Managing Reports

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Managing Reports

Overview

Creating and linking your reports are the core functions of the Report Manager. Around these core functions are a number of functions to facilitate managing your reports. This section will familiarize you with these functions.

The management functions are:

  • Delete a Report

    You are able to delete reports that are no longer needed or have become obsolete. You have the choice when deleting the report of deleting the associated template. This should only be done if you are sure that the template is of no value and is not being used by other reports.

  • Link and Un-link Templates

    You are able to un-link an associated template from a report. This is necessary if you want to link a different template to the report.

  • Lock a Report

    You are able to lock a completed report. This ensures that there are no changes made to the structure of the report.

    Help File: Locking/Unlocking a report

  • Export and Importing Reports

    You are able to export reports from Sage Accpac Intelligence . These reports can be imported into other Sage Accpac Intelligence systems.

    Help File: Exporting a Report; Importing a Report

  • Schedule a report run

    You are able to schedule a report to run by adding the Sage Accpac Intelligence schedule command line to a 3rd part Scheduler program.

    Help File: Scheduling a Report

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