen Information. Example slsitmscr2.p
Description	Enter a description of the program for the report file.
Apprise Report Name	Enter the report file name for the report file. To determine the report file name, output the report to Excel, and view the apprise-report-name on the first worksheet. Example OrderDemand
System/User	Select whether the report file is available for a specific user or all users.
User ID	Enter a user ID for the report file, or click the Lookup button to select a user ID. This field is only available if you select the User radio button.

Main Tab Fields and Buttons

Field or Button	Description
Report Override Name	Enter a name to identify the report.
Report Filename	Enter the file name of the report file. This file should be located in the folder entered in the Report Working Directory field in User Profile Maintenance.
Report Description	Enter a description of the report file.
Add	Click this button to add the report file.
Remove	Click this button to remove the report file.
Reply Mail	This field is slated for functionality in a future release.
Report Files	This grid displays report files.