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Once a report has been created, it is ready to be run or re-run as required by the user. The user is responsible for:

Selecting the specific report
Determining the accounting period that is to be used for generating the report
Establishing any special comments to go on the report title area
Establishing level breaks and/or criteria related to the specific running of the report

USER DEFINED REPORT SELECTION

The USER DEFINED REPORT SELECTION screen displays a list of all previously defined reports in the system. If a report has an asterisk (*) in the Macro column it indicates the report is actually a link to a group of other reports that can be run all at one time in Print User Defined Reports. The group of other reports related to the macro will display in a window at the bottom of the screen.

Press <FIND> to search for a specific report by entering some text contained in its description. If you know the report number, press <INSERT> to enter the report number and the program will take you directly to the report in the list. To select a report, use your cursor keys to highlight the desired report in the list and choose <SELECT> from the horizontal menu at the bottom of the screen.

Select Exit from the horizontal menu to exit the program.

If you wish to work with macros, select Macro from the horizontal menu and you will proceed to User Defined Report Macro Maintenance.

USER DEFINED REPORT MACRO SELECTION

The USER DEFINED REPORT MACRO SELECTION screen displays a list of all previously defined macros in the system. The group of reports that make up the macro currently highlighted by the cursor will display in the window at the bottom of the screen. Similar to User Defined Report Selection, use <FIND> and <INSERT> to locate a specific macro.

Exit Enter 'E' to return to the User Defined Report Selection screen.

Add Enter 'A' to create a new macro.

Change Enter 'C' to modify the macro currently highlighted by the cursor.

Inquire Enter 'I' to view the macro currently highlighted by the cursor.

Delete Enter 'D' to delete the macro currently highlighted by the cursor.

USER DEFINED MACRO MAINTENANCE

A list of all reports in the system will display. This list will not include any macros as you are not allowed to define a macro that points to another macro. Use <FIND> and <INSERT> to locate specific reports. If you are in Add or Change mode, use <SELECT> to select the reports you wish to group for this macro. You are allowed to select a maximum of 36 reports in one macro.

Accept Enter 'A' to save the macro you have just entered. You will proceed to the User Defined Macro Save screen.

Cancel Enter 'C' to return to the User Defined Macro Selection screen without saving the macro.

USER DEFINED MACRO SAVE

MACRO NUMBER

Enter a unique number for the macro. For ease in locating the macros later, you may wish to use a numbering standard that starts at 900 for macros.

Enter <CR> to return to the User Defined Macro Maintenance screen.

DESCRIPTION

Enter the description of the macro.

SECURITY

Security has not been implemented in this release.

Accept Enter 'A' to save the macro.

Cancel Enter 'C' to return to the User Defined Macro Maintenance screen.

Modify Enter 'M' to change the report number, description, or security field.

ENTER THE PERIOD

Enter a valid accounting period. If the report contains detailed journal entries and you did not specify a macro, you will be prompted for a starting period.

ENTER THE ENDING PERIOD

This prompt will only appear if you did not select a macro and the report contains detailed journal entries. Enter a valid ending accounting period. NOTE: Some systems may not have this option.

ENTER THE TITLE COMMENT

The value entered here, if any, will be printed on the report header according to the placement of the keyword COMMENT$. The default comment will be the period end date text from the BAS calendar database.

SIMULATE MONTH END

If you are running a single report (no macro) for a future period, you may wish to simulate a GL account month end to predict the accounting values for the future period.

OVERRIDE LEVELS AND/OR CRITERIA

If you selected a single report (no macro) you are given the option to override the levels and criteria originally set up for the report. Refer to the User Defined Report Level and Criteria Maintenance screen instructions explained earlier in the chapter.