Report Designer

The Report Designer allows authorized users to create custom reports that can be used in AccountMate enterprise. It also allows authorized users to modify the standard reports that are available right out of the box. This powerful tool is used to add or modify existing report criteria from standard reports, change report layout, and create new report filter criteria which can be used in both custom and standard reports. The tool uses SQL Server Report Builder technology to create or modify reports, and supports tables, views, and stored procedures as report data sources. You can access this function from the Reports main menu in each module.

Note: When the Report Designer function button is clicked, it will open the program in a separate window. You must close the Report Designer function window to return to the main AccountMate Enterprise application window.

To help you better understand the Report Designer, please note of the following:

•A "standard report" refers to AccountMate Enterprise reports that are available right out of the box.

•A "customized standard report" means a standard report that have been modified or that the default report settings have been changed.

•A "custom report" refers to all new reports created by users using Report Designer.

Authorized users can use the Report Designer to:

•Create new custom report

•Update or edit existing report settings

•Create new or copy report layout

•Update, edit, or delete existing report layout

•Edit a layout's description

•Create new sorting option

•Update or edit existing report sorting option

•Create new report filter criteria

•Update or edit report filter

•Import report to Report Designer

•Export report from Report Designer