Reports - WebTMA 5

Report Writer

You can create a new report using the Report Writer. The module is set up to guide you through the process in the sequence of the Tabs at the top of the window.

The Report Writer uses Microsoft SQL Server Reporting Services (SSRS) to generate the reports. While you can use SSRS for either SQL 2005 or SQL 2008, reports created with the 2008 version cannot be read by the 2005 version. If you are using both SQL 2005 and SQL 2008 in your environment, you may prefer to create all your reports with SSRS for SQL 2005.

How to Copy Reports

  1. Go to Reports > Report Writer or Reports > Report Manager.
  2. Highlight a report you want to copy.
  3. Click the Copy Report button. The existing report opens in the Report Writer window.
  4. Give the report a new name.
  5. Make changes to the contents using any of the Report Writer Tabs you desire.
  6. Save the report from the Layout Tab.

Your report design is not saved until you click the Save button on the Layout Tab. If you design complex criteria and calculations, go to the Layout Tab regularly to save your work.

CAUTION: Before you copy a report, review the other topics in this document and study the behavior of Report Writer features. It isn't necessary to use the options on every Tab of the Report Writer window, but an understanding of how each works is essential to create a report. The Layout section is especially important.

Copy Existing Reports

Path: Reports > Report Manager

You can use any existing report in the Report Manager window as the basis for other reports. When you select a report and click the Copy Report button from Report Manager window, WebTMA automatically opens the Report Writer / Properties Tab ready for your input.

A Copy Report button is also on the Report Writer window. The list of reports on this window includes reports from the Report Manager and your custom reports. You can copy any reports from the Report Writer window using the Copy Report button.

Click the Quick View button to print the report without displaying the Print Format popup window. The following conditions are required to use the Quick View button:

  • A Default Report Format has been selected
  • Reports with multi-currency must have a default currency selected
  • Reports with multi-currency can have one rate only

My Report Section

Path: Reports > Report Manager / My Report

The My Report section is used to store a copy of the reports you use frequently. Reports that appear in this section do not alter the originals. The section is simply a way to assemble a few system reports for easy access.

How to Add My Reports

Path: Reports > Report Manager

To add a report to the My Report section of Report Manager:

  1. Select a report you use frequently.
  2. Click the Add To My Report button.

When you click the My Report label in the left pane, the report you added shows up in the list.

How to Delete My Reports

Path: Reports > Report Manager / My Report

To remove a report from the My Report section of Report Manager:

  1. Go to the My Report section.
  2. Select the report you want to remove.
  3. Click the Delete My Report button.

The report is still in the original section, the line item is merely removed from this section.

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