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<< Click to Display Table of Contents >> Create New Custom Report |
  
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<< Click to Display Table of Contents >> Create New Custom Report |
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The Create New Custom Report function allows you to create a new report which you can use in AccountMate Enterprise. It provides a step-by-step process in creating a report where you can specify the settings you want in the new report. You can select the data source and fields you want to use in the report as well as set the report groupings, report fields layout and other settings.
Note that new custom reports are added at the bottom of the reports list per module in the Report Designer window. When in the AccountMate Enterprise application window, you can view custom reports under Custom Reports in the Reports main menu.
To create a new report, perform the following steps:
1.On the Report Wizard main screen, hover the cursor on the tree view area. Right mouse click; then, select New Report option to display the Create New Report window.
2.In the Choose Report Name screen, enter the appropriate name that you want for the new report you are creating.
3.Select any or all of the following feature options that you want enabled in the report function window; then, click the Next button to proceed.
•Enable Batch Button
•Enable Notes Button
•Print Notes
•Print Criteria
•Print Time
•Print User
4.In the Define Report Layout screen, click the drop-down list button beside these labels to select your desired report layout options:
•Orientation
•Paper Size
•Format
•Font Size
5.Enter the report layout name and description in the appropriate field. Take note that the values you enter in these fields are for internal use only and will not be displayed in the report. Click Next to proceed.
6.In the Choose Tables and Views screen, perform the following:
6.1. On the (left) List box area, click on a table or view that you want to use in the report; then, click the > button to select. Do this for each table or view that you want to use in the report. The selected table or view name will be automatically transferred to (right) List box area.
6.2. Review the tables and views that you selected in the (right) List box area. To remove or delete a table or view from the list, highlight the table name or view name; then, click the < button. To remove all the tables and views from the selected tables and views list to start over, click the << button.
6.3. Click Next to proceed.
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7.In the Choose Data Fields screen, you must select from each table or view the data fields that you want to show in the report. Click the drop-down button to display a list of all the tables and views you selected in the Choose Tables and Views screen. Select a table or view from this list to view all the data fields that are available from the selected table or view.
8.In the Available Data Fields list box, highlight the data fields that you want to include in the report you are creating; then, click the > button. If you want to select all the data fields in the list box, click the >> button. The field names will be automatically transferred to the Report Fields list box area.
9.Repeat step #9 and step #10 for each table or view you selected to use in the report.
10.In the Report Fields list box area, review the data fields you have selected. To edit or delete your selections, highlight the data fields you want removed; then, click the < button. To remove all the data fields from the Report Fields list box, click the << button. You can drag the data fields up or down within the Report Fields list box to sort them into the desired order.
11.Click the Next button to proceed.
12.In the Define Data Field Settings screen, perform the following:
12.1. Enter in the Description field the appropriate data field description the way you want the user to see.
12.2. Mark the checkbox under the Display column for each data field that you want to show in report.
12.3. You can also mark the corresponding checkboxes under the Bold and Italic columns if you want the data field column headers to show as in bold or italicized fonts; otherwise, leave these checkboxes unmarked.
12.4. Mark or unmark the checkboxes under the Suppress Duplicates and Wrap columns.
12.5. The Subtotal column will show a checkbox if the data field is numeric. Mark the checkbox if you want to see a subtotal in the report.
12.6. You can drag the data fields up or down to sort them in the order you want the fields to be displayed in the actual report.
12.7. Click Next to proceed.
13.In the Define Report Group screen, you can set to group the data in the report by a specific field or fields. To do this, perform the following:
13.1. Click the drop-down list to display the tables and views you selected to use in the report.
13.2. Click a table or view name to select from the list. The data fields available from the table or view selected from the drop-down list is displayed in the (left) List box area.
13.3. To select a data field from the (left) List box area, click on a data field; then, click the > button. The selected field names will be automatically transferred to the (right) List box area.
13.4. Review the field names you selected in the (right) List box area. To edit or delete your selection, highlight the data field you want removed; then, click the < button. To remove all the data fields from the (right) List box area, click the << button.
13.5. Click Next to proceed.
14.If you have NOT set any grouping in your report, click Next to proceed to the next screen. However, if you have set some groupings in your report, you must define the header and footer settings for each report group. Perform the following in the Define Group Options screen:
14.1. Click the drop-down list under the Header column and select any of these options:
•None
•Field itself
•Key and Description
14.2. Under the Footer column, click the drop-down list and select any of these options:
•None
•Field itself
•Record count and subtotal
15.You may review your choices and options in the previous screens by clicking the Previous button. You can do this at anytime while creating the new report. When you have made all your selections, click the Finish button to save the new report. You may also click the Cancel button at anytime if you want to abort creating a new report.
16.After clicking the Finish button, a pop-up window will display asking if you want to edit the report layout. Clicking Yes will automatically open the newly created report using the Microsoft SQL Server Report Builder application; clicking No will return you to the Report Designer main window.
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