This article covers simple changes such as adding a Logo, changing text, or amending the sort order. If extra fields are required please contact your Customer Service Manager or Account Manager.
Some information in reports, such as the company address - which can be found via System, Company Record, is taken from the system. Therefore it is advisable to check if updating that has the required result.
Reports run from the Ledgers are held in the Report Administrator. This is usually installed on a server along with the parent copy of Supply Chain. In order to make changes, the report will have to exported, edited in Crystal Reports, and then re-imported as a different name.
Reports are split into two types in the Report Administrator - Reports and Documents:
Reports are the items printed for internal use such as Aged Debtors reports.
Documents are usually sent to Customers or Suppliers such as Sales Statements.
Exporting Documents:
Having confirmed the name of the report within Supply Chain, log into Report Administrator and go to either the Report Management List or Document Management List by way of the buttons in the Administration area.
Locate the report to be modified - use the various filters to assist if required.
Select the item. If this is Locked then it will necessary to use the Duplicate Document button to make a copy as Locked reports cannot be exported (it will be necessary to refresh the search after doing this).
Click the Export Document button and select the appropriate location to save so that the changes can be made.
It is useful to make a note of configuration of the original by using the Configure Document button and recording the Document Key, Type, View Name and Search Type as well as the options on the other tabs for use when re-importing.
Importing Documents:
In the relevant Management List tab click New Document/Report.
Browse to the amended and renamed report and select it.
Enter the Document Key, Type, View Name and Search Type information and use the Description field add an obvious name.
Press OK to import.
Within Supply Chain, make the Report available to the appropriate Security Profiles, or set the Document as active in System, Application Configuration, Documents.