Processing Reports Overview

While you are accessing a report page, you can process only one report at a time and you cannot perform any other Sagitta functions.

Access a Report

To access an Accounting report: (for example, a Aged Receivables, Accounts Payable on File, Balance Sheet, or Production Reports)

  1. Click Accounting from the Sagitta Home Page or from a non-accounting menu. The Accounting & Reports page appears. The page has a menu bar showing four accounting and report categories:
  2. Accounts Receivable
  3. Accounts Payable
  4. Financial Management
  5. Production Reports
  1. Click one of the category names to see a list of accounting and report options on the left side of the page. Select a report to open the Report Selection page for that report.

Access to the various report and accounting pages is determined per user based on the Personalization settings established by the system coordinator in the Toolbar Maintenance Page.

To access non-accounting (Other) reports: (for example, Policy Renewal Report, Client Lists, Report/Profile Builder)

  1. Click Other from the Sagitta Home Page. The Other menu bar appears.
  2. Click Reports. The Reports menu options appear on the left side.
  3. Select a Report Type (Clients/Staff, Policy, or Miscellaneous) to open the Report Selection page for that report.

Access to the various report pages is determined per user based on the Personalization settings established by the system coordinator in the Menu File Maintenance Page.

Report Selection page

Each report has its own Report Selection page that you can use to select the criteria for including data in the report and (in many cases) determine how data is arranged in the report.

Printing, Viewing, Processing Options

From the Report Selections page, choose one of the following options for printing, viewing, or processing the report.

The options may vary, depending upon the report selected.
  • Adobe® - Use this option to review the report in Adobe PDF (Portable Document Format) using the Adobe Acrobat Reader. From Adobe, you can save, print or email the report. You can view Accounting Reports, such as the Preliminary Invoice Register and the Operating Statement, that have multiple report versions.

Selecting this option enables you to view and review a report with Update functionality before you update your system. You can update a report if you view it using Adobe; you cannot update it using the Screen option.

  • Screen- Use this option to view the report on the screen after processing. Using the Screen option, you can view Accounting Reports that have multiple report versions, such as the Preliminary Invoice Register and the Operating Statement.
    When you select the Screen option, the Report View Page appears. You can click the printer icon on the tool bar to access Windows Print to print the report displayed.

You cannot update reports using the Screen option. Use the Adobe option if you want to view and update reports.

  • Overnight- Use this option to add the report to the Overnight Report Process queue. Overnight Report Processing occurs immediately after that night's File Save. (For the report to be included in that night's processing, you must add the report to the queue before the File Save begins.) The availability of the Overnight option depends on whether or not Sagitta supports Overnight Report Processing for the specific report.
  • Batch - Use this option to add the report to the list of reports on the Batch Process page. The availability of the Batch option depends on whether or not Sagitta supports batch processing for the specific report.
  • Export - Use this option to export in file in XML format to a third-party spreadsheet program (for example, Microsoft Excel).

Choose one of the following options from the Export drop-down list.

  • Immediate - to export the report instantly.
  • Overnight - to export the report as part of Overnight Report Processing.  Overnight reports appear under Processed Reports on the Sagitta Home Page. Reports set up for export as part of the Overnight Report Process appear with an XML icon before the report name. The Combine option is not available for XML reports included in the Overnight Report Process; you can select only one report with an XML format at a time. If you attempt to combine XML with any other reports (XML or Adobe), the error message You may not include XML reports when combining appears. Click OK and then clear the check for the XML report or other reports.
  • Batch - to add the report export to the Batch Processing Page. The Combine option is not available for XML reports included in the Batch process; you can select only one report with an XML format at a time. If you attempt to combine XML reports with any other reports (XML or Adobe), the error message You may not include XML reports when combining appears. Click OK and then clear the check for the XML report or other reports.

The Overnight, Batch, and Export options are not available for all reports. If these options are not available for the report you are running, only the Immediate option appears in the drop-down list.