Atrieve Finance

User Defined Report Change

The User Defined Report Change procedure is very similar to creating a report. All reports currently defined in the system are displayed within a box on the screen. Refer to User Defined Report Additions for documentation on this module.

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 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 display in a window at the bottom of the screen.

Click the search icon to search for a specific report by entering a portion of text contained in its description. 

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 the previously defined macros in the system. The group of reports that make up the macro currently highlighted by the cursor will be displayed in the window at the bottom of the screen.

Cancel

Click Cancel to return to the User Defined Report Selection screen.

Add

Click Add to create a new macro.

Change

Click Change to modify the macro currently highlighted by the cursor.

Inquire

Click Inquire to view the macro currently highlighted by the cursor.

Delete

Click Delete 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. If you are in Add or Change mode, select the reports you wish to group for this macro. You can select a maximum 36 reports in one macro.

  • Save - Click Save to save the macro just entered and proceed to the User Defined Macro Save screen.

  • Cancel - Click Cancel 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 beginning with 900 for macros. 

  • Enter the description of the macro.

Security

  • Security has not been implemented in this release.

    Save

    Click Save to save the macro.

    Cancel

    Click Cancel to return to the User Defined Macro Maintenance screen.