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How to locate Customized Reports

Using the Report table you will be able to locate your customized reports .  You will need to take note of the strGroupName where that report is added and the strFullPath.

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Here is to show you how Group Name and Full Path are being configured.  Let' take C report as an example.

 

Highlight on the particular report and click Edit button to open the Report Setting form.  In this Report Setting form, Invoice is selected on Menu Group that is why it is displayed on transactional report, which is Print Invoice report manager.

 

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*If the report was added under the following Menu Groups, then you will find it on the Report Manager.

Accounts Payable

Accounts Receivable

Banking

Contact Manager

Custom Reports

General Ledger

Inventory

Payroll

Production

Project Management

System Manager

 

*If the report was added under the following Menu Groups, then you will find it by clicking the Print button on the particular transaction.  This report is called Transactional report.

Bill

Check

Credit Memo

Invoice

Order

Paycheck

Purchase Order

Purchase Receipt

Quote

Return to vendor

RMA

Sales Order

 

*If the report was added under Sub Reports group, then you will NOT find it displayed on either Report Manager or on the Transactional Report Manager.

 

Example 1:  On C report, it shows that it was added under Invoice transactional reports.

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Example 2:  On E report, it shows that it was added under Account Receivable of the Report Manager.  Reports displayed on the Report Manager are also known as Summary Reports.

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Example 3 :  On Custom Picking Ticket report, it shows that it was added under Custom Reports of the Report Manager.  Reports displayed on the Report Manager are also known as Summary Reports.

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