Defining Custom Report Settings

Use the Custom Report Settings screen to enter the report name and description, and to select the report style and category.

Active

— Indicates the report is active and displays in the list of active reports in the View Reports wizard, ‘Active’ is the default setting. To deactivate the report, clear the ‘Active’ check box.

Both active and inactive reports display in Reports Builder wizard; however, you can only generate active reports ad hoc or by the scheduler.

Name

— Identifies the report. Type a unique name up to 50 characters.

Description

— Helps to easily identify the data in the report at a later date. Entering a description is optional.

View Reports wizard is a separate application that enables you to run, schedule, and export existing reports.

Report Style

— Designates the format and style of the report.

Select one of the following predefined styles for the report:

•

ACCPAC GL

•	Comparative (Date Range to Last Yr Date Range w/Subtotal)

•	Comparative (Date Range to Last Yr Date Range)

•	Comparative (Weekday to Last Yr Weekday)

•	Comparative - All Stores ( Date Range to Last Yr Date Range)

•	Comparative - All Stores/Dates ( Date Range to Last Yr Date Range)

•	Comparative - Same Date Last Year (Report Groups on Top)

•	Comparative - Same Day Last Year (Report Groups on Top)

•	Comparative - Calendar Weeks

•	Comparative - Fiscal Weeks

•	Dates On Top - All Stores/Dates (w/Group Subtotals)

•	Graphical - Bar

•	Great Plains Dynamics

•	Group by Dates on Top (With group subtotal)

•	Group by Same Weekday with Regions, Areas, and Stores

•	Group by Weekday - Days on Top

•	Group by Weekday - Days on Top (With group subtotal)

•	Group by Weekday - Days on Top (With group subtotal) By Date

•	Group by Weekday - Days on Top By Date

•	Group by Weekday - Stores on Top

•	Group by Weekday - Stores on Top (With group subtotal)

•	Groups On Top with Region, Area, and Store (with group subtotal)

•	Lawson GL Export

•

Mas 90

•	Peachtree GL

•	QuickBooks GL

•	Report Groups on Top

•	Report Groups on Top with Areas Included

•	Report Groups on Top with Areas Included With Subtotals Included

•	Report Groups on Top with Stores Included

•	Report Groups on Top with Stores Included (With group subtotal)

•	Single Column (Key Stats Style)

•	Single Column (Key Stats Style) (With group subtotal)

•	Solomon GL

Great Plains Dynamics, Lawson GL Export, and Mas 90 are report styles that coincide with their respective general ledger systems.

If you select a style that includes subtotals, include line items with the same type of value. All line items should contain either a dollar amount or quantity value. For example, if a dollar amount line item for $2.10 is added to a quantity value line item of 10, the result is $2.20; the resulting subtotal is meaningless.

Use the Graphical - Bar report style with multiple line items per group. Keep the line item name to a minimum, due to formatting issues that may occur with the use of this report style

If you select to use a report style formatted with Groups on Top, Days on Top, or Stores on Top, keep the number of report groups and line items to a minimum.

Report Category

— Specifies the category of the new report in Reports wizard.