Customizing system reports

The System Reports can be customized to fit your company’s needs.

To clone and customize a system report

  1. From the menu bar, select Utilities > Report Specs to open the Report Specifications window that contains a list of all standard reports, sorted by module and category.
  2. Scroll down to the SYSTEM module. The categories under SYSTEM are Data Import, Purge, System Setup and Table Maintenance.
  3. Select the report you want to clone and then click Clone.

    4. Note: Do not change the System and Category fields if you want the cloned report to display with the other reports.

  4. Type a name for the cloned report in the Title field and a new description in the Description field.

    5. Note: If you use the cloned report as the standard report within its Category, make sure the report name is first in the alphabetical report category. To simplify this task further, put a period “.” at the beginning of the name, such as .Badge, so it becomes the default for that report type. Not all options are available for all reports.

  5. Click Parameters to open the Detail Report Parameters window.
  6. If you are entering an SQL command in the Parameters field, make sure that SQLExec/240 is shown in the Control Procedure field.
  7. Make the necessary changes to the report. This may include a change in the Report Format used to print the report, an addition or change of an option in the Options list string, or an addition of message text (for certain invoice and confirmation formats) in the Parameters text field.

    8. Note: When changing an option, remember that most of the options available for a report are already in the Options list. However, you may need to either enable or disable the option depending upon the setting. To enable an option that is disabled, change the first word of the option from NO to PRINT, for example, NO_FULL_ADDRESS to PRINT_FULL_ADDRESS.

  8. Click OK. You have created a new report that appears with the other Standard Reports.