Reports - All

The Reports - All form displays a Reports List of report instances for which the user has security access. AMS360 ships with a standard list of reports. Using the section menu options, you can add, edit, or delete report instances from the list.
Example Save additional instances of a report to a different Report Group.

 

Depending on your security authorization, the saved report may be a User instance, available only at your workstation, or it may be an Agency instance, available to all system users with authority to view the report.

On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection.

 

Only the reports for which you are granted security access appear in the reports list.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

The File menu contains a variety of options for working in the Reports - All window . The following table lists the options and explains what each one does:

Menu Options Function

Chk

Place a check mark in this check box to select a report for printing. Select multiple reports to "batch" print reports, for example at month end.

If the selected report contains required fields that are incomplete, the message, "There are missing report selections for the reports selected for printing" is displayed. The report selection form is also displayed so you can complete the required items and continue printing.

Type

Available report types are A (Agency) and U (User) based on a selection made when reports are created. Agency reports are accessible agency-wide (with appropriate security), while User reports are accessible only by the user who created and saved the report.

 

If you need to change the Type for a report in the grid, delete the report and re-add it with the desired type. See the Adding, Editing and Deleting Reports section later in this topic for more information.

Group

The group designation allows for sorting reports by a common feature, such as the center they pertain to or printing frequency (monthly).

Additional groups can be added by users with appropriate security. See the Adding, Editing and Deleting Reports section later in this topic for more information.

Name

The name of the report.

Description

The description for the report. Usually the same as the report name on reports shipped with the system.

Use this field when creating a User-type report to identify the purpose of the report. Example: ABC Insured Claims 2003

Upon opening the Reports - All form, the Reports List grid displays all reports for which you have security access. The following information is displayed for each report.

Grid Elements What's This?

Chk

Place a check mark in this check box to select a report for printing. Select multiple reports to "batch" print reports, for example at month end.

If the selected report contains required fields that are incomplete, the message, "There are missing report selections for the reports selected for printing" is displayed. The report selection form is also displayed so you can complete the required items and continue printing.

Type

Available report types are A (Agency) and U (User) based on a selection made when reports are created. Agency reports are accessible agency-wide (with appropriate security), while User reports are accessible only by the user who created and saved the report.

 

If you need to change the Type for a report in the grid, delete the report and re-add it with the desired type. See the Adding, Editing and Deleting Reports section later in this topic for more information.

Group

The group designation allows for sorting reports by a common feature, such as the center they pertain to or printing frequency (monthly).

Additional groups can be added by users with appropriate security. See the Adding, Editing and Deleting Reports section later in this topic for more information.

Name

The name of the report.

Description

The description for the report. Usually the same as the report name on reports shipped with the system.

Use this field when creating a User-type report to identify the purpose of the report. Example: ABC Insured Claims 2003

The Add menu option allows you to save a new instance of a report to the Reports-All list. The most common reason for this is to make a copy of an existing report with different report selection options.

 

If changes are made to the report selection options in a report (changing and saving a date range or drop-down list option), the changed selections replace the existing instance of the report in the Report List. If you want to retain the default settings, Add a new instance of the desired report, open the report using the Name link, make the necessary report selection changes, and Save or Save & Close.

Example

You may want to save a different instance of the Bank Deposit report for each of your agency bank accounts. Use the Description field when adding the report to identify the account involved such as, Trust Bank Deposit or Operating Bank Deposit. Then open the instance labeled Trust Bank Deposit, select the appropriate account from the Bank drop-down list and Save & Close. Repeat for the Operating Bank Deposit.

To add a new report instance to the Report List, do the following:

  1. Click New on the Report List section menu. The Report List data entry fields appear.
  2. Select an existing report from the Report Name drop-down list on which to base the new report.
  3. Choose a Type Selection. Agency reports can be accessed by multiple users. User reports are accessible by the user who created them.
  4. Select an existing Group from the drop-down list or click the Add New Report Group link. The purpose of a group designation is to link all reports assigned to the group to simplify batch printing.
  5. Type a Description to identify the new report. Multiple reports can have the same Report Name so make the description meaningful for identification.
  6. Click Add on the section menu. The new report appears in the list.
  7. Click the Name link to open the Report Selection form.
  8. Choose the selection options that make the new report unique from existing report versions.
  9. Click Save or Save & Close.

Use this feature to make changes to a saved report.

  1. Select the Report you want to change and click Edit in the section menu. The Report you selected appears for editing.
 

To select the report, click any column in the desired grid row, except Name. Clicking the Name column activates the link, and opens the selection form.
  1. Fields available for edit include:
Field What is this?

Report Group

In Edit mode, selecting a different report Group changes the label in the grid so when sorting the grid by the report Group, the edited report is grouped with a different batch of reports.

Description

Edit the Description field to provide a more descriptive label for the purpose of the report. This is especially helpful when multiple copies exist with the same Report Name.

CSV File Name

This is the file name the system uses when the report is exported to a third-party program. This field is available for edit, if desired.

This field is only available if the report can be exported.

Run Application

This box defaults as checked meaning, if File > Create CSV is selected from a report form, AMS 360 automatically exports the report to the Temp directory on your hard drive and opens the associated program (Microsoft Excel is the default).

For additional information, see the Creating a CSV File section of the Printing, Previewing and Exporting a Report topic.

This option is only available if the report can be exported.
  1. When you have finished editing the Report List fields, click Update.
  2. Click Save to save changes and remain in the Report List or Save & Close to save changes and exit.

As a courtesy to other users, you may want to notify everyone before deleting a report of type A (agency). To delete an existing report:

  1. From the Report List select the report you want to delete.
 

To select the report, click any column in the desired grid row, except Name. Clicking the Name column activates the link, and opens the selection form
  1. Click Deleteon the section menu.
  2. A message appears asking you to confirm the deletion. Click Yes to continue.
Fields/Options What is this?

Report Name

To setup a new report, click an existing report from the Report Name drop-down list on which to base the new report.

Type Selection
Option What is this?

Agency

Agency reports can be accessed by multiple users.

User

User reports can be accessed only by the user who created the report.

Group

Select an existing group from the list, or enter a new one by clicking Add New Report Group. The purpose of a group designation is to link all reports assigned to the group to simplify batch printing.

Add New Report Group

Clicking the Add New Report Group link opens the Add Report Group form. Enter a unique group name and click OK.

Description

Type a Description to identify the new report. Multiple reports can have the same report name so make the description meaningful for identification.

CSV File Name

Specify the directory path and CSV (comma separated value) file name where the report's raw data will be saved.

This field is only available when editing a report from the Reports - All form.

Run Application

Check this box to open the CSV file in the pre-selected application when the data is exported.

For more information on how to setup the application where the .csv file exports, see Printing, Previewing and Exporting a Report.

AMS360 ships with reports associated with report groups. There is a Monthly group containing reports with default, but editable, selections, that are normally run monthly. All the reports in the Monthly group are also in another group.

  1. Open the Reports - All form.
  2. In the Group grid column, use the filter arrow in the column header to select the desired group name (e.g. Monthly). Only the reports belonging to the selected group display.
  3. Click the report Name to open the report selection form, if necessary, to verify/change the selection options. Click Save & Close to return to the Report List grid.
  4. Click the check box in the Chk column. The report drops to the bottom of the list to indicate a completed selection.
  5. Continue selecting the reports (steps 3 and 4) that you wish to print.
  6. When all selections are complete, click the Printer icon to begin printing reports.
  1. Open the Reports - All form.
  2. In the Name grid column, use the filter arrow to select the desired report or scroll through the list to locate the report.
  3. Click the report Name to open the report selection form to choose and verify the report selection options.
  4. When all selections are complete, click the Printer icon to begin printing the report.

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