What are Some Custom Reports Tips?

To gain the full impact of what custom reports can do for your business, reports must be developed and installed properly. Here are things to consider when making changes to your custom reports in Acctivate.

Tips to help manage custom reports

One of the biggest benefits from using Acctivate is having a large amount of data available for use in custom reports. Custom reports allow you to manage key pieces of data in a way that keeps you informed about what's going on in your business.

 

However, to gain the full impact of what custom reports can do for your business, they must be developed and installed properly. Here are things to consider when making changes to your custom reports in Acctivate.

  1. Save Report in the correct folder.
    All custom reports should be saved to the CustomReports folder.  Acctivate will check the custom reports folder first before running any standard report.  When replacing an existing report, it is important that you use the exact same name for your custom report.  If the report is a completely new custom report, give it a new name and add the report to the Report Catalog from within the Acctivate Configuration Manager.
    1. To navigate to the CustomReports folder first click Help > Acctivate Support > Email Acctivate Log File > Open Folder > Go up one directory > CustomReports.
    2. Save in the AcctivateData share on the server \\ServerName\ACCTivateData\CustomReports

2. Remember to mark the "Do not overwrite changes to this defintion" box in Configuration Manager
The "Do Not Overwrite changes" checkbox needs to be checked on each of your customized reports so that the configuration options are not lost when doing Acctivate updates. 

3. Alphabetize fields to find them easier
You can alphabetize your field list in Crystal Reports to be able to find the fields easier. When modifying your report in the Crystal Reports designer, select Options from the File menu.  Click the Database Tab and check the "Sort Fields Alphabetically" box.