Reports

Basics

• Advanced Report Filters.
• How to filter reports.
• Drilling down in reports.
• Setting a Default Printer for Acctivate
• Where is the text for the popup notes found for reports?
• Managing reports in Acctivate
• Commonly accessed database views for Customer Information
• Emailing reports out of Acctivate.
• Exporting reports into another format.
• Emailing a copy of a report.
• Exporting reports from Acctivate for editing or sharing.
• Setting specific printers for specific reports.
• Barcodes on Sales Documents
• Adding customized reports into Acctivate from a support rep or consultant.
• What are the Acctivate Data View Definitions?
• Printing specific pages or multiple copies of a report as a PDF.
• Setting up the Dashboard
• Adding Selection Criteria to filter reports
• Set a Selection Prompt to be Required for Reports.
• Configuring report document types and permission groups.
• Setting up Label Printers in Windows.
• What is GS1 and how does it relate to barcoding?
• Default Addresses used on Forms
• Commonly accessed database views for Product Information
• Commonly accessed database views for Product Labels,Lot Serial Information, and TransactionDetails
• Solutions for automation of emailing reports on a schedule.
• Printing labels on RightNetworks.
• Configuring Zebra Label printers for Acctivate.

Standard Reports

• Acctivate's Standard Report List.
• Navigating to the Standard Reports folder.
• Inventory Monthly Demand Summary
• What are the "Top N" Reports and How Do I Use Them?
• Inventory Analysis by Product report
• What are the Standard Acctivate Labels and Barcodes?
• Market Balance Analysis report.
• Printing Product Labels
• Inventory Overstock Analysis and Min Stock Level Analysis by Product reports.
• Printing Shipping Labels
• Print Carton Labels within Acctivate
• Printing labels by PO

Crystal Reports

• Crystal Reports for Acctivate users
• Using Crystal Reports in Acctivate
• What is the Crystal Report Run-time Engine?
• Editing reports on RightNetworks.
• Adding Custom Reports into Acctivate
• Importing in an ACCTRPT file into Acctivate.
• Logging in to Acctivate's database in Crystal Reports.
• How to "Check Out" and "Check In" an Acctivate .RPT Report file
• Replacing the company logo.
• Parameter fields usable for Company and Current User information in Crystal Reports.
• Including Date-Time on reports in Crystal Reports.
• Creating Barcodes for Warehouse Locations in Crystal Reports.
• Adjusting the number of decimals for Quantity or Price fields in Crystal Reports.
• What version of Crystal Reports or Crystal Runtime works with Acctivate?
• Modifying the invoice report to only display items that are being invoiced.
• "Do not overwrite changes to this definition during Acctivate Update" Option.
• Foreign Language Characters are not printing correctly on reports
• Options for Modifying Reports and Creating New Reports

Excel

• Exporting Crystal Reports information to Microsoft Excel.
• Exporting Acctivate Window Grids to Excel.
• Changing how reports export to excel.
• Stopping Excel from Changing Numbers to Dates or Scientific Notations.
• Importing A Database Table Into Microsoft Excel.
• Embedding the Acctivate SQL database password in an Microsoft Query.
• Creating a Microsoft Query from Excel.
• How to display data from multiple tables in a Microsoft Query.
• Modifying existing Microsoft Queries in Excel.