Adding customized reports into Acctivate from a support rep or consultant.
To add a report emailed to you with a browser link, view the folder where the browser file saves and move it your CustomReports folder, if the report uses a .rpt format. If the report uses a .acctrpt format, simple import the report into Acctivate.
If you are working with a Support Rep or consultant to make modifications to a report or for a new report, and they email you the file, follow the steps below to download and save the report file. Both .rpt and .acctrpt files will be emailed.
- Click the attachment from the support rep or consultant email.
- The download will open in your web browser at the bottom of the page. Expand the downloads option to "Show in Folder". Some browsers may prompt you to "Save" instead of "Show in Folder". If you have the option to Save, please do so, noting the file location you save the report.
- Do not "Open" or click the download link to open it. Acctivate uses Crystal Reports report files. You will only be able to open the report if you have Crystal Reports installed on the computer you are downloading the web link. If you do attempt to open the link and you do not have Crystal Reports installed, the report will not open. You can always go to the web browser downloads folder to access the downloaded file again.
- The folder will open with the report file in it.
- If the report file extension is .acctrpt, follow the directions to import the report into Acctivate wherever the report is saved. Once you import the custom report into Acctivate, you are done with the report download.
- If the report file extension is .rpt, follow the directions to update the existing report into Acctivate wherever the report is saved. Once you import the custom report into Acctivate, you are done with the report downloads, although it is recommended to create a folder accessible to store the report files as a backup.
Please contact Support if you have any questions.