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Overview
All reports not covered under one of the three specific report designers are called standard reports. Examples of standard reports are A/R, A/P, The Journal reports, General Ledger reports, Utilization reports, Checks, etc.
Key Concepts
| • | The Original report cannot be modified,however, if you would like to customize the report, you can do so by copying the system version of the report make changes through the Microsoft Business Intelligence Development Studio. A link to the tool is located on the support site here. |
| • | To export the raw data of the report to Excel without including headers, footers, and grouping areas (i.e., a two-dimensional listing), click on the View Data button. The report data will appear in a grid that can then be exported. |
Note - Knowledge of using the Microsoft BIDS tool is required. All customizations NOT completed by a Clearview technician are NOT supported by Clearview Support.
Customizing a Report Management Report
| • | To create a custom standard report, first select the report in the Report Management applet using the drop-down list on the upper left part of the form. Each report has at least one report design flagged as System. These designs, or a previously made custom design, can be copied. |
| • | The Copy function is located in the toolbar menu, click Copy. |
| • | When clicked, it will prompt for a report name that must be unique. Add the name and click OK. |
| • | After copying a report, it can be downloaded (Download button located on the toolbar) to a local disk folder and modified using Microsoft Report Designer. |
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