A new selection has been added to the Reports section of the ACR main menu.
This will bring up a screen to allow users to create and maintain their own default reports for other system reports. The current system reports supported are:
- Debtor Statements
- Debtor Statements Reports
- Employee Anniversary Report
- Group Analysis Report
- Stock Analysis Report
- Clear Register Totals
- Invoice Sales Journal
- Mail Order Sales Journal
Please note that the reports Clear Registers Totals and Invoice Sales Journal will fail if they don’t have exclusive use of the system at the time of processing.
It is recommended Users set the ‘Task Controller’ option when setting a Wrapper to notify staff if this report fails.
When creating a default report, users must store the report qualifiers to be used.
When the qualifier screen is loaded using the Report Qualifiers button, any date fields are converted to drop downs. The options available depend on the field/s the drop down replace. eg:
Date edit box – definition of options
Today Today
Yesterday Yesterday
StartTM Start of this month
EndTM End of this month
StartLM Start of last month
EndLM End of last month
StartTCY Start of this calendar year
EndTCY End of this calendar year
StartLCY Start of last calendar year
EndLCY End of last calendar year
StartTFY Start of this financial year
EndTFY End of this financial year
StartLFY Start of last financial year
EndLFY End of last financial year
Month drop down and Year edit box – definition of options
ThisMTH This Month
LastMTH Last Month
Month-2 This Month – 2 (ie Previous Month)
StartTCY Start of this calendar year
EndTCY End of this calendar year
StartLCY Start of last calendar year
EndLCY End of last calendar year
Wrappers
Any Wrappers created must have Output Override set to True. The Output – Type of Disk will only work if the system report is configured to support it.
Menu security works in this screen as normal for adding/editing/removing default reports. The below extra security will also apply:
- The Wrapper button is only available if the current user is part of the User Group configured in Wrapper Configuration.
- When Wrapper is pressed, the current user must also pass the configured menu security for the system report that the default report is using.
- When Run is pressed, the current user must also pass the configured menu security for the system report that the default report is using.
Wrapper Configuration
A set of configurations has been added for ‘Default Report’.
Output Options
Output Type
- File – selecting this output type will request a file Name to be entered. If the file name is not entered, the report will be unable to run. The file type (Normal/Space or TAB) created will be determined by the ‘Delimit’ set in the setup in report Generator Maintenance
- Email File – selecting this output type will request an email address and a file name. The file type (Normal/Space or TAB) created will be determined by the ‘Delimit’ set in the setup in report Generator Maintenance.