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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.

2. 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.

 

3. When you have finished editing the Report List fields, click Update.

4. 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.

2. Click Deleteon the section menu.

3. A message appears asking you to confirm the deletion. Click Yes to continue.

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 the Save & Closeicon to return to theReport Listgrid.

4. Click the checkbox 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 & 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.